ç±³å½ã®ã·ã§ã¼ã«ãªã¤ã«çç£ã¯ã2028å¹´ã«ãã¼ã¯ãè¿ãã4å¹´éã®æé·ãè¦è¾¼ã¾ãã¦ãã¾ããããã¯ãHSBCã«ããäºæ¸¬ã«ãããã®ã§ãããã¾ã§ã®ã·ã§ã¼ã«ãããã®éå½ãäºæ¸¬ãããã¨ãã試ã¿ã®ææ°ã®ãã®ã§ããããã¯ã¾ããã·ã§ã¼ã«ãããã§é©ããèµ·ããå¯è½æ§ãé«ããææ°ã®ãã®ã§ãããã¾ããæ¨å¹´ã¨åæ§ã«ã
2023å¹´ãæ²¹ã®ãã¬ã¼ãã¼ãã¡ã¯ãªã°ã®æ°ã注è¦ããã»ã¨ãã©ã®æéãªã°ã®æ°ãä½ä¸ãã¦ãããããæ²¹ã®çç£ãæ¸å°ãã¦ãããã¨ãå¿é ãã¦ãã¾ãããããã¦ããã®å¾ãçç£æ¥è ãåºåæ°å¤ãå ±åãå§ããé©ãã殺å°ãå§ãã¾ããããªã°æ°ãæ¸å°ãã¦ããã«ãããããããã¦ã§ã«ã®çç£æ§åä¸ãåºåã®ç¢ºå®ãªå¢å ã«è²¢ç®ãããã¨ãå¤æãã¾ããã
HSBCã®ã¢ããªã¹ãããã«ã¼ã ãã¼ã°ã«ãã£ã¦å¼ç¨ãããããã«ããä¸é¨ã®äººã ã¯ç±³å½ã®ã·ã§ã¼ã«ãã¾ããªããã¼ã¯ã«éããã¨æå¾ ãã¦ãããOPEC+ã¯ãããèµ·ããã¨ããã°ãã°ã«ã¼ããã¤ãã«ä¾çµ¦åæ¸ã解é¤ã§ããã¨æå¾ ãã¦ãããã¨è¨è¿°ãã¦ãã¾ãã ãç±³å½ã®ã·ã§ã¼ã«ã¯ä»å¾3ã4å¹´éæé·ããå¯è½æ§ãããã¾ããã
ãã®ãã¨ãããOPEC+ã«ã¨ã£ã¦ã¯ãçç£å¤©äºãç¶æããããã«ããã°ããã®éäºå容éãæã£ãã¾ã¾ã§ããå¿ è¦ãããã¨ãããã¨ã§ããããOPEC+ã®ãªã¼ãã¼ãã¡ãèæ ®ãã¦ããå¯è½æ§ãããå±æãªã®ã§ãã©ããªå¸æããããã©ããã«é¢ä¿ãªããè¨ç»ã¯ç«ã¦ããã¦ãã¾ãã
ç±³å½ã®ã·ã§ã¼ã«ç£æ¥ã«é¢ãã¦ã¯ãä¾çµ¦ã¯å¸¸ã«æ¹ç¨å¼ã®ååã«éãã¾ãããéè¦ãä¾¡æ ¼ãæ¼ãä¸ããåæ¥çã«åççãªèª¿æ»ãä¿é²ãããã¨ã§ããããã®ãã¨ãèµ·ããå ´åããããèµ·ããã¾ãã ç¾æç¹ã§ã¯ãã»ã¨ãã©ã®äºæ¸¬ã¯ãæåããã¨ãã«ã®ã¼è»¢æã«åãããã¦ããã¨ããåè¦ãããããã«è¦ããç³æ²¹éè¦ãæ¸å°ããã¨äºæ³ãã¦ãã¾ããäºæ¸¬è ãã¡ã¯åã³é©ãã«ããããããã¾ããã
ã¨ã«ãããã·ã§ã¼ã«ãããã®æªå©ç¨è³æºã¯æ¸å°ãã¦ãããæ¨å¹´ã«æ¥çã§çºçãã大è¦æ¨¡ãªä¼æ¥è²·åã®æ³¢ãç¶ãããã§ãã
1æã«Enverusã®ã·ãã¢ãã¤ã¹ãã¬ã¸ãã³ãã§ããã¢ã³ããªã¥ã¼ã»ãã£ãããã¼ã¯ããæ°åå¹´ã¶ãã«çããæ´å²çãªã³ã³ã½ãªãã¼ã·ã§ã³ã®æ³¢ã®ä¸ã§ãç³æ²¹ããã³ã¬ã¹ã¯ãåçã®ä¸æãæ±ãããããã®ä¼æ¥ã®åçæ§ã®é«ãã¢ããã¹ããªã¼ã ãã¸ãã¹ãç½®ãæããããã®åªå ãã¼ã«ã¨ãã¦Mï¼Aãé¸æãã¦ãã¾ããã¨è¿°ã¹ã¾ããã
ããããä¼æ¥ã®åä½µãè²·åã¯æ°¸é ã«ç¶ãããã§ã¯ããã¾ãããããã¦ãã¦ã§ã«ã®çç£æ§ã®çããç±³å½ã®æ²¹ã®çç£ãéå»æé«ã«æ¼ãä¸ããé度ãç¶ããã¨ã¯ã§ãã¾ãããEnverusã¯4æã«åã³ã¢ã©ã¼ã ãé³´ãããæ°´å¹³ã¦ã§ã«ãæåããéã®1ãã£ã¼ããããã®ç³æ²¹ååçã2020å¹´ãã2023å¹´ã¾ã§ã«15ï¼ æ¸å°ããã¨å ±åãã¦ãã¾ãããã®çç±ã¯ãå¯éãã¦æåãããã¦ã§ã«ããã¾ãã«ãå¤ããæ²¹ç°å§åã«å½±é¿ãä¸ããååçãä½ä¸ãã¦ããããã§ãã
æ¥çã¯ãããåé¿ããæ¹æ³ãæ¢ãã¦ãããè¦ã¤ãã¦ãã¾ããããã®ã³ã¹ãã¯ãããã¾ããé·ãã¦ã§ã«ã¯ååçãåä¸ããããã¨ãã§ãã¾ãããæåã³ã¹ããé«ããªãã¾ããã·ãã¥ã«ã»ãã©ããã³ã°ã¨å¼ã°ããæè¡ã¯ãè¤æ°ã®ã¦ã§ã«ãæåãã¦ãããã¹ã¦ãä¸ç·ã«æ°´å§ç ´ç ãããã¨ãå«ã¿ãææè¦ããã¦ãã¾ãããå®ä¾¡ã§ã¯ããã¾ããã
ç±³å½ã®ã·ã§ã¼ã«ãã¼ã ã¯ã次ã®æ®µéã«ç§»è¡ããæçããç£æ¥ãçç£çãç¶æããªããã³ã¹ããåæ¸ãããã¸ãã¹çã«å¦¥å½ã§ããã°çç£çãå¢å ããããã¨ã«ç¦ç¹ãå½ã¦ã¦ããããã§ãããã®ãããªæèã§ã¯ãçç£ããã¼ã¯ã«éããææã¯OPEC+ãç±³å½ã®ã·ã§ã¼ã«ã«ã¨ã£ã¦ãã¾ãé¢ä¿ããªãç¹ã§ãããé¢é£æ§ãããã®ã¯çç£ã®ãã©ãã¼ããã¤çµãããããã®å¾ãã©ããããã®æéã§æ¸å°ãå§ã¾ããã§ããããããäºæ¸¬è ã®ä¸ã«ã¯ãå ¨ã¦ã®ç³æ²¹ãæ¶ããã®ãè¦ããã£ã¦ããè ãããããããã¾ããã
ãªã¤ã«ãã©ã¤ã¹.com ã«ããã¤ãªã¼ãã»ã¹ã©ã´æ°ã®å ±é
ãªã¤ã«ãã©ã¤ã¹.com ã®ãã詳ããæ å ±ï¼
Irina is a writer for Oilprice.com with over a decade of experience writing on the oil and gas indus… More