Ngemuva kokuthi i-OPEC+ inqume ngo-Okthoba 5 ukunciphisa ukukhiqizwa kukawoyela ngemiphongolo eyizigidi ezi-2 ngosuku kusukela ngoNovemba, ukubheja kwe-bullish kanye ne-bearish emakethe yekusasa likawoyela yomhlaba kuphinde kwakhula."Ithintwe yi-OPEC + ukusikeka okujulile ekushintsheni okukhulu okusha okusha, imakethe kawoyela ongahluziwe manje isiyinzuzo ecatshangelwayo ebuyela emakethe kawoyela ongahluziwe wesikhathi esizayo, okwesibili ulwazi oluningi lwenhlangano yezikhundla zekusasa likawoyela ongahluziwe, ngoba babona ukuthi inqobo nje uma amanani kawoyela ephansi, i-OPEC + ingase iqhubeke nokunciphisa ukukhiqizwa, ize intengo ibuyele ezingeni layo lokuqashelwa.”Umthengisi wekusasa likawoyela ongahluziwe uthe ekuhlaziyeni intatheli.
Ngemuva kokuthi i-OPEC+ inqume ngo-Okthoba 5 ukunciphisa ukukhiqizwa kukawoyela ngemiphongolo eyizigidi ezi-2 ngosuku kusukela ngoNovemba, ukubheja kwe-bullish kanye ne-bearish emakethe yekusasa likawoyela yomhlaba kuphinde kwakhula."Ithintwe yi-OPEC + ukusikeka okujulile ekushintsheni okukhulu okusha okusha, imakethe kawoyela ongahluziwe manje isiyinzuzo ecatshangelwayo ebuyela emakethe kawoyela ongahluziwe wesikhathi esizayo, okwesibili ulwazi oluningi lwenhlangano yezikhundla zekusasa likawoyela ongahluziwe, ngoba babona ukuthi inqobo nje uma amanani kawoyela ephansi, i-OPEC + ingase iqhubeke nokunciphisa ukukhiqizwa, ize intengo ibuyele ezingeni layo lokuqashelwa.”Umthengisi wekusasa likawoyela ongahluziwe uthe ekuhlaziyeni intatheli.Ngokolwazi lwakamuva oluvela ku-Commodity Futures Trading Commission, izikhundla zabaqageli zizonke ku-Brent kanye ne-WTI crude futures zinyuse izinkontileka ezingu-53,179 kusukela ngesonto eledlule zaya ku-373,467 kusukela ngo-Okthoba 4, okuyizinga eliphezulu kakhulu emasontweni ayi-11 edlule.“
Kodwa-ke, isikhwama se-CTA Strategy kanye nesikhwama sokutshalwa kwezimali kwezimpahla azikabuyeli emakethe kawoyela ongahluziwe, okushiya ukukhuphuka kwentengo kawoyela kusukela ekuncishisweni okukhulu kwe-OPEC+.”I-crude oil futures broker ayinangqondo.Inkontileka eyinhloko ye-WTI ikhuphuke isuka ku-$85.4 yaya ku-$93.3 emgqonyeni ngemva kokuba i-OPEC+ inciphise ukukhiqizwa ngemiphongolo eyizigidi ezi-2 ngosuku, kodwa yabuyela cishe ku-$89 njengoba inkomba yedola yahlangana ezinsukwini ezimbili ezedlule, uDatayes wabonisa."Ukwesaba idola eliqinile futhi kuyisizathu esiyinhloko sokuthi kungani izimali zendabuko zikawoyela ezinde, njengezimali ze-CTA kanye nezimali zezimpahla, zephuze ukusizakala nge-OPEC+ kanye nokuncishiswa kokukhiqizwa ukuze kubuyele emakethe ende kawoyela."U-Helima Croft, inhloko yesu lempahla yomhlaba wonke kwa-BC Capital Markets.Okwamanje, balinde ukubona ukuthi ubani onqoba impi phakathi kwe-OPEC nedola eliqinile ukuze banqume isinqumo esilandelayo sokutshala izimali.U-Zou Zhiqiang, umcwaningi e-Center for Middle East Studies e-Fudan University, ukholelwa ukuthi i-Saudi Arabia namanye amazwe e-OPEC+ anqume ukunciphisa kakhulu umthamo wokukhiqiza ngezigidi ezingu-2 b/d, ikakhulukazi ngokusekelwe ezithakazelweni zawo zezwe.Lokho kungenxa yokuthi badinga amanani kawoyela ukuze bahlale bephezulu ukuze babanikeze imali eyengeziwe yokuxhasa umnotho wabo.Kodwa akungabazeki ukuthi lokhu kulimaza izithakazelo zaseMelika.Ngoba i-US isebenzisa ngenkuthalo idola eliqinile ukwehlisa amanani kawoyela, ngaleyo ndlela yehlise ukwehla kwamandla emali e-US.
Izimenenja eziningi ze-Wall Street hedge fund zitshele izintatheli ukuthi kusesekuseni kakhulu ukuthi zingabikezela umphumela wempi entsha yelungelo lokusetha amanani emakethe kawoyela ongahluziwe.Kodwa okusobala ukuthi i-OPEC+ ngeke ibekezelele amanani aphansi kawoyela isikhathi eside ukuze ibukele phansi izithakazelo zayo eziyinhloko.Lokho kuholele ekutheni isibalo esikhulayo sabatshalizimali ababheja ngedola bashaye into ecokeme ukuze bagweme ukubheja ngamanani aphansi kawoyela, beqaphela izingozi zenqubomgomo ezikhulayo.Izintatheli zithole ukuthi ngo-Okthoba 5, i-OPEC+ yanquma ukunciphisa ukukhiqizwa kukawoyela ongahluziwe ngemiphongolo eyizigidi ezi-2 ngosuku, okukhuthaze umbono wokuthenga emakethe yomhlaba kawoyela ongahluziwe.“Esikhathini esidlule, amandla entengo emakethe yekusasa likawoyela ayecishe abuswe yimali eningi, eyayiqhutshwa ngokuphelele ukudayiswa kwentengo kawoyela kubhekene nokuphakama okusha kwedola, kungakhathalekile izinguquko ekuhlinzekweni kukawoyela kanye nezidingo eziyisisekelo. ”Abadayisi bekusasa likawoyela ongahluziwe batshele izintatheli.Lokho sekuholele ekutheni abatshalizimali abaningi abakholelwa ukuthi amanani kawoyela awabukelwa phansi ukuthi bangahambi.Ngokubona kwakhe, yilokhu kanye okufunwa ngabaphathi.Lokhu kungenxa yokuthi idola eliqinile ligcina amanani kawoyela ephansi, okungadambisa kakhulu izingcindezi zokwehla kwamandla emali e-US.Kodwa-ke, ngesinqumo se-OPEC+ sokunciphisa ukukhiqizwa ngemiphongolo eyizigidi ezi-2 ngosuku, isimo samanje semali enkulu ebusa amanani entengo kawoyela wesikhathi esizayo “sesixegisiwe”.Evikini elidlule, inani elikhulayo lezimali eziqagelwayo neziqhutshwa imicimbi ziye zangenela ukuzingela amanani aphansi, okuphindisela inkontileka enkulu ye-WTI emuva ngaphezu kuka-$90 umgqomo.Ukuboniswa kwedatha ye-Tonly Datayes, imali ecatshangelwayo ephansi yekusasa likawoyela ongahluziwe ukuthenga igagasi eliphezulu, ukukhuphuka kusukela ekupheleni kukaSepthemba, lapho ukuqagela kwemakethe i-OPEC +, noma ukukhiqizwa okukhulu, kwenza ukungena kwemali eqagelayo, intengo enkulu yenkontileka kawoyela ongahluziwe ye-WTI yehla. iphume kanye ngaphezu kwe-13%, futhi ngisho nemali eningi eqagelayo "ishaya indiva" idola ukuze iqukethe umphumela wamanani kawoyela, Gxumela futhi uthenge intengo kawoyela.Ngokudabukisayo, inkomba yedola ihlehle kuphela isuka ku-114.78 yaya cishe ku-113.12 emasontweni amabili edlule, kuyilapho inkontileka enkulu ye-WTI ihlehle isuka ku-$76.25 yaya cishe ku-$89 umphongolo.“Emuva kwalokhu, imali ecatshangelwayo eyandayo ibhejela ukuthi ikusasa likawoyela lizobuyela ku-$95- $100 / BBL ngokwesisekelo esiqhubekayo ukusuka edoli eliqinile.Ngoba yilokho i-OPEC+ efuna ukukubona.”
Ukuhlaziywa kwe-crude oil futures broker kusho.Bayazi futhi ukuthi i-OPEC+, ebhekene nomthelela ocindezelayo wedola eliqinile emananini kawoyela, ingase ithathe izinyathelo ezinjengokwehliswa okukhulu kokukhiqizwa ukuze kusekelwe amanani kawoyela, okwenza isu lokuthenga phansi libe yimpumelelo.Izintatheli ziphinde zafunda ukuthi kuleli sonto eledlule, ukubheja okuningi ku-Federal Reserve ukuqhubeka nezikhungo zokutshala imali ezikhuphula izinga lika-hawkish nazo zajoyina ikamu lokuthenga okuphansi ukuze zithenge amanani kawoyela.Ngenxa yokuthi bakholelwa ukuthi i-Fed kuzodingeka iqhubeke necebo layo lokugibela i-hawkish inqobo nje uma ukutholwa kwamanani kawoyela kugcina ukwehla kwamandla emali kuphezulu e-US, baklonyeliswa ngembuyiselo ekhuluphele ngokweqile emakethe yokuphuma kwezinga lenzalo.Kungani izinkunzi zikawoyela zendabuko ziye zaphuza ukungena Kuyaphawuleka ukuthi izimakethe zezimali nazo zikhathazekile ngokuthi kungakanani ukukhuphuka kokukhiqizwa kwe-OPEC+'s 200-bpd yokunciphisa ukukhiqizwa kwentengo kawoyela."Ezinsukwini ezimbili ezedlule, idola elinamandla selibuyile, lathumela amanani entengo e-WTI ehla ngemuva kokushaya u- $93 umgqomo."Abadayisi bekusasa likawoyela ongahluziwe batshele izintatheli ngokungananazi.Isizathu siwukuthi ngokushesha nje lapho imali enkulu ibona inkomba yedola ilulama, yashesha yandisa isikhundla sayo esifushane ekusaseni likawoyela ongahluziwe, okuholele ekwehleni okufanayo kwamanani kawoyela.Ngokubona kwakhe, uma kubhekwa ukuthi imali eningi ibalelwa ku-30% yenani lokuhweba emakethe kawoyela ongahluziwe, ukwenyuka kwentengo kawoyela kusuka ekwehleni okukhulu kokukhiqizwa kwe-OPEC+ kungenzeka kube "isikhathi esifushane" njengezimali zesu le-CTA kanye nezimali zezimpahla, akubuyeli emakethe yekusasa likawoyela ongahluziwe.
Inhloko yesikhwama samasu e-Wall Street CTA sitshele izintatheli ukuthi nakuba behlala bekholelwa ukuthi amanani kawoyela awaziswa kangako, basaqaphe ngokwedlulele lapho bebhekene namathuba okuthenga inzuzo alethwa ukuncishiswa okukhulu kokukhiqizwa kwe-OPEC+.Bakhathazeka ngokuthi i-OPEC+ ingase ingakwazi ukuphinde ibe nezwi ngentengo kawoyela.Inkinga ukuthi ikusasa likawoyela ongahluziwe linenani lamadola, futhi inqobo nje uma i-Fed iqhubeka nokukhuphula izinga lenzalo futhi ithumela idola ukuze lirekhode amanani aphezulu, amanani kawoyela ongahluziwe azogcina ebhekene nengcindezi enkulu yokwehla.“Ngaphezu kwalokho, izinxushunxushu zokunikezwa kwamandla kagesi eYurophu ziholela ekuwohlokeni okusheshayo komnotho wase-Europe kanye nokwehla okukhulu kwezinga lokushintshaniswa kwe-euro, okuholele ekwenyukeni kancane kwenkomba yamadola, okubeka ingcindezi eyengeziwe emananini kawoyela. ”Wakhuluma.Azikho izimali eziningi zamasu e-CTA kanye nezimali zezimpahla ezibuyele ezikhundleni ezinde esikhathini esizayo sikawoyela ongahluziwe, esinye isizathu ukuthi “babexwayile” ukuthenga amathuba amasha ngenxa yokulahleka okukhulu kwamanani kawoyela.
Intatheli iyaqonda abaningi, noma ngabe isikhwama esithile se-CTA samaqhinga kanye nokungena kwezimali zezimpahla zesikhathi esizayo zikawoyela, banemali futhi inomkhawulo, esinye sezizathu ezibalulekile, amanani enzalo aphakanyiswe kakhulu ekugcineni ukukhulisa izindleko, ukwenza imali. Izimali ezitholakalayo ezitholakalayo ziboshelwe kakhulu, futhi kunzima ukuba nomthelela ophezulu ekushintshashintsheni kwentengo kawoyela.“Lesi yisizathu esibalulekile sokuthi kungani izikhwama zezimpahla eziningi kanye nama-CTA ancamela ukuphuthelwa yileli thuba lenzuzo yokuthenga esikhundleni sokuzifaka engozini, ancamele ukulinda umphumela phakathi kwe-OPEC+ nedola eliqinile ngaphambi kokwenza isinqumo sawo esilandelayo sokutshala imali.”"Kusho uStephanie Lang, oyisikhulu sokutshalwa kwezimali eHomrich Berg.
“Impahla eluhlaza yendwangu yethu engalukiwe, i-polypropylene, iwumkhiqizo wokucutshungulwa kwe-petroleum.Intengo kawoyela ongahluziwe yamazwe ngamazwe izothinta ngokuqondile intengo yesikhathi esizayo yezinto ezingavuthiwe, futhi ithinte intengo yezindwangu zethu ezingalukiwe.Sicela uhlele i-inventory kanye nohlelo lokugcwalisa kusenesikhathi.” Kusho uMason e-Henghua Nonwoven.
Isikhathi sokuthumela: Oct-14-2022
