📋 Tender Overview
Gia dau tang trong boi canh rui ro dia chinh tri tai Trung Dong tiep tuc gia tang, sau khi Iran canh bao xung dot co the lan rong ra ngoai khu vuc Vung Vinh. Tai xuong Chot phien giao dich ngay 24/9, gia dau Brent tang 3,41%, len 106,6 USD/thung. Trong khi do, gia dau WTI tang 2,66%, len 94,6 USD/thung, cham dut chuoi 6 phien giam lien tiep.Gia dau tang trong boi canh rui ro dia chinh tri tai Trung Dong tiep tuc gia tang, sau khi Iran canh bao xung dot co the lan rong ra ngoai khu vuc Vung Vinh. Yahya Rahim Safavi, co van quan su cap cao cua Lanh tu toi cao Iran, cho rang neu My hoac Israel tiep tuc tien hanh cac cuoc tan cong, Iran co the mo rong pham vi phan ung toi An Do Duong va xa hon. Trong khi do, xung dot hien da tao them rui ro doi voi hoat dong van chuyen qua eo bien Hormuz, Bien Do va Bab el-Mandeb. Tai xuong Dien bien nay lam gia tang lo ngai ve kha nang gian doan khong chi nguon cung dau tu Trung Dong ma ca cac tuyen van tai bien ket noi khu vuc nay voi chau A, qua do duy tri muc phi rui ro dia chinh tri tren gia dau.Dang chu y, luong dau van chuyen qua Hormuz trong thang 9 duoc uoc tinh chi khoang 6,5 trieu thung/ngay, thap dang ke so voi khoang 20 trieu thung/ngay truoc xung dot. Bat ky dau hieu nao cho thay pham vi chien su tiep tuc mo rong deu co the khien thi truong than trong hon ve kha nang khoi phuc day du hoat dong van chuyen dau qua khu vuc.Trong khi do, cac tuyen van chuyen thay the Hormuz van chua the dua hoat dong xuat khau dau cua Trung Dong tro lai trang thai binh thuong. Saudi Arabia da khoi phuc tuyen duong ong Dong-Tay toi Yanbu sau khi tuyen nay bi tan cong. Tuy nhien, viec dua toan bo he thong tro lai hoat dong binh thuong co the mat 6-8 tuan, trong khi hoat dong nap dau len tau tai Yanbu van chua duoc khoi phuc hoan toan.Trong thoi gian gian doan, Saudi Arabia phai dua them dau tro lai khu vuc Vung Vinh va su dung hinh thuc chuyen tai tau sang tau ngoai khoi Oman de duy tri xuat khau. Dieu nay khien thoi gian va chi phi van chuyen tang cao.Ap luc chi phi van tai cung tro nen ro net khi gia cuoc doi voi tau sieu tai (VLCC) van chuyen dau tu Trung Dong toi Trung Quoc quy doi len khoang 30 USD/thung, phan anh nhung kho khan trong viec dua dau qua cac tuyen van tai truyen thong.Ngoai ra, tuyen van tai qua Bien Do tiep tuc doi mat voi rui ro an ninh do cac cuoc tan cong dai dang tu luc luong Houthi. Chi phi bao hiem doi voi cac tau lien quan den Saudi Arabia tang cao, han che kha nang su dung cang Yanbu nhu mot phuong an thay the hoan toan cho tuyen Hormuz.Ben canh yeu to nguon cung, dien bien tren thi truong diesel cung dang ho tro gia dau tho. Bien loi nhuan loc diesel so voi WTI tai Vinh Mexico da tang len 103,19 USD/thung, trong khi ton kho san pham van o muc thap. Voi bien loi nhuan duy tri o muc cao, cac nha may co them dong luc duy tri cong suat, qua do keo theo nhu cau doi voi dau tho dau vao.Trong khi do, chi so bien dong gia dau tho CBOE (OVX) tang tro lai len khoang 54 diem, cho thay muc do bien dong ky vong tren thi truong dau dang gia tang. Day la dau hieu cho thay thi truong dang chuan bi cho bien do bien dong gia lon hon trong ngan han, trong boi canh rui ro dia chinh tri va kha nang gian doan nguon cung van kho du doan.Tham khao themFed tang lai suat, gia dau tho lao docTham khao themGian doan nguon cung day gia dau tho tang manhTham khao themNguyen nhan khien gia dau vuot 100 USD/thungTham khao themGia dau tho vuot 100 USD/thungTham khao themGia dau the gioi tien sat moc 100 USD/thung do lo ngai nguon cung Trung DongTham khao themCang thang My - Iran keo dai, gia dau lai nongTham khao themLo ngai nguon cung diu lai, gia dau dao chieu suy yeu
