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  • Article / 03 November 2016 at 14:00 GMT

    Where next for Russian oil after October output jumps?

    Russia oil and gas expert
    United Kingdom
    Where next for Russian oil after October output jumps?
    While Russian oil production is hitting new record highs, pipeline exports held steady in October. As a result, a gap seems to have opened up between apparent oil supply and demand. Russia looks likely to back an Opec production cut if the cartel can agree on such a measure at its end-November meeting.
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    3y
    Paschalis Laberis Paschalis Laberis
    Very good and usefull report. Should we take into account the fact that Russia is at war and needed more oil than usual?
    3y
    Nadia Kazakova Nadia Kazakova
    Hi, I think there must be some extra demand from the Russian military, but it is unlikely to offset the fall in demand from the Russian industry....
    3y
    AndrejLences AndrejLences
    You have really useful articles. Very good job.
  • 4y
    Adam Courtenay Adam Courtenay
    Promises to be a very good precis on a part of the world that for many - including me - is still something of an economic mystery...
  • Editor’s Picks / 11 May 2015 at 22:51 GMT

    China's $15.7 bn in deals with Belarus part of Silk road push

    South China Morning Post
    China has extended $3 billion in credit to Belarusian companies and $4bn in credit to Belarusian banks for financing business projects. The credits were part of a raft of deals resulting from a visit by President Xi Jinping to Minsk, Moscow and Almaty. The former Soviet republic's economy has been badly hurt by currency volatility in Russia arising from the Ukraine crisis and the fall in the price of oil. Xi says Belarus could become a key hub for China's much-vaunted Silk Road vision – a project to bridge Europe and Asia through transport and energy links. Chinese officials estimate the value of the Belarus deals at $15.7 billion.
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  • Editor’s Picks / 11 May 2015 at 1:27 GMT

    Siberian gas deal a sign of Moscow's tilt towards Beijing

    Nikkei Asian Review
    President Xi Jinping, in Moscow to attend WWII commemorations, has just held his 12th summit with Vladimir Putin in two years. The two have declared their relationship is as close as ever. Putin and Xi signed a statement on linking the Silk Road Economic Belt push to the Eurasian Economic Union, a bloc comprising Russia, Kazakhstan and Belarus. The statement calls for the China-led Asian Infrastructure Investment Bank to fund projects. In all, 32 agreements were signed at the summit, including one to supply Siberian gas to China. Russia has pivoted toward Asia amid its standoff with the West over Ukraine and the slowdown in the EU, a crucial trading partner.
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  • Article / 08 May 2015 at 10:30 GMT

    What's Xi Jinping doing in Moscow?

    Russia oil and gas expert
    United Kingdom
    What's Xi Jinping doing in Moscow?
    The Russia-China summit in Moscow on May 8-10 might be more about photo opportunities than mega deals. In all likelihood, the two nations will not get down to business until the July summit in the Russian city of Ufa.
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    4y
    Nadia Kazakova Nadia Kazakova
    Russia and China has just signed a deal on the Moscow-Kazan high speed rail link. It is a bit less ambitious (700 km or so). It could...
    4y
    ozy ozy
    anyone knows what time to release us rig count data today?
    4y
    Tepord Tepord
    Москве же в условиях геополитического одиночества имитация дружбы Пекином требуется потому, что, говоря словами Достоевского, нам "больше некуда идти".

    В китайском Политбюро это понимают и возьмут с нас...
  • Article / 12 February 2015 at 12:43 GMT

    Next week critical for Minsk accord

    Russia oil and gas expert
    United Kingdom
    Next week critical for Minsk accord
    The new Minsk agreement is not the breakthrough that was hoped for. However, both Russia and Ukraine might be interested in putting some effort into ensuring that the ceasefire holds. There are key couple of weeks ahead.
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  • Article / 11 February 2015 at 13:07 GMT

    Is peace in Ukraine priced in?

    Head of Editorial Content / Saxo Bank
    Denmark
    Is peace in Ukraine priced in?
    Though Russia's economy has headed from bad to worse in recent months, the Moscow equity markets have embarked upon a strange and quixotic rally. Are the markets' moves the result of contrarian investors, or are they speculating on a Ukrainian solution?
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  • Article / 30 January 2015 at 8:53 GMT

    From the floor: Who let the air out of Japan?

    Head of Editorial Content / Saxo Bank
    Denmark
    From the floor: Who let the air out of Japan?
    In from the floor today, we see a Japanese CPI print that shows a nation falling far short of its 2% inflation target. Obviously, falling energy costs are a major factor but the question remains: How does the Bank of Japan plan to right this ship? Meanwhile, China is on watch as its currency heads lower and Belarus botches its bond announcement.
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