β’ about 40% of #palladium imports, which are needed for emission control catalysts; #greeneconomy
β’ about 30% of #titanium imports, which are critical for #EU aerospace industry - #Airbus supplies about half of its titanium from #Russia. $AIR
#Russia is a leading exporter of commodities and is included in the European Commission's list of major raw material suppliers.
For Russian investors, #cryptocurrencies have become important asset class β there are twice as many funds in crypto accounts as in brokerage accounts. Ban could have a negative impact on credibility of Central Bank and the authorities in general. bloomberg.com/news/articles/β¦
π If you can't win - lead!
Central Bank, together with Ministry of Finance, found best way out of situation instead of a complete ban - to allow trading in #cryptocurrencies through banks, which will make all transactions transparent to Central Bank.
β’ They don't do anything themselves, but they demand some kind of performance from us. Let's not play like that - on the situation around #NATO and #Ukraine. 1/6
β’ A number of #Macron's ideas, which are still too early to talk about, are quite possible to form the basis for further steps in #Ukraine.
β’ If you like it or not, be patient, my beauty, you must comply - on #Kiev's attitude to #Minsk agreements.
2/6
β’ #Russia's central concerns about security assurances have been ignored by #US and #NATO.
β’ We agreed with #Macron to continue mutually beneficial cooperation in economy, politics, cultural and humanitarian spheres.
3/6
β How will the confrontation between Russia and the West develop further?
Military operations, prolongation of the conflict, the split of Ukraine. Three opinions from RDV sources.
Thread π§΅π
π·πΊπ¨π³ China and Russia will unite against #USA. #Putin travels to #Beijing on February 4. #Russia is fighting, #China is paying. China benefits because it weakens #UnatedStates and diverts its attention from itself. 1/3
πΊπΈπ #US will "eternally" delay resolution of conflict. Russia is trying to obtain guarantees to limit #NATO's eastward expansion, when there is a shortage of #oil and #gas. It will be difficult for #Europe to agree to Iranian scenario, other scenarios for Russia are not terrible
Deputy Foreign Minister of the Russian Federation Ryabkov speaks at the Valdai discussion club:
β’ European security situation is critical.
β’ #USA and #NATO are trying to isolate convenient points from #Russia's proposals for security guarantees.
β’ Security talks were helpful.
β’ Issue of security guarantees is urgent. We expect to receive an answer soon.
β’ #Russia doesn't intend to change disposition of its military forces near #Ukraine.
β’ We look forward to continuing the dialogue with #USA.
β’ #Sanctions don't work and won't lead to policy change.
β’ The #UnitedStates is deliberately heating up the situation by announcing existing scenarios for responding to #Russia's "invasion" of #Ukraine.
β’ Moscow calls on the West to stop supplying weapons to Ukraine. This poses a threat to Russia's security. #RussiaInvadedUkraine
π₯ Russian physicists don't have enough money to buy out the sales of foreigners. Therefore, fall may continue, the source of the RDV believes.
Thread π§΅π
π·πΊ πͺπΊ πΊπΈ Relations between #Russia and the West are now at the bottom since the Caribbean crisis. And at such a moment, it is difficult for a Western fund manager to explain to his investors why he continues to hold $SBER, $TCSG, or something else from Russia. $RTSI
Think π
#Sberbank:
β’ Foreign funds own about $30 bn worth of shares, or 40-45% of all shares.
β’ All retail investor now have $30 bn in all Russian stocks.
β’ That is, Russian retail investor will buy out $SBER foreign sales ONLY if they sell all other shares combined.
After start of development of global environmental agenda, not only GreenTech companies, but also suppliers of raw materials for them, have risen in price. Development of #EV, #solarpanels, windmills and batteries required a large amount of raw materials.
Atom will be perceived on a par with other green technologies. This means that world will need more fuel for #nuclearpower plants - #uranium. Market can value its miners on par with lithium miners.