14-June-2024 Friday
Transneft reported for the first quarter. 2024 - div. the base is helped by % income. Opera. Profits are not impressive, voluntary oil cuts are ahead
22-May-2024 Wednesday
The state decided for the divas. Gazprom's payment, the right move on non-payment and the expected one. I warned you, telling you about the risks of the company
06-May-2024 Monday
He did the right thing by transferring from Gazprom to LUKOIL. Gazprom's report for 2023 put everything in its place, the risks only intensified
29-April-2024 Monday
Global steel production deteriorated in March 2024, China is to blame. Russia has recovered after the February minus, but the numbers are modest
22-March-2024 Friday
Sold Gazprom, transferring to LUKOIL. Exorbitant CAPEX, excessive taxes and the inability to replenish the supply of raw materials influenced my choice
07-March-2024 Thursday
Oil and gas revenues in February 2024 increased 1.4 times compared to January, but future production cuts threaten the Russian budget