Honda va Tata Technologies hamkorlikda xarajatlarni 20%ga kamaytirishni va ishlab chiqish vaqtini yarmiga qisqartirishni rejalashtirmoqda

① 5-oktabrda xabar qilinishicha, Hormuz bo‘g‘ozidan o‘tgan suyuq tabiiy gaz (LNG) hajmi sentabr oyidan boshlab tiklanishda davom etmoqda, ishlab chiqaruvchi davlatlar yetishmayotgan mijozlarga yetkazib berishni tiklashga harakat qilmoqda. Bloomberg va Kpler kemalarning yo‘nalishini kuzatuvchi ma’lumotlar bo‘yicha o‘tgan hafta oxiridan kamida 3 ta kema Hormuz bo‘g‘ozidan LNG tashib chiqdi. ② Sentabr oyida bo‘g‘ozdan chiqayotgan LNG hajmi fevral oxirida Eron mojarosi boshlanganidan beri eng yuqori ko‘rsatkichni qayd etdi, lekin u urushdan oldingi darajadan 75% dan ko‘proq past. Bozor ishtirokchilari bo‘g‘ozdagi LNG tashuvlari ma’lumotlarini doimiy ravishda kuzatib, ta’minot yetishmovchiligi yaxshilanadimi yo‘qmi, baholashmoqda. ③ O‘tgan oyda tabiiy gaz yetishmasligi Yevroosiyo tabiiy gaz narxlarini 2022 yil oxiridan beri eng yuqori nuqtaga ko‘tardi. Agar tashuv hajmi tiklansa, shimoliy yarimshar qish mavsumidagi isitish davri boshlanishidan oldin narxlarning o‘sish bosimi kamayishi mumkin. ④ Bo‘g‘ozdagi kemalarning navigatsiya xavfi hali ham yuqori. Buyuk Britaniya dengiz savdo harakatlari ofisi 4-oktabrda Hormuz bo‘g‘ozidagi tanker noma’lum ob’ekt tomonidan hujum qilgani haqida xabar oldi.

① Kpler shipping data analysis company reported that crude oil outflow from the Strait of Hormuz has returned to pre-war levels. Influenced by this news, international crude oil prices fell in the early trading session, but Brent crude oil remains above $100, quoted at $101.20 per barrel, and WTI crude oil is quoted at $89.73 per barrel. Both major types recorded actual gains compared to last Friday’s closing price, indicating that some traders are waiting for solid evidence of shipping improvement. ② Kpler's preliminary data shows that from September 27-29, daily crude oil flow through the Strait of Hormuz ranged between 19.5 to 22.5 million barrels, about twice the amount a month ago. Despite continuous attacks on Saudi energy infrastructure and oil tankers in the strait, crude oil transport volumes have been restored. ③ Previously, Kpler revealed that shipping flow in the strait still was below the ten-day moving average, causing energy market participants to worry about supply. Even though oil tanker attacks occur, some market participants believe the impact of such attacks on oil prices is limited. ④ The data also shows that liquefied natural gas flow in the Strait of Hormuz has returned to pre-war levels. Qatar Energy is currently in a force majeure state for exports and is procuring LNG spot cargoes to fulfill long-term contract orders. However, with emergency purchases alone, it is difficult for Qatar to restore LNG exports to pre-war scale.

Tanzaniya Barrick North Mara kon qazish ruxsatnomasini 15 yilga uzaytirdi.

(1) Malaya Bank tahlilchilari, Osiyo savdo vaqti davomida euro bosim ostida qolmoqda va eurozonadagi siyosiy muammolar dollar kursini yanada kuchaytirayotganini ta’kidladilar. (2) Tahlilchilar yozishicha, Fransiyaning davlat qarzi GDPning 119%iga yetdi va 122%gacha ko‘tarilishi kutilmoqda; o‘tgan hafta Fransiya suveren obligatsiyalari bo‘yicha xavotirlar yuzaga chiqdi. (3) Ular qo‘shimcha qildi: eng tashvishlantiruvchi jihati shundaki, Fransiya 2027-yilda rekord miqdorda qarz olishni rejalashtirmoqda, bu esa xarajatlarni moliyalashtirish va qarzni to‘lashga yordam beradi. (4) Gretsiya va Italiya kabi boshqa qarzdor eurozona chekka iqtisodiyotlarining daromadlari oshib borar ekan, tarqalish belgilari allaqachon namoyon bo‘lmoqda. (5) Bozorlar Yevropa Markaziy Bankining foiz stavkalarini oshirish kutishlarini pasaytirdi, biroq bu yil bir marta oshirilishi kutilmoqda. (6) Euro 0.6%ga pasayib, $1.1184ga yetdi, ilgari $1.1161ga tushgan edi – bu 2025-yil mayidan beri eng past qiymat.