Impi yase-Ukraine yabangela ukuzamazama komhlaba ezimakethe ekuqaleni kwayo. Izimakethe zamasheya zehla ngenkathi iRussia yethula ukuhlasela kwayo, okusaqhubeka kodwa umphumela wayo manje ohluke kakhulu kunangaleso sikhathi.
Ngomhla zingama-24 kuNhlolanja, uVladimir Putin wethula ukuketula umbuso okwadalula yonke into. Ukuhlasela kwase kuqalile futhi iStock Exchanges yangena uvalo oluthile. I-Ibex 35 isivele ingu-2,86% ngalolo suku; i-German Dax isivele i-3,96%; i-English Cac 40 yehle ngo-3,83%; i-Ftse Mib yehle ngo-4,14%… Izimakethe zase-Europe zadaywa ngombala obomvu ogqamile, kwase kuqala 'i-rally'.
Ngosuku lwangemva kwenhlekelele, umkhuba wawuhluke kakhulu. Ukukhuphuka okungaphezulu kuka-3% kuzo zonke izimakethe zamasheya zaseYurophu okukhulunywe ngazo ngenhla, ukuze ekugcineni kudedele ukuwa ngezinsuku ezilandelayo.
Ngaphambi kukaMashi 10, inani elincane eliphakeme lafinyelelwa ezimakethe zamasheya futhi kwafika ukululama.
Manje izimakethe zeSpanishi, isiJalimane kanye nesiNgisi zihamba ngamanani aseduze kakhulu nosuku ngaphambi kokuqala kokuhlasela. Kuphela umNtaliyane, phakathi kwezingqwele ezine, osola ukungqubuzana okwengeziwe, esindwa ukuchayeka okukhulu ezweni.
Ngakho-ke, akuyona yonke imikhakha eye yaziphatha ngendlela efanayo. Amabhange kube yinyunyana ehlaselwe kakhulu yimpi, uma kubhekwa ukuxhumana komkhakha wezezimali. Kunjalo, izinhlangano ezinentshisekelo kanye nokuchayeka eRussia zihlupheke kakhulu kunawo wonke umkhakha. I-Banco Santander, ngaphandle kokuchayeka ezweni, yayingaphambi kwempi ngama-euro angu-3,23 ngesheya ngalinye futhi manje ingaphansi kuka-3,10.
Ngokushintshana, i-Italian Unicredit, enobungozi eRussia, iqale ukungqubuzana ngama-euro ayi-14 ngesheya ngalinye futhi manje isingama-euro ayi-9,5.
Noma kunjalo, izimakethe zamasheya zaseYurophu sezizonke - ngaphandle kwase-Italy - zichithe izinsuku zibuyisa amandla okutshalwa kwezimali futhi zikhomba ukululama, kuyilapho izehlakalo ziba ezingapheli futhi zimile ngaphandle kwentuthuko enkulu. Nakuba usongo lusaqhubeka nokugcwala kwezemvelo ngenxa yobunzima bokuqeda udweshu.
Izimakethe Zamandla
Mayelana nezimakethe zamandla, amanani entengo yegesi, ugesi, uwoyela kanye nophethiloli abhalisiwe akhuphuka ngokomlando ngeviki lokuntengantenga okukhulu ngenxa yezimemezelo kanye nezinqumo ezithile nezinye.
Igesi, isibonelo, lapho iRussia ingomunye wabahlinzeki abakhulu eYurophu, idlule ama-euro angu-214 i-MWh ngayinye ngomhla ka-8 wale nyanga, okusho ukunyuka kwe-145% ngaphezu kwentengo ngaphambi kokuhlasela kwe-Ukraine. Izolo bekungama-euro ayi-102, i-16,53% ngaphezu kwalolo suku.
Intengo yamafutha ibilokhu ilinganisiwe, ne-23,3% ngaphansi kwasekuqaleni kwempi (amadola angama-98,71 emgqonyeni we-Brent). Kodwa-ke, isondele ku-$129, obekumele inyuke ngo-30,5%.
Ngokuhambisana nowoyela ongahluziwe, amanani kaphethiloli nawo anyukile ezweni lakithi 'njengerokhethi'. Uphethiloli we-95-octane ubiza ngo-14% kunangaphambi kokuhlasela kwe-Ukraine kanye nodizili omunye u-21,5%. Lokhu kusho ukuthi ukugcwalisa ithangi lemoto kubiza phakathi kwama-euro angama-90 no-100.
Kunoma yiliphi inani likagesi, elithinteke ngokuqondile ekukhuphukeni kwamanani egesi, intengo yalo emaphakathi emakethe ye-wholesale yaseSpain iye yahlupheka ngo-35,2% kusukela impi yaqala, nakuba ifinyelele inani eliphakeme lama-euro angu-700 MWh ngayinye ku-8 eshiwo ngenhla yalokhu. ngenyanga, irekhodi elingakaze libonwe ezweni lakithi.
