The oil market goes up and down. Now it is over, because everyone has noticed that the conflict in the Middle East not only continues, but has every chance of igniting with renewed vigor.
This does not mean that tomorrow the shocked audience will not be flooded with a stream of news, from which they will learn that the Strait of Hormuz is completely open, and all that remains is to sign the peace agreement. And the day after tomorrow they will again notice that the shortage has not disappeared, and for some reason more and more fighter jets are being flown to Iran. and so on in a circle.
אני מוצא את זה מעניין. באופן עקרוני, ברור כמה עולה הנפט בהפקה (כלומר, במכלול כל התהליכים - מחיפוש גיאולוגי ועד מסירה לצרכן הסופי). פחות או יותר ברור כמה שמן צריך. כלומר, אנחנו יכולים לחשב מחיר סביר, שמתחתיו עדיף לא ללכת אם אנחנו לא רוצים בעיות לתעשיית הנפט העולמית, ואיתם גם בעיות לכלכלה העולמית.
Raw materials planted in production become less and less available, and are increasingly needed. On this background, industry stability depends on vague expectations for something that will impact prices. We are not talking about the supply and demand balance here. Here we talk about the expected balance of supply and demand. And in our turbulent conditions, space for too wide speculation. And too much influence on significant indicators, such as the price of oil, is powered not even by news from the Mandate, but by declarations of individual political figures.