Goldman Sachs Group Inc. sarapshylary OPEK+ elderiniń munai óndirý kólemin arttyrý týraly sheshimine qaramastan, Brent markaly munai baǵasyna qatysty burynǵy boljamyn saqtap qaldy. Mamandardyń pikirinshe, 2025 jyldyń IV-toqsanynda Brent munaiynyń ortasha eseppen bir barreli 64 dollardy, al 2026 jyly 56 dollardy quraidy, dep habarlaidy Dalanews.kz.
3 tamyzda ótken otyrysta OPEK+ elderiniń segiz múshesi (Saýd Arabiiasy, Resei, Irak, BAÁ, Kýveit, Qazaqstan, Aljir jáne Oman) munai óndirý kvotasyn táýligine 547 myń barrelge arttyrý týraly sheshim qabyldaǵan edi. Bul tamyz aiyndaǵy kórsetkishpen salystyrǵanda birden tórt ailyq josparǵa teń ósim bolyp sanalady. Jalpy, alians elderi 2024 jylǵy jeltoqsanda maquldanǵan josparmen salystyrǵanda biyl sáýirden beri munai óndirýdi jedel qarqynmen arttyryp keledi.
"OPEK+ saiasaty ikemdi bolyp qala bermek. Degenmen, bizdiń oiymyzsha, alians qyrkúiek aiynan keiin óndiris kvotasyn ózgertpeidi. Biz EYDU elderinde munai qorynyń ósý qarqyny jedeldeidi, al maýsymdyq faktorlardyń suranysty qoldaý áseri azaiady dep kútemiz", delingen Goldman Sachs esebinde.
Sonymen qatar bank sarapshylary munai baǵasyna boljam jasaýǵa áser etetin qosymsha táýekelderdi de atady.
"Resei men Iran munaiyna qatysty usynys qysymynyń kúsheiýi boljamdy joǵary qarai qaita qaraýǵa túrtki bolýy múmkin. Ásirese, óndiristiń bos qýattarynyń qalpyna kelýi kútkennen jyldam júrýde", – deidi sarapshylar.
Degenmen Goldman Sachs Resei munaiynyń jetkiziliminde úlken úzilister bolýy ekitalai dep sanaidy.
"Resei munaiynyń importy joǵary deńgeide saqtalýda ári Qytai men Úndistan siiaqty negizgi satyp alýshylardyń qyzyǵýshylyǵy áli de kúshti. Sonymen qatar, suranysty saqtaý úshin baǵa boiynsha jeńildikter jasaý múmkindigi de bar", – dep atap ótti sarapshylar.
Goldman boljamyna sáikes, 2025–2026 jyldary álemdik munaiǵa suranys táýligine ortasha eseppen 800 myń barrelge ósedi. Alaida AQSh-tyń saýda saiasaty, amerikalyq importqa salynatyn baj salyqtary, AQSh-tyń saýda seriktesteriniń jaýap sharalary jáne Amerika ekonomikasynyń baiaýlaýy siiaqty faktorlar bul boljamǵa teris áser etýi yqtimal ekeni de eskertildi.
Buǵan deiin Qazaqstan OPEK+ jańa kelisimi aiasynda munai óndirisi kólemin arttyratynyn jazǵanbyz.
