Freedom Inside '26

Munaidyń bir barreli 40 dollarǵa deiin arzandaýy múmkin - Goldman Sachs

Munaidyń bir barreli 40 dollarǵa deiin arzandaýy múmkin - Goldman Sachs
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AQSh pen Qytaidyń saýda soǵysy odan saiyn ýshyǵa túsýde. Investorlar búgin iýan devalvatsiiaǵa ushyraýy múmkin dep boljaidy. Osyndai jahandyq týrbýlenttilik jaǵdaiynda munai baǵasy quldyraýyn jalǵastyrýda. Kúni keshe 70-ten 65 dollarǵa túsken Brent markaly munaidyń bir barreliniń halyqaralyq qor birjasyndaǵy Astana ýaqyty boiynsha saǵat 9:10-daǵy baǵasy 60,38 dollardy kórsetip tur. Sonda Tramp aitqandai, "qara altyn" baǵasy 40 dollarǵa deiin shynymen de tómendeýi múmkin be?  Bul rette Dalanews.kz Goldman Sachs boljamyn óz nazarlaryńyzǵa usynady.

Amerikadaǵy iri investitsiialyq bank 2026 jyly da munai baǵamynyń tómendeý yqtimaldylyǵy joǵary ekenin boljaidy.

"Oǵan AQSh-taǵy retsessiia men OPEK+ uiymynyń shekteýli munai óndirisi tásilinen bas tartýy sebep. Bir barrel quny 40 dollar taqtatas munai óndirisi qarqyn alǵanda baǵdarǵa alynatyn tómengi shek bola alady",  delingen habarlamada.

Goldman Sachs-tyń Brent/WTI markaly munai baǵalary boiynsha aldyńǵy kezeńge jasaǵan boljamy arzandaý áli doǵarmaitynyn ańǵartady:

  • eger AQSh-taǵy retsessiia qatty kúsh almai, qalypty jaǵdaida ótse, Brent munaiynyń bir barreli 2025 jyly 58 dollarǵa deiin, al 2026 jyly 50 dollarǵa deiin arzandaýy múmkin.
  • ǵalamdyq ekonomikanyń baiaýlaýy aiasynda OPEK+ qazirgi ustanǵan saiasatyn ózgertpese, baǵa 54/45 dollar bolady.
  • turaqty ekonomikalyq jaǵdaida OPEK+ táýligine 2,2 mln barrel óndirisi talabyn ustansa da baǵa 53/45 dollar aralyǵyn qamýy múmkin.
  • aralas stsenarii – ǵalamdyq ekonomikanyń baiaýlaýy + munai óndirisi shekteýlerin elemeý negativ jaǵdai týdyrýy yqtimal: 2025 jyly – 46 dollar, 2026 jyly – 40 dollar.

"Al,tipti kútpegen qaterli jaǵdailar týyndaǵanda da Brent markaly munai baǵasynyń 40 dollardan ári tómendeý yqtimaldylyǵy múmkin emes", delinedi  Goldman Sachs boljamynda.

Buǵan deiin Qazaqstan qarjygerleri qaýymdastyǵynyń munai baǵasyna qatysty boljamyn jazǵanbyz. Sondai-aq "Altyn qymbattap, munai arzandap jatyr". Tramp pen arabtar shynymen de tize qosty ma?" degen saitymyzdaǵy maqalany oqi otyryńyzdar.

Jalpy, munai baǵasynyń quldyraýy elimizde teńgeniń de qatty qunsyzdanýyna túrtki bolýda.