{"id":23640,"date":"2024-08-28T14:14:34","date_gmt":"2024-08-28T07:14:34","guid":{"rendered":"https:\/\/edutrade.vn\/?p=23640"},"modified":"2024-08-28T14:14:34","modified_gmt":"2024-08-28T07:14:34","slug":"nhung-nguoi-ban-dau-tap-trung-vao-nhu-cau-am-dam-va-ke-hoach-tang-san-luong-2","status":"publish","type":"post","link":"https:\/\/edutrade.vn\/en\/nhung-nguoi-ban-dau-tap-trung-vao-nhu-cau-am-dam-va-ke-hoach-tang-san-luong-2\/","title":{"rendered":"Nh\u1eefng Ng\u01b0\u1eddi B\u00e1n D\u1ea7u T\u1eadp Trung V\u00e0o Nhu C\u1ea7u \u1ea2m \u0110\u1ea1m V\u00e0 K\u1ebf Ho\u1ea1ch T\u0103ng S\u1ea3n L\u01b0\u1ee3ng"},"content":{"rendered":"

LONDON, ng\u00e0y 27 th\u00e1ng 8 (Reuters) – C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 v\u1eabn ki\u00ean quy\u1ebft bi quan v\u1ec1 tri\u1ec3n v\u1ecdng gi\u00e1 d\u1ea7u m\u1eb7c d\u00f9 ng\u00e0y c\u00e0ng tin t\u01b0\u1edfng r\u1eb1ng C\u1ee5c D\u1ef1 tr\u1eef Li\u00ean bang Hoa K\u1ef3 s\u1ebd c\u1eaft gi\u1ea3m l\u00e3i su\u1ea5t \u0111\u1ec3 k\u00edch th\u00edch chi ti\u00eau c\u1ee7a ng\u01b0\u1eddi ti\u00eau d\u00f9ng v\u00e0 doanh nghi\u1ec7p.<\/span><\/p>\n

C\u00e1c nh\u00e0 qu\u1ea3n l\u00fd qu\u1ef9 \u0111\u00e3 quay l\u1ea1i b\u00e1n h\u1ee3p \u0111\u1ed3ng t\u01b0\u01a1ng lai v\u00e0 quy\u1ec1n ch\u1ecdn d\u1ea7u v\u00e0o tu\u1ea7n tr\u01b0\u1edbc khi \u0111\u1ee3t ph\u1ee5c h\u1ed3i b\u00e1n kh\u1ed1ng di\u1ec5n ra v\u00e0o tu\u1ea7n tr\u01b0\u1edbc nhanh ch\u00f3ng m\u1ea5t \u0111\u00e0 v\u00e0 t\u00e2m l\u00fd ti\u00eau c\u1ef1c quay tr\u1edf l\u1ea1i.<\/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 s\u1ed1 d\u1ea7u t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 48 tri\u1ec7u th\u00f9ng trong s\u00e1u h\u1ee3p \u0111\u1ed3ng t\u01b0\u01a1ng lai v\u00e0 quy\u1ec1n ch\u1ecdn quan tr\u1ecdng nh\u1ea5t trong b\u1ea3y ng\u00e0y k\u1ebft th\u00fac v\u00e0o ng\u00e0y 20 th\u00e1ng 8.<\/span><\/p>\n

C\u00e1c qu\u1ef9 \u0111\u00e3 b\u00e1n ra trong s\u00e1u trong b\u1ea3y tu\u1ea7n qua, gi\u1ea3m t\u1ed5ng c\u1ed9ng 346 tri\u1ec7u th\u00f9ng k\u1ec3 t\u1eeb \u0111\u1ea7u th\u00e1ng 7, theo h\u1ed3 s\u01a1 n\u1ed9p l\u00ean c\u00e1c s\u00e0n giao d\u1ecbch v\u00e0 c\u01a1 quan qu\u1ea3n l\u00fd.<\/span><\/p>\n

T\u1ed5ng l\u01b0\u1ee3ng d\u1ef1 tr\u1eef \u0111\u00e3 gi\u1ea3m xu\u1ed1ng ch\u1ec9 c\u00f2n 178 tri\u1ec7u th\u00f9ng, m\u1ee9c th\u1ea5p th\u1ee9 t\u01b0 \u0111\u01b0\u1ee3c ghi nh\u1eadn trong d\u1eef li\u1ec7u h\u00e0ng tu\u1ea7n k\u1ec3 t\u1eeb n\u0103m 2013, gi\u1ea3m so v\u1edbi m\u1ee9c cao g\u1ea7n \u0111\u00e2y l\u00e0 524 tri\u1ec7u th\u00f9ng v\u00e0o ng\u00e0y 2 th\u00e1ng 7 (th\u1ee9 40).<\/span><\/p>\n

Trong tu\u1ea7n g\u1ea7n \u0111\u00e2y nh\u1ea5t, c\u00e1c nh\u00e0 qu\u1ea3n l\u00fd \u0111\u00e3 b\u00e1n d\u1ea7u kh\u00ed ch\u00e2u \u00c2u (-20 tri\u1ec7u th\u00f9ng), NYMEX v\u00e0 ICE WTI (-18 tri\u1ec7u), Brent (-9 tri\u1ec7u) v\u00e0 d\u1ea7u diesel c\u1ee7a Hoa K\u1ef3 (-4 tri\u1ec7u), v\u00e0 ch\u1ec9 mua x\u0103ng c\u1ee7a Hoa K\u1ef3 (+3 tri\u1ec7u).<\/span><\/p>\n

V\u1ecb th\u1ebf \u0111\u00e3 tr\u1edf n\u00ean c\u1ef1c k\u1ef3 bi quan tr\u00ean to\u00e0n b\u1ed9 th\u1ecb tr\u01b0\u1eddng, ngo\u1ea1i tr\u1eeb WTI, n\u01a1i ch\u1ec9 c\u00f3 xu h\u01b0\u1edbng bi quan.<\/span><\/p>\n

\"Nh\u1eefng
Nh\u1eefng Ng\u01b0\u1eddi B\u00e1n D\u1ea7u T\u1eadp Trung V\u00e0o Nhu C\u1ea7u \u1ea2m \u0110\u1ea1m V\u00e0 K\u1ebf Ho\u1ea1ch T\u0103ng S\u1ea3n L\u01b0\u1ee3ng<\/figcaption><\/figure>\n

V\u1ecb th\u1ebf trong c\u00e1c s\u1ea3n ph\u1ea9m ch\u01b0ng c\u1ea5t trung gian, nh\u1ea1y c\u1ea3m nh\u1ea5t v\u1edbi chu k\u1ef3 kinh doanh, l\u00e0 ti\u00eau c\u1ef1c nh\u1ea5t k\u1ec3 t\u1eeb \u0111\u1ee3t suy tho\u00e1i gi\u1eefa chu k\u1ef3 n\u0103m 2015\/16.<\/span><\/p>\n

Ni\u1ec1m tin ng\u00e0y c\u00e0ng t\u0103ng r\u1eb1ng C\u1ee5c D\u1ef1 tr\u1eef Li\u00ean bang v\u00e0 c\u00e1c ng\u00e2n h\u00e0ng trung \u01b0\u01a1ng l\u1edbn kh\u00e1c s\u1ebd c\u1eaft gi\u1ea3m l\u00e3i su\u1ea5t \u0111\u1ec3 th\u00fac \u0111\u1ea9y chi ti\u00eau c\u1ee7a ng\u01b0\u1eddi ti\u00eau d\u00f9ng v\u00e0 \u0111\u1ea7u t\u01b0 kinh doanh v\u1eabn ch\u01b0a xua tan \u0111\u01b0\u1ee3c m\u1ed1i lo ng\u1ea1i v\u1ec1 m\u1ee9c t\u0103ng tr\u01b0\u1edfng y\u1ebfu trong ti\u00eau th\u1ee5 d\u1ea7u.<\/span><\/p>\n

C\u00e1c nh\u00e0 giao d\u1ecbch c\u0169ng lo ng\u1ea1i v\u1ec1 vi\u1ec7c Saudi Arabia v\u00e0 c\u00e1c \u0111\u1ed3ng minh OPEC+ s\u1ebd t\u0103ng s\u1ea3n l\u01b0\u1ee3ng t\u1eeb \u0111\u1ea7u th\u00e1ng 10, n\u1ebfu th\u1ef1c hi\u1ec7n c\u00f3 th\u1ec3 l\u00e0m t\u0103ng l\u01b0\u1ee3ng h\u00e0ng t\u1ed3n kho v\u00e0 l\u00e0m gi\u00e1 d\u1ea7u ti\u1ebfp t\u1ee5c gi\u1ea3m.<\/span><\/p>\n

V\u1eabn c\u00f2n ti\u1ec1m n\u0103ng \u0111\u00e1ng k\u1ec3 cho vi\u1ec7c che \u0111\u1eady v\u1ecb th\u1ebf b\u00e1n kh\u1ed1ng v\u00e0 x\u00e2y d\u1ef1ng l\u1ea1i c\u00e1c v\u1ecb th\u1ebf t\u0103ng gi\u00e1 \u0111\u1ec3 gi\u00fap \u0111\u1ea9y gi\u00e1 l\u00ean cao h\u01a1n n\u1ebfu t\u00e2m l\u00fd tr\u1edf n\u00ean l\u1ea1c quan h\u01a1n ho\u1eb7c \u00edt nh\u1ea5t l\u00e0 \u00edt bi quan h\u01a1n.<\/span><\/p>\n

Tuy nhi\u00ean, hi\u1ec7n t\u1ea1i, m\u1ee9c t\u0103ng gi\u00e1 \u0111\u00e3 b\u1ecb h\u1ea1n ch\u1ebf b\u1edfi nh\u1eefng nghi ng\u1edd dai d\u1eb3ng v\u1ec1 tri\u1ec3n v\u1ecdng kinh t\u1ebf v\u00e0 n\u1ed7i lo v\u1ec1 vi\u1ec7c OPEC\u207a s\u1ebd b\u1ed5 sung th\u00eam d\u1ea7u v\u00e0o th\u1ecb tr\u01b0\u1eddng.<\/span><\/p>\n

KH\u00cd THI\u00caN NHI\u00caN C\u1ee6A M\u1ef8<\/b><\/h2>\n

C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 danh m\u1ee5c \u0111\u1ea7u t\u01b0 \u0111\u00e3 n\u00e2ng nh\u1eb9 v\u1ecb th\u1ebf c\u1ee7a h\u1ecd trong kh\u00ed \u0111\u1ed1t Hoa K\u1ef3 khi s\u1ef1 k\u1ebft h\u1ee3p gi\u1eefa nhi\u1ec7t \u0111\u1ed9 n\u00f3ng h\u01a1n b\u00ecnh th\u01b0\u1eddng v\u00e0 gi\u00e1 nhi\u00ean li\u1ec7u c\u1ef1c th\u1ea5p cho c\u00e1c m\u00e1y ph\u00e1t \u0111i\u1ec7n ti\u1ebfp t\u1ee5c l\u00e0m gi\u1ea3m l\u01b0\u1ee3ng h\u00e0ng t\u1ed3n kho d\u01b0 th\u1eeba.<\/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 163 t\u1ef7 feet kh\u1ed1i (bcf) 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 t\u1ea1i Henry Hub \u1edf Louisiana.<\/span><\/p>\n

Ho\u1ea1t \u0111\u1ed9ng mua b\u00f9 l\u1ed7 chi\u1ebfm to\u00e0n b\u1ed9 ho\u1ea1t \u0111\u1ed9ng mua khi c\u00e1c qu\u1ef9 mua l\u1ea1i 164 bcf c\u00e1c v\u1ecb th\u1ebf b\u00e1n kh\u1ed1ng tr\u01b0\u1edbc \u0111\u00f3 trong tu\u1ea7n k\u1ebft th\u00fac v\u00e0o ng\u00e0y 20 th\u00e1ng 8.<\/span><\/p>\n

Do \u0111\u00f3, v\u1ecb th\u1ebf k\u1ebft h\u1ee3p \u0111\u00e3 t\u0103ng l\u00ean m\u1ee9c mua r\u00f2ng l\u00e0 515 bcf (th\u1ee9 46 trong t\u1ea5t c\u1ea3 c\u00e1c tu\u1ea7n k\u1ec3 t\u1eeb n\u0103m 2010), m\u1ee9c cao nh\u1ea5t trong b\u1ea3y tu\u1ea7n.<\/span><\/p>\n

L\u01b0\u1ee3ng kh\u00ed \u0111\u1ed1t t\u1ed3n kho \u0111ang ho\u1ea1t \u0111\u1ed9ng ch\u1ec9 t\u00edch l\u0169y \u0111\u01b0\u1ee3c 100 bcf trong s\u00e1u tu\u1ea7n qua, m\u1ee9c t\u0103ng theo m\u00f9a nh\u1ecf nh\u1ea5t k\u1ec3 t\u1eeb \u00edt nh\u1ea5t n\u0103m 2010.<\/span><\/p>\n

L\u01b0\u1ee3ng kh\u00ed \u0111\u1ed1t t\u1ed3n kho v\u1eabn cao h\u01a1n +378 bcf (+13% ho\u1eb7c +1,21 \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 v\u00e0o ng\u00e0y 16 th\u00e1ng 8.<\/span><\/p>\n

Nh\u01b0ng th\u1eb7ng d\u01b0 \u0111\u00e3 thu h\u1eb9p t\u1eeb +538 bcf (+20% ho\u1eb7c +1,44 \u0111\u1ed9 l\u1ec7ch chu\u1ea9n) g\u1ea7n \u0111\u00e2y nh\u1ea5t l\u00e0 ng\u00e0y 5 th\u00e1ng 7 khi c\u00e1c nh\u00e0 ph\u00e1t \u0111i\u1ec7n t\u1ed1i \u0111a h\u00f3a c\u01a1 h\u1ed9i s\u1eed d\u1ee5ng kh\u00ed \u0111\u1ed1t gi\u00e1 r\u1ebb \u0111\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u \u0111i\u1ec1u h\u00f2a kh\u00f4ng kh\u00ed m\u1ea1nh m\u1ebd.<\/span><\/p>\n

John Kemp l\u00e0 nh\u00e0 ph\u00e2n t\u00edch th\u1ecb tr\u01b0\u1eddng c\u1ea5p cao chuy\u00ean v\u1ec1 h\u1ec7 th\u1ed1ng d\u1ea7u m\u1ecf v\u00e0 n\u0103ng l\u01b0\u1ee3ng. Tr\u01b0\u1edbc khi gia nh\u1eadp Reuters v\u00e0o n\u0103m 2008, \u00f4ng l\u00e0 nh\u00e0 ph\u00e2n t\u00edch giao d\u1ecbch t\u1ea1i Sempra Commodities, hi\u1ec7n l\u00e0 m\u1ed9t ph\u1ea7n c\u1ee7a JPMorgan, v\u00e0 l\u00e0 nh\u00e0 ph\u00e2n t\u00edch kinh t\u1ebf t\u1ea1i Oxford Analytica. \u00d4ng quan t\u00e2m \u0111\u1ebfn m\u1ecdi kh\u00eda c\u1ea1nh c\u1ee7a c\u00f4ng ngh\u1ec7 n\u0103ng l\u01b0\u1ee3ng, l\u1ecbch s\u1eed, ngo\u1ea1i giao, th\u1ecb tr\u01b0\u1eddng ph\u00e1i sinh, qu\u1ea3n l\u00fd r\u1ee7i ro, ch\u00ednh s\u00e1ch v\u00e0 qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i.<\/span><\/p>\n

Cre: Reuters – Bi\u00ean so\u1ea1n b\u1edfi Edu Trade<\/span><\/p>","protected":false},"excerpt":{"rendered":"

LONDON, ng\u00e0y 27 th\u00e1ng 8 (Reuters) – C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 v\u1eabn ki\u00ean quy\u1ebft bi quan v\u1ec1 tri\u1ec3n v\u1ecdng gi\u00e1 d\u1ea7u m\u1eb7c d\u00f9 ng\u00e0y c\u00e0ng tin t\u01b0\u1edfng r\u1eb1ng C\u1ee5c D\u1ef1 tr\u1eef Li\u00ean bang Hoa K\u1ef3 s\u1ebd c\u1eaft gi\u1ea3m l\u00e3i su\u1ea5t \u0111\u1ec3 k\u00edch th\u00edch chi ti\u00eau c\u1ee7a ng\u01b0\u1eddi ti\u00eau d\u00f9ng v\u00e0 doanh nghi\u1ec7p. C\u00e1c nh\u00e0 qu\u1ea3n […]<\/p>","protected":false},"author":1,"featured_media":23632,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"jnews-multi-image_gallery":[],"jnews_single_post":{"format":"standard","override":[{"template":"2","parallax":"1","layout":"right-sidebar-narrow","sidebar":"default-sidebar","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","post_calculate_word_method":"str_word_count","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"}],"image_override":[{"single_post_thumbnail_size":"no-crop","single_post_gallery_size":"crop-715"}],"trending_post_position":"meta","trending_post_label":"Trending","sponsored_post_label":"Sponsored by","disable_ad":"0"},"jnews_primary_category":[],"footnotes":""},"categories":[149],"tags":[],"class_list":["post-23640","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\/23640","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/comments?post=23640"}],"version-history":[{"count":0,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/posts\/23640\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/media\/23632"}],"wp:attachment":[{"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/media?parent=23640"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/categories?post=23640"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/tags?post=23640"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}