Gas, ReportPage 2
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09-December-2024 Monday
Rosneft reported for Q3 2024 — deterioration of financial results was read. Share buyback, postponement of Vostok Oil launch and reduction of CAPEXa
20-November-2024 Wednesday
Sovcomflot reported for Q3 2024 — financial indicators worsened as expected. Hope for a weakening ruble, a piggy bank and a rise in freight rates
08-November-2024 Friday
Oil and gas revenues in October 2024 are the first negative for the year, affected by the reduction in production and the price of raw materials. Damping payments are reduced
16-October-2024 Wednesday
NOVATEK presented operating results for Q3 2024. The first shipments from Arctic LNG-2 have already taken place, we are expecting sales!
16-October-2024 Wednesday
World prices on Aframas in October approached $40 thousand — the same as last year. Ruble devaluation and circumvention of sanctions help Sovcomflot!
09-October-2024 Wednesday
Oil and gas revenues in September 2024 — production cuts/raw material prices affect earnings. Damping payments in the deepest minus for the year
27-September-2024 Friday
Gazprom Falls, Rosneft Soars to the Top
18-September-2024 Wednesday
World prices on Aframas began to recover in September, now above $30 thousand, but the reduction in production/oil prices are hindering Sovcomflot!
15-September-2024 Sunday
Oil and gas revenues will shrink, inflation is on the rise again and Gazprom/Aeroflot dividends
11-September-2024 Wednesday
Oil and Gas Revenues in August 2024 — MET Increased Amid Declining Oil Production. Refinery Load Increased Damping Payments
09-September-2024 Monday
Gazprom reported for the first half of 2024 - "excellent" results were shown thanks to the consolidation of Sakhalin Energy, dividends are in question!
04-September-2024 Wednesday
Rosneft reports for the first half of 2024 — dividend base grows, operating profit for the first half of the year is a record. Investments in Vostok Oil continue
30-August-2024 Friday
Gazpromneft recommended dividends for the first half of 2024 - payment will be in debt, judging by FCF. Gazprom requires help!
29-August-2024 Thursday
Gazprom presented a pleasant surprise!
25-August-2024 Sunday
The rate increase to 20% is extremely high, the prospects of Novatek/Sovcomflot, the deplorable state of Alrosa
20-August-2024 Tuesday
Sovcomflot reported for the first quarter of 2024 - the decline in financial indicators was readable, partly in the second quarter. helped by the moneybox/weak ruble
19-August-2024 Monday
NOVATEK reported for the first half of 2024 - net profit increased by 2 times, but there is one caveat. First shipments from Arctic LNG-2, prospects?
14-August-2024 Wednesday
World prices for Aframax dropped below $30 thousand in early August, and oil exports by sea decreased. How is Sovcomflot doing?
11-August-2024 Sunday
Inflationary pressure has not gone away, I expect a weak 2nd half of the year for oil producers and euphoria in the OFZ market
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