原油が再び大幅な値上がりを見せている。

株式市場が一時的に復活してきているため、商品市場の資金が株式市場に移動していると思っていたが、どうもそうではなかったようだ。

原油高、日経平均の低下に伴い海運業界も、再び厳しい状況に陥る可能性がある。

-- ここから引用 --
『Oil slips from record over $100 | Reuters』
http://www.reuters.com/article/businessNews/idUSSYD3274320080220?feedType=RSS&feedName=businessNews

Oil slips from record over $100
Tue Feb 19, 2008 10:11pm EST Email | Print | Share
| Reprints | Single Page [-] Text [+] SINGAPORE (Reuters) - Oil slipped on Wednesday after surging nearly 5 percent to a record above $100 a barrel a day ago amid an influx of fresh investor capital into the commodities sector and concerns that OPEC will not hike output next month.
U.S crude slid 61 cents to $99.40 a barrel by 0142 GMT (8:42 p.m. EST) after investors paused for thought following Tuesday's $4.51 a barrel surge. The contract reached a new peak of $100.10 a day ago, one cent beyond its previous January 3 high.
London Brent crude fell 68 cents to $97.88 a barrel.
"It's just a bit of a correction. The market is settling down after such a massive move last night," said Peter McGuire, managing director of Commodity Warrants Australia.
Oil prices hit the triple digits on Tuesday after OPEC sources said a decision to cut oil output when the cartel meets on March 5 was unlikely, with prices rising to records and uncertainty about supply from Venezuela and Nigeria. News that Nigerian oil delta rebel leader Henry Okah had died -- later debunked by a government spokesman -- a rush of speculative investment in oil and other commodities, as well as U.S. refinery problems and the ongoing row between Venezuela and Exxon Mobil (XOM.N: Quote, Profile, Research) helped lift prices.
The gains came in tandem with fresh record highs for platinum and soybeans as the commodities complex remained in favor among investors seeking shelter from range-bound share markets.
"The rally may be less indicative of narrowly defined energy fundamentals than of fund capital's quest for safe havens and financial hedges against inflation," said Antoine Halff, deputy head of research at brokers Newedge.
While supply concerns have unnerved traders, U.S. supplies still appear healthy, with crude oil stocks expected to have risen for a sixth-straight time last week as imports increased and refinery utilization held steady. Continued...
------------