Musi waZvita 5, remangwana remafuta epasi rose rakadonha zvakanyanya.Mutengo wekugadzirisa wekondirakiti huru yeUS WTI crude oil remangwana waive 76.93 US madhora / dhiramu, pasi 3.05 US madhora kana 3.8%.Mutengo wekugadzirisa wekondirakiti huru yeBrent crude oil futures yaive 82.68 madhora/barrel, yakadzika 2.89 madhora kana 3.4%.
Kudonha kwakanyanya kwemitengo yemafuta kunonyanya kukanganiswa neiyo macro negative
Kukura kusingatarisirwi kweUS ISM isiri kugadzira index muna Mbudzi, yakaburitswa neMuvhuro, inoratidza kuti hupfumi hwenyika huchiri kusimba.Kuenderera mberi kwehupfumi hwenyika kwakonzera kushushikana kwemusika nezve shanduko yeFederal Reserve kubva ku "njiva" kuenda ku "gondo", izvo zvinogona kuodza moyo chishuwo cheFederal Reserve chekudzikisira kukwira kwemhindu.Musika unopa hwaro hweFederal Reserve kudzikamisa inflation uye kuchengetedza nzira yekusimbisa mari.Izvi zvakakonzera kudzikira kwakawanda kwezvinhu zvine njodzi.Iwo matatu makuru eUS stock index ese akavharika zvakanyanya, nepo Dow yakadonha ingangoita mazana mashanu mapoinzi.International crude oil yakadonha neinopfuura 3%.
Mutengo wemafuta uchaendepi mune ramangwana?
OPEC yakaita basa rakanaka mukudzikamisa divi rekupa
Musi wa4 Zvita, Sangano rePetroleum Exporting Countries pamwe nevabatsiri varo (OPEC+) vakaita musangano wemakurukota emakumi matatu nemana pamhepo.Musangano wacho wakasarudza kuchengetedza chinangwa chekudzikisa kugadzirwa kwakagadzwa pamusangano wekupedzisira wemakurukota (Gumiguru 5), ndiko kuti, kuderedza kugadzirwa nemamiriyoni maviri emadhiramu pazuva.Huyero hwekudzikisira kugadzirwa hwakaenzana ne2% yeavhareji yepasi rose kudiwa kwemafuta zuva nezuva.Sarudzo iyi inoenderana netarisiro yemusika uye zvakare inodzikamisa musika wekutanga wemusika wemafuta.Nekuti tarisiro yemusika haina kusimba, kana iyo OPEC + mutemo wakasununguka, musika wemafuta ungangodonha.
Mhedzisiro yekurambidzwa kwemafuta eEU kuRussia inoda kumwe kucherechedzwa
Musi waZvita 5, zvirango zveEU pakutengeswa kwemafuta emugungwa kuRussia zvakatanga kushanda, uye muganho wepamusoro we "mutengo wemuganhu" wakaiswa pamadhora makumi matanhatu.Panguva imwecheteyo, Mutevedzeri weMutungamiriri weRussia Novak akati Russia haisi kuzotumira mafuta nemafuta epetroleum kunyika dzinotemesa mitengo kuRussia, uye akaburitsa pachena kuti Russia iri kugadzira matanho ekupikisa, izvo zvinoreva kuti Russia inogona kuve nenjodzi yekuderedza kugadzirwa.
Kubva pakuita kwemusika, sarudzo iyi inogona kuunza pfupi-pfupi nhau dzakaipa, dzinoda kumwe kucherechedzwa kwenguva refu.Muchokwadi, mutengo wazvino wekutengesa weRussia Ural crude oil uri padyo nedanho iri, uye kunyangwe mamwe madoko akadzikira pane iyi nhanho.Kubva pakuona uku, tarisiro yenguva pfupi yekugovera ine shanduko shoma uye ipfupi pamusika wemafuta.Nekudaro, tichifunga kuti zvirango zvinosanganisira inishuwarenzi, zvekufambisa uye mamwe masevhisi muEurope, kutengesa kunze kwenyika kweRussia kunogona kutarisana nenjodzi huru mukati uye kwenguva refu nekuda kwekushomeka kwekutakura matangi.Uye zvakare, kana mutengo wemafuta uri munzira yekukwira mune ramangwana, iyo yeRussia nhanho-nhanho dzinogona kutungamira kune chibvumirano chetariro yekugovera, uye kune njodzi yekuti mafuta asina kuchena achakwira kure.
Kupfupisa, musika wazvino wemafuta wepasi rose uchiri munzira yekugovera uye yekuda mutambo.Zvinogona kutaurwa kuti pane "kupikisa pamusoro" uye "rutsigiro pasi".Kunyanya, rutivi rwekugovera rwunokanganiswa neOPEC + mutemo wekugadzirisa chero nguva, pamwe nekuita kweketani kunokonzerwa neEuropean neAmerican mafuta ekunze zvirango zvichipesana neRussia, uye njodzi yekupa uye misiyano iri kuwedzera.Kudiwa kuchiri kutariswa mukuderera kwehupfumi, izvo zvichiri chinhu chikuru chekuderedza mitengo yemafuta.Bhizinesi sangano rinotenda kuti richaramba riine kusagadzikana munguva pfupi.
Nguva yekutumira: Zvita-06-2022