... Inventory Growth on Oil Prices and Investor Strategies Price Stability Amid Increased Supply For oil buyers, the rise in inventories and increased supply may stabilize market prices. The reduced risk of price increases allows companies consuming oil and petroleum products to budget more accurately and manage costs. Investors should also consider that high inventories could limit oil price growth, potentially reducing the returns on investments in oil-related assets. Market Response Following the report's release,...

... 2024. The reduction in subsidies leads to a decline in oil refining margins. In this situation, oil companies have no choice but to compensate for losses through higher exchange prices. It is worth noting, however, that the damping mechanism depends on petroleum product quotations in Europe, as well as the exchange rate of the ruble. This does not involve cutting subsidies but changing macroeconomic conditions. Oil and petroleum products have fallen in price worldwide, and the ruble has strengthened against the ...

... generating capacity, the analyst warns. Potential Areas for Growth Tereshkin sees the supply of raw materials for petrochemical production as the most promising area of energy cooperation with China, as petrochemicals are a key driver of China's hydrocarbon ... ... barrels per day, of which 930,000 barrels per day (over 40%) were for petrochemical feedstocks like naphtha, ethane, and liquefied petroleum gases (LPG). Significant potential exists in supplying ethane and LPG from Gazprom's Amur Gas Processing Plant. Energy ...

... government's efforts to limit fuel price increases, has made the profitability of gasoline and diesel retail sales increasingly dependent on the development of additional services by gas station owners, such as selling non-core products. Profit margins on petroleum products, which already vary widely based on location and business scale, can also fluctuate significantly throughout the year, swinging between positive and negative zones. In this context, companies are effectively transforming gas stations into "roadside ...

... exchange). Another factor behind rising exchange prices is unplanned refinery repairs due to drone attacks, according to Reuters. Reports indicate that the Novokuybishevsk refinery has been shut down since the beginning of August, and the output of petroleum products from the Ryazan refinery has been cut by half. The market could indeed respond to news about reduced gasoline shipments, but it is unlikely to reflect a tangible decline in supplies in such a short timeframe. In 2024, Novokuybishevsk refinery ...