When Nobody knows, no one knows, but it is necessary to be ready, because, at the opening there may be very interesting prices.

Of course, investments in Russian stocks at this stage are highly discovered, but potential yield can be very high.

Now introduced and new sanctions will be included, which will hit various companies. Which companies can win from this situation or at least lose less:

✅gazprom

This company refers to an indispensable. In any case, while 20% of all the supply of natural gas in the European Union is accounted for at the gas of pore.

At the moment, the Europeans claim that they have a plan that will reduce the dependence on Russian gas already this year, and for several years will allow to abandon imports from Russia.

According to them, Gazprom will sell gas Europe for several years (provided that Russia itself does not use Gazprom as energy weapons against Europe).

Gazprom's revenue by region: far abroad (Europe and a little china) - 59%, Russia - 31%, CIS - 10%. That is, 59% can be in question.

In Russia there is 46% of the production volume of gas and 46% in far abroad. Far abroad brings much more revenue, since in Russia the gas prices control the state (low prices).

One of the drivers for increasing Gazprom's revenue may be an increase in prices within Russia. This, of course, will depend on the economic situation.

Gas pipelines to Europe:

The total volume is 287 billion cubic meters. But in fact, in 2021 Gazprom planned to send 183 billion to Europe.

Gas pipelines that will develop:

In general, at the moment, of course, incomparable volumes go to Europe and China. Therefore, the European market for Gazprom is the most important.

Recently, when the price for gas jumped to $ 3,000, Scholz stated that Germany decided to continue business with Russia in the field of energy resources.

I think, in the coming years, it will not be restrictions on the supply of natural gas from Russia in the coming years.

Accordingly, Gazprom will continue to receive monetary revenue. Also, Gazprom will intensively develop contacts with its Chinese friends and other partners.

✅Nornikel

This company refers to an indispensable. Russia provides a world of palladium - by 44%, platinum - by 12%, nickel - by 9%, copper - by 4%.

The palladium accounts for - 40% of revenues, for copper - 22%, on nickel - 21%, on platinum - 4%.

Europe brings 53% of revenue, Asia - 27%, America - 16%, Russia and the CIS - 4%.

💥Palladium. Norilskel ranks 1st place in the world for the production of palladium - 44%. Palladium is used in the exhaust control system. The automotive industry of developed countries is largely dependent on Norilsk.

The main export to China is 31%, North America - 20% and Europe- 20%.

💥nikel. Nickel is 2 species:

The main export to China is 59%, other Asian countries - 23%, Europe and Africa - 13%.

💥med. Norilskel ranks 11th in the world with a share of 2%. The main export to China is 54%, other Asian countries - 14%, Europe - 15%.

The main metals that produce Nickel are in demand now and will be in demand in the future. Especially nickel and copper that will be used in a green transition.

Also, Norilskel is a private company, and we know that state-owned companies fall under sanctions.

✅roseft

Company revenue structure: Oil - 48.8%, petroleum products - 45%.

Structure of revenue in geography: foreign countries - 65.2%, Russia - 31.4%, CIS - 3.4%.

The structure of export oil supplies: China - 27%, international trading - 19%, Primorsk - 13%, Central and Eastern Europe - 11%, others - 30%.

That is, Rosneft refers to companies that have a significant part of the revenue to China. Rosneft occupies a leading place among oil exporters to China, providing 7% of the country's overall need.

Cooperation with China continues to expand - on February 4, 2021 a contract was signed, which involves the supply of 100 million tons of oil for the North-West of China's oil refineries through the territory of Kazakhstan over the next 10 years. This agreement is estimated at about $ 80 billion.

Since the pressure on Russian oil companies will only increase, cooperation with China will only grow.

Today, thanks for your attention!

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