Reuters: acordo nuclear do Irã vai derrubar ainda mais os preços do petróleo!

Pump Jacks are seen at sunrise near Bakersfield, California October 14, 2014. REUTERS/Lucy Nicholson/Files

A matéria abaixo publicada pela agência Reuters aponta que o acordo nuclear firmado pelo Irã terá como efeito indireto uma depressão ainda maior nos preços do petróleo em função do volta do país ao mercado internacional. O interessante é que o petróleo iraniano ainda vai levar um tempo para alcançar os mercados globais e os preços futuros já estão desabando. Além disso, como o mercado mundial de petróleo já está super carregado, quando o óleo iraniano chegar ao mercado mundial, a expectativa é de uma queda ainda maior nos preços.

Moral da história para os municípios petrorentistas na região da Bacia de Campos: apertem seus cintos, modernizem seu controle de gastos, e cortem os cargos comissionados. Do contrário, o que hoje parece ruim, vai parecer excelente como memória histórica.


Oil prices tumble as Iran, global powers reach nuclear deal

Oil prices tumbled more than $1 on Tuesday after Iran and six global powers reached a landmark nuclear deal that would see an easing of sanctions against Tehran and a gradual increase in its oil exports.

The agreement, which capped more than a decade of on-off talks, was hailed by Iranian and Western diplomats as a “historic moment” that opens the way to a new phase in international relations.

Under the deal, sanctions imposed by the United States, European Union and United Nations would be lifted in exchange for curbs on Iran’s nuclear programme.

There were no immediate details on how sanctions would be eased on oil.

Front-month Brent crude futures LCOc1 had dropped $1.15 to $56.70 a barrel by 0930 GMT. U.S. crude CLc1 was trading down $1.05 at $51.15 per barrel.

Analysts say it would take Iran many months to fully ramp up its export capacity following any easing of sanctions. But even a modest initial increase would be enough to pull international oil prices down further as the market is already producing around 2.5 million barrels per day above demand.

“Even with a historic deal, oil from Iran will take time to return, and will not be before next year, most likely the second half of 2016,” Amrita Sen, chief oil analyst at London-based consultancy Energy Aspects, told Reuters.

“But given how oversupplied the market is with Saudi output at record highs, the mere prospect of new oil will be bearish for sentiment.”

Sanctions on the Islamic Republic have almost halved its exports to a little over 1 million barrels per day. A deal could see Iran increase its oil exports by up to 60 percent within a year, a Reuters survey of analysts said.

“Sanctions have crippled Iran’s oil production, halving oil exports and severely limiting new development projects. The prospect of them being lifted is creating great excitement … as foreign trade and investment will allow Iran to make huge efficiencies and drive down the cost of production,” said Sarosh Zaiwalla, a London-based sanctions lawyer.

(Additional reporting by Hennning Gloysten in Singapore; Editing by Dale Hudson)