{"id":2269,"date":"2026-04-06T11:23:57","date_gmt":"2026-04-06T04:23:57","guid":{"rendered":"https:\/\/hoanongteva.com\/?p=2269"},"modified":"2026-04-06T11:23:57","modified_gmt":"2026-04-06T04:23:57","slug":"khung-hoang-dau-mo-toan-cau-dang-lan-rong-sang-nhieu-nganh-khac","status":"publish","type":"post","link":"https:\/\/hoanongteva.com\/?p=2269","title":{"rendered":"Kh\u1ee7ng ho\u1ea3ng d\u1ea7u m\u1ecf to\u00e0n c\u1ea7u \u0111ang lan r\u1ed9ng sang nhi\u1ec1u ng\u00e0nh kh\u00e1c"},"content":{"rendered":"

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Kh\u1ee7ng ho\u1ea3ng d\u1ea7u m\u1ecf to\u00e0n c\u1ea7u \u0111ang lan r\u1ed9ng sang nhi\u1ec1u ng\u00e0nh kh\u00e1c<\/p>\n

M\u1ed9t th\u00e1ng k\u1ec3 t\u1eeb khi chi\u1ebfn tranh t\u1ea1i Iran n\u1ed5 ra, t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t d\u1ea7u th\u00f4 ng\u00e0y c\u00e0ng tr\u1ea7m tr\u1ecdng \u0111ang c\u00f3 nguy c\u01a1 bi\u1ebfn th\u00e0nh \u0111i\u1ec1u g\u00ec \u0111\u00f3 t\u1ec7 h\u01a1n: S\u1ef1 thi\u1ebfu h\u1ee5t c\u1ee7a g\u1ea7n nh\u01b0 m\u1ecdi th\u1ee9. <\/p>\n

Xung \u0111\u1ed9t t\u1ea1i Trung \u0110\u00f4ng \u0111\u00e3 l\u00e0m gi\u00e1n \u0111o\u1ea1n d\u00f2ng ch\u1ea3y d\u1ea7u m\u1ecf v\u00e0 kh\u00ed \u0111\u1ed1t t\u1ef1 nhi\u00ean qua eo bi\u1ec3n Hormuz, khi\u1ebfn ngu\u1ed3n cung to\u00e0n c\u1ea7u gi\u1ea3m kho\u1ea3ng 20%. S\u1ef1 gi\u00e1n \u0111o\u1ea1n n\u00e0y kh\u00f4ng ch\u1ec9 \u0111\u1ea9y gi\u00e1 nhi\u00ean li\u1ec7u t\u0103ng v\u1ecdt, m\u00e0 c\u00f2n b\u00f3p ngh\u1eb9t ngu\u1ed3n cung h\u00f3a d\u1ea7u – nguy\u00ean li\u1ec7u thi\u1ebft y\u1ebfu \u0111\u1ec3 l\u00e0m ra c\u00e1c m\u1eb7t h\u00e0ng ti\u00eau d\u00f9ng h\u1eb1ng ng\u00e0y nh\u01b0 gi\u00e0y d\u00e9p, qu\u1ea7n \u00e1o v\u00e0 t\u00fai nh\u1ef1a.<\/p>\n

\u00c1p l\u1ef1c \u0111\u00f3 gi\u1edd \u0111\u00e2y \u0111ang lan r\u1ed9ng ra m\u1ecdi ng\u00f3c ng\u00e1ch c\u1ee7a th\u1ecb tr\u01b0\u1eddng ti\u00eau d\u00f9ng khi gi\u00e1 c\u00e1c nguy\u00ean v\u1eadt li\u1ec7u nh\u01b0 nh\u1ef1a, cao su v\u00e0 polyester \u0111\u1ed3ng lo\u1ea1t t\u0103ng l\u00ean. T\u00e1c \u0111\u1ed9ng r\u00f5 r\u1ec7t nh\u1ea5t cho \u0111\u1ebfn nay l\u00e0 \u1edf ch\u00e2u \u00c1, khu v\u1ef1c chi\u1ebfm h\u01a1n m\u1ed9t n\u1eeda s\u1ea3n l\u01b0\u1ee3ng s\u1ea3n xu\u1ea5t to\u00e0n c\u1ea7u v\u00e0 ph\u1ee5 thu\u1ed9c n\u1eb7ng n\u1ec1 v\u00e0o nh\u1eadp kh\u1ea9u d\u1ea7u m\u1ecf c\u00f9ng c\u00e1c h\u00e0ng h\u00f3a kh\u00e1c. <\/p>\n

T\u1ea1i H\u00e0n Qu\u1ed1c, n\u01a1i ng\u01b0\u1eddi d\u00e2n \u0111\u1ed5 x\u00f4 t\u00edch tr\u1eef t\u00fai r\u00e1c, Ch\u00ednh ph\u1ee7 \u0111\u00e3 khuy\u1ebfn ngh\u1ecb c\u00e1c \u0111\u01a1n v\u1ecb t\u1ed5 ch\u1ee9c s\u1ef1 ki\u1ec7n h\u1ea1n ch\u1ebf t\u1ed1i \u0111a vi\u1ec7c s\u1eed d\u1ee5ng \u0111\u1ed3 d\u00f9ng m\u1ed9t l\u1ea7n. \u0110\u00e0i Loan m\u1edf \u0111\u01b0\u1eddng d\u00e2y n\u00f3ng h\u1ed7 tr\u1ee3 c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u0111ang c\u1ea1n ngu\u1ed3n nh\u1ef1a nguy\u00ean li\u1ec7u, trong khi n\u00f4ng d\u00e2n tr\u1ed3ng l\u00faa n\u01a1i \u0111\u00e2y cho bi\u1ebft h\u1ecd c\u00f3 th\u1ec3 ph\u1ea3i t\u0103ng gi\u00e1 v\u00ec kh\u00f4ng th\u1ec3 mua \u0111\u01b0\u1ee3c t\u00fai h\u00fat ch\u00e2n kh\u00f4ng.<\/p>\n

T\u1ea1i Nh\u1eadt B\u1ea3n, cu\u1ed9c kh\u1ee7ng ho\u1ea3ng d\u1ea7u m\u1ecf \u0111\u00e3 l\u00e0m d\u1ea5y l\u00ean lo ng\u1ea1i r\u1eb1ng b\u1ec7nh nh\u00e2n suy th\u1eadn m\u1ea1n t\u00ednh s\u1ebd kh\u00f4ng th\u1ec3 ti\u1ebfp c\u1eadn \u0111i\u1ec1u tr\u1ecb do thi\u1ebfu \u1ed1ng nh\u1ef1a y t\u1ebf d\u00f9ng trong l\u1ecdc m\u00e1u. C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t g\u0103ng tay t\u1ea1i Malaysia cho bi\u1ebft t\u00ecnh tr\u1ea1ng khan hi\u1ebfm m\u1ed9t s\u1ea3n ph\u1ea9m ph\u1ee5 c\u1ee7a d\u1ea7u m\u1ecf – nguy\u00ean li\u1ec7u c\u1ea7n thi\u1ebft \u0111\u1ec3 s\u1ea3n xu\u1ea5t m\u1ee7 cao su – \u0111ang \u0111e d\u1ecda ngu\u1ed3n cung g\u0103ng tay y t\u1ebf to\u00e0n c\u1ea7u.<\/p>\n <\/p>\n <\/p>\n <\/p>\n
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T\u00fai r\u00e1c theo quy \u0111\u1ecbnh c\u1ee7a ch\u00ednh ph\u1ee7 \u0111\u01b0\u1ee3c tr\u01b0ng b\u00e0y t\u1ea1i qu\u1ea7y thanh to\u00e1n c\u1ee7a m\u1ed9t si\u00eau th\u1ecb \u1edf Goyang, H\u00e0n Qu\u1ed1c, ng\u00e0y 30\/03\/2026.
\n Jung Yeon-je\/AFP\/Getty Images<\/p>\n

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“\u0110i\u1ec1u n\u00e0y lan r\u1ea5t nhanh sang m\u1ecdi th\u1ee9: Bia, m\u00ec, snack, \u0111\u1ed3 ch\u01a1i, m\u1ef9 ph\u1ea9m”, \u00f4ng Dan Martin, \u0111\u1ed3ng Gi\u00e1m \u0111\u1ed1c b\u1ed9 ph\u1eadn t\u00ecnh b\u00e1o kinh doanh t\u1ea1i Dezan Shira & Associates, c\u00f4ng ty t\u01b0 v\u1ea5n h\u1ed7 tr\u1ee3 doanh nghi\u1ec7p qu\u1ed1c t\u1ebf m\u1edf r\u1ed9ng t\u1ea1i ch\u00e2u \u00c1, cho bi\u1ebft.<\/p>\n

Nguy\u00ean nh\u00e2n l\u00e0 n\u1eafp nh\u1ef1a, th\u00f9ng nh\u1ef1a, t\u00fai snack v\u00e0 h\u1ed9p \u0111\u1ef1ng \u0111ang ng\u00e0y c\u00e0ng kh\u00f3 mua h\u01a1n. \u00d4ng Martin cho bi\u1ebft th\u00eam, c\u00e1c d\u1eabn xu\u1ea5t d\u1ea7u m\u1ecf c\u00f2n c\u1ea7n thi\u1ebft \u0111\u1ec3 s\u1ea3n xu\u1ea5t keo d\u00e1n cho gi\u00e0y d\u00e9p v\u00e0 \u0111\u1ed3 n\u1ed9i th\u1ea5t, d\u1ea7u b\u00f4i tr\u01a1n c\u00f4ng nghi\u1ec7p cho m\u00e1y m\u00f3c, v\u00e0 dung m\u00f4i cho s\u01a1n c\u00f9ng c\u00e1c quy tr\u00ecnh l\u00e0m s\u1ea1ch. <\/p>\n

“S\u1ef1 l\u00e2y lan t\u1eeb gi\u00e1n \u0111o\u1ea1n d\u1ea7u m\u1ecf v\u00e0 v\u1eadn t\u1ea3i bi\u1ec3n sang h\u00f3a d\u1ea7u r\u1ed3i \u0111\u1ebfn h\u00e0ng ti\u00eau d\u00f9ng di\u1ec5n ra r\u1ea5t nhanh”, \u00f4ng n\u00f3i.<\/p>\n

S\u1ef1 h\u1ed7n lo\u1ea1n tr\u00ean th\u1ecb tr\u01b0\u1eddng h\u00e0ng h\u00f3a v\u00e0 s\u1ea3n xu\u1ea5t \u0111ang t\u1ea1o \u00e1p l\u1ef1c l\u1ea1m ph\u00e1t to\u00e0n c\u1ea7u v\u00e0 k\u00e9o l\u00f9i t\u0103ng tr\u01b0\u1edfng kinh t\u1ebf. C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u0111ang ph\u1ea3i chi nhi\u1ec1u h\u01a1n cho n\u0103ng l\u01b0\u1ee3ng v\u00e0 nguy\u00ean v\u1eadt li\u1ec7u, \u0111i\u1ec1u n\u00e0y \u0111ang b\u00e0o m\u00f2n bi\u00ean l\u1ee3i nhu\u1eadn v\u00e0 b\u1eaft \u0111\u1ea7u \u0111\u1ea9y gi\u00e1 h\u00e0ng ti\u00eau d\u00f9ng t\u0103ng l\u00ean. Chi ph\u00ed nhi\u00ean li\u1ec7u leo thang \u0111ang l\u00e0m \u0111\u1ea3o l\u1ed9n ng\u00e0nh du l\u1ecbch v\u00e0 logistics, trong khi ngu\u1ed3n cung eo h\u1eb9p c\u1ee7a c\u00e1c nguy\u00ean v\u1eadt li\u1ec7u kh\u00e1c t\u1eeb Trung \u0110\u00f4ng – nh\u01b0 ph\u00e2n b\u00f3n v\u00e0 kh\u00ed heli – c\u00f3 th\u1ec3 khi\u1ebfn th\u1ef1c ph\u1ea9m v\u00e0 h\u00e0ng \u0111i\u1ec7n t\u1eed tr\u1edf n\u00ean \u0111\u1eaft \u0111\u1ecf h\u01a1n. <\/p>\n

“Nh\u1eefng t\u00e1c \u0111\u1ed9ng lan t\u1ecfa ph\u1ee9c t\u1ea1p nh\u01b0 v\u1eady \u0111ang th\u00e1ch th\u1ee9c ch\u00fang ta v\u00e0o th\u1eddi \u0111i\u1ec3m nhi\u1ec1u n\u1ec1n kinh t\u1ebf c\u00f3 r\u1ea5t \u00edt d\u01b0 \u0111\u1ecba \u0111\u1ec3 h\u1ea5p th\u1ee5 c\u00e1c c\u00fa s\u1ed1c”, Qu\u1ef9 Ti\u1ec1n t\u1ec7 Qu\u1ed1c t\u1ebf (IMF) vi\u1ebft trong m\u1ed9t b\u00e0i \u0111\u0103ng tr\u00ean blog trong ng\u00e0y 30\/03. “D\u00f9 cu\u1ed9c chi\u1ebfn c\u00f3 th\u1ec3 \u0111\u1ecbnh h\u00ecnh n\u1ec1n kinh t\u1ebf to\u00e0n c\u1ea7u theo nhi\u1ec1u c\u00e1ch kh\u00e1c nhau, t\u1ea5t c\u1ea3 c\u00e1c con \u0111\u01b0\u1eddng \u0111\u1ec1u d\u1eabn \u0111\u1ebfn gi\u00e1 c\u1ea3 cao h\u01a1n v\u00e0 t\u0103ng tr\u01b0\u1edfng ch\u1eadm h\u01a1n\u201d.<\/p>\n

Kh\u00f4ng c\u00f3 l\u1ed1i tho\u00e1t <\/span><\/p>\n

C\u00e1c qu\u1ed1c gia \u0111\u00e3 b\u1eaft \u0111\u1ea7u x\u1ea3 m\u1ed9t l\u01b0\u1ee3ng d\u1ea7u k\u1ef7 l\u1ee5c t\u1eeb kho d\u1ef1 tr\u1eef kh\u1ea9n c\u1ea5p \u0111\u1ec3 b\u00f9 \u0111\u1eafp t\u00e1c \u0111\u1ed9ng c\u1ee7a chi\u1ebfn tranh. Nh\u01b0ng ph\u1ea7n l\u1edbn t\u00ecnh tr\u1ea1ng khan hi\u1ebfm ngu\u1ed3n cung ng\u00e0y c\u00e0ng lan r\u1ed9ng xu\u1ea5t ph\u00e1t t\u1eeb s\u1ef1 thi\u1ebfu h\u1ee5t naphtha – m\u1ed9t s\u1ea3n ph\u1ea9m ph\u1ee5 c\u1ee7a d\u1ea7u m\u1ecf v\u00e0 l\u00e0 nguy\u00ean li\u1ec7u \u0111\u1ea7u v\u00e0o thi\u1ebft y\u1ebfu cho c\u00e1c v\u1eadt li\u1ec7u t\u1ed5ng h\u1ee3p – m\u00e0 c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t g\u1ea7n nh\u01b0 kh\u00f4ng c\u00f3 d\u1ef1 tr\u1eef v\u00e0 c\u0169ng ch\u1eb3ng c\u00f3 nguy\u00ean li\u1ec7u thay th\u1ebf.<\/p>\n

M\u1ed9t s\u1ed1 c\u00f4ng ty h\u00f3a d\u1ea7u t\u1ea1i ch\u00e2u \u00c1 – khu v\u1ef1c nh\u1eadn h\u01a1n m\u1ed9t n\u1eeda l\u01b0\u1ee3ng naphtha t\u1eeb Trung \u0110\u00f4ng – \u0111\u00e3 c\u1eaft gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng ho\u1eb7c tuy\u00ean b\u1ed1 b\u1ea5t kh\u1ea3 kh\u00e1ng trong nh\u1eefng tu\u1ea7n g\u1ea7n \u0111\u00e2y do thi\u1ebfu nguy\u00ean li\u1ec7u th\u00f4. B\u1ea5t kh\u1ea3 kh\u00e1ng l\u00e0 thu\u1eadt ng\u1eef ph\u00e1p l\u00fd ch\u1ec9 c\u00e1c tr\u01b0\u1eddng h\u1ee3p b\u1ea5t ng\u1edd, kh\u00f4ng th\u1ec3 l\u01b0\u1eddng tr\u01b0\u1edbc khi\u1ebfn m\u1ed9t c\u00f4ng ty kh\u00f4ng th\u1ec3 th\u1ef1c hi\u1ec7n h\u1ee3p \u0111\u1ed3ng. <\/p>\n

H\u00e0n Qu\u1ed1c \u0111\u00e3 t\u1eadn d\u1ee5ng vi\u1ec7c M\u1ef9 t\u1ea1m ng\u01b0ng l\u1ec7nh tr\u1eebng ph\u1ea1t \u0111\u1ed1i v\u1edbi m\u1ed9t s\u1ed1 lo\u1ea1i d\u1ea7u m\u1ecf v\u00e0 s\u1ea3n ph\u1ea9m d\u1ea7u m\u1ecf c\u1ee7a Nga \u0111\u1ec3 mua l\u00f4 naphtha \u0111\u1ea7u ti\u00ean t\u1eeb Moscow k\u1ec3 t\u1eeb khi chi\u1ebfn tranh Ukraine b\u00f9ng n\u1ed5. X\u1ee9 s\u1edf kim chi c\u0169ng \u00e1p l\u1ec7nh c\u1ea5m xu\u1ea5t kh\u1ea9u naphtha \u0111\u1ec3 b\u1ea3o to\u00e0n ngu\u1ed3n cung trong n\u01b0\u1edbc.<\/p>\n

\u00d4ng Martin t\u1ea1i Dezan Shira & Associates, ng\u01b0\u1eddi l\u00e0m vi\u1ec7c tr\u1ef1c ti\u1ebfp v\u1edbi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t t\u1ea1i Vi\u1ec7t Nam, cho bi\u1ebft s\u1ef1 khan hi\u1ebfm naphtha \u0111ang \u0111\u1ea9y chi ph\u00ed \u0111\u1ea7u v\u00e0o t\u0103ng cao cho c\u00e1c kh\u00e1ch h\u00e0ng c\u1ee7a \u00f4ng, \u0111\u1eb7c bi\u1ec7t l\u00e0 nh\u1eefng \u0111\u01a1n v\u1ecb s\u1ea3n xu\u1ea5t s\u1ea3n ph\u1ea9m c\u00f3 th\u00f4ng s\u1ed1 k\u1ef9 thu\u1eadt nghi\u00eam ng\u1eb7t nh\u01b0 ch\u1ea5t b\u00e1n d\u1eabn, ph\u1ee5 t\u00f9ng \u00f4 t\u00f4 v\u00e0 bao b\u00ec y t\u1ebf ho\u1eb7c th\u1ef1c ph\u1ea9m. <\/p>\n

“Th\u1ef1c s\u1ef1 kh\u00f4ng c\u00f3 nhi\u1ec1u l\u1ef1a ch\u1ecdn n\u00e0o kh\u00e1c, ngo\u00e0i vi\u1ec7c c\u1eaft gi\u1ea3m l\u1eafp r\u00e1p v\u00e0 ti\u00eau th\u1ee5 \u00edt n\u0103ng l\u01b0\u1ee3ng h\u01a1n”, \u00f4ng n\u00f3i. “T\u1ea5t c\u1ea3 c\u00e1c c\u00f4ng ty \u0111ang c\u1ea1nh tranh v\u1edbi nhau. M\u1ecdi ng\u01b0\u1eddi \u0111\u1ec1u \u0111ang trong c\u00f9ng m\u1ed9t ho\u00e0n c\u1ea3nh\u201d.<\/p>\n <\/p>\n <\/p>\n <\/p>\n
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Du kh\u00e1ch ng\u1eafm sinh v\u1eadt bi\u1ec3n t\u1ea1i C\u00f4ng vi\u00ean Qu\u1ed1c gia Bi\u1ec3n Narara tr\u00ean bi\u1ec3n \u1ea2 R\u1eadp, Gujarat, \u1ea4n \u0110\u1ed9, ng\u00e0y 11\/3\/2026, v\u1edbi t\u00e0u ch\u1edf d\u1ea7u MT Desert Kite ch\u1edf d\u1ea7u Nga hi\u1ec7n ra \u1edf ph\u00eda sau.
\n Amit Dave\/Reuters<\/p>\n

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Khi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u0111\u1ed5 x\u00f4 t\u00ecm ki\u1ebfm ngu\u1ed3n nguy\u00ean v\u1eadt li\u1ec7u, chi ph\u00ed nh\u1ef1a v\u00e0 c\u00e1c s\u1ea3n ph\u1ea9m c\u00f3 ch\u1ee9a nh\u1ef1a \u0111ang leo thang. Theo n\u1ec1n t\u1ea3ng th\u00f4ng tin th\u1ecb tr\u01b0\u1eddng h\u00e0ng h\u00f3a ICIS, gi\u00e1 nh\u1ef1a resin t\u1ea1i ch\u00e2u \u00c1 \u0111\u00e3 t\u0103ng t\u1edbi 59% l\u00ean m\u1ee9c cao k\u1ef7 l\u1ee5c k\u1ec3 t\u1eeb cu\u1ed1i th\u00e1ng 2, th\u1eddi \u0111i\u1ec3m M\u1ef9 v\u00e0 Israel l\u1ea7n \u0111\u1ea7u ti\u1ebfn h\u00e0nh kh\u00f4ng k\u00edch nh\u1eb1m v\u00e0o Iran. <\/p>\n

M\u1ed9t trong nh\u1eefng nh\u00e0 b\u00e1n bu\u00f4n bao b\u00ec nh\u1ef1a l\u1edbn nh\u1ea5t Th\u00e1i Lan cho bi\u1ebft \u0111\u00e3 t\u0103ng gi\u00e1 10% \u0111\u1ed1i v\u1edbi c\u00e1c lo\u1ea1i t\u00fai b\u00f3ng trong su\u1ed1t \u0111\u01b0\u1ee3c d\u00f9ng r\u1ed9ng r\u00e3i t\u1ea1i nh\u00e0 h\u00e0ng, qu\u00e1n \u0103n \u0111\u01b0\u1eddng ph\u1ed1 v\u00e0 d\u1ecbch v\u1ee5 giao \u0111\u1ed3 \u0103n. Truy\u1ec1n th\u00f4ng \u1ea4n \u0110\u1ed9 \u0111\u01b0a tin n\u01b0\u1edbc \u0111\u00f3ng chai \u0111ang ng\u00e0y c\u00e0ng \u0111\u1eaft h\u01a1n, v\u1edbi gi\u00e1 n\u1eafp chai nh\u1ef1a t\u0103ng g\u1ea5p b\u1ed1n l\u1ea7n k\u1ec3 t\u1eeb khi chi\u1ebfn tranh n\u1ed5 ra. M\u1ed9t l\u00e3nh \u0111\u1ea1o c\u1ee7a Nongshim – nh\u00e0 s\u1ea3n xu\u1ea5t m\u00ec \u0103n li\u1ec1n l\u1edbn nh\u1ea5t H\u00e0n Qu\u1ed1c – cho bi\u1ebft nh\u00e0 cung c\u1ea5p bao b\u00ec nh\u1ef1a c\u1ee7a h\u1ecd hi\u1ec7n ch\u1ec9 c\u00f2n kho\u1ea3ng m\u1ed9t th\u00e1ng t\u1ed3n kho.<\/p>\n

B\u00e0 Shariene Goh, Chuy\u00ean gia ph\u00e2n t\u00edch h\u00f3a d\u1ea7u c\u1ea5p cao t\u1ea1i ICIS, cho bi\u1ebft c\u00e1c h\u00e0ng ti\u00eau d\u00f9ng ph\u1ee5 thu\u1ed9c nhi\u1ec1u v\u00e0o bao b\u00ec nh\u1ef1a nh\u01b0 m\u1ef9 ph\u1ea9m th\u1eadm ch\u00ed c\u00f2n d\u1ec5 r\u01a1i v\u00e0o t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t h\u01a1n so v\u1edbi m\u1ed9t s\u1ed1 s\u1ea3n ph\u1ea9m c\u00f3 ch\u1ee9a nh\u1ef1a. <\/p>\n

“Ph\u00e2n kh\u00fac th\u00e0nh ph\u1ea9m c\u00f3 th\u1ec3 t\u1eadn d\u1ee5ng t\u1ed3n kho hi\u1ec7n c\u00f3, nh\u01b0ng l\u01b0\u1ee3ng t\u1ed3n kho \u0111\u00f3 s\u1ebd d\u1ea7n c\u1ea1n ki\u1ec7t theo th\u1eddi gian”, b\u00e0 n\u00f3i. “T\u00f4i ngh\u0129 h\u1ecd c\u00f3 th\u1ec3 s\u1ebd s\u1edbm c\u1ea1n h\u00e0ng\u201d.<\/p>\n

Kh\u1ee7ng ho\u1ea3ng \u0111ang lan v\u1ec1 ph\u00eda T\u00e2y <\/span><\/p>\n

L\u00e0 khu v\u1ef1c \u0111\u1ea7u ti\u00ean c\u1ea3m nh\u1eadn t\u00e1c \u0111\u1ed9ng c\u1ee7a kh\u1ee7ng ho\u1ea3ng nhi\u00ean li\u1ec7u, nh\u1eefng v\u1ea5n \u0111\u1ec1 cung \u1ee9ng m\u1edbi n\u1ed5i l\u00ean t\u1ea1i ch\u00e2u \u00c1 b\u00e1o hi\u1ec7u \u0111i\u1ec1u kh\u00f4ng l\u00e0nh cho ph\u1ea7n c\u00f2n l\u1ea1i c\u1ee7a th\u1ebf gi\u1edbi, n\u1ebfu d\u1ea7u m\u1ecf v\u00e0 c\u00e1c ngu\u1ed3n t\u00e0i nguy\u00ean kh\u00e1c kh\u00f4ng th\u1ec3 \u0111\u01b0\u1ee3c s\u1ea3n xu\u1ea5t hay v\u1eadn chuy\u1ec3n t\u1eeb Trung \u0110\u00f4ng.<\/p>\n

Ngo\u00e0i vi\u1ec7c s\u1ea3n xu\u1ea5t kho\u1ea3ng 17% l\u01b0\u1ee3ng naphtha v\u00e0 30% l\u01b0\u1ee3ng nh\u1ef1a resin c\u1ee7a th\u1ebf gi\u1edbi, Trung \u0110\u00f4ng c\u00f2n cung c\u1ea5p 45% l\u01b0\u1ee3ng l\u01b0u hu\u1ef3nh (d\u00f9ng \u0111\u1ec3 s\u1ea3n xu\u1ea5t ph\u00e2n b\u00f3n), 33% l\u01b0\u1ee3ng heli (d\u00f9ng trong ch\u1ea5t b\u00e1n d\u1eabn, y t\u1ebf v\u00e0 h\u00e0ng kh\u00f4ng v\u0169 tr\u1ee5) v\u00e0 22% l\u01b0\u1ee3ng ur\u00ea v\u00e0 amoniac (d\u00f9ng l\u00e0m ch\u1ea5t dinh d\u01b0\u1ee1ng cho c\u00e2y tr\u1ed3ng), theo s\u1ed1 li\u1ec7u c\u1ee7a Morgan Stanley. <\/p>\n

N\u00f4ng d\u00e2n M\u1ef9 \u0111\u00e3 ph\u1ea3i mua ph\u00e2n b\u00f3n gi\u00e1 cao h\u01a1n khi gi\u00e1 ur\u00ea nh\u1eadp kh\u1ea9u t\u0103ng kho\u1ea3ng m\u1ed9t ph\u1ea7n ba k\u1ec3 t\u1eeb khi chi\u1ebfn tranh b\u1eaft \u0111\u1ea7u. T\u1ea1i \u1ea4n \u0110\u1ed9, c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t bao cao su \u0111ang b\u00e1o c\u00e1o t\u00ecnh tr\u1ea1ng gi\u00e1n \u0111o\u1ea1n do thi\u1ebfu h\u1ee5t kh\u00f4ng ch\u1ec9 nguy\u00ean v\u1eadt li\u1ec7u \u0111\u00f3ng g\u00f3i v\u00e0 d\u1ea7u silicon – v\u1ed1n c\u1ea7n nguy\u00ean li\u1ec7u \u0111\u1ea7u v\u00e0o h\u00f3a d\u1ea7u – m\u00e0 c\u00f2n c\u1ea3 amoniac.<\/p>\n

“Gi\u1ed1ng nh\u01b0 th\u1eddi COVID-19, c\u00fa s\u1ed1c di\u1ec5n ra theo t\u1eebng giai \u0111o\u1ea1n thay v\u00ec x\u1ea3y ra \u0111\u1ed3ng th\u1eddi. \u0110\u00e2y l\u00e0 m\u1ed9t l\u00e0n s\u00f3ng gi\u00e1n \u0111o\u1ea1n cung \u1ee9ng \u0111ang lan d\u1ea7n v\u1ec1 ph\u00eda T\u00e2y”, c\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a JP Morgan vi\u1ebft trong m\u1ed9t b\u00e1o c\u00e1o nghi\u00ean c\u1ee9u tu\u1ea7n tr\u01b0\u1edbc. <\/p>\n

Trong v\u00e0i tu\u1ea7n qua, c\u00e1c qu\u1ed1c gia ch\u00e2u \u00c1 \u0111\u00e3 t\u1eadp trung v\u00e0o vi\u1ec7c ki\u1ec1m ch\u1ebf c\u00fa s\u1ed1c gi\u00e1 d\u1ea7u b\u1eb1ng c\u00e1c bi\u1ec7n ph\u00e1p nh\u01b0 x\u1ea3 kho d\u1ef1 tr\u1eef, kh\u1ed1ng ch\u1ebf gi\u00e1 nhi\u00ean li\u1ec7u v\u00e0 c\u1eaft gi\u1ea3m gi\u1edd l\u00e0m \u0111\u1ec3 ti\u1ebft ki\u1ec7m n\u0103ng l\u01b0\u1ee3ng. Nh\u01b0ng theo JP Morgan, c\u00e1c h\u1ea1n ch\u1ebf ngu\u1ed3n cung s\u1ebd tr\u1edf n\u00ean nghi\u00eam tr\u1ecdng h\u01a1n trong th\u00e1ng 4, khi nh\u1eefng chuy\u1ebfn h\u00e0ng d\u1ea7u th\u00f4 cu\u1ed1i c\u00f9ng \u0111\u01b0\u1ee3c g\u1eedi \u0111i tr\u01b0\u1edbc chi\u1ebfn tranh d\u1ef1 ki\u1ebfn c\u1eadp b\u1ebfn v\u00e0o \u0111\u1ea7u th\u00e1ng.<\/p>\n

“Th\u00e1ch th\u1ee9c ch\u00ednh \u0111\u00e3 chuy\u1ec3n t\u1eeb gi\u00e1 c\u1ea3 sang s\u1ef1 khan hi\u1ebfm v\u1eadt ch\u1ea5t”, c\u00e1c nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a ng\u00e2n h\u00e0ng n\u00e0y nh\u1eadn \u0111\u1ecbnh. “Ch\u00e2u \u00c1 kh\u00f4ng c\u00f2n \u1edf trong giai \u0111o\u1ea1n ph\u00f2ng ng\u1eeba \u0111\u01a1n thu\u1ea7n n\u1eefa\u201d. <\/p>\n

C\u00e1c nh\u00e0 ph\u00e2n t\u00edch cho bi\u1ebft m\u1ed9t s\u1ed1 nh\u00e0 s\u1ea3n xu\u1ea5t h\u00e0ng ti\u00eau d\u00f9ng \u0111ang tr\u00ec ho\u00e3n vi\u1ec7c mua nguy\u00ean v\u1eadt li\u1ec7u v\u1edbi hy v\u1ecdng gi\u00e1 s\u1ebd h\u1ea1 nhi\u1ec7t n\u1ebfu xung \u0111\u1ed9t t\u1ea1i Trung \u0110\u00f4ng ch\u1ea5m d\u1ee9t.<\/p>\n <\/p>\n <\/p>\n <\/p>\n
\"\" <\/p>\n

M\u1ed9t c\u00f4ng nh\u00e2n l\u00e0m vi\u1ec7c t\u1ea1i x\u01b0\u1edfng k\u00e9o s\u1ee3i c\u1ee7a nh\u00e0 m\u00e1y s\u1ee3i polyester \u1edf C\u1eedu Giang, Trung Qu\u1ed1c, ng\u00e0y 16\/01\/2024.
\n Zhu Haipeng\/VCG\/Getty Images<\/p>\n

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\n<\/table>\n

\u00d4ng Qiu Jun, 36 tu\u1ed5i, m\u1ed9t nh\u00e0 s\u1ea3n xu\u1ea5t polyester t\u1ea1i th\u00e0nh ph\u1ed1 Haining \u1edf mi\u1ec1n \u0111\u00f4ng Trung Qu\u1ed1c, cho bi\u1ebft k\u1ec3 t\u1eeb khi eo bi\u1ec3n Hormuz b\u1ecb \u0111\u00f3ng c\u1eeda, gi\u00e1 h\u1ea1t nh\u1ef1a PET<\/a> c\u1ea7n thi\u1ebft \u0111\u1ec3 s\u1ea3n xu\u1ea5t v\u1ea3i c\u1ee7a \u00f4ng \u0111\u00e3 t\u0103ng kho\u1ea3ng 50%, trong khi c\u00e1c kh\u00e1ch h\u00e0ng trong ng\u00e0nh d\u1ec7t gia d\u1ee5ng, may m\u1eb7c v\u00e0 s\u1ee3i c\u1ee7a \u00f4ng kh\u00f4ng s\u1eb5n l\u00f2ng ch\u1ea5p nh\u1eadn m\u1ee9c t\u0103ng n\u00e0y. <\/p>\n

Nh\u00e0 m\u00e1y h\u01a1n ch\u1ee5c nh\u00e2n c\u00f4ng c\u1ee7a \u00f4ng v\u1eabn \u0111ang ho\u1ea1t \u0111\u1ed9ng, nh\u01b0ng ch\u1ec9 \u0111\u1ec3 ho\u00e0n th\u00e0nh c\u00e1c \u0111\u01a1n h\u00e0ng hi\u1ec7n c\u00f3. \u00d4ng cho bi\u1ebft \u0111ang \u00e1p d\u1ee5ng chi\u1ebfn l\u01b0\u1ee3c ch\u1edd xem \u0111\u1ec3 tr\u00e1nh ph\u1ea3i tr\u1ea3 gi\u00e1 cao cho nguy\u00ean v\u1eadt li\u1ec7u r\u1ed3i s\u1ea3n xu\u1ea5t ra h\u00e0ng t\u1ed3n kho kh\u00f4ng c\u00f3 ng\u01b0\u1eddi mua.<\/p>\n

“T\u00f4i \u0111ang lo l\u1eafng”, \u00f4ng Qiu n\u00f3i. “C\u1ea3 ng\u00e0nh \u0111\u1ec1u c\u1ea3m th\u1ea5y nh\u01b0 v\u1eady. Kh\u00f4ng ai bi\u1ebft cu\u1ed9c chi\u1ebfn s\u1ebd di\u1ec5n ra nh\u01b0 th\u1ebf n\u00e0o\u201d. <\/p>\n

M\u1ed9t s\u1ed1 doanh nghi\u1ec7p kh\u00e1c \u0111ang c\u1ed1 g\u1eafng c\u1eaft gi\u1ea3m chi ph\u00ed b\u1eb1ng c\u00e1ch gi\u1ea3m l\u01b0\u1ee3ng nh\u1ef1a s\u1eed d\u1ee5ng trong bao b\u00ec. T\u1ea1i Indonesia, n\u01a1i gi\u00e1 nh\u1ef1a \u0111\u00e3 t\u0103ng g\u1ea5p \u0111\u00f4i trong m\u1ed9t th\u00e1ng qua, c\u00e1c c\u00f4ng ty \u0111ang gi\u1ea3m \u0111\u1ed9 d\u00e0y c\u1ee7a v\u1eadt li\u1ec7u \u0111\u00f3ng g\u00f3i, theo Hi\u1ec7p h\u1ed9i \u0110\u00f3ng g\u00f3i Indonesia. M\u1ed9t s\u1ed1 th\u1eadm ch\u00ed \u0111ang c\u00e2n nh\u1eafc chuy\u1ec3n sang c\u00e1c v\u1eadt li\u1ec7u kh\u00e1c nh\u01b0 gi\u1ea5y, th\u1ee7y tinh, nh\u00f4m ho\u1eb7c nh\u1ef1a t\u00e1i ch\u1ebf, d\u00f9 t\u1ed5 ch\u1ee9c n\u00e0y cho bi\u1ebft m\u1ed7i lo\u1ea1i \u0111\u1ec1u c\u00f3 nh\u1eefng th\u00e1ch th\u1ee9c ri\u00eang v\u1ec1 \u0111\u1ed9 b\u1ec1n, tu\u00e2n th\u1ee7 quy \u0111\u1ecbnh an to\u00e0n v\u00e0 th\u1eddi gian c\u1ea7n thi\u1ebft \u0111\u1ec3 t\u00e1i c\u01a1 c\u1ea5u d\u00e2y chuy\u1ec1n s\u1ea3n xu\u1ea5t v\u00e0 t\u00ecm ngu\u1ed3n cung m\u1edbi, qu\u00e1 tr\u00ecnh n\u00e0y c\u00f3 th\u1ec3 m\u1ea5t t\u1eeb 6 th\u00e1ng \u0111\u1ebfn 1 n\u0103m.<\/p>\n

Vi\u1ec7c chuy\u1ec3n sang c\u00e1c v\u1eadt li\u1ec7u thay th\u1ebf nh\u1ef1a c\u0169ng c\u00f3 th\u1ec3 \u0111i k\u00e8m chi ph\u00ed r\u1ea5t cao, theo \u00f4ng Stephen Moore, ng\u01b0\u1eddi s\u00e1ng l\u1eadp n\u1ec1n t\u1ea3ng d\u1eef li\u1ec7u th\u01b0\u01a1ng m\u1ea1i nh\u1ef1a MLT Analytics. \u00d4ng cho bi\u1ebft ngu\u1ed3n cung nh\u1ef1a t\u00e1i ch\u1ebf v\u00e0 nh\u1ef1a sinh h\u1ecdc to\u00e0n c\u1ea7u v\u1ed1n \u0111\u00e3 b\u1ecb h\u1ea1n ch\u1ebf, v\u00e0 nh\u1ef1a sinh h\u1ecdc th\u01b0\u1eddng \u0111\u1eaft g\u1ea5p n\u0103m \u0111\u1ebfn b\u1ea3y l\u1ea7n so v\u1edbi nh\u1ef1a l\u00e0m t\u1eeb nhi\u00ean li\u1ec7u h\u00f3a th\u1ea1ch. <\/p>\n

“N\u1ebfu m\u1ecdi th\u1ee9 tr\u1edf l\u1ea1i b\u00ecnh th\u01b0\u1eddng t\u1ea1i eo bi\u1ec3n Hormuz v\u00e0o ng\u00e0y mai, t\u00f4i ngh\u0129 v\u1eabn c\u00f2n \u00edt nh\u1ea5t v\u00e0i th\u00e1ng n\u1eefa tr\u01b0\u1edbc khi ng\u00e0nh nh\u1ef1a t\u1ea1i ch\u00e2u \u00c1 c\u00f3 th\u1ec3 kh\u00f4i ph\u1ee5c ph\u1ea7n n\u00e0o s\u1ef1 b\u00ecnh th\u01b0\u1eddng”, \u00f4ng n\u00f3i.<\/p>\n

V\u0169 H\u1ea1o<\/a><\/p>\n

FILI<\/a><\/p>\n

– 10:05 06\/04\/2026<\/p>\n<\/p><\/div>\n