{"id":209,"date":"2026-03-04T22:17:38","date_gmt":"2026-03-04T15:17:38","guid":{"rendered":"https:\/\/tamsucuocsong.com.vn\/?p=209"},"modified":"2026-03-04T22:17:45","modified_gmt":"2026-03-04T15:17:45","slug":"209","status":"publish","type":"post","link":"https:\/\/tamsucuocsong.com.vn\/index.php\/2026\/03\/04\/209\/","title":{"rendered":"Kh\u00f4ng ph\u1ea3i v\u00e0ng, \u0111\u00e2y m\u1edbi l\u00e0 th\u1ee9 t\u0103ng gi\u00e1 m\u1ea1nh trong xung \u0111\u1ed9t Trung \u0110\u00f4ng"},"content":{"rendered":"
\u00a0
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Gi\u00e1 nh\u00f4m tr\u00ean th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf t\u0103ng m\u1ea1nh trong b\u1ed1i c\u1ea3nh c\u0103ng th\u1eb3ng \u0111\u1ecba ch\u00ednh tr\u1ecb t\u1ea1i Trung \u0110\u00f4ng leo thang, l\u00e0m d\u1ea5y l\u00ean lo ng\u1ea1i v\u1ec1 nguy c\u01a1 gi\u00e1n \u0111o\u1ea1n ngu\u1ed3n cung t\u1eeb khu v\u1ef1c chi\u1ebfm t\u1ef7 tr\u1ecdng \u0111\u00e1ng k\u1ec3 trong s\u1ea3n l\u01b0\u1ee3ng to\u00e0n c\u1ea7u.<\/p>\n

Tr\u00ean S\u00e0n giao d\u1ecbch kim lo\u1ea1i London (LME), gi\u00e1 nh\u00f4m c\u00f3 th\u1eddi \u0111i\u1ec3m t\u0103ng 1,7%, l\u00ean m\u1ee9c cao nh\u1ea5t k\u1ec3 t\u1eeb th\u00e1ng 1. T\u00ednh t\u1eeb \u0111\u1ea7u n\u0103m, gi\u00e1 kim lo\u1ea1i n\u00e0y \u0111\u00e3 t\u0103ng kho\u1ea3ng 22% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc, ph\u1ea3n \u00e1nh \u00e1p l\u1ef1c cung \u1ee9ng ng\u00e0y c\u00e0ng gia t\u0103ng<\/p>\n

\".<\/p>\n

Nguy\u00ean nh\u00e2n ch\u00ednh \u0111\u1ebfn t\u1eeb r\u1ee7i ro gi\u00e1n \u0111o\u1ea1n v\u1eadn chuy\u1ec3n qua eo bi\u1ec3n Hormuz \u2013 tuy\u1ebfn h\u00e0ng h\u1ea3i chi\u1ebfn l\u01b0\u1ee3c ngo\u00e0i kh\u01a1i Iran, n\u01a1i \u0111\u01b0\u1ee3c nhi\u1ec1u nh\u00e0 s\u1ea3n xu\u1ea5t nh\u00f4m Trung \u0110\u00f4ng s\u1eed d\u1ee5ng \u0111\u1ec3 xu\u1ea5t kh\u1ea9u kim lo\u1ea1i v\u00e0 nh\u1eadp kh\u1ea9u nguy\u00ean li\u1ec7u th\u00f4 nh\u01b0 bauxite v\u00e0 alumina. Khu v\u1ef1c Trung \u0110\u00f4ng hi\u1ec7n chi\u1ebfm kho\u1ea3ng 9% s\u1ea3n l\u01b0\u1ee3ng nh\u00f4m to\u00e0n c\u1ea7u v\u00e0 kho\u1ea3ng 1\/5 s\u1ea3n l\u01b0\u1ee3ng ngo\u00e0i Trung Qu\u1ed1c.<\/p>\n

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C\u0103ng th\u1eb3ng b\u00f9ng ph\u00e1t sau khi M\u1ef9 v\u00e0 Israel ti\u1ebfn h\u00e0nh c\u00e1c cu\u1ed9c t\u1ea5n c\u00f4ng nh\u1eb1m v\u00e0o Iran, k\u00e9o theo c\u00e1c \u0111\u1ed9ng th\u00e1i \u0111\u00e1p tr\u1ea3 t\u1eeb Tehran. Di\u1ec5n bi\u1ebfn n\u00e0y khi\u1ebfn ho\u1ea1t \u0111\u1ed9ng h\u00e0ng h\u1ea3i v\u00e0 logistics trong khu v\u1ef1c \u0111\u1ed1i m\u1eb7t nguy c\u01a1 \u0111\u00ecnh tr\u1ec7.<\/p>\n

QatarEnergy cho bi\u1ebft \u0111\u00e3 t\u1ea1m ng\u1eebng s\u1ea3n xu\u1ea5t nh\u00f4m v\u00e0 m\u1ed9t s\u1ed1 h\u00f3a ch\u1ea5t do t\u00e1c \u0111\u1ed9ng t\u1eeb c\u00e1c cu\u1ed9c t\u1ea5n c\u00f4ng l\u00e0m gi\u00e1n \u0111o\u1ea1n ho\u1ea1t \u0111\u1ed9ng c\u1ee7a m\u1ed9t nh\u00e0 m\u00e1y kh\u00ed t\u1ef1 nhi\u00ean h\u00f3a l\u1ecfng (LNG) ch\u1ee7 ch\u1ed1t. QatarEnergy hi\u1ec7n n\u1eafm gi\u1eef 50% c\u1ed5 ph\u1ea7n t\u1ea1i Qatalum \u2013 m\u1ed9t trong nh\u1eefng nh\u00e0 s\u1ea3n xu\u1ea5t nh\u00f4m l\u1edbn c\u1ee7a khu v\u1ef1c \u2013 c\u00f9ng \u0111\u1ed1i t\u00e1c Norsk Hydro ASA.<\/p>\n

V\u1ec1 ph\u00eda Norsk Hydro, t\u1eadp \u0111o\u00e0n n\u00e0y cho bi\u1ebft v\u1eabn ch\u01b0a th\u1ec3 \u0111\u00e1nh gi\u00e1 \u0111\u1ea7y \u0111\u1ee7 t\u00e1c \u0111\u1ed9ng \u0111\u1ed1i v\u1edbi ho\u1ea1t \u0111\u1ed9ng s\u1ea3n xu\u1ea5t t\u1ea1i Qatalum v\u00e0 \u0111ang ti\u1ebfp t\u1ee5c theo d\u00f5i t\u00ecnh h\u00ecnh.<\/p>\n

T\u1ea1i C\u00e1c Ti\u1ec3u v\u01b0\u01a1ng qu\u1ed1c Arab Th\u1ed1ng nh\u1ea5t (UAE), Emirates Global Aluminium (EGA) \u2013 nh\u00e0 s\u1ea3n xu\u1ea5t nh\u00f4m h\u00e0ng \u0111\u1ea7u n\u01b0\u1edbc n\u00e0y \u2013 v\u1eadn h\u00e0nh c\u00e1c nh\u00e0 m\u00e1y t\u1ea1i Dubai v\u00e0 Abu Dhabi. Cu\u1ed1i tu\u1ea7n qua, UAE x\u00e1c nh\u1eadn m\u1ea3nh v\u1ee1 t\u1eeb m\u1ed9t v\u1ee5 \u0111\u00e1nh ch\u1eb7n tr\u00ean kh\u00f4ng \u0111\u00e3 g\u00e2y h\u1ecfa ho\u1ea1n t\u1ea1i m\u1ed9t b\u1ebfn t\u00e0u \u1edf c\u1ea3ng Jebel Ali, c\u00e1ch c\u01a1 s\u1edf c\u1ee7a EGA ch\u1ec9 v\u00e0i km. Trong khi \u0111\u00f3, Aluminium Bahrain v\u1eadn h\u00e0nh m\u1ed9t trong nh\u1eefng t\u1ed5 h\u1ee3p luy\u1ec7n nh\u00f4m l\u1edbn nh\u1ea5t\u00a0th\u1ebf gi\u1edbi<\/a>\u00a0t\u1ea1i m\u1ed9t \u0111\u1ecba \u0111i\u1ec3m duy nh\u1ea5t \u1edf Bahrain.<\/p>\n

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C\u00e1c chuy\u00ean gia c\u1ea3nh b\u00e1o r\u1eb1ng r\u1ee7i ro kh\u00f4ng ch\u1ec9 \u0111\u1ebfn t\u1eeb s\u1ea3n xu\u1ea5t, m\u00e0 c\u00f2n t\u1eeb d\u00f2ng ch\u1ea3y nguy\u00ean li\u1ec7u \u0111\u1ea7u v\u00e0o. Theo Li Xuezhi, tr\u01b0\u1edfng b\u1ed9 ph\u1eadn nghi\u00ean c\u1ee9u t\u1ea1i Chaos Ternary Futures, b\u1ea5t k\u1ef3 gi\u00e1n \u0111o\u1ea1n n\u00e0o \u0111\u1ed1i v\u1edbi ngu\u1ed3n cung bauxite ho\u1eb7c alumina cho c\u00e1c nh\u00e0 m\u00e1y luy\u1ec7n kim Trung \u0110\u00f4ng \u0111\u1ec1u c\u00f3 th\u1ec3 g\u00e2y h\u1ec7 qu\u1ea3 l\u1edbn cho th\u1ecb tr\u01b0\u1eddng.<\/p>\n

D\u00f9 c\u00e1c nh\u00e0 m\u00e1y luy\u1ec7n nh\u00f4m trong khu v\u1ef1c th\u01b0\u1eddng duy tr\u00ec l\u01b0\u1ee3ng d\u1ef1 tr\u1eef nguy\u00ean li\u1ec7u \u0111\u1ee7 d\u00f9ng g\u1ea7n m\u1ed9t th\u00e1ng, c\u00e1c nh\u00e0 ph\u00e2n t\u00edch cho r\u1eb1ng vi\u1ec7c c\u1eaft gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng c\u00f3 th\u1ec3 di\u1ec5n ra s\u1edbm h\u01a1n n\u1ebfu xung \u0111\u1ed9t k\u00e9o d\u00e0i. \u201cN\u1ebfu c\u0103ng th\u1eb3ng k\u00e9o d\u00e0i kho\u1ea3ng hai tu\u1ea7n, c\u00e1c nh\u00e0 m\u00e1y c\u00f3 th\u1ec3 bu\u1ed9c ph\u1ea3i l\u00ean k\u1ebf ho\u1ea1ch gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng thay v\u00ec ch\u1edd \u0111\u1ebfn khi c\u1ea1n t\u1ed3n kho\u201d, Zhang Meng, chuy\u00ean gia c\u1ee7a C\u00f4ng ty T\u01b0 v\u1ea5n Th\u00f4ng tin\u00a0Kinh doanh<\/a>\u00a0S\u01a1n \u0110\u00f4ng Aize, nh\u1eadn \u0111\u1ecbnh.<\/p>\n

B\u00ean c\u1ea1nh \u0111\u00f3, gi\u1edbi v\u1eadn t\u1ea3i bi\u1ec3n v\u00e0 c\u00e1c c\u00f4ng ty b\u1ea3o hi\u1ec3m \u0111\u01b0\u1ee3c cho l\u00e0 \u0111ang th\u1eadn tr\u1ecdng h\u01a1n v\u1edbi c\u00e1c chuy\u1ebfn h\u00e0ng t\u1edbi khu v\u1ef1c V\u00f9ng V\u1ecbnh, trong khi m\u1ed9t s\u1ed1 c\u1ea3ng t\u1ea1m th\u1eddi \u0111\u00f3ng c\u1eeda, c\u00e0ng l\u00e0m gia t\u0103ng r\u1ee7i ro chu\u1ed7i cung \u1ee9ng.<\/p>\n

Theo Goldman Sachs, n\u1ebfu ho\u1ea1t \u0111\u1ed9ng s\u1ea3n xu\u1ea5t t\u1ea1i Trung \u0110\u00f4ng b\u1ecb gi\u00e1n \u0111o\u1ea1n ho\u00e0n to\u00e0n trong m\u1ed9t th\u00e1ng, trong khi chi ph\u00ed n\u0103ng l\u01b0\u1ee3ng t\u1ea1i ch\u00e2u \u00c2u t\u0103ng v\u1ecdt, gi\u00e1 nh\u00f4m c\u00f3 th\u1ec3 leo l\u00ean m\u1ee9c 3.600 USD\/t\u1ea5n. D\u00f9 v\u1eady, ng\u00e2n h\u00e0ng n\u00e0y v\u1eabn gi\u1eef d\u1ef1 b\u00e1o gi\u00e1 trung b\u00ecnh kho\u1ea3ng 3.150 USD\/t\u1ea5n trong n\u1eeda \u0111\u1ea7u n\u0103m.<\/p>\n

Th\u1ecb tr\u01b0\u1eddng nh\u00f4m v\u1ed1n \u0111\u00e3 ch\u1ecbu \u00e1p l\u1ef1c trong n\u0103m nay do nhi\u1ec1u \u0111\u1ee3t c\u1eaft gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng v\u00e0 gi\u00e1n \u0111o\u1ea1n th\u01b0\u01a1ng m\u1ea1i, c\u00f9ng vi\u1ec7c c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t Trung Qu\u1ed1c ti\u1ebfn s\u00e1t gi\u1edbi h\u1ea1n c\u00f4ng su\u1ea5t do ch\u00ednh ph\u1ee7 quy \u0111\u1ecbnh. K\u1ebf ho\u1ea1ch ng\u1eebng ho\u1ea1t \u0111\u1ed9ng m\u1ed9t nh\u00e0 m\u00e1y luy\u1ec7n nh\u00f4m l\u1edbn t\u1ea1i Mozambique c\u00e0ng l\u00e0m gia t\u0103ng lo ng\u1ea1i thi\u1ebfu h\u1ee5t ngu\u1ed3n cung trong n\u0103m 2026.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u00a0 Gi\u00e1 nh\u00f4m tr\u00ean th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf t\u0103ng m\u1ea1nh trong b\u1ed1i c\u1ea3nh c\u0103ng th\u1eb3ng \u0111\u1ecba ch\u00ednh tr\u1ecb t\u1ea1i Trung \u0110\u00f4ng leo thang, l\u00e0m d\u1ea5y l\u00ean lo ng\u1ea1i v\u1ec1 nguy c\u01a1 gi\u00e1n \u0111o\u1ea1n ngu\u1ed3n cung t\u1eeb khu v\u1ef1c chi\u1ebfm t\u1ef7 tr\u1ecdng \u0111\u00e1ng k\u1ec3 trong s\u1ea3n l\u01b0\u1ee3ng to\u00e0n c\u1ea7u. Tr\u00ean S\u00e0n giao d\u1ecbch kim lo\u1ea1i London […]<\/p>\n","protected":false},"author":1,"featured_media":13,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-209","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-chua-phan-loai"],"_links":{"self":[{"href":"https:\/\/tamsucuocsong.com.vn\/index.php\/wp-json\/wp\/v2\/posts\/209","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tamsucuocsong.com.vn\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tamsucuocsong.com.vn\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tamsucuocsong.com.vn\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tamsucuocsong.com.vn\/index.php\/wp-json\/wp\/v2\/comments?post=209"}],"version-history":[{"count":2,"href":"https:\/\/tamsucuocsong.com.vn\/index.php\/wp-json\/wp\/v2\/posts\/209\/revisions"}],"predecessor-version":[{"id":211,"href":"https:\/\/tamsucuocsong.com.vn\/index.php\/wp-json\/wp\/v2\/posts\/209\/revisions\/211"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tamsucuocsong.com.vn\/index.php\/wp-json\/wp\/v2\/media\/13"}],"wp:attachment":[{"href":"https:\/\/tamsucuocsong.com.vn\/index.php\/wp-json\/wp\/v2\/media?parent=209"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tamsucuocsong.com.vn\/index.php\/wp-json\/wp\/v2\/categories?post=209"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tamsucuocsong.com.vn\/index.php\/wp-json\/wp\/v2\/tags?post=209"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}