What is the OPEC forecast for 2026?

2026-06-12 01:41:08

In short, an increase in oil production

They are completely satisfied with the situation with the closure of the Ozmur Strait and the shortage of oil. The price ceiling has been set at $60 per barrel since the beginning of the year, but the closure of the strait increased the demand for oil to 100.

The UAE announced its withdrawal from OPEC, but did not withdraw, as participation in OPEC is still more profitable than exiting it.

When will the war between the United States and Israel with Iran end?

2026-03-29 12:54:08

There will be no ground operation, but there will be no serious negotiations, at least not until the end of the summer.

The United States is forced to reach an agreement with Iran. Because oil prices are going up. No one wanted to fight Iran instead of the United States, including NATO allies. Trump was absolutely certain of a blitzkrieg with Iran, but it quickly became clear that the war had not gone according to plan. There was no quick victory. We will have to negotiate and pay reparations. Otherwise, oil prices will skyrocket to $250 per barrel, at the current 120 and 60 before the war. The capture of Kharq will not only lead to increased tensions throughout the Persian Gulf, including possible attacks on the energy infrastructure of the countries of the region, but will actually bury any chance of an agreement on ending the war with Tehran in the foreseeable future. Even now, these chances are extremely low, primarily because of Iran's complete distrust of the aggressors, and if American troops land on Iranian territory, they will disappear completely.

Trump will negotiate oil purchases from the United States at a meeting with Xi Jinping in Beijing on May 15, and there will be no talk of ending the war. Most likely, China will think and then refuse, citing the country's interests in the region, and Europe will also put pressure on Trump inside the country, so we will have to negotiate.

What is the forecast for SpaceX?

2026-06-21 10:45:15

There will be growth in year 6, but by 2027 it will disappoint investors.

At the peak of IPOs and the euphoria of artificial intelligence, the market often ignores the bad news. Investors are buying stories about the future: robotaxi, AGI, Mars, revolution in transportation. Revenues and margins fade into the background. In 2027, everything will change. The company simply has nowhere to make a profit. This is not a Tesla that could share technology for money and achieve payback thanks to the introduced zero-emission laws. Nobody needs space. Starlink will not be able to cover the losses. Grok is lagging behind in the development of artificial intelligence and will not catch up with competitors in the near future. In 2025, Tesla's global shipments decreased by about 9% year-on-year, and the company lost leadership in electric vehicle sales to China's BYD, and according to Tesla reports, it continued to gradually lose market share in Q1 2026 as the overall electric vehicle market grows faster and competitors become more aggressive. Tesla's autopilot is inferior to Waymo in terms of real driverless autonomy. The Optimus robot still does not know how to work stably in the “real world without control.”

For a SpaceX shareholder, the question is as follows: Will Grok be better than ChatGPT and Claude? This may turn out to be almost as important as the question Will Starship be able to fly to Mars?. And 2027 will be the year of verification: is Grok making money? Is Starlink growing as fast as promised? Does Starship have any commercial success? Is the estimate of trillions of dollars justified?

Will there be a full-scale war between India and Pakistan?

2025-05-08 11:05:59

The current exchange of blows between the countries is another aggravation of the conflict between the countries, which will drag on for 2 years.

A similar previous conflict in 2016 ended in 20 months with an agreement to fully implement the 2003 ceasefire agreement and stop cross-border shelling.

The Kashmir conflict led to tensions between the two countries, which generally persist to this day.