åæ²¹ä¾¡æ ¼ã¯å¨åº«æ¸å°ãç±³å½è£½é æ¥ã®æ¸éãä¸æ±ã®ç·å¼µã®é«ã¾ããé£åããå é±ä¸æããè¦è¾¼ã¿ã§ãããããã®è¦å ãå¼·æ°ææ ãå¾æ¼ããã¦ãã¾ãã
2024å¹´4æ26æ¥(é)
4æå以æ¥ã®åã®é±éå©çã«åãã£ã¦ãããã®ã®ãä»ã®ã¨ããåæ²¹ä¾¡æ ¼ã¯å¿ççã«éè¦ãª1ãã¬ã«ããã90ãã«ãè¶ ãããã¨ã«ã¯è³ã£ã¦ãã¾ãããICEãã¬ã³ãã¯ç¾å¨1ãã¬ã«ãããç´89ãã«ã§åå¼ããã¦ãããç±³å½åæ²¹å¨åº«ã®äºæ³ãä¸åãæ¸å°ãç±³å½è£½é æ¥ã®èããæ¸éã«ãã£ã¦6æã®å©ä¸ãã®æå¾ ãé«ã¾ããä¸æ±ã®ç·å¼µãç¶ãã¦ãããã¨ã§ä¸æè¦å ã追å ããã¾ããã
é ã®å·¨äººãèªçããããããã¾ãããé±æ¥å¤§æAngloAmerican (LON:AAL)ã¯ãä¸çæ大ã®ä¸å ´é±æ¥ä¼ç¤¾ã§ããBHP Group (ASX:AX)ãããé ã§ä¸çæ大ã®å¢åã¨ãªãåå¼å ¨ä½ã®ææ¡ãåããã¨çºè¡¨ãã¾ãããAngloAmericanã¯æåã®ãªãã¡ã¼ããé常ã«é åçã§ã¯ãªããã¨æå¦ãã¾ããã
ã«ãããç³æ²¹ã®å±±ç«äºãªã¹ã¯ãè¦åãã¢ã«ãã¼ã¿å·ã«ããã¯ãæ¨å¹´ã®ææªã®ç«ç½ã§å½æ300,000ãã¬ã«/æ¥ã®ç³æ²¹çç£ãå£æ» ãããå¾ãä»å¹´ã¯é常ãããæ©ãéç¼ãã·ã¼ãºã³ãå§ã¾ã£ãããã移åå¶éãå¼·åãã¦ãã¾ãã
TMXè¹ä¸»ã5æã®éå§ã«å ç«ã¡æ¸å¿µã表æãã«ããã®ãã©ã³ã¹ãã¦ã³ãã³ãã¤ãã©ã¤ã³ã®è¹ä¸»ã¯ããã¤ãã©ã¤ã³ã®ä¸é¨ãã¾ã è¦å¶æ¿èªãåãã¦ããªããããTMXãæ¥ææ¢ã«æéãåãåããã¨ãã¦ããã¨ãã¦ãã5æ1æ¥ã®äºå®ãããéå§æ¥ã¯å®ç¾ããªãå¯è½æ§ããããã¨ã表æãã¾ããã
ã¤ã©ã¯ãOPEC+ä¾çµ¦è¦åã«å¾ããã¨ãç´æã第1ååæã«ã¯ã©ã¼ã¿ã200,000ãã¬ã«/æ¥è¶ éãããã¨ã§ãã¤ã©ã¯ã¯6æåæ¬ã®OPEC+ä¼åã®çµæã«é¢ããããå¹´æ«ã¾ã§å油輸åºã1æ¥330ä¸ãã¬ã«ã¾ã§æå¶ãããã¨ãèªã£ã¦ãã¾ãã
LMEãå¶è£åå¼æ©ä¼ãé»æ¢ãããã¨ãããè±å½ããã·ã¢éå±ã«å¶è£ãç§ãããã¨ã§ãLMEå庫ã«ãããã¢ã«ããã¦ã 貯èµå¥ç´ãç¸æ¬¡ããåå¼æ¥è ã«åå¼ã®ä½å°ãæ®ãã¾ãããããã§ããã³ãã³éå±åå¼æã¯ãã®åçæ§ã®é«ãä¿ç®¡å¥ç´ãåæ¢ããã¨çºè¡¨ãã¾ããã
Woodsideã®æ°åè¨ç»ãå¦æ±ºãããããªã¼ã¹ãã©ãªã¢ã®ä¸»è¦ãªç³æ²¹çç£ä¼æ¥Woodside Energy (ASX:WDS)ã®æ ªä¸»ã¯ãä»é±ãå社ã®æ°åè¨ç»ã58%ã®ç¥¨å·®ã§æå¦ãã¾ããããã®è¨ç»ã¯20åãã«ãè¶ ããåç³çæããã¸ã§ã¯ããã¼ããã©ãªãªã¨çç´ ã¯ã¬ã¸ããã¸ã®ä¾åãä¸ååã ã¨ãã¦ãã¾ãã
ã¨ã¸ããã5æããã®LNG輸åºãåæ¢ãã¾ãã«æ²ã®å½å ã¬ã¹çç£æ¥æ¸ã«ä¼´ããã¨ã¸ããã¯2018年以æ¥åãã¦ã5æããLNGã®ãã¹ã¦ã®è¼¸åºãåæ¢ããæ£å³ã®è¼¸å ¥å½ã«ãªãã¾ãã
ã¤ã¿ãªã¢ã®ENIã¨ITHACA Energyã«ãã24åãã«ã®æµ·ä¸ç³æ²¹åä½µãã¤ã¿ãªã¢ã®ç³æ²¹å¤§æENI (BIT:ENI) ã¯ãç¬ç«ç³»çç£è Ithaca Energy (LON:ITH)ã¨ã®è±å½ã®ç³æ²¹ã»ã¬ã¹è³ç£ã®åä½µã«åæããæ°ãã«å½¢æãããä¼ç¤¾ã®38.5%ã®æåãä¿æãã¾ããæ°ä¼ç¤¾ã¯2030å¹´ã¾ã§ã«è±å½æ大ã®ç³æ²¹çç£ä¼ç¤¾ãç®æãã¾ãã
LNGä¾¡æ ¼ã®ä¸æãã¢ã¸ã¢è³¼å ¥è ã®è¦ç´ããä¿ããã¢ã¸ã¢ã®ã¹ãããLNGä¾¡æ ¼ãæè¿10.50ãã«/mmBtuã«æ¥ä¸æãã3æåã以æ¥25%ä¸æãã¦ãã¾ããè²»ç¨ã®ãããè¹ç©ã¿ãä¸æ±ã®ãªã¹ã¯ãèæ¯ã«ãã¤ã³ããä¸å½ããã®æ©ä¼çè³¼å ¥ãèããå¾éãã¦ãã¾ãã
ä¸å½ãã¤ã³ãã®è£å°ãåãè¾¼ã¿ãããä¸å½ã®å½æç³æ²¹ä¼ç¤¾ã§ããä¸å½ç³åã¯ãã¤ã³ãã®é·å¹´ã®ä¸»è¦å¸å ´ã§ããã¹ãªã©ã³ã«ã®ä¸æµé¨éã¸ã®ãã大ããªã¢ã¯ã»ã¹ãæ±ããä¸å½ãéå¶ãããã³ãã³ãã¿æ¸¯ã«160,000ãã¬ã«/æ¥ã®å¤§è¦æ¨¡ãªè£½æ²¹æã建è¨ããè¨ç»ã§ãã
ã¨ã¢ãã¹ããã·ã¢å¶è£ã¸ã®é¤å¤ãåãããã«ããæ¿åºã¯ãã¨ã¢ãã¹ã«ãã·ã¢è£½ãã¿ã³ã®è³¼å ¥ã¨ä½¿ç¨ã許å¯ããå¶è£ç·©åãè¡ããå米諸å½ã®ãã¿ã³å¶è£ãã¨ã¢ãã¹èªç©ºæ©ã®å©ç¨ãå±éºã«æãã¦ãã¾ããã
欧å·ããã·ã¢ã®LNGå輸åºãç¦æ¢ãå ±éã«ããã¨ã欧å·å§å¡ä¼ã®æ¬¡ã®ãã·ã¢å¶è£ããã±ã¼ã¸ã§ã¯ãEU港ããã®LNGå輸åºã«å¶éãè¨ããäºå®ã§ããã·ã¢è£½LNGã®è¼¸å ¥ã«å¯¾ããå®å ¨ãªç¦æ¢ããé ãããäºå®ã§ãã
ã°ã¬ã³ã³ã¢ããã¤ã¸ã§ãªã¢ã®é±æ¥æ½å¨æ§ã«æ³¨ç®ãä¸ççãªé±å±±å¤§æGlencore (LON:GLEN)ã¯ããã¤ã¸ã§ãªã¢ã®æªéçºé±æ¥é¨éã«èå³ã示ãã¦ãããæ¿åºãå®å®ãããã¸ãã¹ç°å¢ã確ä¿ããã°ãã¢ããªã«ä¼æ¥ã®ããã±ã«ãã³ãã«ããäºéã®å¯è½æ§ã強調ãã¦ãã¾ãã
Oilprice.comã®ãã¤ã±ã«ã»ã«ã¼ã³æ°ã«ããè¨äºã
Michael Kern is a newswriter and editor at Safehaven.com and Oilprice.com, … More