åæ²¹ä¾¡æ ¼ã¯ä»é±ããã«ä¸æããå¯è½æ§ãé«ãããã®ä¸æã¯æ¥é±ã«ãåã¶ã¨äºæ¸¬ããã¦ãã¾ããã¢ããªã¹ããã¡ã«ããã¨ãçã®é¢å¿äºã¯ãOPECãåæ²¹ä¾¡æ ¼ããããã¾ã§ä¸æããããã¨ã許容ãããã¨ãããã¨ã§ãã
ãå¼·åºãªå¸å ´åºç¤ãåæ²¹ä¾¡æ ¼ãæ¼ãä¸ãã4é±é£ç¶ã§ã®ä¸æãã¼ã¹ã«ä¹ã£ã¦ãã¾ããã¨ãRystad Energyã®ã°ãã¼ãã«ãã¼ã±ããåæãã£ã¬ã¯ã¿ã¼ãã¯ã©ã¦ãã£ãªã»ã¬ãªã³ãã«ãã£ã¯ä»é±ã®ãã¼ãã§è¿°ã¹ã¦ãã¾ãã
ãOPECã¨ãã·ã¢ããã®å油輸åºã®æ¸å°ã¨ãå¤ã®ãã¼ã¯ææã«ç²¾è£½æãæ¬æ ¼ç¨¼åããä¸ã§ãäºæ³ãä¸åãéè¦ã®å¼ãç· ã¾ã£ãå¸å ´ç¶æ³ãåæ²¹ä¾¡æ ¼ã®ä¸æã«è²¢ç®ãã¦ãã¾ããããã¦ãã¢ã¡ãªã«åè¡å½ã§ã®å©ä¸ãã®è¦è¾¼ã¿ãé«ã¾ã£ã¦ãããã¨ããä¸æ±ã®å°æ¿å¦çç·å¼µãç¶ãã¦ãããã¨ãæ¯æ´è¦å ã¨ãªã£ã¦ãã¾ããã¨ãã¬ãªã³ãã«ãã£ã¯ä»ãå ãã¾ããã
åæ²¹ã¯3é±é£ç¶ã§ä¸æãã¦ãããä»é±ã¯6æ28æ¥ã¾ã§ã®é±ã«ãããå¨åº«ã®ããªãã®æ¸å°ãè¦ç©ãã£ãã¨ãã«ã®ã¼æ å ±åºãã追ã風ãåãã¾ãããå¨åº«ã¯12.2ç¾ä¸ãã¬ã«ã®å¼ãåãã§ãããçæå¨åº«ãå°ããªããå¼ãåããããã¾ããã
ãããã®æ°åã¯ãã¢ã¡ãªã«ã§ã®ãã¼ã¯ææã®ãã©ã¤ãã·ã¼ãºã³ããã¤ãã®ããã«åæ²¹éè¦ãæ¼ãä¸ãã¦ãããã¨ã確èªãã¦ãããç¶ç¶ãã¦å³ããçµæ¸ç°å¢ã«ããã¦ãèå³éå©ã®é¢ã§ç¹ã«ææ¦çãªç¶æ³ä¸ã«ãããã¨ãæããã¨ãªã£ã¦ãã¾ãã
AAAã¯ä»é±åãã«ã7æ4æ¥ã®é±æ«ã«è¨é²çãª7100ä¸äººã®ã¢ã¡ãªã«äººãæ è¡ããã¨äºæ¸¬ãã¾ãããNBCãå¼ç¨ããAAAã®ã·ãã¢ãã¤ã¹ãã¬ã¸ãã³ãã§ãããã¼ã©ã»ãã¯ã¤ãã¼ã«ã¯ããå¤ã®ä¼æãæ¬æ ¼åãããªã¢ã¼ãã¯ã¼ã¯ã®æè»æ§ãæ´»ããã¦ãããå¤ãã®ã¢ã¡ãªã«äººãç¬ç«è¨å¿µæ¥å¨è¾ºã«é·ææ è¡ããã¦ãããã¨è¿°ã¹ã¾ããã
ã¾ããã2019å¹´ã¨æ¯ã¹ã¦è¿½å ã§570ä¸äººãæ è¡ããã¨äºæ³ããã7æ4æ¥ã®é±ã¯ãããã¾ã§ã§æãå¿ããé±ã«ãªãã¨äºæ³ããã¾ããã¨ãè¿°ã¹ããã®ãã¡6000ä¸äººä»¥ä¸ãè»ã§ç§»åãã¦ããã¨ææãã¾ãããããã¯çæéè¦ã«ç´æ¥å½±é¿ãä¸ããåæ²¹ä¾¡æ ¼ãæ¼ãä¸ããã§ãããã
ä¸æ¹ãRystad Energyã®ã¬ãªã³ãã«ãã£ã«ããã°ãOPECã®å油輸åºã¯6æã«æ¸å°ããç±³å½ã®ãã¼ã¯ãã©ã¤ãã·ã¼ãºã³ã®ç´åã§ãããä¾¡æ ¼ã«å¿ãã¦çç£ãç·©åããå§ãã¦ããç±³å½ã§ãããã¨ãææããã¾ããã
ã6æã«ãã§ã«ãOPECï¼ã®è¼¸åºãå½ã ãä½ä¸ãã¦ããã湾岸諸å½ã¨ã¤ã©ã¯ã大ããä½ä¸ãã¦ãã¾ããããã¯ä¸æ±ã®çæã®ä¸ã§ã®å¤å£åæ²¹çç¼ã«ãããã®ã§ããã¨ãEnergy Aspectsã¯ä»é±ã®ãã¼ãã§è¿°ã¹ã¦ãã¾ããããã«ãããããããè¹è¶ãã¼ã¿ãæ¥ççã«åºã¥ãããã¤ã¿ã¼ã®èª¿æ»ã«ããã¨ãåæ²¹çç£ã¯å¢å ãã¦ããããã®å¢å ã¯ãããããã§ããããã®å 訳ã¯è¿½å ã®70,000ãã¬ã«ãæ¥ã çç£ããããã®ãã¡50,000ãã¬ã«ããã¤ã¸ã§ãªã¢ããã®è¿½å åºåã§ãããã¨ãæããã«ããã¾ããã
é·å¹´ã«ããããåæ²¹ããã³ã¬ã¹ã®ä¸æµç£æ¥ã«å¯¾ãã¦ãã¤ã¸ã§ãªã¢ãè å¨ã¨ãç¶ãã¦ããåæ²¹çªçããã¤ãã©ã¤ã³ç ´å£ã¯ã主è¦ä¼æ¥ãå½å¤ã«è¿½ãåºãã主è¦å油輸åºã¿ã¼ããã«ã§ä¸å¯æåã®ç¶æ³ãå¼ãèµ·ãããã¨ããã°ãã°ããã¾ããããã¤ãã©ã¤ã³ç ´å£ã¨åæ²¹çªçãçç£è½åã¸ã®æè³ä¸è¶³ã®çµã¿åããã«ããããã¤ã¸ã§ãªã¢ã¯OPECï¼é£åã«ãããåæ²¹çç£ã®æ大ã®é ããå¼ãèµ·ããã¦ãã¾ããæ¨å¹´ãOPECã¯ãã¤ã¸ã§ãªã¢ã®åæ²¹çç£å²ãå½ã¦ãåæ¸ãããã¾ããã
ãããã®æ°å¤ãã®å¥½ææã«å ãã¦ãã¢ã¡ãªã«ã®ããªã±ã¼ã³ã·ã¼ãºã³ãå§ã¾ãããããçç£ã製油ã®ä½æ¥ãã¡ãã·ã³æ¹¾å²¸ã§ã®ä¸æãããããå¯è½æ§ãããã¾ããç¾å¨ç®æãã¦ããå¼·åºãªåºç¤ã«ãããåæ²¹ä¾¡æ ¼ã¯ä¸æ°ã«90ãã«ãè¶ ãããã®å¢ããä¿ã¤ã§ãããããã ããOPECã«å¯¾ãã質åã«å¯¾ãã¦ã¯ãã«ã«ãã«ãã«ãããå·»ãæ»ã決å®ãããã¾ã§ã«ã¯ãã°ããæéããããã§ãããããã®ããã«ã¯ããã¬ã³ãä¾¡æ ¼ã100ãã«ã«éããå¯è½æ§ãããã¾ãã
Oilprice.comã®ã¤ãªã¼ãã»ã¹ã©ã´ã«ãã
Oilprice.comããã®ãã£ã¨ã人æ°è¨äº:
Irina is a writer for Oilprice.com with over a decade of experience writing on the oil and gas indus… More