Dan dang: Lo ngai dong cua keo dai cua Bo Hormuz da day WTI vuot 108 USD/thung ngay 18 thang 5, dat muc cao nhat trong nhieu thang. Cuoc rally manh me dang ta hinh lai co cau chi phi cua nguyen lieu nhua, nhung viec mua ban phia duoi yeu va tam the cho doi nghia la thi truong bi kep giua chi phi tang cao va nhu cau tieu thu thap.
I. Gia dau tang cao dinh hinh lai co so chi phi nhua
Tinh den ngay 18 thang 5, WTI thang 6 nam 2026 dong cua tai 108,66 USD/thung, tang 3,24 USD hoac +3,07%; Brent thang 7 tai 112,10 USD/thung, tang 2,84 USD hoac +2,60%. Hop dong tuong lai SC Trung Quoc (2607) tang 30,9 nhien dan/thung len 672,3 nhien dan/thung.
Bien dong gia nang luong chinh
| Hang hoa | Gia | Bien dong |
|---|---|---|
| WTI (thang 6) | 108,66 USD/thung | +3,07% |
| Brent (thang 7) | 112,10 USD/thung | +2,60% |
| SC (2607) | 672,3 nhien dan/thung | +30,9 nhien dan/thung |
Phan tich logic thi truong
- Phu dia chinh mo rong: Bo Ngoai giao Iran cho thay khong co buoc pha trong van de My-Iran.
- Ton kho toan cau giam nhanh: Lo ngai gian doan Hormuz tang cuong ky vong giam ton kho toan cau.
II. Gia nhua bi han che boi nhu cau yeu
Trong 42 san pham hoa chat theo doi, 26 da tang. Gia PP hat va PP bot tang 25-170 nhien dan/tan.
III. Nhin nhan
WTI doi dien khang thuat gan 110 USD va co the dieu chinh. Dau mo duoc ky vong o muc 100-115 USD/thung.
