Today is July 2, 20221. Today's content is mainly as follows:

In view of the current European and American-led Russian crude oil export price limit scheme, the relevant Russian official said that if the price ceiling is implemented, Russia will no longer supply crude oil to the world market.

According to the data, Russia is the second largest exporter of crude oil in the world, and about 50% of crude oil is shipped to Europe. About 2.2 million barrels of crude oil and 6,543.8+200,000 barrels of petroleum products are transported to Europe every day. Data from the European Union also show that 25% of the seaborne crude oil imported by the European Union comes from Russia, and the two places are closely related to energy, or the European region is heavily dependent on Russian energy.

However, since the conflict between Russia and Ukraine, the European Union and other countries began to impose relevant economic sanctions on Russia, and then Russia's energy exports to Europe fell sharply, which led to the soaring energy prices in Europe, and began to seek substitutes on a global scale, spreading the rising wave to the global energy market.

The data shows that since the epidemic in 2020, the overall debt of European energy and public utilities companies has been rising, and this year it has expanded to more than10.7 trillion euros, a surge of more than 50% compared with the level before 2020. Many energy giants are currently facing the pressure of huge losses, and Unippel of Germany is already seeking a government rescue plan.

In Japan, a traditional natural gas importing country, Nippon Steel, the largest steel company, bought a ship of LNG, and the total transaction price will reach 65438+32 million-65438+35 million US dollars, making it the most expensive LNG purchase transaction in Japanese history.

China is one of the largest energy importers in the world. Due to the sharp increase in international prices, its overall energy import scale has shrunk in the first half of this year.

It is reported that Japan has surpassed China to become the world's largest importer of LNG.

Moreover, Japan is still trying to retain the equity of the Sakhalin project.

While Europe drives the world to bear the pressure of energy supply, Russia is also actively seeking energy export channels.

Energy export is the most important way for Russia to obtain foreign exchange. After being sanctioned by the West, its energy exports began to turn to Asia, and China and India became potential big demand.

In terms of global energy demand, China and India have already surpassed the EU in energy import demand, and their economies are still rising rapidly.

According to data from industry analysts, within one month after the conflict between Russia and Ukraine, Russia's commodity exports fell sharply. However, from the end of March, the export of Russian related commodities began to pick up slowly, and some countries returned to the Russian export market under the pressure of demand, and this trend is still continuing.

The latest data shows that Russia's crude oil production in July has rebounded for the third consecutive month. From July 1 to July 17, the daily output of Russian crude oil was10.78 million barrels.

Faced with the current energy supply situation, in order to reduce the export income of Russian energy and ensure the energy supply to Europe and other regions, Europe, America, Japan and other countries put forward price-limiting measures for Russian crude oil exports in late June.

However, according to analysis, this sanctions plan is likely to lead Russia to withdraw from the international energy market dominated by western countries. "Those Europeans and Americans are talking about the price ceiling of $40 per barrel, but they will get the oil price of $0/40 per barrel."

According to the relevant sanctions scheme, the EU decided to ban the import of Russian crude oil from August 1 day, which also means that new alternative channels need to be found for the import of EU demand in the future. If it cannot be effectively solved, it will have a strong impact on the entire commodity market.

At present, the United States has replaced Russia as the largest supplier of crude oil and natural gas in Europe.

The latest news shows that Venezuela, which was previously banned from exporting by the United States, has now obtained a partial exemption and can export crude oil to Europe, but Venezuela said that it can provide oil to Europe, but it must "pay in advance".

Iran, another sanctioned oil exporter, recently launched the transaction of Iranian rial against Russian ruble, which means that the transaction between the two countries will officially get rid of the dollar pricing.

In fact, if we further expand the scope, we will find that Turkey is also looking for ways to replace the US dollar with Russia.

According to official data, in 20021year, a quarter of Turkey's crude oil imports and about 45% of its natural gas imports came from Russia.

At present, the possible transaction mode between the two countries is that Turkey uses Turkish lira to pay for Russian energy imports, and Russia uses these payments to buy some Turkish goods.

In India, while the ruble mechanism between Indian Rupee and Russia is still under discussion, the RMB from China and the dirham from the United Arab Emirates have been used as intermediate payment currencies on a small scale.

If this trend continues, it will have a great impact on the current international settlement status of the US dollar-because from the perspective of the export market, Russia can provide the world with not only crude oil, but also natural gas, gold, nickel, coal, steel and other commodities.

This situation is an energy supply crisis in Europe. For the United States, while expanding European energy trade, efforts should be made to stop this trade trend away from the dollar.

Of course, the most urgent problem at present is the natural gas supply in Europe.

Although Germany has confirmed that it will resume the supply of Beixi 1 on 2 1, the EU is still considering reducing the natural gas consumption of 15% from next month for fear that Russia may stop supplying natural gas.

At the same time, in order to ensure the energy supply in winter, some EU member States began to return to the coal-fired power and nuclear power markets.

According to the data, about 40% of the EU's natural gas supply comes from Russia. However, since the escalation of the Russian-Ukrainian crisis, Russia has greatly reduced its natural gas supply to the EU: the natural gas supply to the Baltic countries, Finland, Poland and Bulgaria has been cut off, and the natural gas supply to Germany and Italy has also been greatly reduced.

In other respects, Warren Buffett's Berkshire Hathaway recently bought 6,543.8+0.94 million shares of western petroleum common stock, with a total market value of $65.438+0.6543+0.4 billion. The shareholding ratio of Western Petroleum rose to 654.38+09.4%, that is, 654.38+0.865438+0.7 billion shares, which was close to being included in the company's consolidated statement.

It is understood that according to the principle of equity accounting, once investors own 20% of the company's common stock, they should include a certain percentage of the company's income in their performance.

In China's domestic market, the recovery speed of China's economy is still collected by the whole world.

A week ago, Goldman Sachs lowered its copper price forecast, arguing that the global energy crisis posed a high risk to economic growth.

Goldman Sachs expects the copper price target to be $6,700 per ton in the next three months, which is lower than the previous forecast of $8,650 per ton.

It is reported that China accounts for about half of the global copper consumption of 25 million tons.

It is worth noting that in terms of the disposal of uncompleted residential flats with big problems at present, all localities have begun to provide one-on-one assistance and strive to hand over the house on schedule.

/kloc-In July of 0/9, Zhengzhou Real Estate and Henan Asset Management Co., Ltd. jointly set up Zhengzhou Real Estate Relief Fund, which participated in the rescue work such as revitalizing problem real estate and helping housing enterprises in difficulty through asset disposal, resource integration and restructuring consultants. Shaanxi Xianyang Housing and Construction Bureau organized some collective interviews of real estate development enterprises to establish a one-on-one assistance policy; Sichuan Suining Housing and Construction Bureau guides all jurisdictions to carry out linkage work between real estate enterprises and real estate projects.

In addition, in order to promote the consumption of the property market, Shenzhen launched the "Young Talents * * * Housing Plan".

According to the plan, if the house price rises after three years, young talents can choose to buy the remaining half of the property rights from the enterprise at the original price; If house prices fall after three years, enterprises will buy back half of the property rights from young talents at the original price.

There are signs of financial management in the real estate market.

At the same time, according to the data released by the Ministry of Public Security, by the end of June, the number of new energy vehicles in China had reached 1 006,5438+0,000, accounting for 3.23% of the total number of vehicles.

Since the beginning of this year, China's new energy automobile industry has achieved steady and rapid development.

On the one hand, the scale of production and sales has reached a new high. In the first half of the year, the production and sales of new energy vehicles were 266 1 10,000 and 2.6 million respectively, and the market penetration rate reached 2 1.6%.

On the other hand, some new breakthroughs have been made in technological innovation, and newly developed lidar, domestic chips, and on-board basic computing platforms have all been applied in vehicles. There are also new breakthroughs in energy batteries. The mass production energy density of ternary batteries ranks first in the world, and semi-solid batteries are close to mass production.

At the same time, the supporting system for new energy vehicles was accelerated.

In the first half of the year, there were10.3 million new charging and replacing facilities, a year-on-year increase of 3.8 times.

More than 1,000 power battery recycling service points 1000 have been built, basically realizing the recycling of scrapped batteries nearby.

The latest news shows that the Ministry of Industry and Information Technology said that it is studying the exemption of purchase tax for new energy vehicles to ensure the stable and smooth supply chain of automobiles and chips, which indicates that the new energy market will be officially opened.

In other aspects, Henan Banking Insurance Regulatory Bureau and Henan Provincial Local Financial Supervision Bureau issued a notice, starting from July 25, 2022, the second batch of advances will be made to the clients' principal of off-balance-sheet business of Yuzhou Xinmin Minsheng Village Bank, Shangcai Huimin Village Bank, Zhecheng Huanghuai Village Bank and Kaifeng New Oriental Village Bank, and the consolidated amount of a single institution will be less than 654.38 million yuan (inclusive).