ACTIONS news, forecasts, expectations 2022 - page 15

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Yuriy Zaytsev #:

you better tell me how energy resources will be paid for

trade volume

33 billion with the US

77 billion with Europe.

Open a graph of Gazprom's share of the EU market and look at the downward curve.

And if you think about it, you can pay for gas with chicken hams - not for the first time.

Have you seen the structure of imports?

 
Yuriy Zaytsev #:

rf $33 billion somewhere after France

Main export destinations for goods from the US in 2019 [11]
Country % billion $
Canada 17,7 % 292
Mexico 15,5 % 256
China 6,48 % 106
Japan 4,54 % 74
United Kingdom 4,20 % 69
Germany 3,63 % 59
South Korea 3,46 % 56
Netherlands 3,11 % 51
Brazil 2,62 % 43
France 2,35 % 38
Major destinations of merchandise imports into the USA in 2019 [11]
Country % billion $
China 18,4 % 472
Mexico 14,0 % 361
Canada 12,7 % 326
Japan 5,72 % 146
Germany 5,05 % 129
South Korea 3,11 % 79
Viet Nam 2,70 % 69
Great Britain 2,49 % 64
Ireland 2,41 % 61
India 2,33 % 59

Don't other countries import in dollars?

Even China buys goods in dollars

 
Yuriy Zaytsev #:

there is also exports and russia somewhere after france - well maybe it is not so scary to lose 33 billion USD to punish

but that is hardly the way businessmen think.

Read above

 
Yuriy Zaytsev #:

there is also exports and russia somewhere after france - well maybe it is not so scary to lose 33 billion USD to punish

but I don't think that's what businessmen think.

And the foreign exchange reserves and various sovereign wealth funds - in what currency? How many yards are there?

 
Yuriy Zaytsev #:

:) how much ?

As far as I understand, the Central Bank reserves alone are 630 yards. And the currency is about 500

 
Yuriy Zaytsev #:

So what if the reserves are in USD, that's a good thing...

They will just be frozen and that's it.

 
Yuriy Zaytsev #:

Well that's good, it's great to have a liquid currency.

I was just wondering if blocking the banks from USD would force them to switch to alternative payment schemes in other currencies and I asked what currency you think it could be.

Iranian rial
 
Yuriy Zaytsev #:

Well there is a signal - there is no dispute - but it is weak by a few pips.

look into the market - there is a real assessment of what someone is saying or doing somewhere - do you agree?

the signal is not that strong - otherwise the Euro would be touching the bottom below 2020 NOW - do you agree?

no one is really scared yet - wait for Friday

It is hard to say.

If one knew how many foreign institutional investors still hold Sber, that would be an indicator. Perhaps they are all out now.

 
Yuriy Zaytsev #:

and this is known.

there is a shareholder structure on the sbera website

I have seen 10% somewhere but this information is old (and this part has probably already gone out)

individuals 33%

--

geopolitics is often a good signal - but often the economy is much stronger

it's like if you live in Germany sometimes go into a boiler room and turn down or turn up the gas in the combustion chamber

and don't forget - you have to pay next month - and in USD - but that's until you switch to the Iranian rial

gas is already a bane. Things have changed in the last 2 months. Dramatically

 
Yuriy Zaytsev #:

Well, it's an accordion and an accordion and gypsies with bears and matryoshkas.

What happened? Germany got a gas pipe through the bottom of the pacific ocean.

Or something more serious.

No, liquefied gas from the USA and the Middle East was more profitable than pipeline gas. And Norway has increased its supply. This is no longer about economics, but about energy security

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