Tom tat: Dam phan hat nhan My-Iran van tri kho, gia dau quoc te tang ngay thu 4 lientiep. WTI vuot nguong 102 USD/thung, tao ho tro chi phi cho nguyen lieu nhua.
I. Thi truong dau tho: Dieu kien dia chinh tri
Tinh den phien dong cua ngay 12/05: Dau WTI thang 6/2026 o muc 102,05 USD/thung (+4,06%); Dau Brent thang 7/2026 o muc 107,60 USD/thung (+3,38%). WTI tang 4 phien lien tiep. Tang thang 3,00%, cung ky nam truoc tang 60,28%.
Du lieu chinh
| Hop dong | Giao dich | Bien dong |
|---|---|---|
| Dau WTI, thang 6/2026 | 102,05 USD/thung | +4,06% |
| Dau Brent, thang 7/2026 | 107,60 USD/thung | +3,38% |
Cac yeu to chinh
- EIA: Ton kho dau tho My it hon 1,5 trieu thung trong tuan qua (du bao: +1 trieu)
- OPEC+: Giu nguyen cat giam san luong; Saudi Arabia xac nhan cat giam tu nguyen den thang 6
- Dia chinh tri: Dam phan hat nhan My-Iran tri kho, rui ro trung phat dau Iran
II. Tac dong len thi truong nguyen lieu nhua
Gia dau cao duy tri tao ho tro chi phi cho nguyen lieu nhua.
PVC Paste
Nguyen lieu ethylene gia cao, nha san xuat giu gia. Trung Quoc phia Dong, san pham lon: 6.700-6.800 NDT/tan.
Thi truong TDI
Nguon cung TDI on dinh, cau van ha thanh xuong khong co cai thien ro. Trung Quoc phia Dong, TDI xuong xu Shanghai: 15.800-16.200 NDT/tan.
Polyether xop cung
Trung Quoc phia Bac, mark 4110: 9.900-10.500 NDT/tan. Cau van logistics lam lanh on dinh.
III. Trieu vong
Ngan han, rui ro dia chinh tri van cao, gia dau tho co xu huong tang hon la giam. Khoi phuc cau van can thoi gian.
