石油价格

 俄罗斯央行周四表示，由于大宗商品价格下跌和出口减少，俄罗斯最大的石油和天然气出口商1月至9月的总收入与去年同期相比下降了41%  。

资料来源：石油价格

俄罗斯央行在周四的金融稳定审查中表示，今年石油和天然气产量和出口有所下降。重新调整石油和天然气出口需要大量投资，而交易性质的变化正在延长收到付款的周期。

央行表示，“在国际支付中不再使用美元和其他‘有毒’货币的进程仍在继续。”

该银行指出，放弃美元已经影响了国内市场的货币供需。

今年前9个月，人民币在俄罗斯石油和天然气出口支付中的份额从1月份的13%跃升至9月份的35%。俄罗斯央行表示，以俄罗斯卢布计价的出口份额仍然很大——2023 年 9 月为 39%。

由于俄罗斯对欧盟天然气出口大幅减少，1-9月俄罗斯天然气产量同比下降11.4%。

央行表示，同样，由于欧盟对俄罗斯石油和燃料实施禁运，2023年前9个月通过管道垄断国家Transneft系统的石油出口量每年下降8%。

同期，俄罗斯旗舰原油等级乌拉尔原油的平均价格较 2022 年 1 月至 9 月下跌了 26%。

尽管俄罗斯企业感受到大宗商品价格下跌和出口减少带来的压力，但俄罗斯政府仍然从石油和天然气出口中获得稳定的收入。

俄罗斯财政部本月初的数据显示，由于利润税周期性激增，俄罗斯 10 月份石油和天然气收入 猛增，比 9 月份增加了一倍多，达到 183 亿美元（1.635 万亿俄罗斯卢布）。

查尔斯·肯尼迪 (Charles Kennedy) 为 Oilprice.com 撰写

Oil Price

Total revenues for Russia’s largest oil and gas exporters plunged by 41% between January and September compared to the same period last year, due to lower commodity prices and lower exports, Russia’s central bank said on Thursday.

Source: Oil Price

Oil and gas production and exports have dropped this year, the Bank of Russia said in a financial stability review on Thursday. Re-directing oil and gas exports requires significant investment, and changes in the nature of transactions are raising the lead times for receipt of payments.

“The process of moving away from the use of the U.S dollar and other “toxic” currencies in international payments continues,” the central bank said.

The move away from the dollar has impacted the supply and demand of currencies on the domestic market, the bank noted.

Over the first nine months of the year, the share of Chinese yuan in payments for Russia’s oil and gas exports jumped from 13% in January to 35% in September. The share of the exports in Russian rubles also remains significant – at 39% in September 2023, the Bank of Russia said.

Due to the significantly lower Russian natural gas exports to the EU, Russia’s natural gas production fell by 11.4% year-over-year between January and September.

Similarly, due to the EU embargo on Russian oil and fuels, the volume of oil exports via the system of pipeline monopoly Transneft declined by 8% annually in the first nine months of 2023, the central bank said.

During the same period, the average price of the flagship Russian crude grade, Urals, slumped by 26% compared to January-September 2022.

While Russia’s companies are feeling the pinch from lower commodity prices and lower exports, the Russian state continues to see a steady income from oil and gas exports.

Russia’s oil and gas revenues jumped in October, due to a cyclical surge in the profit-based tax, and more than doubled from September to $18.3 billion (1.635 trillion Russian rubles), data from the Russian finance ministry showed early this month.

By Charles Kennedy for Oilprice.com