Kei te ruarua tonu te mākete mō te whakatinanatanga o ngā whakahekenga whakaputanga tūao a OPEC+, ā, kua heke ngā utu hinu o te ao mō ngā rā mahi e ono karapīpiti, engari kua whakawhāitihia te hekenga. I te 7 o Tīhema, ko te utu hinu mata WTI $69.34/peera, ko te utu hinu mata Brent $74.05/peera, kua heke iho rāua ki te taumata iti rawa mai i te 28 o Hune.

I tino heke te utu o te hinu mata o te ao i tēnei wiki, tae noa ki te 7 o Hakihea, kua heke te utu o te hinu mata o te WTI mā te 10.94% mai i te 29 o Noema, ā, kua heke te utu o te hinu mata o Brent mā te 10.89% i taua wā anō. Whai muri i te hui a te OPEC+, i piki haere tonu te ruarua o te mākete mō ngā whakahekenga whakaputa tūao, ā, koinei te take matua e pāngia ana e ngā utu hinu. Tuarua, kei te piki haere ngā taonga o ngā hua kua parakore i te United States, ā, kei te ngoikore tonu te tirohanga mō te tono wahie, e pēhi ana i ngā utu hinu. Hei tāpiri, i te 7 o Hakihea, i tukuna e te United States ngā raraunga ōhanga whakaranu, i tukuna e te China Customs ngā kawemai hinu mata me ētahi atu raraunga e pā ana, te aromatawai mākete o te ōhanga o te ao me te mahi tuku me te tono, kua piki ake te wairua tupato. Ina koa:
I piki ake te maha o ngā Amerikana e tono ana mō ngā āwhina kore mahi i te wiki kua taha ake nei i te mea kua mātao te tono mō ngā mahi, ā, kua puhoi haere tonu te mākete mahi. I piki ake ngā tono tuatahi mō ngā āwhina kore mahi a te kāwanatanga mā te 1,000 ki te 220,000 kua whakatikatikaina i ia wā i te wiki i mutu i te 2 o Tīhema, e ai ki ngā raraunga a te Tari Mahi i te Rāpare. E kī ana tēnei kei te puhoi haere te mākete mahi. I whakaatuhia e te pūrongo he 1.34 ngā tūranga mahi e wātea ana mō ia tangata kore mahi i te marama o Oketopa, te taumata iti rawa mai i Ākuhata 2021. Kei te mātao haere te tono mō ngā mahi me te ōhanga, nā te pikinga o ngā reiti huamoni. Nō reira, kua ara ake anō te matapae a te Fed mō te mutunga o tēnei rauna o ngā pikinga reiti huamoni i roto i te mākete pūtea, ā, ko te tūponotanga o te korenga e piki ake ngā reiti huamoni i te marama o Tīhema neke atu i te 97%, ā, kua ngoikore te pānga o ngā pikinga reiti huamoni ki ngā utu hinu. Engari i te wā kotahi, ko ngā āwangawanga mō te ōhanga o Amerika me te puhoi haere o te tono i whakamātao anō hoki i te āhuarangi hokohoko i roto i te mākete ā-mua.

E whakaatu ana ngā raraunga EIA hou i tukuna i tēnei wiki, ahakoa kua heke ngā taonga hinu mata arumoni o Amerika, kei te penapena katoa te hinu mata o Cushing, te penehīni, me ngā hinu whakatārewatanga. I te wiki o te 1 o Hakihea, ko ngā taonga hinu mata o Cushing he 29.551 miriona oko, he pikinga 6.60% mai i te wiki o mua, e whitu wiki karapīpiti ana. I piki ake ngā taonga penehīni mō ngā wiki e toru karapīpiti ana ki te 223.604 miriona oko, he pikinga 5.42 miriona oko mai i te wiki o mua, i te mea kua piki ake ngā kawemai me ngā kaweake. I piki ake ngā taonga hinu whakatārewatanga mō te wiki tuarua karapīpiti ki te 1120.45 miriona oko, he pikinga 1.27 miriona oko mai i te wiki o mua, i te mea kua piki ake te whakaputanga me ngā kawemai kupenga. Ko te iti o te tono wahie e āwangawanga ana te mākete, kei te heke tonu ngā utu hinu mata o te ao.
Kātahi ka tae ki te mākete hinu mata e whai ake nei, te taha tuku: he hoari mata rua te tūnga o te hui a te OPEC+, ahakoa kāore he whakatairanga pai e kitea ana, engari kei te mau tonu ngā here i te taha tuku. I tēnei wā, he pai ngā kōrero a Saudi Arabia, Russia me Algeria, e ngana ana ki te huri i te hinengaro heke, kei te kitea tonu te tauhohenga o te mākete i muri mai, kāore anō kia rerekē te tauira whakawhāiti i te tuku; He kino te tono whānui, he uaua ki te whakapai ake i te wā poto, ā, e matapaetia ana ka noho iti tonu te tono mō ngā hua hinu i te takurua. Hei tāpiri, i tapahia e Saudi Arabia ngā utu hoko mana mō te rohe, e whakaatu ana i te kore whakapono ki te tirohanga mō te tono Āhia. I tēnei wā, kua tata te utu hinu o te ao ki te wāhi iti rawa o te mutunga o te tau 71.84 tāra US/peera i muri i te hekenga tonu, ko te wāhi iti rawa o Brent e tata ana ki te 72 tāra US, e rima ngā wā i mua i te tau ka hoki anō ki tēnei wāhi. Nō reira, kei te heke tonu ngā utu hinu, kei te iti haere rānei, kei reira te whai wāhitanga ki te hoki anō ki raro. Whai muri i te hekenga tonu o ngā utu hinu, kua whakapuaki ngā kaihanga hinu i tā rātou tautoko mō te mākete, ā, kāore a OPEC+ e whakakore i ngā mahi hou hei whakau i te mākete, ā, tera pea ka eke ngā utu hinu ki raro rawa.
Wā tuku: Hakihea-11-2023




