Conséquences économiques sur la Russie de la guerre en Ukraine

[energy_isere]

Equinor Stops Trading Of Russian Oil And Oil Products

by Bojan Lepic|Rigzone Staff March 16, 2022

Following the announcement that Equinor has started the process to exit its projects in Russia, the company decided to also stop trading in Russian oil.

Equinor said that it would not enter any new trades or engage in the transport of oil and oil products from Russia.

This is part of Equinor’s efforts to exit Russia and includes getting a full overview of all relevant aspects, including legal obligations. Equinor has certain contractual commitments arising out of contracts entered before the invasion.

This includes contracts signed in January this year, under which Equinor will receive four oil cargoes in March. Two of these are sold on to customers in Asia.

The third is a naphtha cargo that will be delivered to an Equinor contracted storage facility. The fourth is a feedstock cargo to be delivered at the Mongstad refinery in Norway.

Receiving these cargoes is in full compliance with current sanctions. Equinor is continuing its work to exit Russia responsibly while ensuring compliance with all applicable laws, including sanctions.

To remind, the Norwegian oil major said in late February that its Board of Directors decided to stop new investments into Russia and to start the process of exiting Equinor’s Russian joint ventures. Equinor also committed itself to funding certain humanitarian efforts in the region.

At the time, Anders Opedal, President and CEO of Equinor, said: “We are all deeply troubled by the invasion of Ukraine, which represents a terrible setback for the world, and we are thinking of all those who are suffering because of the military action.”

Equinor has a long history in Russia and has been there for over 30 years and entered a cooperation agreement with Rosneft in 2012.

The decision came as a result of Equinor’s permanent compliance with Norwegian, European Union, and US sanctions and the company’s desire to continue complying with any new sanctions relevant to its operations.

At the end of 2021 Equinor had $1.2 billion in non-current assets in Russia. The Norwegian company expects that the decision to start the process of exiting joint ventures in Russia will impact the book value of Equinor’s Russian assets and lead to impairments.

Equinor is just one of the many oil majors that have stated that they would be leaving the country. BP, Shell, Chevron, among others, said they would be leaving altogether while some like TotalEnergies claimed they would be stopping any investments into the country.

Russian oil giant Gazprom and the state-owned bank Sberbank are also under sanctions, while a yacht owned by Rosneft CEO Igor Sechin was seized in France.

One of the rare oil firms in Russia not touched by sanctions was the independent firm Lukoil. Earlier this month Lukoil expressed its ‘deepest concerns about the tragic events in Ukraine’.

https://www.rigzone.com/news/equinor_st ... 3-article/

[energy_isere]

Michelin suspend sa production en Russie

Le groupe français Michelin a annoncé mardi 15 mars suspendre ses exportations vers la Russie et fermer temporairement les portes de son usine russe de Davydovo, qui emploie 750 personnes. Chaque année, le manufacturier fabrique entre 1,5 et 2 millions de pneumatiques dans ce pays, ce qui représente environ 1% de sa production mondiale.

Valentin Hamon Beugin 16 Mars 2022 Usine Nouvelle

Depuis le début de l'invasion de l'Ukraine, la liste des entreprises françaises qui décident de quitter la Russie ne cesse de s'allonger. Le groupe Michelin vient d'y ajouter son nom, en annonçant mardi 15 mars l'arrêt de la production de son site de Davydovo, près de Moscou, et de ses exportations vers la Russie. Présent dans le pays depuis 1907, le manufacturier y emploie aujourd'hui 1 000 salariés, dont 750 dans son unique usine, ouverte en 2004.

[...abonnés]

https://www.usinenouvelle.com/article/m ... e.N1796652

[Glycogène]

Poutine envisagerait de nationaliser les entreprises privatisées par Eltsine : https://asiatimes.com/2022/03/putin-oligarchs-ukraine/
C'est le PC russe qui serait content (il a fait 19% aux dernières élections, c'est la principale opposition). Mais nationaliser des industries ne suffit pas pour faire une économie communiste, et pas sûr que Poutine veuille aller dans cette direction.

[energy_isere]

Embargo australien sur le minerai d'aluminium vers la Russie -

20 mars 2022

L'Australie a adopté dimanche de nouvelles sanctions économiques contre la Russie en réaction à l'invasion de l'Ukraine, interdisant les exportations d'alumine et de bauxite avec effet immédiat, et a promis de fournir plus d'armes et d'aide humanitaire à Kiev.

L'interdiction de ces exportations vise à nuire à la production d'aluminium en Russie, qui dépend de l'Australie pour 20% de son alumine.

https://www.boursorama.com/actualite-ec ... 124393a911

[phyvette]

La Russie perd des dizaines de milliers de jeunes professionnels. C'est une hémorragie de jeunes professionnels tournés vers l’extérieur qui faisaient partie d’une économie mondiale qui a largement isolé leur pays.
Il s’agit d’un type d’exode différent, des dizaines de milliers de jeunes professionnels urbains et multilingues capables de travailler à distance depuis presque n’importe où, dont beaucoup dans les technologies de l’information ou des pigistes dans les industries créatives.
Les forces vives de la Russie se font la malle.

https://news-24.fr/la-russie-perd-des-d ... exterieur/

[alain2908]

si j'ajoute à cela, l'impact que va avoir la crise sur la natalité, les russes vont s'offrir un atterrissage catastrophe en terme démographique.

[phyvette]

L'élite russe veut éliminer Poutine, elle a déjà choisi un successeur.

Un groupe de personnes influentes qui s'opposent au président Vladimir Poutine et qui envisagent de l'assassiner, se forme parmi l'élite commerciale et politique russe, selon la Direction générale du renseignement du ministère ukrainien de la Défense.

"Une partie de l'élite politique russe considère le directeur du Service fédéral de sécurité, Alexandre Bortnikov, comme le successeur de Poutine. C'est Bortnikov qui est récemment tombé en disgrâce auprès du dictateur russe. La raison officielle de la chute du chef du FSS est des erreurs de calcul fatales dans la guerre contre Ukraine.

L'objectif de ce groupe est d'évincer Poutine du pouvoir au plus vite et de rétablir les liens économiques avec l'Occident, détruits par la guerre en Ukraine.

https://www.pravda.com.ua/eng/news/2022/03/20/7332985/

[energy_isere]

si j'ajoute à cela, l'impact que va avoir la crise sur la natalité, les russes vont s'offrir un atterrissage catastrophe en terme démographique.

Ah oui, si les jeunes femmes russes pouvaient faire grève du ventre en signe de protestation, ca serait bien.

[alain2908]

L'élite russe veut éliminer Poutine, elle a déjà choisi un successeur.

https://www.pravda.com.ua/eng/news/2022/03/20/7332985/

si il pouvait le juger pour crime de guerre et l'envoyer en prison plutôt que de le tuer, ce serait plus efficace en terme de transition démocratique.

Sur la démographie, il semble que Poutine ne plait pas à tous les russes

https://www.lemonde.fr/international/ar ... _3210.html

[energy_isere]

20 mars 2022
La France a immobilisé près de 850 millions d'euros d'avoirs d'oligarques russes - yachts, appartements, comptes bancaires - sur son territoire suite à la guerre en Ukraine, a affirmé le ministre de l'Economie Bruno Le Maire.

https://www.boursorama.com/actualite-ec ... e86150607d

[phyvette]

L’Inde se gave comme une truie de pétrole russe acheté à 25 us$.
L'autre timbré, il n'a déjà pas grand chose a vendre, et il doit le vendre au 1/4 du prix.
https://www.ouest-france.fr/monde/guerr ... b0a4682341

[sceptique]

L’Inde se gave comme une truie de pétrole russe acheté à 25 us$.
L'autre timbré, il n'a déjà pas grand chose a vendre, et il doit le vendre au 1/4 du prix.
https://www.ouest-france.fr/monde/guerr ... b0a4682341

Il me semble que c'est une réduction de 25$ soit, par exemple, 75$ au lieu de 100$.

[energy_isere]

Oui, 25$ c'est le rabais sur le prix.

Russian oil exports to India surge as Europe shuns cargoes
Delhi maintains close trading ties with Moscow despite western sanctions

Harry Dempsey in London and Chloe Cornish in Mumbai MARCH 18 2022

Russian oil exports to India have quadrupled this month in a sign of the vast reshaping of global energy flows since Russia’s invasion of Ukraine.

India, the world’s third-largest energy consuming country, has snapped up multiple cargoes of Russian oil from traders as buyers in Europe shunned the country’s vast commodities market following western sanctions on Moscow.

Russia has exported 360,000 barrels a day of oil to India in March so far, nearly four times the 2021 average. The country is on track to hit 203,000 b/d for the whole month based on current shipment schedules, according to Kpler, a commodities data and analytics firm. Export data represent cargoes that have been loaded on to tankers and are en route to India.

Alex Booth, head of research at Kpler, said India typically buys CPC, a blend of predominantly Kazakh and Russian crude, but the big increase in March was for Russia’s flagship Urals crude, suggesting Indian buyers weighed up significant discounts against public opinion.

“Already committed oil cargoes from Russia that can’t find buyers in Europe are being bought by India,” he said. “Exports to India surged in March before any official announcement by New Delhi.”

On Tuesday, White House press secretary Jen Psaki warned that India would be on the wrong side of history if it bought Russian oil, although she acknowledged the purchases would not violate US sanctions.

Historically, Russian crude oil has constituted below 5 per cent of India’s total imports, which were 4.2mn b/d last year.

“Indian companies weren’t sourcing much from Russia given high shipping costs,” said Vivekanand Subbaraman, research analyst at Ambit Capital. “This appears to be changing now.”

Lars Barstad, chief executive of Frontline, a New York-listed tanker company, said that the discount on Russian Urals was about $25-30 a barrel, whereas freight rates would only add $3-4 per barrel, making the trade economic.

Frontline and other tanker companies have been avoiding trading Russian oil because of the complexity of complying with sanctions, but many oil majors and traders are legally bound under contracts to keep lifting Russian barrels.

India and Russia have a longstanding partnership, from defence to trade, and Putin visited India last December — only his second overseas trip since the pandemic. New Delhi has so far abstained on UN votes condemning Russian aggression.

With 85 per cent of India’s crude needs covered by imports, higher oil prices act as a drag on its treasury.

Subbaraman said: “I think that all three state-owned refiners will purchase oil from Russia given how import dependent and politically sensitive energy is for Indians.”

Speaking to Indian lawmakers this week, Indian oil minister Hardeep Singh Puri stressed that energy prices in India have not soared as much as they have in Europe and the US, rising only 5 per cent. India would act in the interest of local consumers within “the margin of persuasion”, he added.

Russia’s deputy prime minister Alexander Novak and Singh Puri spoke by phone last week. “We are interested in further attracting Indian investment to the Russian oil and gas sector and expanding Russian companies’ sales networks in India,” Novak said.

Indian officials have said that the central bank and government are looking at establishing a rupee-rouble trading mechanism, which would facilitate trade after western restrictions on international payments to and from Russia.

The two countries have several joint energy interests. Rosneft owns 49 per cent of Nayara Energy, which runs India’s second largest refinery.

India’s Ministry of Petroleum and Natural Gas, Indian Oil Corporation and Nayara Energy did not respond to requests for comment.

https://www.ft.com/content/5efc6338-3f0 ... a4a1944ca8

[phyvette]

Le prix des voitures neuves en Russie à augmenté de 50%. En raison de la chute du rouble qui renchéris les composants importés, et sous embargo.

France Info.

[energy_isere]

Le prix des voitures neuves en Russie à augmenté de 50%. En raison de la chute du rouble qui renchéris les composants importés, et sous embargo.

France Info.

Le cours des vieilles LADA va remonter.