The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Japans energy strategy
https://moderndiplomacy.eu/2022/09/04/russian-oil-and-npps-re-commissioned-japans-revised-energy-strategy/
OOps wrong RTS link
https://tvc-invdn-com.investing.com/data/tvc_025d95904099ea0aecccba6734366faf.png
RTS v DOJ/SP500/FTSE
https://www.investing.com/indices/rts-cash-settled-futures-chart
Emil Cosman: Russia's manufacturing sector back to the levels pre–Feb 24th
https://www.youtube.com/watch?v=PfcLEWWRnGA
Rand Corp document from 2019 - Brian going through doc and supplies link
https://www.youtube.com/watch?v=uqVPM0KSUpo
With the end of the month today will we see all the ETF's reduced to zero along with the accompanying shorts, does the morningstar show the changes tomorrow or does it take a few days?.
I would hope to see advances in the SP if the case.
Wall Street predicted Russia's economy would collapse after it invaded Ukraine. These 3 charts show that hasn't happened.
https://uk.news.yahoo.com/wall-street-predicted-russias-economy-090000921.html
at approx 12mins
https://www.youtube.com/watch?v=XZp8XU8AkzM
https://www.jdsupra.com/legalnews/eu-s-7th-package-of-russia-sanctions-2644798/
section
New exemptions/derogations to ban on transactions with listed Russian SOEs
In addition, it is now also possible to request authorisation for transactions necessary for the import of natural gas, titanium, aluminium, copper, nickel, palladium and iron ore from or through Russia not only into the EU, but also into a country of the European Economic Area, Switzerland or the Western Balkans. Furthermore, the deadline to wind-down joint ventures and similar arrangements with these listed SOEs has been extended from early September to 31 December 2022.19
Watching this interview with Keith Neumeyer, listen to what he says at 23mins, (been negotiating for 7 years)
https://www.youtube.com/watch?v=RWZ6crpu-gM
Nothing new with EUA and mm's continue to play with us
Ruble still strong, Polly up again, Russian markets up close to 3%
https://www.investing.com/indices/rts-cash-settled-futures-chart
https://www.investing.com/currencies/usd-rub-chart
https://www.investing.com/indices/indices-futures
you can use the live UKR map to follow if you wish
https://liveuamap.com/en