Jwalo ka thepa e tala bakeng sa tlhahiso ya polyester, ho feto-fetoha ha theko ya oli e tala ho etsa qeto ka ho toba ka theko ya polyester. Dilemong tse tharo tse fetileng, diqabang tsa dipolotiki tsa jeokrafi di fetohile e nngwe ya mabaka a bohlokwa ka ho fetisisa a amang ditheko tsa oli ya matjhaba. Haufinyane, boemo ba ntwa ya Russia le Ukraine bo fetohile sekhutlo, mme oli e tala ya Russia e lebelletswe ho kgutlela mmarakeng wa matjhaba, e nang le tshusumetso e kgolo dithekong tsa oli ya matjhaba!
Oli e tla theohela ho $60?
Ho ya ka ditlaleho tse fetileng tsa CCTV, ka la 12 Hlakola, ka Nako ya Botjhabela ya Amerika, Mopresidente wa Amerika Trump o ile a letsetsa Mopresidente wa Russia Vladimir Putin le Mopresidente wa Ukraine Volodymyr Zelensky ka mohala. Mahlakore ana a mabedi a dumellane ho "sebedisana mmoho haufi-ufi" ho fediseng kgohlano pakeng tsa Russia le Ukraine le ho romela dihlopha tsa bona ho "qala dipuisano hang-hang."
Citi e boletse tlalehong ea la 13 Hlakola hore tsamaiso ea Trump e ntse e sebetsa morerong oa khotso ho leka ho rarolla khohlano ea Russia le Ukraine. Morero ona o ka kenyelletsa ho qobella Russia le Ukraine ho fihlela tumellano ea ho emisa ntoa ka la 20 Mmesa, 2025. Haeba morero ona o ka atleha, o ka lebisa ho tlosoeng ha likotlo tse ling ho Russia, ho fetola matla a phepelo le tlhoko ea 'maraka oa oli oa lefats'e.
Phallo ea oli ea Russia e fetohile haholo ho tloha ha ntoa e qhoma. Ho ea ka likhakanyo tsa Citi, oli ea Russia e ekelitse lithane tse ka bang limilione tse likete tse 70 tsa lithane tsa lik'hilomithara. Ka nako e ts'oanang, linaha tse ling tse kang India li ekelitse tlhoko ea tsona ea oli ea Russia haholo, li eketseha ka libarele tse 800,000 ka letsatsi le libarele tse limilione tse 2 ka letsatsi, ka ho latellana.
Haeba linaha tsa Bophirimela li ka fokotsa likotlo ho Russia 'me tsa itlama ho lokisa likamano tsa khoebo, tlhahiso ea oli ea Russia le thepa e romeloang kantle ho naha e ka eketseha haholo. Sena se tla fetola mokhoa oa phepelo ea oli lefatšeng ka bophara.
Ka lehlakoreng la phepelo, dikotlo tsa hajwale tse behilweng ke United States di siile dibarele tse ka bang dimilione tse 30 tsa oli ya Russia di tsielehile lewatleng.
Citi e lumela hore haeba morero oa khotso o ka tsoela pele, oli ena e tsielehileng le mesaletsa ea oli ka lebaka la phetoho ea litsela tsa khoebo (libarele tse ka bang limilione tse 150-200) li ka lokolloa 'marakeng, e leng se eketsang khatello ea phepelo le ho feta.
Ka lebaka leo, litheko tsa oli ea Brent li tla ba pakeng tsa $60 le $65 ka barele karolong ea bobeli ea 2025.
Maano a Trump a theola litheko tsa oli
Ntle le ntlha ea Russia, Trump le eena ke e 'ngoe ea likhatello tse theohelang tlase lithekong tsa oli.
Phuputso e entsoeng ho bo-ralibanka ba 26 ke Haynes Boone LLC mafelong a selemo se fetileng e bontšitse hore ba ne ba lebeletse hore litheko tsa WTI li theohele ho $58.62 ka barele ka 2027, hoo e ka bang $10 ka barele ka tlase ho maemo a hona joale, e leng se bontšang hore libanka li itokisetsa hore litheko li theohele ka tlase ho $60 bohareng ba nako e ncha ea Trump. Trump o ile a etsa letšolo ka tšepiso ea ho sutumelletsa bahlahisi ba oli ea shale ho eketsa tlhahiso, empa ha ho hlake hore na o ikemiselitse ho phethahatsa tšepiso eo kaha bahlahisi ba oli ba US ke lik'hamphani tse ikemetseng tse khethollang maemo a tlhahiso haholo-holo motheong oa moruo.
Trump o batla ho laola ho phahama ha theko ea oli ea Amerika ka ho hatella litheko tsa oli, Citi e hakanya hore haeba litheko tsa oli e tala ea Brent li theohela ho $60 / barrel kotara ea bone ea 2025 (litheko tsa oli e tala ea WTI ke $57 / barrel), 'me litefiso tsa lihlahisoa tsa oli li ntse li le maemong a hona joale, litšenyehelo tsa tšebeliso ea lihlahisoa tsa oli ea Amerika li tla theoha ka hoo e ka bang $85 bilione selemo le selemo. Ke hoo e ka bang 0.3% ea GDP ea US.
Tšusumetso ke efe 'marakeng oa masela?
Lekhetlo la ho qetela ha New York crude oil futures (WTI) e theoha ka tlase ho $60 e ne e le ka la 29 Hlakubele 2021, ha theko ea New York crude oil futures e theohela ho $59.60 / barrel. Ho sa le joalo, Brent crude futures e ne e rekisoa ka $63.14 ka barrel letsatsing leo. Ka nako eo, polyester POY e ne e ka ba yuan/tonne e 7510, e leng e phahameng le ho feta yuan/tonne e 7350 ea hona joale.
Leha ho le jwalo, ka nako eo, ketane ya indasteri ya polyester, PX e ne e ntse e le kgolo ka ho fetisisa, theko e ile ya tswela pele ho ba matla, mme ya nka boholo ba phaello ya ketane ya indasteri, mme boemo ba hajwale bo bile le diphetoho tsa motheo.
Ho latela phapang feela, ka la 14 Hlakola, konteraka ea New York crude oil futures 03 e ile ea koala ho 70.74 yuan/ton, haeba e batla ho theohela ho 60 dollars, ho na le phapang ea hoo e ka bang 10 dollars.
Kamora qalo ea selemo sena, leha theko ea filament ea polyester e nyolohile ho isa bohōleng bo itseng, cheseho ea likhoebo tsa ho loha ho reka thepa e tala e ntse e le kakaretso, ha e so ka e hlohlelletsoa, 'me mohopolo oa ho leta le ho bona oa bolokoa, 'me lenane la lintho tse bolokiloeng tsa polyester le ntse le bokellana.
Haeba oli e tala e kena mocheng o theohelang tlase, e tla tebisa haholo litebello tsa 'maraka tsa ho theoha ha theko bakeng sa thepa e tala,' me lenane la thepa ea polyester le tla tsoela pele ho bokellana. Leha ho le joalo, ka lehlakoreng le leng, nako ea masela ka Hlakubele ea tla, palo ea liodara e eketsehile, 'me ho na le tlhoko e matla ea thepa e tala, e ka khonang ho fokotsa tšusumetso ea oli e tala e tlase ho isa bohōleng bo itseng.
Nako ea poso: Hlakola-25-2025