{"id":23691,"date":"2024-08-29T15:32:27","date_gmt":"2024-08-29T08:32:27","guid":{"rendered":"https:\/\/edutrade.vn\/?p=23691"},"modified":"2024-08-29T15:33:45","modified_gmt":"2024-08-29T08:33:45","slug":"cac-nha-san-xuat-permian-dau-tranh-voi-gia-khi-dot-am","status":"publish","type":"post","link":"https:\/\/edutrade.vn\/en\/cac-nha-san-xuat-permian-dau-tranh-voi-gia-khi-dot-am\/","title":{"rendered":"C\u00e1c Nh\u00e0 S\u1ea3n Xu\u1ea5t Permian \u0110\u1ea5u Tranh V\u1edbi Gi\u00e1 Kh\u00ed \u0110\u1ed1t \u00c2m"},"content":{"rendered":"

Trong khi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t d\u1ea7u kh\u00ed t\u1ea1i l\u01b0u v\u1ef1c Permian ch\u1eafc ch\u1eafn lo ng\u1ea1i v\u1ec1 gi\u00e1 kh\u00ed \u0111\u1ed1t, ph\u1ea3n \u1ee9ng c\u1ee7a h\u1ecd \u0111\u1ed1i v\u1edbi c\u00e1c l\u1ef1c l\u01b0\u1ee3ng kinh t\u1ebf, \u0111\u1eb7c bi\u1ec7t l\u00e0 tr\u00ean th\u1ecb tr\u01b0\u1eddng kh\u00ed \u0111\u1ed1t, v\u1eabn c\u00f2n h\u1ea1n ch\u1ebf. D\u1ea7u v\u1eabn l\u00e0 ngu\u1ed3n doanh thu ch\u00ednh t\u1ea1i Permian, khi\u1ebfn c\u00e1c nh\u00e0 khai th\u00e1c \u01b0u ti\u00ean c\u00e1c ho\u1ea1t \u0111\u1ed9ng khai th\u00e1c d\u1ea7u t\u1ea1o ra ngu\u1ed3n kh\u00ed \u0111\u1ed1t t\u1ef1 nhi\u00ean d\u1ed3i d\u00e0o. Gi\u00e1 kh\u00ed \u0111\u1ed1t t\u1ea1i Waha Hub \u0111\u00e3 gi\u1ea3m m\u1ea1nh v\u00e0o n\u0103m 2024 khi s\u1ea3n l\u01b0\u1ee3ng kh\u00ed \u0111\u1ed1t li\u00ean t\u1ee5c th\u1eed th\u00e1ch c\u00f4ng su\u1ea5t \u0111\u1ea7u ra kh\u1ea3 d\u1ee5ng.<\/span><\/p>\n

\"C\u00e1c<\/p>\n

C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t Permian th\u01b0\u1eddng th\u1ea5y m\u00ecnh trong cu\u1ed9c \u0111ua li\u00ean t\u1ee5c \u0111\u1ec3 m\u1edf r\u1ed9ng n\u0103ng l\u1ef1c v\u1eadn chuy\u1ec3n khi ngu\u1ed3n cung t\u0103ng l\u00e0m c\u0103ng th\u1eb3ng c\u00e1c l\u1ef1a ch\u1ecdn tho\u00e1t hi\u1ec7n c\u00f3, \u0111\u00f2i h\u1ecfi ph\u1ea3i c\u00f3 \u0111\u01b0\u1eddng \u1ed1ng m\u1edbi ho\u1eb7c m\u1edf r\u1ed9ng \u0111\u1ec3 qu\u1ea3n l\u00fd s\u1ea3n l\u01b0\u1ee3ng t\u0103ng. Bi\u1ec3u \u0111\u1ed3 tr\u00ean minh h\u1ecda gi\u00e1 c\u01a1 s\u1edf Waha l\u1ecbch s\u1eed c\u00f9ng v\u1edbi \u0111\u01b0\u1eddng cong k\u1ef3 h\u1ea1n.<\/span><\/p>\n

M\u1eb7c d\u00f9 ch\u1ebf \u0111\u1ed9 xem t\u0129nh n\u00e0y cung c\u1ea5p th\u00f4ng tin chi ti\u1ebft, nh\u01b0ng n\u00f3 kh\u00f4ng n\u1eafm b\u1eaft \u0111\u01b0\u1ee3c s\u1ef1 ti\u1ebfn tri\u1ec3n c\u1ee7a \u0111\u01b0\u1eddng cong theo th\u1eddi gian, \u0111i\u1ec1u n\u00e0y \u0111\u01b0\u1ee3c th\u1ec3 hi\u1ec7n r\u00f5 h\u01a1n trong bi\u1ec3u \u0111\u1ed3 d\u1ea3i theo m\u00f9a b\u00ean d\u01b0\u1edbi. \u0110\u1ed1i v\u1edbi \u0111i\u1ec1u n\u00e0y, ch\u00fang ta c\u00f3 th\u1ec3 t\u1eadp trung s\u1ef1 ch\u00fa \u00fd v\u00e0o bi\u1ec3u \u0111\u1ed3 b\u00ean d\u01b0\u1edbi hi\u1ec3n th\u1ecb c\u00e1c d\u1ea3i theo m\u00f9a \u0111\u01b0\u1ee3c ch\u1ecdn theo th\u1eddi gian.<\/span><\/p>\n

L\u01b0u \u00fd s\u1ef1 s\u1ee5t gi\u1ea3m li\u00ean t\u1ee5c trong gi\u00e1 k\u1ef3 h\u1ea1n c\u1ee7a Waha, ph\u1ea3n \u00e1nh k\u1ef3 v\u1ecdng c\u1ee7a th\u1ecb tr\u01b0\u1eddng v\u1ec1 nh\u1eefng th\u00e1ch th\u1ee9c li\u00ean t\u1ee5c khi tho\u00e1t ra ngo\u00e0i m\u1eb7c d\u00f9 c\u00f3 th\u00eam \u0111\u01b0\u1eddng \u1ed1ng m\u1edbi. K\u1ec3 t\u1eeb \u0111\u1ea7u n\u0103m 2024, c\u00e1c d\u1ea3i \u0111\u01b0\u1eddng \u1ed1ng ph\u00eda tr\u01b0\u1edbc c\u00f3 xu h\u01b0\u1edbng gi\u1ea3m v\u1edbi d\u1ef1 \u0111o\u00e1n v\u1ec1 c\u00e1c v\u1ea5n \u0111\u1ec1 tho\u00e1t ra ngo\u00e0i li\u00ean t\u1ee5c m\u1eb7c d\u00f9 c\u00f3 \u0111\u01b0\u1eddng \u1ed1ng m\u1edbi v\u00e0o.<\/span><\/p>\n

\"C\u00e1c<\/p>\n

Chuy\u1ec3n sang y\u1ebfu gi\u00e1 theo th\u1eddi gian th\u1ef1c. V\u1edbi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ho\u1ea1t \u0111\u1ed9ng \u1edf r\u00eca kh\u1ea3 n\u0103ng cung c\u1ea5p kh\u00ed \u0111\u1ed1t c\u1ee7a l\u01b0u v\u1ef1c, gi\u00e1 kh\u00ed \u0111\u1ed1t Waha th\u01b0\u1eddng xuy\u00ean \u1edf m\u1ee9c \u00e2m cho c\u1ea3 th\u1ecb tr\u01b0\u1eddng giao ngay v\u00e0 th\u1ecb tr\u01b0\u1eddng ti\u1ec1n m\u1eb7t. H\u00e0nh vi th\u1ecb tr\u01b0\u1eddng ti\u1ec1n m\u1eb7t Waha, \u0111\u01b0\u1ee3c hi\u1ec3n th\u1ecb b\u00ean d\u01b0\u1edbi, l\u00e0m n\u1ed5i b\u1eadt m\u1ee9c gi\u00e1 b\u1ea5t l\u1ee3i cho \u0111\u1ebfn th\u1eddi \u0111i\u1ec3m n\u00e0y c\u1ee7a n\u0103m 2024. T\u00ednh \u0111\u1ebfn th\u1eddi \u0111i\u1ec3m vi\u1ebft b\u00e0i n\u00e0y, gi\u00e1 giao ngay Waha \u0111\u00e3 \u1edf m\u1ee9c \u00e2m trong 109 trong s\u1ed1 235 ng\u00e0y (bao g\u1ed3m c\u1ea3 gi\u00e1 cu\u1ed1i tu\u1ea7n) cho \u0111\u1ebfn nay trong n\u0103m 2024, chi\u1ebfm t\u1edbi 47% th\u1eddi gian!<\/span><\/p>\n

\"C\u00e1c<\/p>\n

T\u1ea5t c\u1ea3 \u0111\u1ec1u ph\u1ee5 thu\u1ed9c v\u00e0o kh\u1ea3 n\u0103ng v\u1eadn chuy\u1ec3n so v\u1edbi ngu\u1ed3n cung. Khi ch\u00fang ta ng\u1ed3i \u0111\u00e2y h\u00f4m nay, ngu\u1ed3n cung Permian \u0111\u01b0\u1ee3c m\u00f4 h\u00ecnh h\u00f3a \u0111ang l\u00e0m c\u0103ng th\u1eb3ng kh\u1ea3 n\u0103ng v\u1eadn chuy\u1ec3n h\u00e0ng ng\u00e0y. Bi\u1ec3u \u0111\u1ed3 b\u00ean d\u01b0\u1edbi cho th\u1ea5y s\u1ef1 tr\u1ee3 gi\u00fap \u0111ang \u0111\u1ebfn trong t\u01b0\u01a1ng lai g\u1ea7n d\u01b0\u1edbi d\u1ea1ng \u0111\u01b0\u1eddng \u1ed1ng Matterhorn 2,5 Bcf\/ng\u00e0y (khu v\u1ef1c x\u1ebfp ch\u1ed3ng m\u00e0u n\u00e2u). \u0110\u01b0\u1eddng \u1ed1ng l\u1edbn n\u00e0y cung c\u1ea5p s\u1ef1 c\u1ee9u tr\u1ee3 v\u1eadn chuy\u1ec3n r\u1ea5t c\u1ea7n thi\u1ebft \u0111ang g\u00e2y ra t\u00ecnh tr\u1ea1ng y\u1ebfu k\u00e9m nghi\u00eam tr\u1ecdng nh\u01b0 v\u1eady t\u1ea1i Waha.<\/span><\/p>\n

\"C\u00e1c<\/p>\n

\u00dd ki\u1ebfn \u200b\u200bkh\u00e1c nhau v\u1ec1 t\u1ed1c \u0111\u1ed9 \u0111\u01b0\u1eddng \u1ed1ng Matterhorn s\u1ebd \u0111\u1ea1t c\u00f4ng su\u1ea5t, m\u1ed9t s\u1ed1 ng\u01b0\u1eddi cho r\u1eb1ng n\u00f3 c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c l\u1ea5p \u0111\u1ea7y v\u00e0o m\u00f9a xu\u00e2n n\u0103m sau. C\u00f4ng su\u1ea5t n\u00e0y kh\u00f4ng nh\u1ea5t thi\u1ebft s\u1ebd x\u1eed l\u00fd \u0111\u01b0\u1ee3c t\u1ea5t c\u1ea3 kh\u00ed \u0111\u1ed1t m\u1edbi; thay v\u00e0o \u0111\u00f3, ngu\u1ed3n cung hi\u1ec7n t\u1ea1i c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c chuy\u1ec3n h\u01b0\u1edbng t\u1eeb c\u00e1c h\u00e0nh lang \u00edt mong mu\u1ed1n h\u01a1n, nh\u01b0 West Texas \u0111\u1ebfn Midcontinent. M\u1ee9c \u0111\u1ed9 kh\u00ed \u0111\u1ed1t “m\u1edbi” th\u00e2m nh\u1eadp v\u00e0o th\u1ecb tr\u01b0\u1eddng trong ba \u0111\u1ebfn s\u00e1u th\u00e1ng t\u1edbi sau Matterhorn s\u1ebd r\u1ea5t quan tr\u1ecdng.<\/span><\/p>\n

M\u1eb7c d\u00f9 \u0111\u01b0\u1eddng \u1ed1ng Matterhorn mang l\u1ea1i m\u1ed9t s\u1ed1 c\u1ee9u tr\u1ee3, nh\u01b0ng n\u00f3 c\u00f3 th\u1ec3 kh\u00f4ng k\u00e9o d\u00e0i. \u0110\u01b0\u1eddng cong k\u1ef3 h\u1ea1n Waha cho Cal 2025 v\u00e0 Cal 2026 v\u1eabn c\u00f2n y\u1ebfu \u0111\u00e1ng k\u1ec3. M\u1eb7t tr\u01b0\u1edbc c\u1ee7a \u0111\u01b0\u1eddng cong \u1edf m\u1ee9c g\u1ea7n -$3,00\/MMBtu ph\u00f9 h\u1ee3p v\u1edbi cu\u1ed9c th\u1ea3o lu\u1eadn tr\u01b0\u1edbc \u0111\u00f3 c\u1ee7a ch\u00fang t\u00f4i, nh\u01b0ng m\u1ee9c chi\u1ebft kh\u1ea5u kho\u1ea3ng -$1,25 \u0111\u1ebfn -$1,29 cho Cal 2025 v\u00e0 Cal 2026 \u0111\u1eb7t ra c\u00e2u h\u1ecfi. Cal 2026 y\u1ebfu l\u00e0 \u0111i\u1ec1u d\u1ec5 hi\u1ec3u, v\u00ec \u0111\u01b0\u1eddng \u1ed1ng l\u1edbn ti\u1ebfp theo s\u1ebd kh\u00f4ng \u0111\u01b0\u1ee3c \u0111\u01b0a v\u00e0o ho\u1ea1t \u0111\u1ed9ng cho \u0111\u1ebfn cu\u1ed1i n\u0103m 2026, \u0111\u01b0\u1eddng \u1ed1ng Blackcomb c\u1ee7a WhiteWater. Tuy nhi\u00ean, Cal 2025 \u0111\u01b0\u1ee3c chi\u1ebft kh\u1ea5u t\u01b0\u01a1ng t\u1ef1 c\u00f3 th\u1ec3 cho th\u1ea5y s\u1ef1 y\u1ebfu k\u00e9m nghi\u00eam tr\u1ecdng v\u00e0o n\u0103m 2024 \u0111ang k\u00e9o n\u00f3 xu\u1ed1ng, ho\u1eb7c c\u00e1c nh\u00e0 giao d\u1ecbch r\u1ea5t l\u1ea1c quan v\u1ec1 ngu\u1ed3n cung Permian, k\u1ef3 v\u1ecdng r\u1eb1ng l\u1ed1i ra s\u1ebd \u0111\u01b0\u1ee3c l\u1ea5p \u0111\u1ea7y s\u1edbm h\u01a1n l\u00e0 mu\u1ed9n. Trong m\u1ecdi tr\u01b0\u1eddng h\u1ee3p, gi\u00e1 kh\u00ed \u0111\u1ed1t Permian ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi m\u1ed9t cu\u1ed9c chi\u1ebfn kh\u00f3 kh\u0103n tr\u1eeb khi gi\u00e1 d\u1ea7u thay \u0111\u1ed5i \u0111\u00e1ng k\u1ec3.<\/span><\/p>\n

\u0110\u01b0\u1eddng cong hi\u1ec7n t\u1ea1i cho th\u1ea5y gi\u00e1 kh\u00ed \u0111\u1ed1t Waha c\u00f3 kh\u1ea3 n\u0103ng v\u1eabn bi\u1ebfn \u0111\u1ed9ng v\u00e0 y\u1ebfu, ph\u1ea3n \u00e1nh th\u00e1ch th\u1ee9c hi\u1ec7n t\u1ea1i trong vi\u1ec7c c\u00e2n b\u1eb1ng gi\u1eefa t\u0103ng tr\u01b0\u1edfng s\u1ea3n xu\u1ea5t v\u1edbi ph\u00e1t tri\u1ec3n c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng t\u1ea1i l\u01b0u v\u1ef1c Permian.<\/span><\/p>\n

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

Trong khi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t d\u1ea7u kh\u00ed t\u1ea1i l\u01b0u v\u1ef1c Permian ch\u1eafc ch\u1eafn lo ng\u1ea1i v\u1ec1 gi\u00e1 kh\u00ed \u0111\u1ed1t, ph\u1ea3n \u1ee9ng c\u1ee7a h\u1ecd \u0111\u1ed1i v\u1edbi c\u00e1c l\u1ef1c l\u01b0\u1ee3ng kinh t\u1ebf, \u0111\u1eb7c bi\u1ec7t l\u00e0 tr\u00ean th\u1ecb tr\u01b0\u1eddng kh\u00ed \u0111\u1ed1t, v\u1eabn c\u00f2n h\u1ea1n ch\u1ebf. D\u1ea7u v\u1eabn l\u00e0 ngu\u1ed3n doanh thu ch\u00ednh t\u1ea1i Permian, khi\u1ebfn c\u00e1c nh\u00e0 […]<\/p>","protected":false},"author":1,"featured_media":23705,"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-23691","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\/23691","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=23691"}],"version-history":[{"count":0,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/posts\/23691\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/media\/23705"}],"wp:attachment":[{"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/media?parent=23691"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/categories?post=23691"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/edutrade.vn\/en\/wp-json\/wp\/v2\/tags?post=23691"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}