Судя по происходящему, Россию снова ждет топливный кризис, но на этот раз демпфер и Минфин будут не при чем. Нарастающие по количеству и по меткости атаки дронов на НПЗ и топливные терминалы в десятке регионов РФ уже сейчас создают ощутимые проблемы для ТЭК ("Новатэк" не даст соврать), а в перспективе эти проблемы могут вырасти кратно. Плюс под угрозой нефтегазовый экспорт.
Даже и не знаем, что тут можно посоветовать. Прекращать войну? Обе стороны далеки от этого и не выказывают желания останавливаться. Окружать все НПЗ по кругу ПВО? Нет таких ресурсов. Приглашать священников РПЦ с ворованными мощами? Разве что это.
Судя по происходящему, Россию снова ждет топливный кризис, но на этот раз демпфер и Минфин будут не при чем. Нарастающие по количеству и по меткости атаки дронов на НПЗ и топливные терминалы в десятке регионов РФ уже сейчас создают ощутимые проблемы для ТЭК ("Новатэк" не даст соврать), а в перспективе эти проблемы могут вырасти кратно. Плюс под угрозой нефтегазовый экспорт.
Даже и не знаем, что тут можно посоветовать. Прекращать войну? Обе стороны далеки от этого и не выказывают желания останавливаться. Окружать все НПЗ по кругу ПВО? Нет таких ресурсов. Приглашать священников РПЦ с ворованными мощами? Разве что это.
BY Временное правительство 2.0
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Telegram has gained a reputation as the “secure” communications app in the post-Soviet states, but whenever you make choices about your digital security, it’s important to start by asking yourself, “What exactly am I securing? And who am I securing it from?” These questions should inform your decisions about whether you are using the right tool or platform for your digital security needs. Telegram is certainly not the most secure messaging app on the market right now. Its security model requires users to place a great deal of trust in Telegram’s ability to protect user data. For some users, this may be good enough for now. For others, it may be wiser to move to a different platform for certain kinds of high-risk communications. 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. Investors took profits on Friday while they could ahead of the weekend, explained Tom Essaye, founder of Sevens Report Research. Saturday and Sunday could easily bring unfortunate news on the war front—and traders would rather be able to sell any recent winnings at Friday’s earlier prices than wait for a potentially lower price at Monday’s open. 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. As such, the SC would like to remind investors to always exercise caution when evaluating investment opportunities, especially those promising unrealistically high returns with little or no risk. Investors should also never deposit money into someone’s personal bank account if instructed.
from pl