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💊 Почему волатильность цен на сырье неизбежна? Падение капитальных расходов по секторам за 10 лет достигло критических значений

Рис. 1: Добыча металлов - cокращение CAPEX почти в два раза от уровней начала 2010-х (Goldman Sachs)

Рис. 2: Добыча нефти - текущий прогноз недостающих инвестиции до 2030 г. ~$600 млрд. (J.P. Morgan)



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💊 Почему волатильность цен на сырье неизбежна? Падение капитальных расходов по секторам за 10 лет достигло критических значений

Рис. 1: Добыча металлов - cокращение CAPEX почти в два раза от уровней начала 2010-х (Goldman Sachs)

Рис. 2: Добыча нефти - текущий прогноз недостающих инвестиции до 2030 г. ~$600 млрд. (J.P. Morgan)

BY Собачье сердце капитализма





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"Markets were cheering this economic recovery and return to strong economic growth, but the cheers will turn to tears if the inflation outbreak pushes businesses and consumers to the brink of recession," he added. The message was not authentic, with the real Zelenskiy soon denying the claim on his official Telegram channel, but the incident highlighted a major problem: disinformation quickly spreads unchecked on the encrypted app. On Feb. 27, however, he admitted from his Russian-language account that "Telegram channels are increasingly becoming a source of unverified information related to Ukrainian events." Telegram was co-founded by Pavel and Nikolai Durov, the brothers who had previously created VKontakte. VK is Russia’s equivalent of Facebook, a social network used for public and private messaging, audio and video sharing as well as online gaming. In January, SimpleWeb reported that VK was Russia’s fourth most-visited website, after Yandex, YouTube and Google’s Russian-language homepage. In 2016, Forbes’ Michael Solomon described Pavel Durov (pictured, below) as the “Mark Zuckerberg of Russia.” But Kliuchnikov, the Ukranian now in France, said he will use Signal or WhatsApp for sensitive conversations, but questions around privacy on Telegram do not give him pause when it comes to sharing information about the war.
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