{"id":7100,"date":"2024-08-31T06:17:10","date_gmt":"2024-08-30T23:17:10","guid":{"rendered":"https:\/\/phukienmattroi.com\/index.php\/2024\/08\/31\/chau-au-phai-tra-gia-lon-de-cat-giam-nang-luong-nga\/"},"modified":"2024-08-31T06:17:10","modified_gmt":"2024-08-30T23:17:10","slug":"chau-au-phai-tra-gia-lon-de-cat-giam-nang-luong-nga","status":"publish","type":"post","link":"https:\/\/phukienmattroi.com\/index.php\/2024\/08\/31\/chau-au-phai-tra-gia-lon-de-cat-giam-nang-luong-nga\/","title":{"rendered":"Ch\u00e2u \u00c2u ph\u1ea3i tr\u1ea3 gi\u00e1 l\u1edbn \u0111\u1ec3 c\u1eaft gi\u1ea3m n\u0103ng l\u01b0\u1ee3ng Nga"},"content":{"rendered":"


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K\u1ebf ho\u1ea1ch ng\u1eebng ph\u1ee5 thu\u1ed9c v\u00e0o n\u0103ng l\u01b0\u1ee3ng Nga c\u1ee7a ch\u00e2u \u00c2u c\u00f3 l\u1ebd ph\u1ea3i k\u00e9o d\u00e0i v\u00e0 t\u1ed1n h\u00e0ng t\u1ef7 USD do nhi\u1ec1u nguy\u00ean li\u1ec7u \u0111\u1ec3 x\u00e2y c\u00e1c d\u1ef1 \u00e1n khan hi\u1ebfm, \u0111\u1eaft \u0111\u1ecf.<\/p>\n

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Vi\u1ec7c g\u1ea5p r\u00fat thay th\u1ebf nhi\u00ean li\u1ec7u h\u00f3a th\u1ea1ch c\u1ee7a Nga \u0111ang khi\u1ebfn ch\u00e2u \u00c2u t\u1eadp trung v\u00e0o vi\u1ec7c \u0111\u1ea9y m\u1ea1nh d\u00f2ng kh\u00ed \u0111\u1ed1t t\u1ef1 nhi\u00ean h\u00f3a l\u1ecfng (LNG) trong th\u1eddi gian t\u1edbi v\u00e0 t\u0103ng c\u01b0\u1eddng s\u1ea3n xu\u1ea5t t\u1eeb c\u00e1c ngu\u1ed3n t\u00e1i t\u1ea1o v\u00e0o n\u0103m 2030. \u0110\u1ee9c cam k\u1ebft x\u00e2y d\u1ef1ng hai nh\u00e0 ga LNG ngay trong n\u0103m nay v\u00e0 H\u00e0 Lan \u0111\u1ea3m b\u1ea3o x\u00e2y d\u1ef1ng m\u1ed9t kho n\u1ed5i ch\u1ee9a v\u00e0 t\u00e1i h\u00f3a kh\u00ed (FSRU – Floating Storage Regasification Unit) v\u00e0o th\u00e1ng 3. Italy v\u00e0 Estonia c\u0169ng \u0111ang \u0111\u1ea9y nhanh k\u1ebf ho\u1ea1ch c\u1ee7a h\u1ecd.<\/p>\n

Ph\u00e1p mu\u1ed1n n\u1ed1i l\u1ea1i \u0111\u00e0m ph\u00e1n v\u1edbi T\u00e2y Ban Nha v\u1ec1 m\u1ed9t \u0111\u01b0\u1eddng \u1ed1ng k\u1ebft n\u1ed1i nhi\u00ean li\u1ec7u. Trong khi \u0111\u00f3, Anh v\u00e0 Ph\u00e1p \u0111ang mu\u1ed1n m\u1edf r\u1ed9ng n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o v\u00e0 h\u1ea1t nh\u00e2n. Kho\u1ea3ng 230.000 t\u1ea5n th\u00e9p gia c\u1ed1 s\u1ebd \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng \u0111\u1ec3 x\u00e2y d\u1ef1ng Hinkley Point C c\u1ee7a d\u1ef1 \u00e1n Electricite de France SA \u1edf T\u00e2y Nam n\u01b0\u1edbc Anh. M\u1ed9t l\u00f2 ph\u1ea3n \u1ee9ng kh\u00e1c c\u00f3 c\u00f9ng thi\u1ebft k\u1ebf c\u0169ng \u0111ang \u0111\u01b0\u1ee3c l\u00ean k\u1ebf ho\u1ea1ch.<\/p>\n

Tuy nhi\u00ean, gi\u00e1 c\u1ee7a c\u00e1c v\u1eadt li\u1ec7u c\u1ea7n thi\u1ebft \u0111\u1ec3 x\u00e2y d\u1ef1ng c\u00e1c d\u1ef1 \u00e1n tr\u00ean l\u1ea1i t\u0103ng d\u1ef1ng \u0111\u1ee9ng. Th\u00e9p, \u0111\u1ed3ng v\u00e0 nh\u00f4m thay nhau \u0111\u1ea1t k\u1ef7 l\u1ee5c v\u1ec1 gi\u00e1 trong 12 th\u00e1ng qua v\u00e0 ch\u1ec9 s\u1ed1 h\u00e0ng h\u00f3a giao ngay do Bloomberg \u01b0\u1edbc t\u00ednh \u0111\u00e3 t\u0103ng 46% trong c\u00f9ng th\u1eddi gian. M\u1ee9c t\u0103ng \u0111\u1ed9t bi\u1ebfn n\u00e0y c\u00f3 th\u1ec3 l\u00e0m ch\u1eadm c\u00e1c k\u1ebf ho\u1ea1ch c\u1ee7a Li\u00ean minh ch\u00e2u \u00c2u (EU) trong vi\u1ec7c n\u00e2ng g\u1ea7n g\u1ea5p 3 c\u00f4ng su\u1ea5t n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi v\u00e0 gi\u00f3 trong th\u1eadp k\u1ef7 n\u00e0y. Theo \u01b0\u1edbc t\u00ednh, k\u1ebf ho\u1ea1ch tr\u00ean c\u00f3 th\u1ec3 c\u1ea7n kho\u1ea3ng 52 tri\u1ec7u t\u1ea5n th\u00e9p.<\/p>\n

Fred van Beers – CEO c\u1ee7a SIF Holding NV, c\u00f4ng ty s\u1ea3n xu\u1ea5t \u0111\u1ebf th\u00e9p cho tua-bin gi\u00f3, n\u00eau \u00fd ki\u1ebfn: “Cu\u1ed9c chi\u1ebfn n\u00e0y t\u00e1c \u0111\u1ed9ng \u0111\u1ebfn t\u1ea5t c\u1ea3 c\u00f4ng ty, bao g\u1ed3m c\u1ea3 ch\u00fang t\u00f4i khi s\u1eafp th\u1ef1c hi\u1ec7n c\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 quy m\u00f4 kh\u00e1 l\u1edbn. N\u00f3 \u0111ang khi\u1ebfn t\u00ecnh h\u00ecnh kinh doanh c\u1ee7a ch\u00fang t\u00f4i b\u1ecb \u0111\u1ea3o l\u1ed9n”.<\/p>\n

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\"Gi\u00e0n<\/div>
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Gi\u00e0n khoan kh\u00ed \u0111\u1ed1t Gazprom PJSC \u1edf m\u1ecf kh\u00ed \u0111\u1ed1t Kovyktinskoye, g\u1ea7n Irkutsk, Nga. \u1ea2nh: Bloomberg<\/em><\/p>\n<\/figcaption><\/figure>\n

Tr\u01b0\u1edbc khi cu\u1ed9c xung \u0111\u1ed9t Ukraine x\u1ea3y ra, kh\u00ed \u0111\u1ed1t c\u1ee7a Nga t\u01b0\u01a1ng \u0111\u1ed1i r\u1ebb, d\u1ec5 v\u1eadn chuy\u1ec3n v\u00e0 c\u00f3 ngu\u1ed3n cung d\u1ed3i d\u00e0o. Nh\u1eefng y\u1ebfu t\u1ed1 \u0111\u00f3 c\u00f9ng v\u1edbi k\u1ebf ho\u1ea1ch m\u1edf \u0111\u01b0\u1eddng \u1ed1ng Nord Stream 2 t\u1edbi \u0110\u1ee9c, \u0111\u00e3 khi\u1ebfn ch\u00e2u \u00c2u gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng n\u0103ng l\u01b0\u1ee3ng t\u1ea1i ch\u1ed7 v\u00e0 b\u1eaft \u0111\u1ea7u \u0111\u00f3ng c\u1eeda c\u00e1c nh\u00e0 m\u00e1y than, l\u00f2 ph\u1ea3n \u1ee9ng h\u1ea1t nh\u00e2n \u0111\u1ec3 t\u1eadp trung v\u00e0o c\u00e1c ngu\u1ed3n s\u1ea1ch h\u01a1n.<\/p>\n

Theo C\u01a1 quan N\u0103ng l\u01b0\u1ee3ng Qu\u1ed1c t\u1ebf (IEA), EU \u0111\u00e3 nh\u1eadp kh\u1ea9u kho\u1ea3ng 155 t\u1ef7 m\u00e9t kh\u1ed1i kh\u00ed \u0111\u1ed1t t\u1eeb Nga v\u00e0o n\u0103m ngo\u00e1i. Do h\u1eadu qu\u1ea3 c\u1ee7a cu\u1ed9c xung \u0111\u1ed9t, kh\u1ed1i n\u00e0y mu\u1ed1n c\u1eaft gi\u1ea3m hai ph\u1ea7n ba s\u1ef1 ph\u1ee5 thu\u1ed9c trong n\u0103m nay. IEA cho bi\u1ebft kho\u1ea3ng 30 t\u1ef7 m\u00e9t kh\u1ed1i c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c thay th\u1ebf b\u1edfi c\u00e1c nh\u00e0 cung c\u1ea5p kh\u00e1c g\u1ed3m n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o, h\u1ea1t nh\u00e2n. Grant Sporre – nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a Bloomberg Intelligence, cho bi\u1ebft \u0111\u1ed1i v\u1edbi EU, gi\u00e1 ni\u00eam y\u1ebft v\u1ec1 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng c\u00f3 th\u1ec3 cao h\u01a1n 20% so v\u1edbi tr\u01b0\u1edbc c\u0103ng th\u1eb3ng Nga – Ukraine.<\/p>\n

“Vi\u1ec7c x\u00e2y d\u1ef1ng s\u1ebd \u0111\u1eaft h\u01a1n d\u1ef1 \u0111\u1ecbnh c\u1ee7a ch\u00ednh ph\u1ee7. Ch\u00fang t\u00f4i c\u00f3 th\u1ec3 l\u01b0\u1eddng tr\u01b0\u1edbc m\u1ed9t s\u1ed1 d\u1ef1 \u00e1n b\u1ecb tr\u00ec ho\u00e3n do gi\u00e1 nguy\u00ean v\u1eadt li\u1ec7u ti\u1ebfp t\u1ee5c t\u0103ng”, \u00f4ng d\u1ef1 \u0111o\u00e1n.<\/p>\n

\u1ee6y ban ch\u00e2u \u00c2u c\u00f3 k\u1ebf ho\u1ea1ch l\u1eafp \u0111\u1eb7t 290 gigawatt \u0111i\u1ec7n gi\u00f3 v\u00e0 250 gigawatt n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi. Theo gi\u00e1 th\u1ecb tr\u01b0\u1eddng hi\u1ec7n t\u1ea1i, chi ph\u00ed ch\u1ec9 t\u00ednh ri\u00eang v\u1edbi th\u00e9p \u0111\u00e3 l\u00ean t\u1edbi 65 t\u1ef7 euro (72 t\u1ef7 USD). Nga v\u00e0 Ukraine l\u00e0 m\u1ed9t trong nh\u1eefng nh\u00e0 xu\u1ea5t kh\u1ea9u th\u00e9p t\u1ea5m l\u1edbn nh\u1ea5t \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng trong x\u00e2y d\u1ef1ng tua-bin v\u00e0 \u0111\u01b0\u1eddng \u1ed1ng d\u1eabn kh\u00ed. M\u1eb7c d\u00f9 c\u00f3 c\u00e1c ngu\u1ed3n thay th\u1ebf, chi ph\u00ed cho nh\u1eefng ngu\u1ed3n cung \u0111\u00f3 cao h\u01a1n b\u00ecnh th\u01b0\u1eddng 50%, theo Rysted Energy AS.<\/p>\n

V\u1ea5n \u0111\u1ec1 c\u00e0ng tr\u1edf n\u00ean ph\u1ee9c t\u1ea1p khi Trung Qu\u1ed1c quy\u1ebft \u0111\u1ecbnh \u0111\u00f3ng c\u1eeda trung t\u00e2m luy\u1ec7n th\u00e9p \u0110\u01b0\u1eddng S\u01a1n trong n\u1ed7 l\u1ef1c ki\u1ec3m so\u00e1t s\u1ef1 b\u00f9ng ph\u00e1t Covid-19. James Ley – Ph\u00f3 ch\u1ee7 t\u1ecbch c\u1ea5p cao c\u1ee7a Energy Metals t\u1ea1i Rystad, cho bi\u1ebft: “Chu\u1ed7i cung \u1ee9ng \u0111\u1ed1i v\u1edbi t\u1ea5t c\u1ea3 s\u1ea3n ph\u1ea9m th\u00e9p \u1edf ch\u00e2u \u00c2u \u0111ang ghi nh\u1eadn chi ph\u00ed t\u0103ng cao”.<\/p>\n

\u0110\u1ed3ng l\u00e0 m\u1ed9t th\u00e0nh ph\u1ea7n quan tr\u1ecdng kh\u00e1c v\u1edbi \u0111\u1ed9 d\u1eabn \u0111i\u1ec7n cao, l\u00fd t\u01b0\u1edfng cho h\u1ec7 th\u1ed1ng d\u00e2y \u0111i\u1ec7n v\u00e0 d\u00e2y c\u00e1p. Ch\u00e2u \u00c2u c\u1ea7n kho\u1ea3ng 7,7 tri\u1ec7u t\u1ea5n \u0111\u1ed3ng \u0111\u1ec3 \u0111\u00e1p \u1ee9ng m\u1ee5c ti\u00eau \u0111\u1ebfn n\u0103m 2030. Theo Back of America, \u0111\u1ee3t t\u0103ng gi\u00e1 n\u0103m nay l\u00e0m \u0111\u1ed9i th\u00eam kho\u1ea3ng 7,6 t\u1ef7 USD v\u00e0o chi ph\u00ed.<\/p>\n

Ngo\u00e0i ra, nh\u00f4m c\u0169ng l\u00e0 v\u1eadt li\u1ec7u c\u1ea7n thi\u1ebft cho c\u00e1c t\u1ea5m pin m\u1eb7t tr\u1eddi, tua-bin v\u00e0 l\u01b0\u1edbi \u0111i\u1ec7n m\u00e0 ch\u00fang k\u1ebft n\u1ed1i. Ch\u00e2u \u00c2u \u0111ang thi\u1ebfu h\u1ee5t nghi\u00eam tr\u1ecdng nh\u00f4m do s\u1ea3n l\u01b0\u1ee3ng s\u1ee5t gi\u1ea3m sau khi chi ph\u00ed \u0111i\u1ec7n t\u0103ng cao l\u00e0m gi\u1ea3m l\u1ee3i nhu\u1eadn c\u1ee7a ng\u00e0nh luy\u1ec7n kim. Nga l\u00e0 nh\u00e0 s\u1ea3n xu\u1ea5t l\u1edbn nh\u1ea5t b\u00ean ngo\u00e0i Trung Qu\u1ed1c, v\u1edbi l\u01b0\u1ee3ng nh\u00f4m tinh luy\u1ec7n chi\u1ebfm kho\u1ea3ng 5% s\u1ea3n l\u01b0\u1ee3ng to\u00e0n c\u1ea7u. Theo BloombergNEF, th\u1ecb tr\u01b0\u1eddng nh\u00f4m tr\u1edf n\u00ean c\u0103ng th\u1eb3ng trong n\u0103m nay v\u00e0 gi\u00e1 t\u0103ng v\u1ecdt l\u00ean m\u1ee9c k\u1ef7 l\u1ee5c v\u00e0o th\u00e1ng 3. R\u1ee7i ro v\u1ec1 vi\u1ec7c c\u00e1c l\u00f4 h\u00e0ng c\u1ee7a Nga c\u00f3 th\u1ec3 b\u1ecb h\u1ea1n ch\u1ebf b\u1edfi c\u00e1c l\u1ec7nh tr\u1eebng ph\u1ea1t \u0111\u00e3 th\u00fac \u0111\u1ea9y s\u1ef1 c\u0103ng th\u1eb3ng tr\u00ean.<\/p>\n

Andrew Forrest – nh\u00e0 s\u00e1ng l\u1eadp Fortescue Group Metals, cho bi\u1ebft: “Th\u1ebf gi\u1edbi c\u00f3 th\u1ec3 ph\u1ea3i s\u1ed1ng m\u00e0 kh\u00f4ng c\u00f3 ngu\u1ed3n cung c\u1ea5p c\u1ee7a Nga. Ch\u1eafc ch\u1eafn c\u00f3 th\u1ec3 l\u00e0m \u0111\u01b0\u1ee3c, nh\u01b0ng s\u1ebd c\u1ea7n m\u1ed9t kho\u1ea3ng th\u1eddi gian \u0111\u1ec3 \u0111i\u1ec1u ch\u1ec9nh”.<\/p>\n

S\u1ebd c\u1ea7n nhi\u1ec1u l\u01b0\u1edbi \u0111i\u1ec7n h\u01a1n n\u1eefa \u0111\u1ec3 cung c\u1ea5p m\u1ed9t l\u01b0\u1ee3ng l\u1edbn n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o \u0111\u1ebfn nh\u1eefng n\u01a1i c\u1ea7n \u0111i\u1ec7n. Theo BloombergNEF, c\u1ea7n kho\u1ea3ng 1.500 t\u1ef7 USD \u0111\u1ea7u t\u01b0 t\u00edch l\u0169y t\u1eeb n\u0103m 2020 \u0111\u1ebfn n\u0103m 2050 \u0111\u1ec3 th\u00eam c\u00e1c k\u1ebft n\u1ed1i m\u1edbi.<\/p>\n

Ti\u1ec3u Gu<\/strong> (theo Bloomberg<\/em>)<\/p>\n


\n\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

K\u1ebf ho\u1ea1ch ng\u1eebng ph\u1ee5 thu\u1ed9c v\u00e0o n\u0103ng l\u01b0\u1ee3ng Nga c\u1ee7a ch\u00e2u \u00c2u c\u00f3 l\u1ebd ph\u1ea3i k\u00e9o d\u00e0i v\u00e0 t\u1ed1n h\u00e0ng t\u1ef7 USD do nhi\u1ec1u nguy\u00ean li\u1ec7u \u0111\u1ec3 x\u00e2y c\u00e1c d\u1ef1<\/p>\n","protected":false},"author":1,"featured_media":7101,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-7100","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry"],"yoast_head":"\nCh\u00e2u \u00c2u ph\u1ea3i tr\u1ea3 gi\u00e1 l\u1edbn \u0111\u1ec3 c\u1eaft gi\u1ea3m n\u0103ng l\u01b0\u1ee3ng Nga - Ph\u1ee5 Ki\u1ec7n M\u1eb7t Tr\u1eddi<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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