In May, people in Sichuan basically have no intention to do anything, and even the business of restaurants has dropped a lot.
But after all, the earthquake was too far away from people in other provinces, so after experiencing a short period of sadness and sympathy, everyone's lives continued with little impact.
Especially those matters related to the national economy and people's livelihood will not be stopped because of the Sichuan earthquake.
For example, the oil sales plan led by Niu Ruzheng, Cao Zhichong and several other petrochemical system bosses was implemented specifically.
China is an extremely oil-poor country. The reason why we say it is extremely oil-poor is because we use too much oil, so we have to become the world's second largest oil importer - before 2009, we were the world's largest oil importer.
The oil importing country is still Japan.
Therefore, after buying super cheap oil with an average price of 50-60 US dollars per barrel, Mr. Bian praised the oil department, not to mention being arrogant.
Chinese people pay attention to having food in hand and not panic. Now they have oil in hand that can be used in the next two to three years, and it is far lower than the international oil price. Who can be unhappy?
That is to say, Niu Ruzheng knows how the oil was bought, otherwise Cao Zhichong and others will definitely be praised even more.
This time the oil liquidation plan is absolutely impossible to succeed with Cao Zhichong alone. To be honest, PetroChina has no qualifications to sell so much oil, let alone let Sinopec, CNOOC, China Aviation Oil, and airlines
It's all sold out as well.
So Xiao Qi also contacted Niu Ruzheng and told him his judgment on the oil futures market.
Niu Ruzheng believed in Xiao Qi the most, but it was impossible to change such an important national oil strategy based on Xiao Qi's words. This was not a matter of belief or disbelief. In his position, if it was such a confused decision
If this happens, the damage to the country will be huge.
Fortunately, Xiao Qi was smart enough. The time he told Niu Ruzheng was the end of February, and he predicted the direction of oil prices in the next few months.
As a result, in mid-April, Niu Ruzheng called Xiao Qi and discussed and planned it carefully. Finally, he decided on the oil short-selling plan this time.
According to Cao Zhichong's gossip, Niu Ruzheng was under great pressure this time. Even Boss Bian, who supported him the most, asked him several times in private whether he was sure.
After all, if you don't sell the oil in your hand, even if the oil price plummets, you won't lose much, and since you have food in your hand, you won't panic.
But if a huge amount of oil storage is sold, and the price of oil does not plummet, then Niu Ruzheng will be stuck in this situation, and it is very likely that he will never get up again in his life.
But who is Niu Ru?
What he decided and saw clearly has never changed.
Since he chose to believe Xiao Qi in the face of factual evidence, Niu Ruzheng would not retreat. After reporting to the government, he began to actively plan specific matters.
PetroChina, Sinopec, CNOOC, and China National Aviation Oil together purchased 4 billion barrels of oil, and seven or eight oil companies purchased a total of 500 million barrels of oil. By the end of April, we had almost 4 billion barrels of oil left.
Excluding the oil that needs normal reserves, 2 billion barrels of oil can be used.
If you want to sell 2 billion barrels of oil, you can't just press a button or make a phone call. That would be too childish.
Moreover, even if it is so convenient, if you really do that, it is guaranteed that the oil futures market will collapse in one fell swoop. You will not be able to sell much oil, and you will be unlucky along with it.
You know, if the figure of 2 billion barrels of oil does not impress you, then the total value of 260 billion US dollars will always make you feel frightened, right?
Apart from the top few countries, how many countries have foreign exchange reserves of US$260 billion?
Therefore, the whole process not only requires carefulness, but also takes a lot of time. It also requires a large number of people to operate it, so that it can be sold slowly at the normal market price and make huge profits.
Of course, huge profits are only secondary. The most important thing is to get rid of high-priced oil so that oil companies have sufficient funds to successfully hunt for low prices in the future.
Between selling and buying, the returns are huge, but the risks are equally huge.
China has several companies specializing in the trading of these oil futures. If you include the personnel of major companies, there will be even more sufficient personnel.
Under the leadership of Niu Ruzheng himself, the professional elites gathered in this big sale are not only the most reliable, but also the most outstanding in professional skills.
In two months from the beginning of May to the end of June, they will slowly trade 2 billion barrels of oil in the hands of 15 Chinese state-owned companies through more than 3,200 accounts. This task is not only complicated, but
It is very tedious and requires a lot of patience and concentration.
It is now mid-June, and there are only 20 days left before the deadline for discussion between Niu Ruzheng and Xiao Qi.
During this period, traders have sold 1.2 billion barrels of oil, and the average selling price is about US$125 per barrel. Not only is the price much lower than the originally expected US$130, but the expected number of sales is also lower.
many.
Calculated based on time segments, around 1.5 billion barrels should be sold now.
The reason for this is that starting from mid-May, some people slowly followed suit and dumped their orders.
After careful investigation, the intelligence department discovered that the person who followed him to sell the goods was actually a Korean.
South Korea is the fourth largest oil importer in the world, and its dependence on oil is even much greater than that of China - there is not a drop of oil on South Korean territory, at least on land.
South Korea also bought a lot of oil some time ago, but according to their practice, it is impossible to take out this oil regardless of the price.
But the fact now is that the Koreans actually thought of selling oil. Could it be that they also predicted that the price of oil would be ruined?
But today, the mainstream media in the world are still boasting about Goldman Sachs’ statement that “oil prices will exceed 200 US dollars by the end of the year and 250 US dollars a barrel next year”!
Niu Ruzheng did not expect that Xiao Qi was responsible. He had no way to go to the Koreans to verify this matter. He could only think that the Koreans rushed up accidentally.
Because of the participation of the Koreans, the quantity and selling price of the Chinese side were unable to meet expectations, and they did not even dare to announce it. They could only reach a tacit cooperation during the on-board transaction——
You are good, I am good, everyone is good. If there is a confrontation, both sides will fail. No one is willing to make a joke with tens of billions of dollars!
Xiao Qi didn't dare to say anything at this time.
Only now did he know that treacherous people like Li Jianxi must have known about the early sales in China through some channels, so Xiao Qi originally told them to sell oil in June, but they started operating at the end of May.
If we collided half a month in advance, we would naturally have the current result.
According to statistics from China, several companies in South Korea jointly sold more than 500 million barrels of oil, and the price is similar to that in China.
But what makes Xiao Qi feel strange is that even if the amount of oil sold increased by 500 million barrels, the price of the oil market has not fluctuated much. The current price is about 136 US dollars, which is similar to the original price.
It is certainly not normal for oil prices to remain at such high levels despite so much selling!
No matter in his past or present life, Xiao Qi has pondered over this abnormal rise in oil.
The most reasonable explanation is that the major oil financial giants want to drive up oil prices, and then wait for fools to take over, sell at high prices, make money and leave.
But what I didn't expect was that although the U.S. government was often criticized as "stupider than a pig," this time in order to save the entire U.S. economy, it staged a good show with the Federal Reserve and directly brought these financial giants to the rescue.
The crocodile took over the pot, causing oil prices to plummet all the way, and finally dropped to freezing point.
There is a very important time point here, that is when the price of oil rose to 147 US dollars.
This price has exceeded the tolerance of the US government, so it immediately took action!
According to the memory of the previous life, the time when this price is reached is the most important. Whether it is mid-July is not important at all.
Therefore, Xiao Qi gave Niu Ruzheng a price he predicted - 145 US dollars.
Once there is a trend to reach this price, then you must sell hard.
In fact, if the price goes up to 140 US dollars, you have to speed up the selling speed. While lowering the oil price, you also need to allow yourself to run more.
I think the international financial speculators are thinking that since the speculation has reached this point, there is no need to be suppressed like this, so it will still be strong around 140.
Of course, this is not all their own funds. Financial speculators only need to invest some funds to create a positive upward trend in oil prices, and when a general trend is formed, there will naturally be idle funds to follow and serve as cannon fodder.
The funds in the entire oil futures market are basically between 8 and 12 trillion US dollars. It is impossible to say how many predators and small and medium-sized investors are lurking in it!
It is simply impossible to keep plotting against such smart people.
Therefore, after missing this transaction, it is basically impossible for Xiao Qi to gamble with them next time. The most he can do is to seize the bottom price of more than 30 US dollars in the future and let PetroChina buy more. This is Xiao Qi's contribution to the country.
The limit of what you can do.
If we have to buy low and sell high again, we have to get rid of high blood pressure! (To be continued, please search Piao Tian Literature, the novel is better and updated faster!