{"id":20521,"date":"2024-07-11T08:49:44","date_gmt":"2024-07-11T01:49:44","guid":{"rendered":"https:\/\/edutrade.vn\/?p=20521"},"modified":"2024-07-11T08:49:44","modified_gmt":"2024-07-11T01:49:44","slug":"theo-nha-phan-tich-john-kemp-cua-reuters-cac-nha-dau-tu-dau-mo-da-lay-lai-binh-tinh-sau-cu-lao-doc-gia-sau-opec","status":"publish","type":"post","link":"https:\/\/edutrade.vn\/en\/theo-nha-phan-tich-john-kemp-cua-reuters-cac-nha-dau-tu-dau-mo-da-lay-lai-binh-tinh-sau-cu-lao-doc-gia-sau-opec\/","title":{"rendered":"Theo Nh\u00e0 Ph\u00e2n T\u00edch John Kemp C\u1ee7a Reuters, C\u00e1c Nh\u00e0 \u0110\u1ea7u T\u01b0 D\u1ea7u M\u1ecf \u0110\u00e3 L\u1ea5y L\u1ea1i B\u00ecnh T\u0129nh Sau C\u00fa Lao D\u1ed1c Gi\u00e1 Sau Opec"},"content":{"rendered":"

London – July 9 – C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 danh m\u1ee5c \u0111\u00e3 quay tr\u1edf l\u1ea1i v\u1ecb th\u1ebf trung l\u1eadp \u0111\u1ed1i v\u1edbi d\u1ea7u m\u1ecf v\u00e0o tu\u1ea7n tr\u01b0\u1edbc sau khi l\u00e0n s\u00f3ng b\u00e1n th\u00e1o m\u1ea1nh m\u1ebd do cu\u1ed9c h\u1ecdp c\u1ee7a OPEC+ v\u00e0o \u0111\u1ea7u th\u00e1ng 6 gi\u1ea3m b\u1edbt v\u00e0 ho\u1ea1t \u0111\u1ed9ng mua v\u00e0o b\u1eaft \u0111\u1ea7u chi\u1ebfm \u01b0u th\u1ebf.<\/span><\/p>\n

C\u00e1c qu\u1ef9 \u0111\u1ea7u c\u01a1 v\u00e0 c\u00e1c nh\u00e0 qu\u1ea3n l\u00fd ti\u1ec1n t\u1ec7 kh\u00e1c \u0111\u00e3 mua t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 56 tri\u1ec7u th\u00f9ng trong 6 h\u1ee3p \u0111\u1ed3ng t\u01b0\u01a1ng lai v\u00e0 quy\u1ec1n ch\u1ecdn quan tr\u1ecdng nh\u1ea5t trong 7 ng\u00e0y k\u1ebft th\u00fac v\u00e0o ng\u00e0y 2 th\u00e1ng 7.<\/span><\/p>\n

C\u00e1c nh\u00e0 qu\u1ea3n l\u00fd qu\u1ef9 \u0111\u00e3 mua r\u00f2ng trong 4 tu\u1ea7n qua, mua t\u1ed5ng c\u1ed9ng 316 tri\u1ec7u th\u00f9ng k\u1ec3 t\u1eeb ng\u00e0y 4 th\u00e1ng 6, theo h\u1ed3 s\u01a1 trao \u0111\u1ed5i v\u00e0 h\u1ed3 s\u01a1 qu\u1ea3n l\u00fd.<\/span><\/p>\n

L\u00e0n s\u00f3ng mua n\u00e0y \u0111\u00e3 \u0111\u1ea3o ng\u01b0\u1ee3c ho\u00e0n to\u00e0n h\u01a1n 194 tri\u1ec7u th\u00f9ng \u0111\u01b0\u1ee3c b\u00e1n ra sau cu\u1ed9c h\u1ecdp c\u1ee7a OPEC+ v\u00e0o \u0111\u1ea7u th\u00e1ng 6.<\/span><\/p>\n

\"Theo
Theo Nh\u00e0 Ph\u00e2n T\u00edch John Kemp C\u1ee7a Reuters, C\u00e1c Nh\u00e0 \u0110\u1ea7u T\u01b0 D\u1ea7u M\u1ecf \u0110\u00e3 L\u1ea5y L\u1ea1i B\u00ecnh T\u0129nh Sau C\u00fa Lao D\u1ed1c Gi\u00e1 Sau Opec<\/figcaption><\/figure>\n

V\u1ecb th\u1ebf r\u00f2ng l\u00e0 524 tri\u1ec7u th\u00f9ng, n\u1eb1m trong kho\u1ea3ng ph\u1ea7n tr\u0103m th\u1ee9 40 \u0111\u1ed1i v\u1edbi t\u1ea5t c\u1ea3 c\u00e1c tu\u1ea7n k\u1ec3 t\u1eeb n\u0103m 2013 v\u00e0 nh\u00ecn chung l\u00e0 trung l\u1eadp ho\u1eb7c h\u01a1i gi\u1ea3m gi\u00e1.<\/span><\/p>\n

Trong tu\u1ea7n g\u1ea7n nh\u1ea5t, ho\u1ea1t \u0111\u1ed9ng mua v\u00e0o \u0111\u01b0\u1ee3c d\u1eabn \u0111\u1ea7u b\u1edfi Brent (+37 tri\u1ec7u th\u00f9ng), NYMEX v\u00e0 ICE WTI (+13 tri\u1ec7u th\u00f9ng) v\u00e0 d\u1ea7u diesel M\u1ef9 (+12 tri\u1ec7u th\u00f9ng).<\/span><\/p>\n

C\u00f3 m\u1ed9t l\u01b0\u1ee3ng b\u00e1n nh\u1ecf c\u1ea3 x\u0103ng M\u1ef9 (-3 tri\u1ec7u th\u00f9ng) v\u00e0 d\u1ea7u kh\u00ed gasoil ch\u00e2u \u00c2u (-3 tri\u1ec7u th\u00f9ng).<\/span><\/p>\n

C\u00e1c nh\u00e0 qu\u1ea3n l\u00fd qu\u1ef9 v\u1eabn c\u00f3 xu h\u01b0\u1edbng gi\u1ea3m gi\u00e1 nh\u1eb9 \u0111\u1ed1i v\u1edbi h\u1ea7u h\u1ebft c\u00e1c ph\u00e2n kh\u00fac c\u1ee7a th\u1ecb tr\u01b0\u1eddng d\u1ea7u m\u1ecf, \u0111\u00e2y l\u00e0 m\u1ed9t s\u1ef1 thay \u0111\u1ed5i so v\u1edbi vi\u1ec7c c\u1ef1c k\u1ef3 gi\u1ea3m gi\u00e1 ch\u1ec9 v\u00e0i tu\u1ea7n tr\u01b0\u1edbc \u0111\u00f3.<\/span><\/p>\n

Nh\u01b0ng nh\u00ecn chung h\u1ecd c\u0169ng trung l\u1eadp v\u1edbi WTI v\u00e0 r\u1ea5t l\u1ea1c quan v\u1ec1 d\u1ea7u kh\u00ed gasoil ch\u00e2u \u00c2u.<\/span><\/p>\n

C\u00e1c v\u1ecb th\u1ebf b\u00e1n kh\u1ed1ng gi\u1ea3m gi\u00e1 trong h\u1ee3p \u0111\u1ed3ng NYMEX WTI \u0111\u00e3 gi\u1ea3m xu\u1ed1ng c\u00f2n 27 tri\u1ec7u th\u00f9ng, m\u1ee9c th\u1ea5p nh\u1ea5t trong 15 tu\u1ea7n k\u1ec3 t\u1eeb gi\u1eefa th\u00e1ng 3.<\/span><\/p>\n

V\u1edbi s\u1ed1 l\u01b0\u1ee3ng v\u1ecb th\u1ebf b\u00e1n kh\u1ed1ng c\u00f2n l\u1ea1i qu\u00e1 \u00edt, vi\u1ec7c che short position kh\u00f3 c\u00f3 th\u1ec3 cung c\u1ea5p th\u00eam nhi\u1ec1u \u0111\u1ed9ng l\u1ef1c t\u0103ng cho gi\u00e1 d\u1ea7u th\u00f4.<\/span><\/p>\n

Kh\u00ed \u0111\u1ed1t t\u1ef1 nhi\u00ean c\u1ee7a M\u1ef9<\/b><\/h2>\n

C\u00e1c nh\u00e0 qu\u1ea3n l\u00fd danh m\u1ee5c \u0111\u00e3 b\u00e1n c\u00e1c h\u1ee3p \u0111\u1ed3ng t\u01b0\u01a1ng lai v\u00e0 quy\u1ec1n ch\u1ecdn li\u00ean quan \u0111\u1ebfn gi\u00e1 kh\u00ed \u0111\u1ed1t c\u1ee7a M\u1ef9 trong tu\u1ea7n th\u1ee9 hai li\u00ean ti\u1ebfp do lo ng\u1ea1i v\u1ec1 t\u00ecnh tr\u1ea1ng t\u1ed3n kho d\u01b0 th\u1eeba dai d\u1eb3ng b\u1ea5t ch\u1ea5p c\u00e1c \u0111\u1ee3t n\u1eafng n\u00f3ng tr\u00ean kh\u1eafp \u0111\u1ea5t n\u01b0\u1edbc.<\/span><\/p>\n

C\u00e1c qu\u1ef9 \u0111\u1ea7u c\u01a1 v\u00e0 c\u00e1c nh\u00e0 qu\u1ea3n l\u00fd ti\u1ec1n t\u1ec7 kh\u00e1c \u0111\u00e3 b\u00e1n t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 270 t\u1ef7 feet kh\u1ed1i (bcf) trong hai h\u1ee3p \u0111\u1ed3ng ch\u00ednh li\u00ean quan \u0111\u1ebfn gi\u00e1 t\u1ea1i Henry Hub \u1edf Louisiana trong tu\u1ea7n k\u1ebft th\u00fac v\u00e0o ng\u00e0y 2 th\u00e1ng 7.<\/span><\/p>\n

C\u00e1c nh\u00e0 qu\u1ea3n l\u00fd qu\u1ef9 \u0111\u00e3 b\u00e1n t\u1ed5ng c\u1ed9ng 349 bcf k\u1ec3 t\u1eeb ng\u00e0y 18 th\u00e1ng 6, l\u00e0m gi\u1ea3m nh\u1eb9 m\u1ee9c t\u00edch l\u0169y 2.845 bcf trong 17 tu\u1ea7n tr\u01b0\u1edbc \u0111\u00f3 k\u1ec3 t\u1eeb gi\u1eefa th\u00e1ng 2.<\/span><\/p>\n

V\u1ecb th\u1ebf mua r\u00f2ng l\u00e0 821 bcf, n\u1eb1m trong kho\u1ea3ng ph\u1ea7n tr\u0103m th\u1ee9 52 \u0111\u1ed1i v\u1edbi t\u1ea5t c\u1ea3 c\u00e1c tu\u1ea7n k\u1ec3 t\u1eeb n\u0103m 2010, gi\u1ea3m t\u1eeb 1.170 bcf (kho\u1ea3ng ph\u1ea7n tr\u0103m th\u1ee9 59) v\u00e0o ng\u00e0y 18 th\u00e1ng 6 nh\u01b0ng v\u1eabn cao h\u01a1n m\u1ee9c b\u00e1n r\u00f2ng 1.675 bcf (kho\u1ea3ng ph\u1ea7n tr\u0103m th\u1ee9 3) v\u00e0o ng\u00e0y 20 th\u00e1ng 2.<\/span><\/p>\n

Gi\u00e1 h\u1ee3p \u0111\u1ed3ng t\u01b0\u01a1ng lai \u0111i\u1ec1u ch\u1ec9nh theo l\u1ea1m ph\u00e1t \u0111\u00e3 b\u1ecb \u0111\u00ecnh tr\u1ec7 g\u1ea7n m\u1ee9c th\u1ea5p nh\u1ea5t trong nhi\u1ec1u th\u1eadp k\u1ef7, khuy\u1ebfn kh\u00edch nhi\u1ec1u nh\u00e0 qu\u1ea3n l\u00fd qu\u1ef9 x\u00e2y d\u1ef1ng c\u00e1c v\u1ecb th\u1ebf mua d\u00e0i h\u1ea1n l\u1ea1c quan, d\u1ef1 \u0111o\u00e1n r\u1eb1ng gi\u00e1 ph\u1ea3i t\u0103ng l\u00ean m\u1ee9c trung b\u00ecnh d\u00e0i h\u1ea1n.<\/span><\/p>\n

Gi\u00e1 si\u00eau th\u1ea5p bu\u1ed9c c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t kh\u00ed \u0111\u1ed1t l\u1edbn ph\u1ea3i tuy\u00ean b\u1ed1 c\u1eaft gi\u1ea3m ch\u01b0\u01a1ng tr\u00ecnh khoan v\u00e0 s\u1ea3n xu\u1ea5t tr\u1edf l\u1ea1i v\u00e0o th\u00e1ng 2.<\/span><\/p>\n

Gi\u00e1 th\u1ea5p c\u0169ng \u0111\u01b0\u1ee3c d\u1ef1 \u0111o\u00e1n s\u1ebd khuy\u1ebfn kh\u00edch ti\u00eau th\u1ee5 t\u1ed1i \u0111a c\u1ee7a c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u0111i\u1ec7n trong m\u00f9a h\u00e8 n\u0103m 2024, \u0111\u1ea9y nhanh qu\u00e1 tr\u00ecnh x\u00f3i m\u00f2n l\u01b0\u1ee3ng t\u1ed3n kho d\u01b0 th\u1eeba \u0111\u01b0\u1ee3c chuy\u1ec3n sang t\u1eeb m\u00f9a \u0111\u00f4ng r\u1ea5t \u00f4n h\u00f2a n\u0103m 2023\/24.<\/span><\/p>\n

Tuy nhi\u00ean, b\u1ea5t ch\u1ea5p m\u1ed9t s\u1ed1 \u0111\u1ee3t n\u1eafng n\u00f3ng, l\u01b0\u1ee3ng t\u1ed3n kho d\u01b0 th\u1eeba \u0111\u00e3 gi\u1ea3m r\u1ea5t ch\u1eadm, bu\u1ed9c c\u00e1c nh\u00e0 qu\u1ea3n l\u00fd qu\u1ef9 ph\u1ea3i gi\u1ea3m b\u1edbt m\u1ed9t ph\u1ea7n xu h\u01b0\u1edbng t\u0103ng gi\u00e1 tr\u01b0\u1edbc \u0111\u00f3.<\/span><\/p>\n

L\u01b0\u1ee3ng kh\u00ed \u0111\u1ed1t l\u00e0m vi\u1ec7c trong kho ng\u1ea7m d\u01b0\u1edbi \u0111\u1ea5t l\u00ean t\u1edbi 3.134 bcf v\u00e0o ng\u00e0y 28 th\u00e1ng 6, m\u1ee9c cao th\u1ee9 hai \u0111\u01b0\u1ee3c ghi nh\u1eadn cho th\u1eddi \u0111i\u1ec3m n\u00e0y trong n\u0103m.<\/span><\/p>\n

L\u01b0\u1ee3ng t\u1ed3n kho v\u1eabn cao h\u01a1n 536 bcf (+ 21% ho\u1eb7c + 1,40 \u0111\u1ed9 l\u1ec7ch chu\u1ea9n) so v\u1edbi m\u1ee9c trung b\u00ecnh theo m\u00f9a 10 n\u0103m tr\u01b0\u1edbc \u0111\u00f3, gi\u1ea3m t\u1eeb m\u1ee9c th\u1eb7ng d\u01b0 cu\u1ed1i \u0111\u00f4ng t\u1ed1i \u0111a l\u00e0 664 bcf (+ 40% ho\u1eb7c + 1,47 \u0111\u1ed9 l\u1ec7ch chu\u1ea9n) v\u00e0o ng\u00e0y 15 th\u00e1ng 3.<\/span><\/p>\n

L\u01b0\u1ee3ng t\u1ed3n kho cao nh\u01b0 v\u1eady \u0111\u00e3 \u0111\u1ea9y l\u00f9i qu\u00e1 tr\u00ecnh t\u00e1i c\u00e2n b\u1eb1ng c\u1ee7a th\u1ecb tr\u01b0\u1eddng v\u00e0 s\u1ebd \u0111\u1ea3m b\u1ea3o gi\u00e1 duy tr\u00ec \u1edf m\u1ee9c th\u1ea5p h\u01a1n trong th\u1eddi gian d\u00e0i h\u01a1n.<\/span><\/p>\n

Ph\u1ea3n \u00e1nh s\u1ef1 \u0111i\u1ec1u ch\u1ec9nh ch\u1eadm ch\u1ea1p, gi\u00e1 kh\u00ed \u0111\u1ed1t giao v\u00e0o th\u00e1ng 1 n\u0103m 2025, gi\u1eefa m\u00f9a \u0111\u00f4ng t\u1edbi, \u0111\u00e3 gi\u1ea3m xu\u1ed1ng m\u1ee9c trung b\u00ecnh 3,71 USD \/ m\u1ed9t tri\u1ec7u \u0111\u01a1n v\u1ecb nhi\u1ec7t Anh cho \u0111\u1ebfn nay trong th\u00e1ng 7 – kh\u00f4ng cao h\u01a1n so v\u1edbi th\u00e1ng 2.<\/span><\/p>\n

Cre: Reuters – bi\u00ean so\u1ea1n b\u1edfi EDU TRADE<\/span><\/i><\/p>","protected":false},"excerpt":{"rendered":"

London – July 9 – C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 danh m\u1ee5c \u0111\u00e3 quay tr\u1edf l\u1ea1i v\u1ecb th\u1ebf trung l\u1eadp \u0111\u1ed1i v\u1edbi d\u1ea7u m\u1ecf v\u00e0o tu\u1ea7n tr\u01b0\u1edbc sau khi l\u00e0n s\u00f3ng b\u00e1n th\u00e1o m\u1ea1nh m\u1ebd do cu\u1ed9c h\u1ecdp c\u1ee7a OPEC+ v\u00e0o \u0111\u1ea7u th\u00e1ng 6 gi\u1ea3m b\u1edbt v\u00e0 ho\u1ea1t \u0111\u1ed9ng mua v\u00e0o b\u1eaft \u0111\u1ea7u chi\u1ebfm \u01b0u th\u1ebf. […]<\/p>","protected":false},"author":5,"featured_media":20506,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"jnews-multi-image_gallery":[],"jnews_single_post":{"subtitle":"","format":"standard","video":"","gallery":"","source_name":"","source_url":"","via_name":"","via_url":"","override_template":"0","override":[{"template":"2","single_blog_custom":"","parallax":"1","fullscreen":"0","layout":"right-sidebar","sidebar":"single-left","second_sidebar":"default-sidebar","sticky_sidebar":"1","share_position":"top","share_float_style":"share-monocrhome","show_share_counter":"1","show_view_counter":"1","show_featured":"1","show_post_meta":"1","show_post_author":"1","show_post_author_image":"1","show_post_date":"1","post_date_format":"default","post_date_format_custom":"Y\/m\/d","show_post_category":"1","show_post_reading_time":"0","post_reading_time_wpm":"300","show_zoom_button":"0","zoom_button_out_step":"2","zoom_button_in_step":"3","show_post_tag":"1","show_prev_next_post":"1","show_popup_post":"1","number_popup_post":"1","show_author_box":"0","show_post_related":"0","show_inline_post_related":"0"}],"override_image_size":"0","image_override":[{"single_post_thumbnail_size":"no-crop","single_post_gallery_size":"crop-715"}],"trending_post":"0","trending_post_position":"meta","trending_post_label":"Trending","sponsored_post":"0","sponsored_post_label":"Sponsored by","sponsored_post_name":"","sponsored_post_url":"","sponsored_post_logo_enable":"0","sponsored_post_logo":"","sponsored_post_desc":"","disable_ad":"0"},"jnews_primary_category":{"id":"","hide":""},"footnotes":""},"categories":[149],"tags":[],"class_list":["post-20521","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tin-tuc"],"acf":[],"_links":{"self":[{"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/posts\/20521","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/comments?post=20521"}],"version-history":[{"count":0,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/posts\/20521\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/media\/20506"}],"wp:attachment":[{"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/media?parent=20521"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/categories?post=20521"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/tags?post=20521"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}