ãµã¦ã¸ã¢ã©ãã¢ã®ç³æ²¹å¤§æã¢ã©ã ã³ã¯ãæ¿æã¿ã®ç¶æ³ã«ç½®ããã¦ããããã ãæ°ããªæè³å®¶ãç¹ã«å¤å½ã®æè³å®¶ãåãè¾¼ãä¸æ¹ã§ãä¸çãããã®å油輸åºå½ã§ããæ大ã®OPECçç£å½ã¨ãã¦ãåæ²¹ä¾¡æ ¼ã®æ´è½ã許ããªãããã«ããªããã°ãªããªãã
ã¢ã©ã ã³ã¯ã以åã«è¨å®ãããä¾¡æ ¼å¸¯ã®ä¸éã§äºæ¬¡æ ªå¼å ¬éãè¨å®ããã°ããã§ãããããã¯å½éæè³å®¶ãå¼ãã¤ãããã¨ã«ç¦ç¹ãå½ã¦ã¦ãããã¨ã示ãã¦ããã
ããããOPECã§æãå½±é¿åã®ããã¡ã³ãã¼ã§ãããµã¦ã¸ã¢ã©ãã¢ã¯ãç³æ²¹å¤§æã®97.62%ãç´æ¥ã¾ãã¯ä¸»æ¨©åºéãéãã¦æ¯é ãã¦ãããåæ²¹ä¾¡æ ¼ãå®å®ãããä¸å®ã®é«æ°´æºï¼ãã¬ã«å½ãã80ãã«å°ï¼ã«ä¿ã¤ãã¨ãç®æãã¦ãããããã«ããããµã¦ã¸ã¢ã©ãã¢ã¢ã©ã ã³ã¯æ¿åºã®æ示ã«å¾ããçå½ãè¨ãã ãã®ã ãã®ç³æ²¹ãçç£ããå¿ è¦ãããã
Barron'sã®Avi Salzmanã¯ãå ±é ¬ãæ ªä¸»ã«éå ãããã¨ã¨åæ²¹ä¾¡æ ¼ãé«ãç¶æãããã¨ã®éã«ã¯çç¾ãçããã¨è«ãã¦ããã
éææ¥ã«ãã¢ã©ã ã³ã¯ææ°ã®æ ªå¼å ¬éã§1.545åæ ªã1æ ª7.27ãã«ï¼1æ ª27.25ãµã¦ã¸ãªã¤ã«ï¼ã§ä¾¡æ ¼è¨å®ããããã¯ãã«ãã£ã³ã°ããã»ã¹ã®çµæã«åºã¥ãã¦ããã
ããã¯ãäºæ¬¡å ¬éãçºè¡¨ããã5ææ«ã®åæ¥ã«ãµã¦ã¸æ ªå¼åå¼æTadawulã§ã¢ã©ã ã³ã®æ ªä¾¡ãçµå¤ã§ãã£ãã¨æ¯è¼ãã¦6%ã®ãã£ã¹ã«ã¦ã³ãã¨ãªãã
ã¢ã©ã ã³ã®ãããã¨ã°ã¼ã¯ãã£ãã¯ãå¤å½æè³å®¶ãå¼ãã¤ããããã«å¤§ããªèª¬æãæ±ãããã¦ãããä¼æ¥ã®å¤å½æè³å®¶ã«ããæ ªå¼è¿½å é ç½®ã«ã¤ãã¦ã®åªåã«è©³ããæ å ±æºãFinancial Timesã«èªã£ãã
äºæ¬¡å ¬éã¯2019å¹´ã®IPOãããå¤å½æ ªä¸»ãå¼ãã¤ããã®ã«æåããããã ããªãã¡ã¼ãä¾¡æ ¼å¸¯ã®ä¸éã§è¨å®ããããã¨ã§ããµã¦ã¸ã¢ã©ãã¢ã¯1å1200ä¸ãã«ã調éãããµã¦ã¸ã¢ã©ãã¢ã®ã ãã³ããã»ãã³ã»ãµã«ãã³ç太åã®éå¿çãªããã¸ã§ã¯ãã«æµããã¨ã«ãªãã
ã¢ã©ã ã³ã¸ã®æ°æ ªã®æ³¨æã¯600åãã«ãè¶ ããæ°ãã«å²ãå½ã¦ãããæ ªå¼ã®60%ã¯å½éæè³å®¶ã«è¡ãäºå®ã ã¨FTã®æ å ±æºãä¼ããã
å¤å½æè³å®¶ããã®éè¦ã¯ããµã¦ã¸ã¢ã©ãã¢ã®ç³æ²¹å¤§æãä»å注ç®ãéãã¦ãããã©ããã2019å¹´ã®IPOæã«ç±ççã ã£ãå¤å½æè³å®¶ã«å¼ãã¤ãããã¨ãã§ãããã©ããããå¸å ´ã¢ããªã¹ããæ éã«è©ä¾¡ãã¦ããã
ä¸çæ大ã®ç³æ²¹ä¼ç¤¾ã§æ大ã®å油輸åºå½ã®ã¢ã©ã ã³ã¯ãæ ªå¼è²·ãæ»ãã¯è¡ã£ã¦ããªãããå¤å½æè³å®¶ã«ã¯ã¢ã©ã ã³ã®å·¨é¡ã®é å½ãé åçã§ããã¨ããã«ã¼ã ãã¼ã°ãææãã¦ããã
2024å¹´ã®ã¢ã©ã ã³ã®é å½å©åãã¯6.6%ã¨æ¨å®ããã¦ããããã«ã¼ã ãã¼ã°ã¤ã³ããªã¸ã§ã³ã¹ã«ããã¨ãå½éçãªã¹ã¼ãã¼ã¡ã¸ã£ã¼ã¨æ¯è¼ãã¦æãé«ãã2024å¹´ã®ã¢ã©ã ã³ã¨ã¤ã¼ãã®é å½å©åãã¯æé«ã§6.6%ã§ãããBPã®4.7%ããã¿ã«ã¨ãã¸ã¼ã®4.6%ãã·ã§ã«ã®3.9%ã®é å½å©åãã«ç¶ãã
ã¨ã¯ã½ã³ã¢ã¼ãã«ã®é å½å©åãã¯ã¢ã©ã ã³ã®ååã§ãã3.37%ã§ããã
ãããããµã¦ã¸ã¢ã©ãã¢ã®ç³æ²¹å¤§æã«å¯¾ããå¤å½ããã®é¢å¿ã®é«ã¾ãã«ãããããããã¢ã©ã ã³ã®ç³æ²¹çç£æ°´æºãå¸å ´ã«å·¦å³ããã¦ããªãã¨ããäºå®ã§å¤ãã®æè³å®¶ãè¦æãã¦ããããµã¦ã¸ã¢ã©ãã¢ã¯OPECã¨OPEC+ã®åãçµã¿ã主å°ãããããã®çç£è ãèªãã®æ¿åºã«å¯¾ãã¦è±ããªåæ²¹åå ¥ãããããããã«ä¾¡æ ¼ãæ¯è¼çé«æ°´æºã«ä¿ã¤åªåããã¦ããããã ã
ä»å¹´ã®OPEC+ãä¸é¨ã®åæ²¹çç£åæ¸ãç·©åããã¨ããæ示ããããå é±ãã¬ã³ãä¾¡æ ¼ããã¬ã«å½ãã80ãã«æªæºã«ä¸ããå®å®ããåæ²¹ä¾¡æ ¼ã«å¯¾ãããµã¦ã¸ã¢ã©ãã¢ã¢ã©ã ã³ã®ã¸ã¬ã³ããæµ®ã彫ãã«ããã
Oilprice.comã®Tsvetana Paraskovaã«ãã
Oilprice.comããã®ãããªã注ç®è¨äºï¼
Tsvetana is a writer for Oilprice.com with over a decade of experience writing for news outlets such… More