Oil Mein Toofani Tezi Kyun?
Basically, Strait of Hormuz mein jo U.S. aur Iran ke beech takraar chal rahi hai, usne oil supply mein gadbad kar di hai. Ye chokepoint duniya ka 20% oil aur LNG transport karta hai, aur ab wahan traffic lagbhag band ho gaya hai. Reports ke mutabik, Brent crude futures $107.49 tak pahunch gaye aur West Texas Intermediate (WTI) $96.17 par trade ho raha hai. Ye toh is week ki 17% (Brent) aur 13% (WTI) ki rally ka hissa hai!
IEA ne isko 'sabse bada energy supply shock' bataya hai. Goldman Sachs ne toh Q4 2026 ke liye Brent ka target badha kar $90 aur WTI ka $83 kar diya hai. Kuch analysts toh keh rahe hain ki agar ye problem chali, toh Brent $150 tak bhi ja sakta hai.
Gold Ki Giraawat Ka Reason Kya Hai?
Ab baat karte hain gold ki. Spot gold prices 0.3% gir kar lagbhag $4,694 per ounce par aa gaye hain. Ye wahi gold hai jo January mein $5,600 ka all-time high bana kar aaya tha.
Is ghiravat ka main reason hai strong U.S. dollar. Jaise hi peace deal ki umeed kam hui, dollar tez ho gaya. Aur jab dollar tez hota hai, toh gold jaise non-yielding assets par pressure aata hai. Plus, badhti hui oil prices se inflation ki chinta hai, jisse lagta hai ki central banks interest rates ko zyada time tak high rakhengi ya aur badha dengi. Ye sab factors gold ke liye bearish hain.
Waise, J.P. Morgan aur Wells Fargo jaise bade players abhi bhi 2026 ke end tak gold ko $5,400 se $6,300 ke beech dekh rahe hain, matlab unke hisab se ye temporary correction hai.
Short mein, oil physical supply shock se react kar raha hai, jabki gold financial factors jaise dollar aur interest rates se zyada affected hai.
