{"id":5874,"date":"2026-08-14T11:01:41","date_gmt":"2026-08-14T03:01:41","guid":{"rendered":"https:\/\/fdinews.asia\/iea-ha-du-bao-nguon-cung-dau-2026-them-43-trieu-thung-ngay-vi-eo-bien-hormuz\/"},"modified":"2026-08-14T11:01:41","modified_gmt":"2026-08-14T03:01:41","slug":"iea-ha-du-bao-nguon-cung-dau-2026-them-43-trieu-thung-ngay-vi-eo-bien-hormuz","status":"publish","type":"post","link":"https:\/\/fdinews.asia\/zh\/iea-ha-du-bao-nguon-cung-dau-2026-them-43-trieu-thung-ngay-vi-eo-bien-hormuz\/","title":{"rendered":"IEA h\u1ea1 d\u1ef1 b\u00e1o ngu\u1ed3n cung d\u1ea7u 2026 th\u00eam 4,3 tri\u1ec7u th\u00f9ng\/ng\u00e0y v\u00ec eo bi\u1ec3n Hormuz"},"content":{"rendered":"<div>\n<p>C\u01a1 quan N\u0103ng l\u01b0\u1ee3ng Qu\u1ed1c t\u1ebf (IEA) v\u1eeba h\u1ea1 d\u1ef1 b\u00e1o ngu\u1ed3n cung d\u1ea7u to\u00e0n c\u1ea7u n\u0103m 2026 th\u00eam 4,3 tri\u1ec7u th\u00f9ng\/ng\u00e0y, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng kho\u1ea3ng 4%, xu\u1ed1ng c\u00f2n 102,02 tri\u1ec7u th\u00f9ng\/ng\u00e0y \u2014 m\u1ee9c th\u1ea5p nh\u1ea5t trong c\u00e1c d\u1ef1 b\u00e1o t\u1eeb \u0111\u1ea7u n\u0103m c\u1ee7a c\u01a1 quan n\u00e0y. Con s\u1ed1 m\u1edbi th\u1ea5p h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi m\u1ee9c h\u1ea1 3,7 tri\u1ec7u th\u00f9ng\/ng\u00e0y m\u00e0 b\u00e1o c\u00e1o th\u00e1ng 7 \u0111\u01b0a ra, ngh\u0129a l\u00e0 b\u1ee9c tranh x\u1ea5u \u0111i hai th\u00e1ng li\u00ean ti\u1ebfp. N\u1ed9i dung \u0111\u01b0\u1ee3c <a href=\"https:\/\/www.nst.com.my\/business\/economy\/2026\/08\/1509853\/iea-slashes-2026-supply-forecast-hormuz-reopening-remains-elusive\" target=\"_blank\" rel=\"noopener\">New Straits Times<\/a> \u0111\u0103ng ng\u00e0y 12\/8, d\u1eabn b\u00e1o c\u00e1o th\u00e1ng c\u1ee7a IEA.<\/p>\n<h2 style=\"font-size:18pt\">Chu\u1ed7i \u0111\u1ee9t g\u00e3y tr\u1ea3i d\u00e0i tr\u00ean ba tuy\u1ebfn bi\u1ec3n<\/h2>\n<p>Theo IEA, ngu\u1ed3n cung d\u1ea7u hi\u1ec7n th\u1ea5p h\u01a1n nhi\u1ec1u so v\u1edbi nhu c\u1ea7u v\u00ec m\u1ed9t lo\u1ea1t \u0111i\u1ec3m ngh\u1ebdn ch\u1ed3ng nhau: t\u00e0u d\u1ea7u b\u1ecb t\u1ea5n c\u00f4ng tr\u1edf l\u1ea1i \u1edf eo bi\u1ec3n Hormuz sau khi l\u1ec7nh ng\u1eebng b\u1eafn M\u1ef9 \u2013 Iran \u0111\u1ed5 v\u1ee1, c\u00e1c v\u1ee5 t\u1ea5n c\u00f4ng c\u1ee7a Houthi tr\u00ean Bi\u1ec3n \u0110\u1ecf t\u1ea1i eo Bab el-Mandeb, M\u1ef9 phong t\u1ecfa xu\u1ea5t kh\u1ea9u c\u1ee7a Iran, xu\u1ea5t kh\u1ea9u CPC Blend c\u1ee7a Kazakhstan gi\u1ea3m v\u00e0 c\u00e1c v\u1ee5 t\u1eadp k\u00edch b\u1eb1ng m\u00e1y bay kh\u00f4ng ng\u01b0\u1eddi l\u00e1i \u1edf Bi\u1ec3n \u0110en. B\u1ed1c x\u1ebfp d\u1ea7u t\u1eeb Trung \u0110\u00f4ng t\u1eebng h\u1ed3i ph\u1ee5c l\u00ean 20 tri\u1ec7u th\u00f9ng\/ng\u00e0y \u0111\u1ea7u th\u00e1ng 7 r\u1ed3i r\u01a1i v\u1ec1 12 tri\u1ec7u th\u00f9ng\/ng\u00e0y cu\u1ed1i th\u00e1ng. S\u1ea3n l\u01b0\u1ee3ng Trung \u0110\u00f4ng trong th\u00e1ng 7 v\u1eabn th\u1ea5p h\u01a1n m\u1ee9c tr\u01b0\u1edbc chi\u1ebfn s\u1ef1 8,3 tri\u1ec7u th\u00f9ng\/ng\u00e0y; \u1edf \u0111\u1ec9nh \u0111i\u1ec3m kh\u1ee7ng ho\u1ea3ng, m\u1ee9c thi\u1ebfu h\u1ee5t t\u1eebng l\u00ean t\u1edbi 14 tri\u1ec7u th\u00f9ng\/ng\u00e0y.<\/p>\n<h2 style=\"font-size:18pt\">C\u00e1n c\u00e2n cung \u2013 c\u1ea7u nghi\u00eang m\u1ea1nh v\u1ec1 ph\u00eda thi\u1ebfu<\/h2>\n<p>V\u1edbi \u0111i\u1ec1u ch\u1ec9nh l\u1ea7n n\u00e0y, th\u00e2m h\u1ee5t gi\u1eefa cung v\u00e0 c\u1ea7u n\u0103m 2026 n\u1edbi t\u1eeb m\u1ee9c h\u00e0m \u00fd 0,86 tri\u1ec7u th\u00f9ng\/ng\u00e0y c\u1ee7a b\u00e1o c\u00e1o th\u00e1ng 7 l\u00ean 1,27 tri\u1ec7u th\u00f9ng\/ng\u00e0y. Ri\u00eang qu\u00fd III, IEA d\u1ef1 b\u00e1o thi\u1ebfu h\u1ee5t 1,8 tri\u1ec7u th\u00f9ng\/ng\u00e0y \u2014 s\u00e2u h\u01a1n 1,0 tri\u1ec7u so v\u1edbi k\u1ef3 tr\u01b0\u1edbc v\u00e0 l\u00e0 m\u1ee9c s\u00e2u nh\u1ea5t theo qu\u00fd k\u1ec3 t\u1eeb qu\u00fd IV\/2021. Ph\u00eda nhu c\u1ea7u c\u0169ng y\u1ebfu \u0111i: ti\u00eau th\u1ee5 d\u1ea7u n\u0103m 2026 \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o gi\u1ea3m 1,6 tri\u1ec7u th\u00f9ng\/ng\u00e0y, so v\u1edbi m\u1ee9c kho\u1ea3ng 1 tri\u1ec7u c\u1ee7a d\u1ef1 b\u00e1o tr\u01b0\u1edbc, do ngu\u1ed3n cung s\u1ea3n ph\u1ea9m l\u1ecdc d\u1ea7u khan v\u00e0 gi\u00e1 t\u0103ng \u2014 naphtha v\u00e0 diesel ch\u1ecbu \u0111\u00f2n n\u1eb7ng nh\u1ea5t, ch\u00e2u \u00c1 v\u00e0 Trung \u0110\u00f4ng g\u00e1nh ph\u1ea7n l\u1edbn m\u1ee9c gi\u1ea3m so v\u1edbi c\u00f9ng k\u1ef3. Kho\u1ea3ng tr\u1ed1ng \u0111\u01b0\u1ee3c b\u00f9 b\u1eb1ng x\u1ea3 kho: k\u1ec3 t\u1eeb khi chi\u1ebfn s\u1ef1 Iran n\u1ed5 ra, th\u1ecb tr\u01b0\u1eddng \u0111\u00e3 r\u00fat kho\u1ea3ng 410 tri\u1ec7u th\u00f9ng kh\u1ecfi kho d\u1ef1 tr\u1eef.<\/p>\n<h2 style=\"font-size:18pt\">Ai ch\u1ecbu thi\u1ec7t trong khu v\u1ef1c<\/h2>\n<p>Nh\u00f3m ch\u1ecbu \u00e1p l\u1ef1c tr\u1ef1c ti\u1ebfp l\u00e0 c\u00e1c n\u01b0\u1edbc ASEAN nh\u1eadp r\u00f2ng d\u1ea7u \u2014 Th\u00e1i Lan, Philippines, Singapore \u2014 khi chi ph\u00ed \u0111\u1ea7u v\u00e0o c\u1ee7a \u0111i\u1ec7n, v\u1eadn t\u1ea3i v\u00e0 h\u00f3a ch\u1ea5t c\u00f9ng \u0111\u1ed9i l\u00ean; doanh nghi\u1ec7p logistics v\u00e0 s\u1ea3n xu\u1ea5t d\u00f9ng nhi\u1ec1u n\u0103ng l\u01b0\u1ee3ng l\u00e0 \u0111\u1ed1i t\u01b0\u1ee3ng ch\u1ecbu chi ph\u00ed tr\u01b0\u1edbc ti\u00ean. Ph\u1ea3n x\u1ea1 t\u1ef1 nhi\u00ean l\u00e0 \u0111a d\u1ea1ng h\u00f3a ngu\u1ed3n nh\u1eadp: Indonesia, n\u01b0\u1edbc nh\u1eadp kh\u1ea9u d\u1ea7u th\u00f4 trong kh\u1ed1i, \u0111ang ph\u00e2n t\u00e1n r\u1ee7i ro v\u1edbi Nigeria d\u1eabn \u0111\u1ea7u ngu\u1ed3n cung, t\u1eebng \u0111\u01b0\u1ee3c FDI News ghi nh\u1eadn (<a href=\"https:\/\/fdinews.org\/?p=8825\" target=\"_blank\" rel=\"noopener\">xem b\u00e0i t\u1ea1i \u0111\u00e2y<\/a>). V\u1ec1 ph\u00eda nh\u00e0 m\u00e1y l\u1ecdc d\u1ea7u, th\u00e1ng 7 ghi nh\u1eadn s\u1ea3n l\u01b0\u1ee3ng ch\u1ebf bi\u1ebfn d\u1ea7u th\u00f4 to\u00e0n c\u1ea7u gi\u1ea3m 5 tri\u1ec7u th\u00f9ng\/ng\u00e0y so v\u1edbi c\u00f9ng k\u1ef3; ri\u00eang Nga ch\u1ec9 c\u00f2n l\u1ecdc 3,9 tri\u1ec7u th\u00f9ng\/ng\u00e0y, g\u1ea7n m\u1ee9c th\u1ea5p nh\u1ea5t 20 n\u0103m, khi\u1ebfn xu\u1ea5t kh\u1ea9u s\u1ea3n ph\u1ea9m l\u1ecdc c\u1ee7a n\u01b0\u1edbc n\u00e0y trong th\u00e1ng 7 r\u01a1i v\u1ec1 1,4 tri\u1ec7u th\u00f9ng\/ng\u00e0y \u2014 kho\u1ea3ng m\u1ed9t n\u1eeda m\u1ee9c th\u00e1ng 7\/2025 \u2014 trong khi xu\u1ea5t kh\u1ea9u d\u1ea7u th\u00f4 l\u1ea1i l\u1eadp k\u1ef7 l\u1ee5c 4,8 tri\u1ec7u th\u00f9ng\/ng\u00e0y. Bi\u00ean l\u1ee3i nhu\u1eadn l\u1ecdc d\u1ea7u v\u00ec th\u1ebf b\u1ecb \u0111\u1ea9y l\u00ean v\u00f9ng cao l\u1ecbch s\u1eed.<\/p>\n<h2 style=\"font-size:18pt\">\u0110i\u1ec3m c\u1ea7n theo d\u00f5i v\u1edbi ngu\u1ed3n cung d\u1ea7u 2027<\/h2>\n<p>IEA gi\u1ea3 \u0111\u1ecbnh n\u1ebfu c\u0103ng th\u1eb3ng h\u1ea1 nhi\u1ec7t, n\u0103m 2027 ngu\u1ed3n cung d\u1ea7u s\u1ebd v\u01b0\u1ee3t nhu c\u1ea7u 4,61 tri\u1ec7u th\u00f9ng\/ng\u00e0y, \u0111\u1ee7 \u0111\u01b0a t\u1ed3n kho tr\u1edf l\u1ea1i m\u1ee9c th\u00e1ng 2\/2026, s\u1edbm nh\u1ea5t v\u00e0o gi\u1eefa n\u0103m sau. Nh\u01b0ng \u0111\u00f3 l\u00e0 gi\u1ea3 \u0111\u1ecbnh, ch\u01b0a ph\u1ea3i d\u1ef1 \u0111o\u00e1n ch\u1eafc ch\u1eafn: h\u01b0\u1edbng \u0111i c\u1ee7a eo bi\u1ec3n Hormuz v\u1eabn ch\u01b0a r\u00f5 ch\u1eebng n\u00e0o c\u00e1c b\u00ean ch\u01b0a \u0111\u1ea1t th\u1ecfa thu\u1eadn m\u1edbi. \u0110i\u1ec3m doanh nghi\u1ec7p Vi\u1ec7t Nam n\u00ean c\u00e2n nh\u1eafc l\u00e0 chu\u1ed7i cung \u1ee9ng n\u0103ng l\u01b0\u1ee3ng \u0111ang \u0111\u1ecbnh gi\u00e1 r\u1ee7i ro \u0111\u1ecba ch\u00ednh tr\u1ecb ngay trong t\u1eebng th\u00f9ng d\u1ea7u \u2014 v\u00e0 m\u1ee9c \u0111\u1ed9 thi\u1ec7t h\u1ea1i c\u1ee7a m\u1ed7i n\u1ec1n kinh t\u1ebf t\u00f9y thu\u1ed9c t\u1ef7 tr\u1ecdng d\u1ea7u nh\u1eadp kh\u1ea9u trong chi ph\u00ed s\u1ea3n xu\u1ea5t c\u1ee7a ch\u00ednh n\u00f3.<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>C\u01a1 quan N\u0103ng l\u01b0\u1ee3ng Qu\u1ed1c t\u1ebf (IEA) v\u1eeba h\u1ea1 d\u1ef1 b\u00e1o ngu\u1ed3n cung d\u1ea7u to\u00e0n c\u1ea7u n\u0103m 2026 th\u00eam 4,3 tri\u1ec7u th\u00f9ng\/ng\u00e0y, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng kho\u1ea3ng 4%, xu\u1ed1ng c\u00f2n 102,02 tri\u1ec7u th\u00f9ng\/ng\u00e0y \u2014 m\u1ee9c th\u1ea5p nh\u1ea5t trong c\u00e1c d\u1ef1 b\u00e1o t\u1eeb \u0111\u1ea7u n\u0103m c\u1ee7a c\u01a1 quan n\u00e0y. Con s\u1ed1 m\u1edbi th\u1ea5p h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":5875,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[28],"tags":[],"class_list":["post-5874","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-asean-news"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":7}},"_links":{"self":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/posts\/5874","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/comments?post=5874"}],"version-history":[{"count":0,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/posts\/5874\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/media\/5875"}],"wp:attachment":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/media?parent=5874"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/categories?post=5874"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/tags?post=5874"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}