Kamora hore OPEC + e nke qeto ka la 5 Mphalane ho fokotsa tlhahiso ea oli ka libarele tse limilione tse 2 ka letsatsi ho qala ka Pulungoana, ho becha le ho becha 'marakeng oa bokamoso ba oli lefatšeng ka bophara li ile tsa eketseha hape."E anngoe ke OPEC + ho fokotseha ho tebileng ho liphetoho tse peli tse kholo tse ncha, 'maraka oa bokamoso ba oli e tala hona joale e se e le chelete e nahanang ea ho khutlela 'marakeng oa poho ea oli e tala, ea bobeli ke mekhatlo e mengata ea tlhahiso-leseling e khutsufatsang maemo a bokamoso ba oli e tala, hobane ba hlokometse hore ha feela litheko tsa oli li le tlase, OPEC + e kanna ea tsoela pele ho theola tlhahiso, ho fihlela theko e khutlela boemong ba bona ba ho tsebahala. ”Morekisi oa bokamoso ba oli e tala o itse ho moqolotsi oa litaba.
Kamora hore OPEC + e nke qeto ka la 5 Mphalane ho fokotsa tlhahiso ea oli ka libarele tse limilione tse 2 ka letsatsi ho qala ka Pulungoana, ho becha le ho becha 'marakeng oa bokamoso ba oli lefatšeng ka bophara li ile tsa eketseha hape."E anngoe ke OPEC + ho fokotseha ho tebileng ho liphetoho tse peli tse kholo tse ncha, 'maraka oa bokamoso ba oli e tala hona joale e se e le chelete e nahanang ea ho khutlela 'marakeng oa poho ea oli e tala, ea bobeli ke mekhatlo e mengata ea tlhahiso-leseling e khutsufatsang maemo a bokamoso ba oli e tala, hobane ba hlokometse hore ha feela litheko tsa oli li le tlase, OPEC + e kanna ea tsoela pele ho theola tlhahiso, ho fihlela theko e khutlela boemong ba bona ba ho tsebahala. ”Morekisi oa bokamoso ba oli e tala o itse ho moqolotsi oa litaba.Ho latela lintlha tsa morao-rao tse tsoang ho Commodity Futures Trading Commission, maemo a malelele a bahanyetsi ho Brent le WTI a nyolohile likonteraka tse 53,179 ho tloha bekeng e fetileng ho ea ho 373,467 ho tloha ka la 4 Mphalane, e leng palo e phahameng ka ho fetisisa libekeng tse 11 tse fetileng.“
Leha ho le joalo, Letlole la Leano la CTA le letlole la matsete a thepa ha li so ka li khutlela 'marakeng oa bokamoso ba oli e tala, e sieang theko ea oli ho tsoa phokotsong e kholo ea OPEC +.The crude oil futures broker ha e bohlale.Konteraka ea mantlha ea WTI e nyolohile ho tloha ho $ 85.4 ho ea ho $ 93.3 barrel ka mor'a hore OPEC + e fokotse tlhahiso ka libarele tse limilione tse 2 ka letsatsi, empa e ile ea khutlela ho hoo e ka bang $ 89 ha index ea lidolara e ntse e eketseha matsatsing a mabeli a fetileng, Datayes e bontšitse."Tšabo ea dolara e matla hape ke lona lebaka le ka sehloohong le entseng hore lichelete tsa khale tsa oli tse telele, joalo ka lichelete tsa CTA le lichelete tsa thepa, li liehe ho nka monyetla ka OPEC + le ho fokotsa tlhahiso ho khutlela 'marakeng o molelele oa bokamoso ba oli."Helima Croft, hlooho ea leano la thepa ea lefats'e ho BC Capital Markets.Hajoale, ba emetse ho bona hore na ke mang ea hlolang ntoa lipakeng tsa OPEC le dollar e matla ho etsa qeto ea qeto e latelang ea matsete.Zou Zhiqiang, mofuputsi Setsing sa Lithuto tsa Bochabela bo Hare Univesithing ea Fudan, o lumela hore Saudi Arabia le linaha tse ling tsa OPEC + li nkile qeto ea ho fokotsa matla a tlhahiso ka limilione tse 2 b/d, haholo-holo ho latela lithahasello tsa bona tsa naha.Ke hobane ba hloka litheko tsa oli hore li lule li le holimo ho ba fa chelete e ngata ho tšehetsa moruo oa bona.Empa ha ho pelaelo hore sena se senya lithahasello tsa Amerika.Hobane US e sebelisa ka mafolofolo dolara e matla ho theola litheko tsa oli, ka hona e fokotsa inflation ea US.
Baokameli ba 'maloa ba Wall Street hedge fund ba ile ba bolella baqolotsi ba litaba hore e ne e sa le pele haholo ho bolela esale pele sephetho sa ntoa e ncha ea tokelo ea ho beha litheko 'marakeng oa oli e tala.Empa se hlakileng ke hore OPEC + e ke ke ea mamella litheko tse tlase tsa oli nako e telele ho thefula lithahasello tsa eona tsa mantlha.Seo se lebisitse palo e ntseng e hola ea batseteli ba bechang ka dolara e otlang maemo a macha ho hana ho becha haholo ka litheko tse tlase tsa oli, ba tseba ka likotsi tse ntseng li eketseha tsa leano.Baqolotsi ba litaba ba ithutile hore ka la 5 Mphalane, OPEC + e nkile qeto ea ho fokotsa tlhahiso ea oli e sa tsoakoang ka libarele tse limilione tse 2 ka letsatsi, e leng se ileng sa tsosa maikutlo a ho reka 'marakeng oa lefatše oa bokamoso ba oli e tala."Nakong e fetileng, matla a theko 'marakeng oa bokamoso ba oli a ne a batla a laoloa ke chelete e ngata, e neng e susumetsoa ka ho feletseng ke thekiso e khutšoanyane ea theko ea oli ho sa tsotellehe liphetoho tsa phepelo ea oli le litlhoko tsa motheo. ”Barekisi ba bokamoso ba oli e tala ba bolelletse baqolotsi ba litaba.Sena se entse hore bo-ramatsete ba bangata ba lumelang hore litheko tsa oli ha li na boleng ba ho lula hole.Ho ea ka eena, sena ke sona seo tsamaiso e se batlang.Ke hobane dolara e matla e boloka litheko tsa oli li le tlase, e leng se ka fokotsang haholo likhatello tsa inflation tsa US.Leha ho le joalo, ka qeto ea OPEC + ea ho fokotsa tlhahiso ka libarele tse limilione tse 2 ka letsatsi, boemo ba hajoale ba chelete e ngata e laolang litheko tsa oli ea bokamoso bo "fokotsoe".Bekeng e fetileng, palo e ntseng e eketseha ea lichelete tse inahaneloang le tse tsamaisoang ke liketsahalo li kenelletse ho tsoma litheko tse tlase, li sutumelletsa konteraka ea mantlha ea WTI morao ka holimo ho $90 barrel.Pontšo ea data ea Tonly Datayes, chelete e hakanyetsoang e tlase ea bokamoso ba oli e sa jeoang ho reka maqhubu a phahameng, ho phahama ho tloha bofelong ba Loetse, ha menahano ea 'maraka OPEC +, kapa tlhahiso e kholo, e etsa chelete e kenang ea chelete e ngata, theko ea konteraka ea WTI ea bokamoso ba oli e sa tsoakoang e theohile. tsoa hang ho feta 13%, esita le chelete e ngata e inahaneloang "ho iphapanyetsa" dollar ho na le phello ea theko ea oli, Tlolela le ho reka theko ea oli.Ka mantsoe a mang, index ea lidolara e theohile feela ho tloha ho 114.78 ho isa ho 113.12 libekeng tse peli tse fetileng, athe konteraka ea mantlha ea WTI e theohile ho tloha ho $76.25 ho isa ho $89 barrel."Ka mor'a sena, chelete e ntseng e nahanoa e ntseng e eketseha ke ho becha hore bokamoso ba oli bo tla khutlela ho $95- $100 / BBL ka mokhoa o tsitsitseng ho tloha ho dolara e matla.Hobane ke seo OPEC + e batlang ho se bona. ”
Ho boletse tlhahlobo ea broker ea oli e sa tsoakoang kamoso.Ba boetse baa tseba hore OPEC +, e tobane le phello e sithabetsang ea dolara e matla litheko tsa oli, e ka nka mehato e joalo ka phokotso e kholo ea tlhahiso ho tšehetsa litheko tsa oli, ho etsa hore leano la ho reka ka tlase le atlehe haholoanyane.Baqolotsi ba litaba ba ile ba boela ba ithuta hore bekeng e fetileng, ho becha ho Federal Reserve ho tsoelapele ka sekhahla sa matsete a li-hawkish le tsona li kene ka khutso kampong ea ho reka tlase ho reka litheko tsa oli.Hobane ba lumela hore Fed e tla tlameha ho tsoela pele leano la eona la ho palama li-hawkish hafeela phokotso ea litheko tsa oli e boloka inflation e phahame US, ba putsoa ka litefello tse feteletseng tsa 'maraka o tsoang ho tsoala.Ke hobane'ng ha lipoho tsa oli tsa setso li liehile ho kena Ke habohlokoa ho hlokomela hore limmaraka tsa lichelete li boetse li amehile ka hore na ho fokotseha ho hoholo ha tlhahiso ea OPEC + 200-bpd ho tla ba le litheko tsa oli."Matsatsing a mabeli a fetileng, dolara e matla e khutlile, 'me litheko tsa WTI li theohile ka mor'a ho otla $93 barrel."Barekisi ba bokamoso ba oli e tala ba bolelletse baqolotsi ba litaba ka kotloloho.Lebaka ke hore hang ha chelete e ngata e bona index ea lidolara e hlaphoheloa, e ile ea eketsa kapele boemo ba eona bo bokhutšoaane nakong e tlang ea oli e tala, e lebisang ho theoheng ho tšoanang ha litheko tsa oli.Ho ea ka maikutlo a hae, kaha chelete e ngata e etsa hoo e ka bang 30% ea khoebo ea 'maraka oa bokamoso ba oli e tala, ho phahama ha theko ea oli ho tsoa ho phokotso e matla ea tlhahiso ea OPEC + e kanna ea "phela nakoana" joalo ka lichelete tsa leano la CTA le lichelete tsa thepa, ha li khutlele 'marakeng oa bokamoso ba oli e tala.
Hlooho ea letlole la maano la Wall Street CTA e bolelletse baqolotsi ba litaba hore le hoja esale ba lumela hore litheko tsa oli ha li na boleng, ba ntse ba le hlokolosi haholo ha ba tobane le menyetla ea ho reka phaello e tlisoang ke ho fokotseha ho hoholo ha tlhahiso ea OPEC +.Ba tšoenyehile ka hore OPEC + e kanna ea se khone ho bua hape ka theko ea oli.Bothata ke hore bokamoso ba oli e sa tsoakoang bo rekoa ka lidolara, 'me hafeela Fed e ntse e phahamisa litefiso tsa phaello le ho romela dollar ho tlaleha holimo, litheko tsa oli e tala li tla qetella li tobane le khatello e tlase e tlase."Ho feta moo, moferefere oa phepelo ea matla Europe o lebisa ho putlama ha moruo ka potlako moruong oa Europe le ho putlama ho hoholo ha sekhahla sa phapanyetsano ea euro, e leng se lebisitseng ho phahama ho hoholo ha index ea lidolara, ho beha khatello e tlase ho litheko tsa oli. ”A bua.Ha se lichelete tse ngata tsa maqheka a CTA le lichelete tsa thepa tse khutletseng libakeng tse telele tsa bokamoso ba oli e tala, lebaka le leng ke hore ba ne ba "hlokomela" ho reka menyetla e mecha ka lebaka la tahlehelo e matla ea litheko tsa oli.
Moqolotsi oa litaba o utloisisa ba bangata, leha letlole le leng la leano la CTA le ho kena licheleteng tse tlase tsa oli ea nakong e tlang, ba na le chelete le eona e lekanyelitsoe, e 'ngoe ea mabaka a bohlokoa, litefiso tse phahamisitsoeng tsa phaello e phahameng haholo ke ho nyolla litšenyehelo tse ntseng li phahama, ho etsa lichelete. Lichelete tse fumanehang tse fumanehang li thibetsoe haholo, 'me ho thata ho ba le tšusumetso e phahameng ho feto-fetoha ha theko ea oli."Lena ke lebaka la bohlokoa le etsang hore lichelete tse ngata tsa thepa le li-CTA li khethe ho fetoa ke monyetla ona oa ho reka phaello ho e-na le ho ipeha kotsing, li khetha ho emela sephetho pakeng tsa OPEC + le dolara e matla pele li etsa qeto e latelang ea matsete.""Ho boletse Stephanie Lang, ofisiri e ka sehloohong ea matsete Homrich Berg.
"Lesela la rona le sa lohiloeng, polypropylene, ke sehlahisoa sa peterole.Theko ea machaba ea oli e tala e tla ama ka kotloloho theko ea kamoso ea thepa ea rona e tala, le ho ama theko ea masela a rona a sa lohiloeng.Ka kopo, hlophisa lethathamo la thepa le moralo oa ho tlatsa chelete esale pele. ” Ho boletse Mason ho Henghua Nonwoven.
Nako ea poso: Oct-14-2022
