åæ²¹å¨åº«ã®å¢å ã¨é«éå©ãåæ²¹ä¾¡æ ¼ãæ¼ãä¸ããBrentã¨WTIã¯ã¨ãã«3ãæå®å¤è¿ãã§åå¼ããã¦ãã¾ãã
éææ¥ã2024å¹´5æ24æ¥
åæ²¹ä¾¡æ ¼ã¯4æ¥é£ç¶ã§ä¸è½ãã¦ãããç±³é£é¦æºåå¶åº¦çäºä¼ãä»å¹´ã®å©ä¸ãã確ç´ãããã¨ããããããWTIã¨ICE Brentã®ä¸¡æ¹ã§å¾éãè¦ãããä»å¹´æä½æ°´æºã«ä½ä¸ãã¦ãã¾ããç¹ã«æ¹åãããç±³ã¬ã½ãªã³éè¦ã¨OPEC+ä¼åãæ¥é±ã«ããããã®ä¸æä½å°ãæä¾ããå¯è½æ§ãããã¾ãããBrentã¯ç¾å¨ã®1ãã¬ã«å½ãã80-85ãã«ã®ã¬ã³ã¸ããæãåºããã¨ã¯ãªãã§ãããã
ãã·ã¢ãçç£åæ¸ã«è¦æ¦ã ãã·ã¢ã¨ãã«ã®ã¼çã¯OPEC+ã®çç£ç®æ¨ã«å®å ¨ã«éµå®ã§ããªãã£ãã¨ç¨ãªééµå®ãèªããçç£åæ¸ãå¬ã«å°é£ã§ããã¨ããOPECã¯4æã®åå½ã®åºåæ°´æºã1æ¥920ä¸ãã¬ã«ã¨ãã¦ãã¾ãã
ã·ã§ããã³ã»ãã¹åä½µãæ ªä¸»ã®å£ã«ç´é¢ãå¤ãã®æè³ãã¡ã³ããHessã¨ãã«ã®ã¼ï¼NYSE:HESï¼ã®æ ªãææãã¦ãããå Exxonã¨ã®ã®ã¢ãè³ç£ã«é¢ãã訴è¨ã®å¯è½æ§ã«æ¸å¿µã表æãã¦ãããããUSç³æ²¹å¤§æChevronï¼NYSE:CVXï¼ã¸ã®530åãã«ã®å£²å´ã«é¢ãã¦æ éãªå§¿å¢ã示ãã¦ãã¾ãã
ç±³å½ã®ããªã±ã¼ã³ãè°é¡ã«ã ç±³æ¿åºæ©é¢ã¯ãæãã海水温ã¨è½ã¡ã風åæ¡ä»¶ã«ããã6æ1æ¥ããå§ã¾ãå£ç¯ã«æ¨å¹´ãããå以ä¸ã®7ã¤ã®å¤§åããªã±ã¼ã³ãçºçããå¯è½æ§ããããããä»å¹´ã¯é常ãããããªã±ã¼ã³æ´»åãé«ãã¨è¨¼è¨ãã¦ãã¾ãã
ã¹ãã¤ã³ã®ä¸»è¦ä¼æ¥ããããºã¨ã©ã®ç¹å ãç²å¾ã ã¹ãã¤ã³æ大ã®ç³æ²¹ä¼ç¤¾Repsolï¼BME:REPï¼ã¯ã4æ18æ¥ã®å¶è£å帰ã«ãããããããç±³å½è²¡åçãã許å¯ãåå¾ããã»ã¤ãã¨ãã¢ããã®ãã£ã¼ã«ãã§ã®çç£ãåå¢ããããã¨ãç®æãã¦ãã¾ãã
ã¬ã¤ã¢ããã¨ã¯ã½ã³ã¢ã¼ãã«ã«ã¬ã¹ãæ±ããã ã¬ã¤ã¢ãæ¿åºã¯ãæµ·æ´ã®ã¹ã¿ãã«ãã¯ãããã¯ã®éçºã«åãçµãã¨ã¯ã½ã³ã¢ã¼ãã«ï¼NYSE:XOMï¼é£åä½ã«ãã¬ã¹è±å¯ãªãã¤ãã©çºè¦ãåæ¥åãããã©ããã決å®ããç· ãåãã10æã«è¨å®ãã¾ããã
BHPãã¢ã³ã°ãã¸ã®3åç®ã®ææ¡ãåã³æå¦ãããã 495åãã«ã§é±æ¥å¤§æAngloAmericanï¼LON:AALï¼ã®ä¾¡å¤ãè©ä¾¡ããBHPã®3åç®ã®è²·åææ¡ãæå¦ããå¾ããã³ãã³æ ç¹ã®ä¼æ¥ã¯ããªã¼ã¹ãã©ãªã¢ã®å·¨äººãææçãªè²·åææ¡ãè¡ããã¨ãã§ããããä¸é±éã®å»¶é·ã«åæããä»å¹´æ大ã®Mï¼Aå ¥æãã¨ã³ãã²ã¼ã ã«å°ãã¦ãã¾ãã
EPCç ´ç£ããããµã¹LNGã®å»ºè¨ãé ãããã QatarEnergyã¨ã¨ã¯ã½ã³ã¢ã¼ãã«ï¼NYSE:XOMï¼ã®å ±åéçºããã´ã¼ã«ãã³ãã¹LNGè¨ç»ã®ä¸»å¥ç´æ¥è ã§ããZachry Holdingsã¯ãã³ã¹ãè¶ éãçç±ã«ç ´ç£ä¿è·ãç³è«ãã輸åºã¿ã¼ããã«ã®è¨ç»ããã2025年第1ååæã®éå§ãé ãããå¯è½æ§ãããã¾ãã
ç±³å½ã®ãããã¹ããªã¼ã 巨人ãæ¯æ¸ãããã£ã¼ã«ãã«ä¾¡å¤ãè¦åºãã ç±³å½ã®ãã¤ãã©ã¤ã³éå¶ä¼ç¤¾Kinder Morganï¼NYSE:KMIï¼ãã西ãããµã¹ã®æçããæ²¹ããã³ã¬ã¹ç£åºè³ç£ãåå¾ããçç´ æç²ã¤ã³ã»ã³ãã£ãï¼IRAï¼ãå©ç¨ããè¨ç»ã§ãããç¹ã«çç´ éé¢ã«å¯¾ãã1ã¡ã¼ãã«ãã³ããã60ãã«ã®ç¨é¡æ§é¤ãæ´»ç¨ããäºå®ã§ãã
ä¸çæ大ã®é±æ¥ä¼ç¤¾ãã¨ã¼ãããããã®æ¤éãæ±ãããã¦ããã ä¸ç第2ä½ã®é±æ¥è¤åä¼æ¥Rio Tintoï¼ASX:RIOï¼ã¯ãå°æ¥ã®Mï¼Aæ´»åãè¤éã«ããã¨ä¸»è¦æ ªä¸»ããéé£ãåãã¦ããã主è¦ä¸å ´å¸å ´ããªã¼ã¹ãã©ãªã¢ã«åãæ¿ãããã¨ãææ¡ããã¦ãã¾ãã
ãã¯ã¤ããã¦ã¹ã¯ã¬ã½ãªã³æ¸å¿µãç·©åãããã¨ãã¦ããã ç±³ã¨ãã«ã®ã¼çã¯ã2014å¹´ã®ã¹ã¼ãã¼ã¹ãã¼ã ãµã³ãã£ä»¥éã«è¨ç«ããããã¤ãã³å¤§çµ±é ã®3ææ¿åºè³éæä¾ããã±ã¼ã¸ã®ä¸ç°ã¨ãã¦è¿ãééãããäºå®ã®ãã¼ã¶ã³7ä¸ãã¬ã«ã解æ¾ããã¨äºæ³ããã¦ãã¾ãã ã¬ã½ãªã³ä¾çµ¦æºå
ä¸å½ã巨大ãªã³ãã«ã貯èµæ¨é²ãéå§ã ã³ãã«ãã«å¯¾ããå²ä¸æ大ã®å½å®¶è²¯èµæ¨é²æªç½®ã¨ãã¦ãä¸å½ã¯æ¬¡ã®æ°ãæã§å°å ã®ä¸å½çç£è ããé·ç§»éå±1ä¸5000ãã³ãè³¼å ¥ããã¨å ±åããã¦ããã2024å¹´ã«äºæ³ãããä¾çµ¦ä½å°ãåæ¸ãã¦ãã¾ãã
ãã¤ã¸ã§ãªã¢ã¯èªå½ã®çç£æ°å¤ã«åæã§ããªãã ãã¤ã¸ã§ãªã¢ã®æ¿åºæ©é¢ã¯ãä¸æµè¦å¶å§å¡ä¼ã4æã®çç£éã1æ¥ã«128ä¸ãã¬ã«ã¨ããå½å¶ç³æ²¹ä¼ç¤¾ã170ä¸ãã¬ã«ã¨å ±åãã¦ãããããå½ããéææ§ã®ãªãæ å ±ãæä¾ããã¦ãããã¨ã示ãã¦ãã¾ãã
ã«ããã¯ã¾ã å®å ¨ãªãã¤ãã©ã¤ã³å£²å´ãç®æãã¦ãã¾ãã TMXã¯ä»é±æåã®å°ä¸ãç©ã¿è¾¼ãã ãããã«ããæ¿åºã¯é£é¦ã®è¦å¶æ¿èªãªãã«ãã¤ãã©ã¤ã³ã®æ ªå¼ãå ä½æ°ã°ã«ã¼ãã«å£²å´ããããã®è¦å¶ãæ¹å®ãã¦ããã250åãã«ã®ããã¸ã§ã¯ãã4åã®è²»ç¨è¶ éå¾ã§ããã ãæ©ã売å´ãããã¨ãã¦ãã¾ãã
Michael Kernæ°å·çãOilprice.comãã
Oilprice.comããã®ãã£ã¨èªããããè¨äº:
Michael Kern is a newswriter and editor at Safehaven.com and Oilprice.com, … More