2008å¹´ãVirgin Atlanticã¯ãã©ã¸ã«ã®ããã¹ãããã¨ã³ã³ãããããä½ããããã¤ãªçæãä¸é¨ä½¿ç¨ãããªãã£ã¼ãã»ãã©ã³ã½ã³å¿ããã®åºæ¥äºããéè¦ãªçªç ´å£ãã¨ç§°è³ãããã¼ã¤ã³ã°747ããã³ãã³ã¨ã¢ã ã¹ãã«ãã éã§é£ã°ãã¾ãããæ¨å¹´ãèªç©ºä¼ç¤¾ã¯ãªãªã¸ãã«ã®ã¤ãã³ããä¸åãå½¢ã§ãå¾æ¥ã®ã¸ã§ããçæã¨ã®ãã¬ã³ãã§ã¯ãªãããããã®çæã100ï¼ ä½¿ç¨ãã¦åã®å¤§è¥¿æ´æ¨ªæé£è¡ãè¡ãã¾ããããããã®ãã¢ã«ãã£ã¦ãèªç©ºæ好家ãã¡ã¯ã¨ã¼ãããã®ãã©ã¤ã°ã¹ã³ã ï¼ãã©ã¤ãã·ã§ã¼ãã³ã°ï¼ãã¤ãã«é£è¡æ©ã温室å¹æã¬ã¹ã®æåºãåçã«åæ¸ãããã¨ã§è´ãããã®ã¯æéã®åé¡ã ã¨æå¾ ãã¾ãããèªç©ºã»ã¯ã¿ã¼ã¯ä¸çã®ç³æ²¹çç£ã®ç´8ï¼ ããã³æ¸©å®¤å¹æã¬ã¹æåºã®ç´2.6ï¼ ãå ãã¦ãããããã¯æ¥æ¬ã¨åæ§ã®æåºãããã£ã¼ã«ã§ãããæ¥æ¬ã¯ä¸çã§5çªç®ã«æåºéãå¤ã温室å¹æã¬ã¹ã®æåºå½ã§ãã
æ®å¿µãªãã¨ã«ãèªç©ºä¼ç¤¾ã«ããæç¶å¯è½ãªèªç©ºçæï¼SAFï¼ã®æ¡ç¨ã¯æå¾ ã¯ããã§ããã2022å¹´ãç±³å½ã®èªç©ºæ©ã¯å¾æ¥ã®ã¸ã§ããçæã®119åã¬ãã³ã«æ¯ã¹ãããã1580ä¸ã¬ãã³ã®SAFãæ¶è²»ãã¾ãããããã¯ãã¤ãã³å¤§çµ±é ã2030å¹´ã¾ã§ã«å¹´é30åã¬ãã³ã®SAFæ¶è²»ãç®æ¨ã¨ãã¦ããã®ã¨ã¯ã»ã©é ãæ°åã§ãã
ããã¦ãä»ãä¸é¨ã®æ°åå°é家ãã¡ã¯ãSAFãæ°åå¤åã¨ã®æ¦ãã§æç¨ãªå½¹å²ãæããè½åãã¾ãã¾ãçåè¦ãã¦ãã¾ããé²æ©çã·ã³ã¯ã¿ã³ã¯ã§ããæ¿çç 究æï¼IPSï¼ã«ããå ±åã«ããã¨ãç¾æç¹ã§ã¯ããæ¨æºã®ã±ãã·ã³ãã¼ã¹ã®ã¸ã§ããçæã«ä»£ããç¾å®çãã¤ã¹ã±ã¼ã©ãã«ãªä»£æ¿åã¯ãªããã¨ãããSAFã¯å±éºãªæ°åå¤åãåé¿ããããã«å¿ è¦ãªæéæ å ã§ããããåã£ã¦ä»£ãããã¨ãã¦ããã¨ã¯ç¨é ãã¨ã®ãã¨ã§ããå ¬çè£å©éã«ãããããããSAFã¯ãããã®çæã«åã£ã¦ä»£ããããã®æé軸ã«ããã¦éæ¹ããªãé ããã£ã¦ããã¨ã®ãã¨ã
å ±åæ¸ã¯ãã代æ¿çæãã±ãã·ã³ãã¼ã¹ã®ã¸ã§ããçæã«é©æã«ä»£ããã¨ãã主張ã«å¯¾ãã¦ã¯é«ãã¬ãã«ã®æçå¿ããããã°ãªãã¾ãããã¨è¿°ã¹ã¦ãã¾ããå ±åæ¸ã®å ±èè ã§ãããã£ãã¯ã»ã³ãªã³ãºã«ããã°ãå¾æ¥ã®ã¸ã§ããçæãå®å ¨ã«ç½®ãæããããã«å¿ è¦ãªã¹ã±ã¼ã«ã§SAFãçç£ããã«ã¯å·¨é¡ã®è£å©éã¨è«å¤§ãªç ç²ãå¿ è¦ã§ãããããã¯ããç·æ¥ãªè±çç´ åã®åªå äºé ãããªã½ã¼ã¹ã desuå¼ããã¨ãæå³ããã¨ææãã¦ãã¾ãã
IPSã®å ±åæ¸ã¯ããã¤ãã³å¤§çµ±é ã®ç®æ¨ãéæããããã«ã¨ã¿ãã¼ã«ãã¤ãªçæã製é ãããã¨ã¯ãç±³å½å ã§1å1400ä¸ã¨ã¼ã«ã¼ã®ãã¦ã¢ãã³ã·ãå¿ è¦ã¨ããç¾å¨ã®ä½ç©ç¨å°é¢ç©ã®20%å¢å ã«ç¸å½ããã¨ææãã¦ãã¾ããããã¸ã§ããçæãå®å ¨ã«ç½®ãæããããå ´åãè±å½ã§ã¯ç¾å¨ã®ãã©ã¤ãå©ç¨è ã¬ãã«ãç¶æããããã«å ¨è¾²å°ã®50%ã失ããããã¨ã«ãªãã ããã¨ãããã¨ã§ãã
å ±åæ¸ã¯ããè¾²å°å©ç¨ã®å¤åããä¸çã®é£ç³§å®å ¨ä¿éã ãã§ãªãã森æã湿å°ã®ä¿åãªã©ã®èªç¶ã«ããçç´ éé¢è§£æ±ºçãè ããå¯è½æ§ãããã¾ãããã®ãããSAFã®çç£ã¯ã2050å¹´ã¾ã§ã«å¤§å¹ ãªæ¸å°ãå®ç¾ãããã¨ããããªåå®ã®ç®æ¨ãç©æ¥µçã«é»å®³ããå¯è½æ§ãããã¾ããã¨è¿°ã¹ã¦ãã¾ãã
åå°ä½¿ç¨ã®ã»ããé«ã³ã¹ããSAFã»ã¯ã¿ã¼ãæ©ã¾ãã¦ããå¥ã®é害ã§ããã¨ãã«ã®ã¼ä¾¡æ ¼èª¿æ»æ©é¢ã§ããã¢ã¼ã¬ã¹ã¡ãã£ã¢ã¯ãSAFä¾¡æ ¼ãã¬ãã³ããã6.69ãã«ã§ãããç±³å½ã®ã¸ã§ããçæã®ã¬ãã³ããã2.85ãã«ã®å以ä¸ã§ããã¨å ±åãã¦ãã¾ããçæã¯é常ãèªç©ºä¼ç¤¾ã®éå¶è²»ã®25ï¼ ãå ããé常ã®ã¸ã§ããçæã®10ï¼ ãSAFã§ç½®ãæããã ãã§ãèªç©ºä¼ç¤¾ã®åçã«å¤§ããªå½±é¿ãä¸ããã¨ãããã¨ã§ããçµæ¸çã«ããIRAï¼ã¤ã³ãã¬ä½æ¸æ³ï¼ã®ä¸ã§æä¾ããã1.75ãã«ã®ã¬ãã³ãããã®ç¨é¡æ§é¤ã¯ãä½ããã¼ã¸ã³ãç¸æ®ºããã«ã¯ååã§ã¯ããã¾ããã
SAFæé·ã©ã³ã¦ã§ã¤
ãããã®é風ã«ãããããããSAFã»ã¯ã¿ã¼ã¯å¤§ããªæé·ãäºæ¸¬ãã¦ãã¾ããèªç©ºã»ã¯ã¿ã¼ã¯æ¢ã«600ç¾ä¸ãªããã«ããçç£ãã¦ããªãå ¨çã®SAFçç£éã®10åã«ããã60åãªããã«ã®SAFãç©æ¥µçè³¼å ¥å¥ç´ã«ã³ããããã¦ãã¾ããå°è¦æ¨¡ãªçç£ã©ã³ãå¾æ¥ã®ã¸ã§ããçæã¨SAFã¨ã®éã®å¤§ããªã³ã¹ãå·®ã®ä¸å ã§ãããç£æ¥ãæ¡å¤§ããããå ç¢ãªä¾çµ¦å¥ç´ãæ¡ç¨ããã«ã¤ãã¦ãSAFã¯ããå®ä¾¡ã«ãªãå¯è½æ§ãããã¾ãã
ä¸é¨ã®ä¸»è¦ãªç±³å½èªç©ºä¼ç¤¾ã¯ããã¤ãã³å¤§çµ±é ã®SAFè¨ç»ã«è³åãã¦ãã¾ããããã»ï¼NYSEï¼DALï¼ããµã¦ã¹ã¦ã¨ã¹ãèªç©ºï¼NYSEï¼LUVï¼ãªã©ã®ä¸é¨ã®ä¸»è¦ç±³å½èªç©ºä¼ç¤¾ã¯ã2030å¹´ã¾ã§ã«ã¸ã§ããçæã®10ï¼ ãSAFã§ç½®ãæãããã¨ã«ã³ããããã¦ãã¾ãã幸éãªãã¨ã«ãã»ã¨ãã©ã®SAFãã©ã³ãã¯ãå¾æ¥ã®çæã¨æ··åããããã«è¨è¨ãããã常è¨ãçæã§ã空港ããã®å¤æ´ã追å æè³ã¯ä¸è¦ã§ãã2å¹´åãã«ãªãã©ã«ãã¢å·ã®åçå¯è½å¤©ç¶ã¬ã¹ããã³åçå¯è½çæä¼ç¤¾ã®ã¨ã¤ã¡ãã£ã¹æ ªå¼ä¼ç¤¾ï¼NASDAQï¼AMTXï¼ã¯ããµã³ãã©ã³ã·ã¹ã³ç©ºæ¸¯ããããªãã£ãã·ã¥ã¨ã¢ã¦ã§ã¤ãºã¨ã¢ã¨ã«ãªã³ã¬ã¹ã®ãã©ã¤ããæ¯æ´ããããã«ããµã¹ãã£ããã«èªç©ºçæã78,400ãã³ä¾çµ¦ããããã®è¤æ°å¹´å¥ç´ãå½éèªç©ºã°ã«ã¼ãï¼IAGï¼ã¨ç· çµãã¾ãããã¨ã¤ã¡ãã£ã¹ã¯ã78ç¾ä¸ã¬ãã³ã®SAFçç£è¨åã®è¨±å¯ãåãã¦ãããåçå¯è½ãªã¤ã«ãåçå¯è½æ°´ç´ ãæ°´åçºé»ãå©ç¨ãã¦ä½çç´ åº¦ã®åçå¯è½ã¸ã§ããçæãçç£ããã¨ãã5å¹´éã®æé·è¨ç»ãçºè¡¨ãã¾ããã
æ¨å¹´ã欧å·ã®è¦å¶å½å±ã¯ã2025å¹´ã¾ã§ã«EU空港ã§å©ç¨å¯è½ãªçæã®2%ãSAFãæ§æãã2030å¹´ã«ã¯ããã6%ã2035å¹´ã«ã¯20%ã2050å¹´ã«ã¯70%ã«å¢å ããããã«ããããã®å½ä»¤ãå°å ¥ãã¾ãããEUè°ä¼ã¯1æã«ãã®å½ä»¤ãæ¿èªãã¾ããããå çå½ã¯ã¾ã æ票ãè¡ã£ã¦ãã¾ããã
Alex Kimani ä½ Oilprice.com
Oilprice.comããã®ãããªã注ç®è¨äºï¼
Alex Kimani is a veteran finance writer, investor, engineer and researcher for Safehaven.com. … More