Smead Capital Management的动态

How is Russian government policy influencing refinery throughput and refining margins, and what are the implications for the industry this year? Discover how international #sanctions and domestic policy affected the #Russian #energy sector in 2023 and what impact this has for growth in 2024 with our new report, 'Russia in 2024: Learning to live with sanctions': https://lnkd.in/ddr-YbJU #kpler #globaltrade #kplerinsights #oilandgas #Russia

How is Russian government policy influencing refinery throughput and refining margins, and what are the implications for the industry this year? Discover how international hashtag #sanctions and domestic policy affected the hashtag #Russian hashtag #energy sector in 2023 and what impact this has for growth in 2024 with our new report, 'Russia in 2024: Learning to live with sanctions': https://lnkd.in/ddr-YbJU

Now that Vortexa's Innovation Series is over, you're probably wondering what's next? ? Thankfully you don't have to wait for long to find out. ? On Wednesday 16th October we're hosting a global webinar on… ? ?? SANCTIONS ?? ? More specifically is sanctioning tankers a game-changer for Iran and Russia's oil flows? ? Moderator: Malcolm Moore (Energy Editor at the Financial Times) Vortexa Presenters: Armen Azizian Azizan (Senior Oil Risk Analyst) and Mary Melton (Freight Analyst) ? Topics covered: 1?? Crude export levels for Iran, Russia, and Venezuela 2?? STS activity and tankers switching between these markets 3?? How has the fleet carrying sanctioned crude evolved? 4?? Different forms of sanctions and their impact on Iranian and Russian oil flows 5?? What’s been the impact of sanctioning tankers on crude fleet behaviour? ? How to register: https://bit.ly/4e9AdPJ

Prime Minister Mostafa Madbouly has directed the government to launch more digital exploration tenders in different oil concessions and enhance the competitiveness of financial systems to be more attractive to international companies. Read more > https://lnkd.in/dn_xGD6a #ArabFinance #Egypt #Economy #News

Strategies for Navigating Sanctions in the Oil & Gas Sector In 2024, international sanctions pose significant challenges to the oil and gas industry, demanding innovative responses. Our latest post highlights the importance of legal vigilance, financial strategies such as currency diversification, and the pivotal role of digital transformation in maintaining competitiveness. This guide provides CEOs, CFOs, and industry leaders with a blueprint for resilience and strategic adaptation in the face of sanctions, emphasizing the critical need for supply chain localization, public relations, and industry advocacy to influence policy changes. A must-read for those looking to steer their companies toward growth and sustainability in a restrictive global environment. #EnergyResilience #SanctionStrategies #OilGasLeadership #InnovationInEnergy #GlobalEnergyChallenges

Join us in our next webinar: Is sanctioning tankers a game changer for Iran & Russia’s oil flows? ?? Wednesday 16 October 2024 ? 13:00 - 14:00 BST ?? Online Led by Vortexa’s Senior Oil Risk Analyst Armen Azizian and Freight Analyst Mary Melton, and moderated by Malcolm Moore, Energy Editor at the FT, this webinar will cover topics including: -Crude export levels for Iran, Russia and Venezuela -STS activity and tankers switching between these markets -How has the fleet carrying sanctioned crude evolved? -Different forms of sanctions and their impact on Iranian and Russian oil flows -What’s been the impact of sanctioning tankers on crude fleet behaviour? To register your spot, sign up here - bit.ly/3XKDijo We look forward to your participation! #Vortexa #VortexaInsights #energymarkets

BRICS: Iran Proposes New Ambitious De-Dollarization Campaign. The new BRICS member Iran proposed an ambitious de-dollarization campaign that could change bilateral oil and gas trade deals forever. The proposal, if implemented, could usher into a new era of oil trade leading to a paradigm shift in the energy sector. Iran is initiating all possible ways to advance the de-dollarization agenda and counter the global dominance of the US. https://lnkd.in/dsPD_EQS

Two sanctioned Russian oligarchs just bought 15% of the UK’s largest oil producer. Back in 2022, these same oligarchs were deemed too dodgy to own 4,000 broadband connections in the East Midlands. They’re sanctioned by the US for their role coordinating the Russian economy’s response to sanctions. They’re allegedly close to Putin. Now they have a big chunk of an important UK company. The deal come after intense lobbying of MPs last year by Harbour, who assured their investors they were confident of approval because of their close ties to government. We know oil companies like Harbour have no ethics and don’t care who their shareholders are. But why did the UK government approve the deal? Whose interest is served? https://lnkd.in/eE2GDnzE

FUNDING BILL BLOCKS CHINA U.S. Funding Bill Blocks China From Buying Oil From Strategic Petroleum Reserve https://hubs.la/Q02n3bf90 A measure in the U.S. funding legislation unveiled by congressional leaders on Sunday would block China from buying oil from the Strategic Petroleum Reserve. #funding #bill #china #oilandgasindustry #oilandgas #energyindustry #petroleumreserve

With presence in the US and Venezuela initially our focus is on the emerging South America landscape, one of the most important reserve of strategic commodities. Check our website and follow us and stay tuned as we prepare for our official launch in October! #politicalrisk #venezuela #energy #geopoliticalrisk #latam #us #consulting #markets