Структура промышленного энергопотребления в некоторых странах Европы в 2022 - Alpine Macro
В Германии промышленное потребление электроэнергии по меньшей мере вдвое выше, чем у Франции на втором месте
После 2022 из-за прекращения трубопроводных поставок газа из России цены на электроэнергию в Европе резко выросли. Сейчас цены в Германии остаются примерно в три раза выше докризисных уровней
Структура промышленного энергопотребления в некоторых странах Европы в 2022 - Alpine Macro
В Германии промышленное потребление электроэнергии по меньшей мере вдвое выше, чем у Франции на втором месте
После 2022 из-за прекращения трубопроводных поставок газа из России цены на электроэнергию в Европе резко выросли. Сейчас цены в Германии остаются примерно в три раза выше докризисных уровней
Russians and Ukrainians are both prolific users of Telegram. They rely on the app for channels that act as newsfeeds, group chats (both public and private), and one-to-one communication. Since the Russian invasion of Ukraine, Telegram has remained an important lifeline for both Russians and Ukrainians, as a way of staying aware of the latest news and keeping in touch with loved ones. That hurt tech stocks. For the past few weeks, the 10-year yield has traded between 1.72% and 2%, as traders moved into the bond for safety when Russia headlines were ugly—and out of it when headlines improved. Now, the yield is touching its pandemic-era high. If the yield breaks above that level, that could signal that it’s on a sustainable path higher. Higher long-dated bond yields make future profits less valuable—and many tech companies are valued on the basis of profits forecast for many years in the future. Telegram does offer end-to-end encrypted communications through Secret Chats, but this is not the default setting. Standard conversations use the MTProto method, enabling server-client encryption but with them stored on the server for ease-of-access. This makes using Telegram across multiple devices simple, but also means that the regular Telegram chats you’re having with folks are not as secure as you may believe. Overall, extreme levels of fear in the market seems to have morphed into something more resembling concern. For example, the Cboe Volatility Index fell from its 2022 peak of 36, which it hit Monday, to around 30 on Friday, a sign of easing tensions. Meanwhile, while the price of WTI crude oil slipped from Sunday’s multiyear high $130 of barrel to $109 a pop. Markets have been expecting heavy restrictions on Russian oil, some of which the U.S. has already imposed, and that would reduce the global supply and bring about even more burdensome inflation. Crude oil prices edged higher after tumbling on Thursday, when U.S. West Texas intermediate slid back below $110 per barrel after topping as much as $130 a barrel in recent sessions. Still, gas prices at the pump rose to fresh highs.
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