Certificati di investimento - Cap. 5 (6 lettori)

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skolem

Listino e panino
Reuters
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David Gaffen
Editor, Energy Markets | [email protected]
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Hello Power Up readers! The markets continue to confound, Russia’s losses on the battlefield aren’t their only concern, and the demand picture is an unsettled one. Let’s get at it.
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A Cool $100 Per Barrel
OPEC Has Its Wants
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Higher prices? Yes, that's what they would prefer.
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Sources familiar with the thinking of OPEC’s biggest players say that the de facto leaders of the OPEC+ oil producer group like $100 a barrel as the fairest price for the global economy. That doesn’t mean they’re going to defend such a level; in the last few weeks Saudi officials attempted to jawbone the market higher through talk of production cuts, only to see the market ignore that message.

While the Saudis won’t say specifically what they want to see from an oil price, one source gave Reuters a pretty good idea of the thinking, saying that “an oil price at $120-130 is risky and Saudi will prevent that, but at $100 it won't have a huge impact on the global economy - Saudi would be comfortable with that price.”

OPEC’s decision to make a symbolic production cut at its most recent meeting was something of a surprise, but the market weathered it because the producer group is still nearly 3 million barrels per day (bpd) short of its intended output. Still, it’s clear that OPEC prefers a higher price than in the past; Bank of America noted Monday that “$80 is the new $60 for oil,” noting that OPEC and other players aren’t likely to let the market drop too much further before intervening.​
Ecco appunto... quasi 3 milioni di barili al giorno (bpd) al di sotto della sua produzione prevista, e il CEO di Aramco dice che la causa dei prezzi alti sono i pochi investimenti negli idrocarburi... ma per piacere!
 

NoWay

It's time to play the game
«Noi siamo contro l’isolamento diplomatico ed economico». A New York, durante l’Assemblea generale delle Nazioni Unite, il presidente brasiliano Jair Bolsonaro rompe le fila dei Paesi Onu e si schiera contro le sanzioni alla Russia. «Sosteniamo tutti gli sforzi per ridurre gli impatti economici di questa crisi – ha detto Bolsonaro – ma non crediamo che il modo migliore sia l’adozione di sanzioni unilaterali, che sono in contrasto con le leggi internazionali». Il presidente brasiliano ha aggiunto che la fine del conflitto in Ucraina si potrà raggiungere «solo tramite i negoziati e il dialogo».


Comunque è paradossale che in questo periodo le posizioni piu equilibrate le assuma gente come Bolsonaro ed Erdogan...
 
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