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Хуситы разбушевались не на шутку — об отмене транзита через Красное море (Суэцкий канал) теперь заявила британская BP. Скоро, вероятно, присоединятся и другие крупные игроки.

В сухом остатке: рекордные ставки на фрахт и военные премии в регионе, под угрозой 15% мирового морского товаропотока и 10% поставок всей нефти (не считая больших объемов СПГ, горячий привет ЕС), +40% к длине рейса, если перенаправляют через юг Африки (10-15 дней задержка), рост издержек на операционные расходы.

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Хуситы разбушевались не на шутку — об отмене транзита через Красное море (Суэцкий канал) теперь заявила британская BP. Скоро, вероятно, присоединятся и другие крупные игроки.

В сухом остатке: рекордные ставки на фрахт и военные премии в регионе, под угрозой 15% мирового морского товаропотока и 10% поставок всей нефти (не считая больших объемов СПГ, горячий привет ЕС), +40% к длине рейса, если перенаправляют через юг Африки (10-15 дней задержка), рост издержек на операционные расходы.

@MarketHeart

BY Собачье сердце капитализма




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Apparently upbeat developments in Russia's discussions with Ukraine helped at least temporarily send investors back into risk assets. Russian President Vladimir Putin said during a meeting with his Belarusian counterpart Alexander Lukashenko that there were "certain positive developments" occurring in the talks with Ukraine, according to a transcript of their meeting. Putin added that discussions were happening "almost on a daily basis." This provided opportunity to their linked entities to offload their shares at higher prices and make significant profits at the cost of unsuspecting retail investors. It is unclear who runs the account, although Russia's official Ministry of Foreign Affairs Twitter account promoted the Telegram channel on Saturday and claimed it was operated by "a group of experts & journalists." Given the pro-privacy stance of the platform, it’s taken as a given that it’ll be used for a number of reasons, not all of them good. And Telegram has been attached to a fair few scandals related to terrorism, sexual exploitation and crime. Back in 2015, Vox described Telegram as “ISIS’ app of choice,” saying that the platform’s real use is the ability to use channels to distribute material to large groups at once. Telegram has acted to remove public channels affiliated with terrorism, but Pavel Durov reiterated that he had no business snooping on private conversations. Messages are not fully encrypted by default. That means the company could, in theory, access the content of the messages, or be forced to hand over the data at the request of a government.
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