ãµã¦ã¸ã¢ã©ãã¢ãæã¤å¯ä¸ã®æ¬å½ã®åã¯ããã®ç³æ²¹é¨éããæ¥ã¦ãã¾ãããã®çç£éã大ããè¦ããã»ã©ãããã«ä½ã®ããããããªãã£ãå½ã ããçå£ã«åãæ¢ããããããã«ãªãã¾ãããã®ããããµã¦ã¸ã¢ã©ãã¢ã®åæ²¹çç£è½åã¨åèµéã«ã¤ãã¦è©³ããæ¤è¨¼ããçµæããããã¯ãµã¦ã¸ã¢ã©ãã¢ãè¿°ã¹ã¦ããããããã£ã¨ä½ããã¨ãæããã«ãªã£ã¦ãããããã«é¢ãã¦ã¯ç§ã®æ°ããèæ¸ã§è©³ããåæããã¦ãã¾ããæ°ããã°ãã¼ãã«ç³æ²¹å¸å ´ç§©åºã«é¢ããç§ã®æ°ããæ¸ç±ãããµã¦ã¸ã¢ã©ã ã³ãã®2024年第1ååæ決ç®ãå é±å ¬è¡¨ãããä¸æ¹ã§ã¨ãã«ã®ã¼çããå社ã«å¯¾ãã¦åæ²¹çç£è½åã®1æ¥å½ãã100ä¸ãã¬ã«ã®æ¡å¤§ãåãæ¶ãããã«æ示ããã1æã®æ令ã¨ã®æç½ãªçç¾ãå度浮ã彫ãã«ããã¾ããããããã£ã¦ãä»ã®è³æ¬æ¯åºã®ããã®è³éãããã®ã«ãªãçç£è½åã®æ¡å¤§ã«ã¯ããããªãã®ãï¼ããã¯ãµã¦ã¸ã¢ã©ãã¢ããã¯ãåæ²¹çç£è½åãããã«å¢ãããã¨ãã§ããªããã¨ãç¥ã£ã¦ãããããï¼ããã¨ããçå½ãçç£è½åæ¡å¤§ãä»ã®ãã¨ã¸ã®æ¯åºå¢å ãè² æ ããä½è£ããªããããªã®ãï¼å®éã«ã¯ã以ä¸ã«è©³è¿°ããããã«ããããã®ãã¨ããã®ã¾ã¾å½ã¦ã¯ã¾ãã¾ãã
ãµã¦ã¸ã¢ã©ãã¢ã«ããã°ãç¾æç¹ã§ã®åæ²¹çç£ã®æ大æç¶è½åï¼MSCï¼ã¯1æ¥1200ä¸ãã¬ã«ã§ããããããOPECã®ãã¼ã¿ã«ããã¨ããµã¦ã¸ã¢ã©ãã¢ã¯1973å¹´ãã2024å¹´5æ1æ¥ã¾ã§ã®éãå¹³åã§1æ¥826.7ä¸ãã¬ã«ã®åæ²¹ãçç£ãã¦ãã¾ããããã®æ´å²å ¨ä½ã§ã¯ã2020å¹´4æã«1度ã ã1æ¥1200ä¸ãã¬ã«ãçç£ãããã¨ãããã¾ãããããã®å¾ããã«849ä¸ãã¬ã«ã«æ»ãã¾ããããã®æã¯é常ã«çæéã®ç¬¬3次ç³æ²¹ä¾¡æ ¼æ¦äºã®å§ã¾ãã§ãããããµã¦ã¸ã¢ã©ãã¢ã¯çµæ¸çã«å°æ¥ã«ç´æ¥çãªè å¨ã¨ãªãç±³å½ã®ã·ã§ã¼ã«ãªã¤ã«é¨éã®é²å±ãåã³é ããããã¨ãã¾ããããã ãããã®é常ã«ä¸æçãª1200ä¸ãã¬ã«ã«éããã±ã¼ã¹ãããå½æ欧å·é£åï¼EUï¼ã¨ãã«ã®ã¼å®å ¨ä¿éæ©æ§ã«ãã£ã¦å°ãOilPrice.comã«èªãããé常ã«é«ä½ã®æ å ±æºã«ããã¨ãå®éã«ã¯ãã®ãããªãã®ã§ã¯ãªãã£ãã¨ã®ãã¨ãããµã¦ã¸ã¯èªèº«ã®ç³æ²¹é¨éã«ã¤ãã¦æ æã«ææ§ãªè¡¨ç¾ãç¨ãããçç£è½åãããå¸å ´ã¸ã®ä¾çµ¦ãã«ã¤ãã¦èªããããããç£åºãããçç£ãã¨ã¯ã¾ã£ããç°ãªããã®ã¨ãã¦ããããããã¯ã¾ã£ããç°ãªãæ¦å¿µã§ããã¨è¿°ã¹ã¾ãããããã¦ç¢ºãã«ããããã¯ç°ãªãã¾ãããçç£ãã¨ãã¢ã¦ãããããã®çã®æå³ã¯ãå½éç³æ²¹å¸å ´ã§ã¯å°ä¸ã®ã¦ã§ã«ãããããæãåºãããåæ²¹ã§ããã¨ãã«ã®ã¼æ å ±åºã«ããå¸å ´ã®åãå ¥ããããå®ç¾©ã«ããã¨ãåæ²¹ã®ãä½å°å®¹éãã¨ã¯ãã30æ¥ä»¥å ã«å°å ¥å¯è½ã§ãããå°ãªãã¨ã90æ¥éç¶æã§ããçç£éã®ãã¨ãã¨ããã¦ãã¾ãã
é¢é£è¨äº: ãªããã¯æå ±ãå¸å ´ãæå¾ ããç³æ²¹ä¾¡æ ¼ä¸æ
ãµã¦ã¸ã¢ã©ãã¢ã®ãããã®ç¨èªã®å®ç¾©ã¯èããç°ãªãããããã£ã¦ééã£ã¦ãã¾ãããã®å½ã¯ãçç£è½åãã¨ãå¸å ´ã¸ã®ä¾çµ¦ãã¨ããç¨èªããèªå½ã®ç³æ²¹ç°ããã®çç£ã ãã§ãªããå½å ã§ä¿æãã¦ããåæ²¹ã®ä¾çµ¦ã¨ã¿ãªãã¦ããããã§ããã¾ããåå½ã«ã¨ã£ã¦ã¯ããããªãåæ²¹ä¾çµ¦ããææä¾çµ¦å¥ç´ããå¼ãæ¢ãããã¦ãã®ä¿ç®¡ä¾çµ¦ã«åæå®ããããã¨ãå«ã¾ãã¦ããããã§ãã2014å¹´ãã2016å¹´ã®ç³æ²¹ä¾¡æ ¼æ¦äºã®éããµã¦ã¸ã¢ã©ãã¢ã¯èªå½ã®åæ²¹ãã»ã¨ãã©è²¯èµæ½è¨ããæãåºããéåªå 顧客ã¨ã®ç³æ²¹ä¾çµ¦å¥ç´ãåæ¸ãã¾ãããããã«ãåãåæ²¹ã°ã¬ã¼ãã®åæ²¹ä¾çµ¦ã§ããä»ã®OPECå çå½ããï¼ç´æ¥çã«ãããã¯ä»²ä»æ¥è ãéãã¦ï¼è²·ãä»ãã¦ããããèªå½ã®ä¾çµ¦ã¨ãã¦æ¼ãéããã¨ãå«ã¾ããããã§ããEUã®æ å ±æºãç±³å½ã¨ãã«ã®ã¼å®å ¨ä¿éæ©æ§ã®æ å ±æºãããã³éå»10å¹´éã«OilPrice.comã¨ç¬å çã«è©±ãã3人ã®ã·ãã¢ãªã¤ã«ããã¼ã«ã¼ã®æ å ±ã«ããã¨ããµã¦ã¸ã¢ã©ãã¢ã¯2014å¹´ãã2016å¹´ã®ç³æ²¹ä¾¡æ ¼æ¦äºã ãã§ãªãã2019å¹´9æã«ã¤ã©ã³æ¯æ´ã®ãã¼ã·æ´¾ã«ããã¢ãã«ã¤ã¯ã¨ã¯ã©ã¤ã¹ã®ç³æ²¹æ½è¨ã¸ã®æ»æããã³2020å¹´ã®çãç³æ²¹ä¾¡æ ¼æ¦äºã®å¾ããã¤ã©ã¯ãªã©ããããªãã®åæ²¹ä¾çµ¦ãè²·ãä»ãã¾ãããç®èãªãã¨ã«ã2019å¹´ã®æ»æã®èå¾ã«ããã©ã³ãããã«ãããããããã¤ã©ã¯ããè²·ãä»ããä¸é¨ã®ç³æ²¹ã¯å®éã«ã¯ã¤ã©ã³ã®ãã®ã§ããã¨ããæ å ±ãããã®ã ããã§ããããã«ã¯ã¤ã©ã¯ã®ç³æ²¹çã¨é常ã«å¯æ¥ã«é¢ãã£ã¦ããæ å ±æºãããããã§ãããã
ãããã£ã¦ã2024å¹´1æã®åæ²¹çç£è½åæ¡å¤§ã®ä¸æ¢ã¯ãç¾å®ãå¹»æ³ã«è¿½ãã¤ãã¦ããçµæã®ããã§ãããµã¦ã¸ã¢ã©ãã¢ã¯åç´ã«ãããã1200ä¸ãããã1300ä¸ãã«å¢ãããã¨ãã§ãã¾ããããªããªãããã®å½ã¯ã1200ä¸ãã¬ã«ãã¨ããè½åãæã£ã¦ããªãããä»ã¾ã§ãã®ãããªãã®ãæã£ã¦ããªãã£ãããã§ããããã¯ã¨è¨ãã¨ãå¿ è¦ãªè³éãããã°ãå½¼ãã¯æã£ã¦ããè½åãå¢ãããã¨ãã§ãããããã1300ä¸ããã1400ä¸ããªã©ã好ããªæ°åãæã¡ä¸ããã¨å®£è¨ããå¯è½æ§ãããã¾ãããããã®æ°åã¯ã»ã¨ãã©çåãåãã¾ããããªãããããªãã£ãã®ãï¼ãµã¦ã¸ã¢ã©ãã¢ã®ç³æ²¹é¨éã«é¢é£ãããã®ã«å¯¾å¦ããæè¯ã®æ¹æ³ã§ããããªãã«ã ã®ååããã¯ããã«ç°¡åãªçããæãé©ãã¦ããã¨ããã¾ããããã¯ããã§ãåæ§ã«æ©è½ãã¾ããããã¯è½åãç¯ãç¶æãããã¨ãé常ã«é«é¡ã§ããããããµã¦ã¸ã¢ã©ãã¢ããããè¡ãä½è£ããªãããã§ããå¤ãã®äººã ãèããããã«ãç³æ²¹ããã¼ã§æºã¡æºã¡ãã¨ããç¶æ³ããã¯ã»ã©é ãã2014å¹´ãã2016å¹´ã®ç³æ²¹ä¾¡æ ¼æ¦äºããèªãã«ãããããå£æ» çãªå½±é¿ãã財æ¿çã«ååã«å復ãã¦ããªãã®ã§ããããã«ã2022å¹´ã®ãã·ã¢ã«ããã¦ã¯ã©ã¤ãä¾µæ»ã¾ã§ããµã¦ã¸ã¢ã©ãã¢ã®åæ²¹ã«å¯¾ãã財æ¿çãªå±æ©ã«ã¤ãã¦ã¯ãå¸å ´ãæ¯æã£ã¦ããä¾¡æ ¼ãããé«ãã£ãããããã®å½ãçµè²»ãè³ãã«ã¯ååã§ã¯ãªãã£ããã¨ãæå³ãã¦ãã¾ãã2024å¹´ã®è²¡æ¿çãªæ¡ç®ã©ã¤ã³ã¯ãåºæºã®ãã¬ã³ãåæ²¹ä¾¡æ ¼ã«å¯¾ãã¦1ãã¬ã«96.17ç±³ãã«ã§ããå®éããµã¦ã¸ã¢ã©ãã¢ã¯ãä»å¹´ä¸ã«790åãµã¦ã¸ã¢ã©ãã¢ãªã¤ã«ï¼210.7åç±³ãã«ï¼ã®äºç®èµ¤åãè¦è¾¼ã¾ãã¦ãããå¤ãã®ç³æ²¹å¸å ´ã®è¦³å¯è ãé常ã«æ¥½è¦³çã ã¨èãã¦ãã¾ãã
ãµã¦ã¸æ¿åºãæçµçã«ãµã¦ã¸ã¢ã©ã ã³ã®æåã®å ¬éæ ªå¼å£²ãåºãï¼IPOï¼ã§å°ãªãã¨ã1.5ï¼ ï¼å½åè¨ç»ã®5ï¼ ã®æ ªå¼ï¼ã売å´ãããããå·¨é¡ã®é å½ãä¿è¨¼ãããã¨ã«ãã£ã¦ããµã¦ã¸ã¢ã©ãã¢ã«ã¨ã£ã¦ã®å·¨å¤§ãªçµæ¸çãªéè·ã¯ç¶ãã¦ãã¾ãããã®æè³ææ¡ã¸ã®å¤ãã®éçºæ¸ã¿å¸å ´åå è ã¸ã®æ±ææ¯æ§ãé常ã«é«ãã£ããããæ¿åºã¯2020å¹´ã«å¹´é750åç±³ãã«ãä¿è¨¼ããååæãã¨ã«187.5åç±³ãã«ã®æ¯æãã«åå²ãã¾ããã2023å¹´ã«ã¯ã追å ã®"ããã©ã¼ãã³ã¹ãªã³ã¯ã"é å½ã«ãããããã978åç±³ãã«ã«ä¸æãã¾ããããããã¯ãã¢ã©ã ã³ã®æé«çµå¶è²¬ä»»è ã§ããã¢ãã³ã»ãã»ã¼ã«ã«ããã¨ãå¹´éã®ããªã¼ãã£ãã·ã¥ããã¼ã®50ã70ï¼ ã対象ã¨ãã¦ããã»ãããã¼ã¹é å½ãå¤é¨æè³ãªã©ãå·®ãå¼ããé¡ãå«ãã§ããã¨ã®ãã¨ã§ãã2024年第1ååæããã¼ã¹é å½ã¯203åç±³ãã«ã§ãããããã«108åç±³ãã«ã®ããã©ã¼ãã³ã¹ãªã³ã¯ãé å½ãå ãããåè¨é¡ã¯310åç±³ãã«ã«ãªãã¾ãã2024å¹´å ¨ä½ã§ã¯ããµã¦ã¸ã¢ã©ã ã³ã¯1243åç±³ãã«ã®é å½ãæ¯æãè¦è¾¼ã¿ã§ãï¼
ãªã¤ã«ãã©ã¤ã¹.comã®ã·ã¢ã³ã»ã¯ããã³ã¹ãã
Simon Watkins is a former senior FX trader and salesman, financial journalist, and best-selling auth… More