BP ndi Statoil aletsa mapangano ogulitsa magetsi kuchokera ku ntchito zazikulu zamphepo zam'mphepete mwa nyanja kupita ku New York state, zomwe zikuwonetsa kuti kukwera mtengo kupitilirabe kuvutitsa bizinesiyo.Koma sikuti zonse ndi zoipa.Komabe, mlengalenga ku Middle East, komwe kumapereka mafuta ndi gasi wachilengedwe padziko lonse lapansi, sikuli koyipa.Pano pali kuyang'ana mozama pazochitika zisanu zomwe zikutuluka mumakampani opanga mphamvu m'chaka chamtsogolo.
1. Mitengo yamafuta ikuyenera kukhalabe yokhazikika ngakhale kuti ikusintha
Msika wamafuta udayamba mu 2024. Brent crude idakhazikika pa $78.25 mbiya, kudumpha kuposa $2.Kuphulika kwa mabomba ku Iran kukuwonetsa mikangano yomwe ikuchitika ku Middle East.Kusatsimikizika kwapadziko lonse lapansi - makamaka kuthekera kwa kukwera kwa mkangano pakati pa Israeli ndi Hamas - zikutanthauza kusakhazikika kwamitengo yamafuta osakanizidwa kupitilirabe, koma akatswiri ambiri amakhulupirira kuti zoyambira za bearish zidzachepetsa kupindula kwamitengo.

Pamwamba pa izi ndikusowa kwachuma padziko lonse lapansi.Kupanga mafuta ku United States kunali kwamphamvu mosayembekezereka, zomwe zinathandiza kuti mitengo ikhale yotsika.Pakadali pano, kulimbana mkati mwa OPEC +, monga kuchotsedwa kwa Angola m'gululi mwezi watha, kwadzutsa mafunso okhudza kuthekera kwake kusunga mitengo yamafuta pochepetsa kupanga.
US Energy Information Administration imapanga mitengo yamafuta pafupifupi $83 pa mbiya mu 2024.
2. Pakhoza kukhala malo ochulukirapo a zochitika za M&A
Mpikisano waukulu wamafuta ndi gasi womwe unatsatiridwa mu 2023: Exxon Mobil and Pioneer Natural Resources $60 biliyoni, Chevron ndi Hess $53 biliyoni, mgwirizano wa Occidental Petroleum ndi Krone- Rock ndi $12 biliyoni.
Kuchepa kwa mpikisano pazachuma - makamaka ku Permian Basin yokolola kwambiri - kumatanthauza kuti mapangano ambiri akhudzidwa pomwe makampani akufuna kutseka zoboola.Koma ndi makampani akuluakulu ambiri omwe ayamba kale kuchitapo kanthu, makulidwe a malonda mu 2024 akuyenera kukhala ochepa.
Pakati pamakampani akuluakulu aku America, ConocoPhillips sanalowe nawo chipanichi.Mphekesera zikuchulukirachulukira kuti Shell ndi BP atha kuphatikizira "mafakitale-seismic", koma CEO watsopano wa Shell Vail Savant akuumirira kuti kugula kwakukulu sikofunikira pakati pano ndi 2025.
3. Ngakhale pali zovuta, ntchito yomanga mphamvu zowonjezera idzapitirirabe
Mtengo wobwereka wokwera, mitengo yokwera yazinthu zopangira komanso zovuta zololeza zidzakhudza makampani opanga mphamvu zongowonjezwdwanso mu 2024, koma kutumizidwa kwa projekiti kupitilizabe kuyika mbiri.
Malinga ndi kulosera kwa International Energy Agency kwa June 2023, zopitilira 460 GW zama projekiti amphamvu zongowonjezwdwa akuyembekezeka kukhazikitsidwa padziko lonse lapansi mu 2024, zomwe ndi zapamwamba kwambiri.Bungwe la US Energy Information Administration likuneneratu kuti mphamvu zopangira magetsi amphepo ndi dzuwa zidzaposa mphamvu zopangira malasha kwa nthawi yoyamba mu 2024.
Mapulojekiti a dzuwa adzayendetsa kukula kwa dziko lonse lapansi, ndi mphamvu zokhazikitsidwa pachaka zomwe zikuyembekezeka kukula ndi 7%, pamene mphamvu zatsopano zochokera kumtunda ndi mphepo zamkuntho zidzatsika pang'ono kusiyana ndi 2023. Malinga ndi International Energy Agency, ntchito zambiri zatsopano zowonjezera zidzatumizidwa ku China, ndipo China ikuyembekezeka kuwerengera 55% ya mphamvu zonse zomwe zakhazikitsidwa padziko lonse lapansi zamapulojekiti atsopano amagetsi mu 2024.
2024 imatchedwanso "kupanga kapena kuswa chaka" champhamvu ya hydrogen yoyera.Mayiko osachepera asanu ndi anayi alengeza mapulogalamu othandizira kuti apititse patsogolo kupanga mafuta omwe akubwera, malinga ndi S&P Global Commodities, koma zizindikiro zakukwera kwamitengo ndi kufunikira kofooka kwapangitsa kuti ntchitoyo ikhale yosatsimikizika.
4. Kuthamanga kwa makampani aku US kubwerera kudzakwera
Kuyambira pomwe idasainidwa mu 2022, lamulo lochepetsera chuma chapangitsa dziko la United States kuti lipange ndalama zambiri polengeza mafakitale atsopano aukadaulo.Koma 2024 ndi nthawi yoyamba kuti timvetsetse momwe makampani angapezere misonkho yopindulitsa yomwe imanenedwa kuti ili m'malamulo, komanso ngati ntchito yomanga mbewu zomwe zalengezedwa ziyamba.
Izi ndi nthawi zovuta kupanga American.Kukula kwachuma kumagwirizana ndi msika wokhazikika wantchito komanso kukwera mtengo kwazinthu zopangira.Izi zitha kubweretsa kuchedwa kwafakitale komanso kuwononga ndalama zambiri kuposa zomwe zimayembekezeredwa.Kaya dziko la United States likhoza kulimbikitsa ntchito yomanga mafakitale aukadaulo opanda ukhondo pamtengo wopikisana ingakhale nkhani yofunika kwambiri pakukhazikitsa ndondomeko yobwezeretsa mafakitale.
Deloitte Consulting ikuneneratu kuti 18 yokonza zida zopangira magetsi amphepo ziyamba kumangidwa mu 2024 popeza mgwirizano wochulukirapo pakati pa mayiko aku East Coast ndi boma la feduro likupereka thandizo lothandizira pomanga maunyolo amagetsi akunyanja.
Deloitte akuti mphamvu zopangira ma module a solar ku US zidzachulukana katatu chaka chino ndipo zikuyenera kukwaniritsa zofunikira pakutha kwa zaka khumi.Komabe, kupanga kumtunda kwa mayendedwe operekera zakudya kwachedwa kwambiri.Zomera zoyamba zaku US zopangira ma cell a solar, ma solar wafers ndi ma ingots a solar akuyembekezeka kubwera pa intaneti kumapeto kwa chaka chino.
5. United States idzalimbitsa ulamuliro wake mu gawo la LNG
Malinga ndi kuyerekezera koyambirira kwa akatswiri, United States idzaposa Qatar ndi Australia kuti ikhale yopanga LNG yayikulu kwambiri padziko lonse lapansi mu 2023. Deta ya Bloomberg ikuwonetsa kuti United States idatumiza kunja matani oposa 91 miliyoni a LNG chaka chonse.
Mu 2024, United States idzalimbitsa ulamuliro wake pamsika wa LNG.Ngati zonse zikuyenda bwino, mphamvu yaku US yopanga LNG pafupifupi 11.5 biliyoni tsiku lililonse idzawonjezedwa ndi mapulojekiti awiri atsopano omwe akubwera mu 2024: imodzi ku Texas ndi ina ku Louisiana.Malinga ndi akatswiri a Clear View Energy Partners, mapulojekiti atatu afika pachigamulo chomaliza cha ndalama mu 2023. Ma projekiti enanso asanu ndi limodzi angavomerezedwe mu 2024, ndi mphamvu zophatikizana za 6 biliyoni pa tsiku.