Venemaa majandus ja sanktsioonid II

[Walter2]

Seletage nüüd rumalale - kuidas saab külmutatud varadelt tekkida mingi kasum (intress?) kui vara on külmutatud? Või on siiski mingid sulailmingud?

[Jaanus2]

Kui Sinu raha on pangas ja otsustatakse, et Sulle raha välja ei anta praegu, aga pank seda endale ka ei võta, siis kannab see intressi edasi. Kui on ikka selline hoius, millele pank intressi maksab, mitte vastupidi.

[kmeesk]

Seletage nüüd rumalale - kuidas saab külmutatud varadelt tekkida mingi kasum (intress?) kui vara on külmutatud? Või on siiski mingid sulailmingud?

Kust tulevad pankade kasumid? Pangad saavad osta aktsiaid ja väärtpabereid selle rahaga mis lihtsalt vedeleb nende valduses. Kui sinu kontol seisab kasutult raha, siis pank saab ennustada, et kas sa võtad raha välja või mitte ehk liiga suurt osa klientide rahast on panga jaoks ohtlik investeerida, sest pank võib nii makseraskustesse sattuda.
Nüüd kujuta ette sa oled pank ja sinu käes on venemaa külmutatud varad ehk üsna suur rahakogus ja omanikul pole lähiajal lootustki seda raha kätte saada. See on justkui ideaalne raha investeeringuteks. Nüüd otsustatud, et see seisev raha võiks teenida Ukraina riigile raha intressidega.

[vilhelm]

Kaliningradis kurdavad, et eile õhtust Leedu ei lase enam veoautosid riiki, järjekord tekkinud 140 autost.

https://www.newkaliningrad.ru/news/brie ... lasti.html

Edit: väidetavalt oli infosüsteemide viga, leedukad lasevad taas läbi.

[Kilo Tango]

Seletage nüüd rumalale - kuidas saab külmutatud varadelt tekkida mingi kasum (intress?) kui vara on külmutatud? Või on siiski mingid sulailmingud?

Kust tulevad pankade kasumid? Pangad saavad osta aktsiaid ja väärtpabereid selle rahaga mis lihtsalt vedeleb nende valduses. ...

Päris nii see ka ei käi. Eristatakse rahaturu agregaate M0, M1, M2, M3, M4
M0 on sularaha
M1 on jämedalt võttes M0 + nõudmiseni hoiused
M2 on jämedalt võttes M1 + tähtajalised hoiused, kõrge likviidsusega väärtpaberid jms
...

https://www.wallstreetmojo.com/monetary-aggregates/

Sealt edasi tulevad võlakirjad, panga väljastatud laenud jms.

Üldiselt on pankadel kohustused, millist osa raha hoida millises agregaadis. Ülejäänud rahast siis valdav osa läheb laenude väljastamiseks. Kui sealt midagi üle jääb, siis võidakse sellega võtta ette suurema tootluse/suurema riskiga tehinguid, aga neid tehakse valdavas osas ikka selle rahaga, mis teenitakse laenuintresside või tehingutasude pealt kasumina. Klientide hoiuseid aktsiate alla paigutada ... kahtlane.

[vilhelm]

Ca kahe kuu jooksul on kümme Hiina panka lõpetanud maksete vastuvõtmise Venemaalt.

Venelased panevad lootuse pankadele, kus neid veel teenindatakse, nagu Bank of China, aga ka seal on alanud probleemid.

Ühe Vene ettevõtja, firma MasterProf juhataja Pavel Bruni kommentaar (Google toortõlge):

"Kõik see on kahetsusväärne. Kui see teave ilmus, oli Hiina uusaasta ja me ei saanud enam aru, mida edasi teha. Kuna on tellimusi, mille eest peame maksma lisatasu, st nende eest tehti ettemaks ja tellimusi on juba hakatud tootma või on toodetud ja nende eest on vaja järelmaksu teha, et komplekteerida. Me ei saa seda teha, sest maksed ei jõua nendeni. Tellimuste alustamiseks me ettemaksu teha ei saa, sest samamoodi ei jõua maksed Hiinasse. Ka meie Hiina partnerid ja tarnijad on pisut šokeeritud, nad ei oodanud, et sellised probleemid tekivad. Sest just sõna otseses mõttes kuu aega tagasi tuli teade, et Bank of China hakkab tegema otsest koostööd Venemaaga ja kõik maksed lähevad sellest läbi. Kõik Hiina tarnijad tormasid Hiina Pangas arveid avama ja tundus, et see probleem pidi lahendatud olema. Möödus vaid mõni nädal ja selgus, et Bank of China pole imerohi. Nii et kõik ootavad, mis edasi saab. Noh, paralleelselt on probleem ka kauba kohaletoimetamisega, sest sanktsioonid ei puudutanud ainult pankasid, vaid ka vedajaid, pole väga selge, kuidas Hiinast kaupa eksportida. Nüüd pole raha, mille me kuu alguses Hiinasse saatsime, veel meie Hiina tarnijateni jõudnud. See tähendab, et nad näevad neid korrespondentkontodel, kuid ei saa neid kasutada. Pangad saatsid meile päringuid, täitmist vajavaid küsimustikke, Hiina pangad, ma mõtlen, me täitsime need ära, märkides 12 punkti, minu arvates, mida me transpordime, kuhu me transpordime, mis on HS koodid jne. . Täitsime kõik ära, aga sellegipoolest pole veel raha liikumist toimunud. Seetõttu raha neile ei krediteerita ja seda meile ei tagastata."

Kremli tegelased ütlesid, et suhtlevad oma "hiina sõpradega", et aru saada, mis värk on.

https://www.bfm.ru/news/546517

[KasinMasin]

..
Venelased panevad lootuse pankadele, kus neid veel teenindatakse, nagu Bank of China, aga ka seal on alanud probleemid.
..

Rubla hinda veab alla kõige rohkem ka BoC. Enamikud pangad üritavad 100 rubla eesti 1 euro ringis istuda. BoC tahab aga juba 116.
https://kovalut.com/buy/euro/moskva/

[ruger]

Rong põlevkiviga sõitis raudteelt maha Baikali ääres. Võimalik, et aidati kaasa.

Trans-Baikal Territory, Russia
Sh*ts derailed YO!
As earlier reported, today a freight train carrying coal and fuel derailed on the Gyrshelun-Khushenga section in the Trans-Baikal Territory. The cause of the incident is still unknown. The Investigative Committee opened a criminal case under the article “Violation of traffic safety rules and operation of railway transport.” Investigators went to the scene of the accident.

https://twitter.com/LXSummer1/status/17 ... 8896660936

[Kilo Tango]

Rong põlevkiviga sõitis raudteelt maha Baikali ääres. Võimalik, et aidati kaasa.

Trans-Baikal Territory, Russia
Sh*ts derailed YO!
As earlier reported, today a freight train carrying coal and fuel derailed ...

...

Põlevkivi ei olnud seal grammigi. 7 vagunit sütt ja 3 diiselkütust. Paistab, et väljasõit käis täiesti arvestatava hoo pealt. Igatahes on põld vaguneid täis ja mõned vagunid üsna kõverad. Raudteed kasutati P-Koreast moona vedamisel (aga sealt tuleb 2 liini nii, et liiga palju lootusi ei maksa hellitada).

[ruger]

orkide naftalaevastikust, kes neile vedusid teeb.

94 tankers violated the embargo and brought Russian oil to the EU during the last three months

68% of the oil was brought to the Laconian Gulf in Greece for transshipment, while the rest was directly exported to the EU ports amid poor sanctions management

https://twitter.com/EuromaidanPress/sta ... 5634018340

[kalvis]

Kui USA oma naftahinna pärast ei muretseks siis saaks Venemaa naftaveod juba varsti lõpetada. Üks megatanker Moskva seltsiliseks ja polekski rohkem vaja...

[Kriku]

Keskkonnakatastroofi nüüd ka siiski ei tahaks.

[ruger]

Microsoft plaanib märtsi lõpuga tühistada orkistanis järgnevate teenuste litsentside kasutamise.

Microsoft's letter did not specify which services would be pulled, but TASS has compiled a list of over 50 products that will be unavailable at the end of March.

Some of the most important products that will have their license keys invalidated are:

Microsoft Azure: Cloud platform for computing, analytics, storage, and networking services.
Dynamics 365: ERP and CRM applications for business process and customer relationship management.
Microsoft Teams: Collaboration and communication platform for modern workplaces.
Power BI: Business analytics tool for data visualization and informed decision-making.
SQL Server: A database management system for secure and reliable data storage, management, and analysis.
Visual Studio: Integrated development environment (IDE) for software development across multiple languages.
Power Automate: Workflow automation tool across various applications and services to increase efficiency.
SharePoint: Document management and collaboration platform for project and document-centric processes.
Intune: Endpoint management solution for managing mobile devices and applications securely.
Dynamics AX/NAV: ERP solutions for financial, HR, and operations management in medium to large businesses.
Microsoft 365: Suite including Office apps, cloud services, and security for comprehensive productivity and collaboration.
OneDrive: Cloud storage service for saving files and photos, facilitating sharing and access from anywhere.
Excel: Spreadsheet application for data analysis, visualization, and comprehensive calculation capabilities.

In addition to the above, Microsoft will block access to LinkedIn-related software and the Media Player development kits.

It has been clarified that the invalidation of licenses impacts Russian companies and organizations engaging in architecture, design, construction, manufacturing, media, education and entertainment, building information modeling (BIM), computer-aided design (CAD), and computer-aided manufacturing (CAM).

https://www.bleepingcomputer.com/news/m ... usinesses/

Lisaks pannakse kinni

[ruger]

orkistanis olev maailma suurim naftaväljade teenusepakkuja SLB(Schlumberger) ei kavatse sealt lahkuda

The world’s biggest oilfield services company has no plans to exit Russia two years after Moscow’s full-scale invasion of Ukraine, despite western pressure to curb the flow of petrodollars to the Kremlin’s war machine.

Olivier Le Peuch, chief executive of SLB, told the Financial Times the company had taken no decision on whether to follow its two biggest rivals Baker Hughes and Halliburton in selling its Russia operations and is honouring its contracts with customers.

“When we decide, we will make it public if we need to. But now, there is no decision yet,” said Le Peuch when asked about the Houston-based group’s plans.

“The team over there is operating autonomously and I think is behind the curtain to some extent. We are protecting our assets, that’s our priority. We are protecting our people,” he said in an interview.

SLB, formerly Schlumberger, is resisting pressure to leave Russia from the Ukrainian government and human rights groups, which allege the company’s presence in the country helps to generate oil revenues used to support Russian President Vladimir Putin’s war effort.

Last year, Ukraine’s National Agency On Corruption Prevention (NACP) added SLB to an “international sponsor of war” blacklist, which is part of a global campaign to expose companies doing business with Russia.

Since the fall of the Soviet Union, SLB has built a major business in Russia, which generated about 5 per cent of the group’s $33.1bn revenues last year and employed about 9,000 staff. According to US regulatory filings, the company maintained net assets worth $600mn on a carrying value basis in the country at the end of 2023.

Oilfield services groups were hesitant to leave Russia amid a western exodus following the full-scale invasion in February 2022. But Baker Hughes and Halliburton, the second- and third-biggest western oil services companies, announced plans to pull out later that year after the US imposed sanctions.

Both groups sold their Russian operations to local management in Russia, with Baker Hughes taking a $365mn charge in 2022 linked to its exit from the country.

SLB stopped new investment and technology deployment in Russia in March 2022 and, following an escalation of sanctions, halted shipments of products into the country in July 2023. But unlike its rivals, it still retains a presence in the country.


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https://www.ft.com/content/8741411f-9d0 ... pe=nongift

“Russia’s oil industry would crumble without foreign oilfield services firms,” said Lela Stanley, senior investigator at Global Witness, a member of B4Ukraine, a coalition of non-government organisations working to cut Russia off from the means to wage war.

“Two years into this war, no western company should be propping up Russia’s most strategic industry while Putin spends those oil revenues destroying Ukraine,” Stanley said.

“The oil SLB helps to dig up in Russia funds a war that has killed ten thousand Ukrainian civilians. SLB leaving would be a major blow to Putin. What are they waiting for?’’

Agiya Zagrebelska, head of the direction of minimisation of corruption risks in sanctions policy at Ukraine’s NACP, said SLB was one of thousands of foreign businesses that, in effect, were openly supporting the Russian military machine.

“The company claims to not violate any sanctions requirements. It is necessary to eliminate such loopholes in the sanction regime, especially in such strategically important sectors for Russia,” Zagrebelska said.

In response to follow-up questions after the interview with Le Peuch, SLB said it was acting “in clear support of and alignment with international sanctions and export restrictions that reflect international sentiment on these complex issues and are intended to facilitate a cessation of hostilities”.

“SLB takes its responsibility to comply with export control and economic sanction laws extremely seriously, and the company remains aligned with the international community in condemning and calling for an end to the war in Ukraine.”

Research by the Kyiv School of Economics shows that 1,651 foreign companies continue to operate in Russia following the invasion, compared with 372 that have exited completely.

There are few signs of an investor backlash against companies that stay in Russia, despite warnings from human rights groups that companies could be complicit in war crimes committed by the Kremlin.

Last month, Mondelez’s chief executive Dirk Van de Put said no shareholders had asked the chocolate maker to leave the country, adding that they cared more about a material hit to their investment than the moral issue.

Western governments have also been wary of tightening sanctions on Russia’s oil and gas industry over concerns it could lead to a surge in commodity prices that destabilises the world economy. But some experts argue this fear is overdone.

“Some people might fear that a ban on advanced western oilfield technologies might cause a rapid fall in production,” said Craig Kennedy, a Harvard-affiliated scholar and former vice-chair at Bank of America. “But Russia has the means to maintain production without these technologies — it will just be more costly. And the more they have to spend producing barrels, the less left over for bombs.”

https://www.ft.com/content/8741411f-9d0 ... pe=nongift
https://twitter.com/Ohra_aho/status/1772295945255809295

[EnnR]

orkistanis olev maailma suurim naftaväljade teenusepakkuja SLB(Schlumberger) ei kavatse sealt lahkuda

Nad peaksid enestele teadvustama, et nad on Ukrainale legaalne sõjaline sihtmärk (peakorter, juhtivad töötajad, taristu jne) ...