{"id":13517,"url":"\/distributions\/13517\/click?bit=1&hash=2dff2b3571f12271362884bb2d6d3bd4b1c8ef58488b739a938faca75421e327","title":"\u0427\u0435\u043a-\u043b\u0438\u0441\u0442 \u0434\u043b\u044f \u0442\u0435\u0445, \u043a\u0442\u043e \u0436\u0434\u0451\u0442 \u043f\u0440\u043e\u0432\u0435\u0440\u043a\u0438 \u0421\u042d\u0421","buttonText":"\u0421\u043c\u043e\u0442\u0440\u0435\u0442\u044c","imageUuid":"44ce55da-8f18-5632-aa12-06c7747270d1","isPaidAndBannersEnabled":false}

8 июн в 08:15 8 июн

Нефть 2021-2023 vs 2007-2009

📈Как вам такая динамика?

86 просмотров

🟠ТОГДА:

▪ ошибочная концепция «пика добычи нефти» транслировалась через все глобальные СМИ

▪ пузырь в активах, вызванный жилищным/ипотечным кризисом

🟢СЕЙЧАС:

▪ дефицит предложения: недоинвестирование в добычу с 2014г (зеленая повестка); санкции/эмбарго Иран, Венесуэла, РФ

От высоких цен на энергоносители одно спасение — рецессия.

Время ещё есть⬇

Пользуемся трендом и отыгрываем рост в сырьевых товарах:

▪ нефть ($XOM >$100 впервые за 8 лет!)

▪ уголь ($BTU зафиксировали +22.7% за 2 недели)

▪ газ ($RRC $SWN)

▪ медь ($FCX)t.me/investorylife — наш основной ресурс с идеями по рынку, трансляциями и океаном полезной информации

https://t.me/investorylife - наш основной ресурс с идеями по рынку, трансляциями и океаном полезной информации

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