å é±ããµã¦ã¸ã¢ã©ãã¢ã®çæ¿ä¼æ¥ã§ããã¢ã©ã ã³ã®è¿½å æ ªå¼è²©å£²ã§ããã«112åãã«ã®å£²ãä¸ãããã£ããã¨ã«ãããå¤ãã®çåãåããã¾ãããã¢ã©ã ã³å´ã¯ããã®æ°ããªæ ªå¼çºè¡ã«ã2019å¹´12æã®ååå ¬éæ ªå¼ï¼IPOï¼ãããå¤ãã®å½éæè³å®¶ãåå ããã¨è¨ã£ã¦ãã¾ãããå½æã西å´ã®æè³ã³ãã¥ããã£ã®ã»ã¨ãã©ãåå ãã¦ããªãã£ãããããã®æ¯è¼ã¯å¤§é¨åãåé·ãªãã®ã¨ã¿ãªããã¾ãããã®ææ°ã®æ ªå¼è²©å£²ã«ãã£ã¦ä¿ãããããé©åãªè¦³å¯ã¯ããããç¾å¨ã®ç³æ²¹ã»ã¬ã¹å¸å ´ã§ã®ä¼æ¥ã®ç«¶äºåãããã«æããã®ããããããµã¦ã¸ã¢ã©ãã¢ãéèã·ã¹ãã ã«ãããªãæµåæ§ãåµåºããè½åãé«ããã®ããããã¦ããã®æ ªå¼å£²å´ã«ããä¼æ¥ã¨ãµã¦ã¸ã¢ã©ãã¢ã®éã«ä¸å¯è§£ãªã¤ãªãããããããã®ãããç¬ç¦æ³ã®æ¡å¤§çé©ç¨ãä¼æ¥ã¨ãµã¦ã¸ã¢ã©ãã¢ã«å¯¾ãã¦æ±ããåããåã³æ´»çºåããå¯è½æ§ãããããã¨ãããã¨ã§ãã
ããããã¹ã¦ã®æèã§éè¦ãªãã¨ã¯ãå ã®IPOã®ä¸»ãªç®çã®1ã¤ãã2014å¹´ãã2016å¹´ã®ç³æ²¹ä¾¡æ ¼æ¦äºã«ãã£ã¦å¼ãèµ·ãããããµã¦ã¸ã¢ã©ãã¢ã®è²¡æ¿ä¸ã®å·¨å¤§ãªç©´ãåãããã¨ã§ãããã¨ãæãåºããã¨ã§ãããã®æ¦äºã¯ããã®å¾æé·ãã¦ããç±³å½ã®é 岩油ç£æ¥ã®æ¡å¤§ãç ´å£ãããããããã¯å¤§å¹ ã«é ãããããã«å¼ãèµ·ãããã¾ããããã®æ¦äºã«ããããµã¦ã¸ã¢ã©ãã¢ã¯2015å¹´æ«ã¾ã§ã«äºç®é»åããå½æå²ä¸æé«ã®980åãã«ã®èµ¤åã«è»¢è½ãã¾ãããã¾ãããã®æéã«å°ãªãã¨ã2500åãã«ã®å¤è²¨æºåã使ãæããããããæ°¸ä¹ ã«å¤±ã£ãã¨ããä¸ç´ãµã¦ã¸ã¢ã©ãã¢äººãè¿°ã¹ãã»ã©ã§ããã2016å¹´10æãå½æã®å¯çµæ¸å¤§è£ã§ããã¢ãã¡ãã»ã¢ã«ã»ãã¥ã¯ã¤ã¸ãªããããµã¦ã¸ã¢ã©ãã¢ããä½ããã®æ¹é©æªç½®ãåããªãéããããã¦ä¸ççµæ¸ãå¤ãããªãéãã3ã4年以å ã«ç ´ç£ããéå½ã«ãããã¨æè¨ãã¾ããããã®æç¹ã§ãéå¿çã ã£ãå½æã®å¯ç太åãã¢ãã¡ãã»ãã³ã»ãµã«ãã³ã¯ãã¢ã©ã ã³ã®ä¸é¨ã売å´ããã¢ã¤ãã¢ãæãã¤ãã¾ãããããã«ãããã¾ãã¾ãè³éã調éãã¦ã¾ãã¾ãåæã®æ®µéã§äºç®èµ¤åãç©´åãã§ããã¨ããå©ç¹ãããã¾ããã2019å¹´ã®IPOã®è¿½å ç®çã¯ãå½åè¨ç»ããã¦ãã5ï¼ ã®æ ªå¼å£²å´ããã®ä½å°è³éã使ç¨ãã¦ããµã¦ã¸ã®çµæ¸ãç³æ²¹è¼¸åºã¸ã®ä¾åããé¢ããããã«ããããã¸ã§ã³2030ãéçºè¨ç»ãæ¯æ´ãããã¨ã§ãããæåããã°ãã¢ã©ã ã³ã®IPOã¯ãµã¦ã¸ã¢ã©ãã¢ã®å½éè³æ¬å¸å ´ã§ã®è©å¤ãé«ããä»å¾åæ§ã®IPOãããç°¡åã«è¡ããã¨ãã§ããããã«ãªãã¨ããã¡ãªãããããã¾ããã
é¢é£è¨äºï¼ãã¤ãã³æ¿æ¨©ãä¾¡æ ¼ä¸è½ä¸ã«SPRãåå å¡«ããæ©ä¼ãå©ç¨
ããã«ã西å´ã®æè³å®¶ãIPOãã»ã¨ãã©é¿ããå¤ãã®çç±ã¯ã5ï¼ ããããã1.5ï¼ ã¾ã§ãªãã¡ãªã³ã°ã®ãµã¤ãºãå¤§å¹ ã«åæ¸ãããéè¦ãªå½éãªã¹ãã£ã³ã°å ã®è¦ã¤ãããªãã£ããã¨ã«çµãã£ããã¨ãç§ã®ææ°ã®æ¸ç±ã§è©³ç´°ã«åæãã¦ãã¾ãããã®é¢å¿ã®æ¬ å¦ã®çµæããµã¦ã¸ã¢ã©ãã¢æ¿åºã¯IPOã¨åæã«å¤§è¦æ¨¡ãªé å½æ¯æãã®ä¿è¨¼ãæ示ããªããã°ãªããªãã£ããããããã1.5ï¼ ã®æåãã売ããã¨ãã§ããããã«ãã¾ãããå½æã®é å½å©åãï¼ããã4ï¼ æªæºï¼ããæ¯è¼å¯è½ãªè¥¿æ´ä¼æ¥ã®åºæºï¼6ï¼ ä»¥ä¸ã®é å½å©åããæä¾ãããã®ãããï¼ã«æ¯ã¹ã¦å¤§ãããªãã£ãã¨ãã¦ããæ¯æããå¿ è¦ãªéé¡ã¯å社ã®çæããããªã¼ãã£ãã·ã¥ããã¼ãã¯ããã«å°ãªããã¨ãèæ ®ããã¨ãããã¯å°æ¥æ°å¹´éä¼æ¥ã«ããããªè² æ ã¨ãªãã¾ããå ·ä½çã«ã¯ããµã¦ã¸ã¢ã©ãã¢æ¿åºã¯2020å¹´ã«750åãã«ã®é å½æ¯æããä¿è¨¼ããªããã°ãªãããããã¯ååæãã¨ã«187.5åãã«ã®æ¯æãã«åå²ããã¾ããé©ãã¹ããã¨ã«ã2023å¹´ã«ã¯è¿½å ãããããã©ã¼ãã³ã¹é¢é£ã®é å½ãå å³ãã¦ãå¹´é978åãã«ã«éããããã¯ããã¤ãã®ä¸»è¦ãªè¥¿æ´ã®ç³æ²¹ã»ã¬ã¹ä¼æ¥ãæä¾ãããããé«ãé å½æ¯æãã«è¿½ãã¤ãããã«è¿½å ã®ããã©ã¼ãã³ã¹ã«ãªã³ã¯ãããé å½ãå ç®ããã¾ããããããã®è¿½å ã®é å½ã¯ãã¢ã©ã ã³ã®å¹´éããªã¼ãã£ãã·ã¥ããã¼ã®50-70ï¼ ãã¿ã¼ã²ããã¨ãã¦ãããããã«ã¯åºæ¬é å½ãå¤é¨æè³ãå«ãä»ã®éé¡ãå«ã¾ãã¾ãã2024年第1ååæãåºæ¬é å½ã¯203åãã«ã§ããããããã©ã¼ãã³ã¹ãªã³ã¯é å½ã¯108åãã«ã«å¢å ããç·é¡ã¯310åãã«ã«ãªãã¾ãã2024å¹´å ¨ä½ã§ã¯ããµã¦ã¸ã¢ã©ãã¢ã¢ã©ã ã³ã¯é å½ã¨ãã¦1243åãã«ãæ¯æãäºå®ã§ãï¼ãããå ·ä½çã«ä½ãæå³ãããã¯ãã¢ã©ã ã³ãå°æ¥ã«ããã£ã¦ãããã®å·¨é¡ã®ç¾©åãç¶æããããã«ãç¾å ´éå¶ã¸ã®ä»ã®æè³ãåæ¸ããå¯è½æ§ãé«ã¾ããã¨ãæå³ãã¾ããå®éã1æã«ã¯ã¨ãã«ã®ã¼çããä¼ç¤¾ã«å¯¾ãã¦ãéè¦ãªç³æ²¹çç£è½åã®è¨ç»ãããå¢å ãä¸æ¢ããããæ示ãåºããã¾ããã
ããããã¹ã¦ã®è³éãæ ªä¾¡ãç¶æããããã«å¼ãç¶ãæ¯æããç¶ããªããã°ãªããªãäºå®ã¯ãåãã¦æ ªå¼ã売å´ããéã®ä¸»ãªåæãä¸æ«ãã¦ãã¾ããã¤ã¾ããäºç®èµ¤åã®ç©´åãã¨ããã¸ã§ã³2030ãéçºè¨ç»ã®è³éæä¾ã§ããããã¯å¤ãã®äººã ãæã£ã¦ããããã«ãç³æ²¹ããã¼ã§ããµãã¦ããã¨ã¯è¨ããªããµã¦ã¸ã¢ã©ãã¢ã«ã¨ã£ã¦ä»ã¯ããã«å¿ è¦ã§ããåå½ã¯ã¾ã 2014å¹´ã2016å¹´ã®ç³æ²¹ä¾¡æ ¼æ¦äºã2020å¹´ã®ç³æ²¹ä¾¡æ ¼æ¦äºãããã³ãã®å¾ã®ç³æ²¹å¸å ´ã®è¡åã®é®®ãããªå½±é¿ãã財æ¿çã«å®å ¨ã«å復ãã¦ãã¾ããã2022å¹´ã¦ã¯ã©ã¤ãã¸ã®ãã·ã¢ã®ä¾µæ»ä»¥åããµã¦ã¸ã¢ã©ãã¢ã®ç³æ²¹ã®è²¡æ¿çãªãã¬ã¼ã¯ã¤ãã³ä¾¡æ ¼ã¯å¸å ´ä¾¡æ ¼ãããé«ãã£ããããããã¯ç°¡åãªè¨èã§è¨ãã°ããã®å½ã®çµè²»ãã«ãã¼ããã«ã¯ååãªåçãä¸ãã¦ããªãã¨ãããã¨ãæå³ãã¾ãã2024å¹´ã®è²¡æ¿çãªãã¬ã¼ã¯ã¤ãã³ä¾¡æ ¼ã¯ãåºæºã¨ãªããã¬ã³ãåæ²¹ä¾¡æ ¼1ãã¬ã«å½ãã96.17ãã«ã§ããå®éããµã¦ã¸ã¢ã©ãã¢ã¯ä»å¹´ã790åãªã¤ã«ï¼210.7åãã«ï¼ã®äºç®èµ¤åãè¦è¾¼ã¾ãã¦ããããå¤ãã®ç³æ²¹å¸å ´ã®è¦³å¯è ãé常ã«æ¥½è¦³çã ã¨èãã¦ãã¾ãããã®ç¾å®ã®å½±é¿ã¯æ¥µãã¦æªããããããã¤ãã®ããã¸ã§ã³2030ãããã¸ã§ã¯ããä¸æ¢ãããããè¦æ¨¡ãå¤§å¹ ã«ç¸®å°ãããããã¦ãã¾ãããã®ä¸ã§ãããã©ãã°ã·ããã®ããªã ã·ãã£éçºã¯å¤§å¹ ã«ç¸®å°ãããããã¸ã§ã¯ãã®1ã¤ã§ããæåã«1500åãã«ã®ã³ã¹ãè¦ç©ããããããã®ç·å½¢é½å¸ããã¸ã§ã¯ãã¯ã106ãã¤ã«ããããã1.6ãã¤ã«ã«ç¸®å°ããã¾ããã
ãµã¦ã¸ã¢ã©ãã¢ã¨ã¢ã©ã ã³ã®å³ãã財æ¿ç¶æ³ãèæ ®ããã¨ãOPECã2025å¹´æ«ã¾ã§æ¯æ¥366ä¸ãã¬ã«ã®çç£åæ¸ã延é·ããæä½ã§ã2024å¹´9ææ«ã¾ã§222ä¸ãã¬ã«ã®è¿½å åæ¸ãè¡ã£ããã¨ã§ãåã³ä¸¡è ã®é¢ä¿ã«ã¤ãã¦ç¬å ç¦æ¢æ³ä¸ã®æ¸å¿µãé«ã¾ãå¯è½æ§ãããã¾ããç¡è«ã®äºå®ã¯ãOPECã¯äºå®ä¸ã®ã«ã«ãã«ã§ããããµã¦ã¸ã¢ã©ãã¢ããã®äºå®ä¸ã®ãªã¼ãã¼ã§ããããµã¦ã¸ã¢ã©ãã¢ã¢ã©ã ã³ããµã¦ã¸ã¢ã©ãã¢ã®ä¸»è¦ãªç³æ²¹ä¼ç¤¾ã§ããã¨ãããã¨ã§ããé·ãéãç±³å½ã¯ãã®é¢ä¿ãæ¹å¤ãã¦ãããã¾ãããã®é¢ä¿ãæã¤ããã®ä¸»è¦ãªæ段ã§ãããå½å ç³æ²¹çç£ããã³è¼¸åºã«ã«ãã«ãªããï¼NOPECï¼æ³ãäºåã«ä¿æãã¦ãã¾ãããNOPECæ³ã®å¶å®ã«ããããµã¦ã¸ã¢ã©ãã¢ã¢ã©ã ã³ãå«ããã¹ã¦ã®è£½åã®åå¼ - ç³æ²¹ãå«ã - ã¯ç¬å ç¦æ¢æ³ã®å¯¾è±¡ã¨ãªããç±³ãã«ã§ã®è²©å£²ãç¦æ¢ããããã¨ãæå³ãã¾ããã¾ããããã«ãããç³æ²¹ä¾¡æ ¼ã«å½±é¿ãä¸ãããã¨ãã§ããªãå°ããªæ§æä¼ç¤¾ã«ã¢ã©ã ã³ãæçµçã«åå²ãããã¨ã«ãªãã¾ãã2022å¹´5æã«ã¯ããã·ã¢ãã¦ã¯ã©ã¤ãã«ä¾µæ»ãã3ãæå¾ããµã¦ã¸ã¢ã©ãã¢ãç³æ²¹ä¾¡æ ¼ã®æ¥é¨°ã«å¯¾å¿ãã¦ããªãã£ããã¨ãããNOPECæ³æ¡ãç±³ä¸é¢å§å¡ä¼ãééãã¾ãããããã¯ãã¯ã·ã³ãã³ãç¶ç¶ããé«ãç³æ²¹ä¾¡æ ¼ã容èªãããNOPECã®è å¨ãç°¡åã«ãµã¦ã¸ã¢ã©ãã¢ã«ã¨ã£ã¦ç¾å®ã®ãã®ã«ãªãå¾ããã¨ã示ãã¦ãã¾ãããã®çµæããµã¦ã¸ã¢ã©ãã¢ããã®çµ¶ãéãªãäºç®èµ¤åã修復ããæç¶çãã¤éè¦ãªç³æ²¹ä¾¡æ ¼ã®ä¸æãéãã¦ããã¸ã§ã³2030ããçå£ã«ç¶ããä½å°ã¯é常ã«éããã¦ãã¾ãã
Simon Watkinsã«ããOilprice.comãã
Oilprice.comã®ãããªã注ç®è¨äºï¼
Simon Watkins is a former senior FX trader and salesman, financial journalist, and best-selling auth… More