インターネット調査室: 「Saudi Arabia and the United Arab Emirates vow to deliver a 'significant increase' in oil output if the world faces a winter supply crunch」 <ー  現実はどうなのよ?

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Business Insider:  4 Aug,2022

「Saudi Arabia and the United Arab Emirates vow to deliver a 'significant increase' in oil output if the world faces a winter supply crunch」: 本当?

はい、嘘ではありません。

でも...

The two countries could deliver "significantly more," sources added, but only if the supply crisis worsened in the coming months.

ということで、「もし今後数ヶ月で状況がもっと悪くなったら」ですね(笑)。

ただ、この発言の威力は凄く米国10年国債の金利は下がり、お陰様で少し円高に振れています。

でも、現実は:

In July, sources told the Wall Street Journal that Saudi Arabia is close to maxing out its oil production capacity as it is already near its limit.

でしょうね。つまり、増産できてもすこしだけ。

Russia's war with Ukraine which has subsequently squeezed supply has left countries worried about their winter supply. Europe in particular has been fearful that Russia will completely cut off gas supply to the region in response to Western sanctions.

の状況がそう簡単に変わるわけはないものの報道で市場は簡単に動いてしまいますね。

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