{"id":237572,"date":"2025-06-17T21:05:59","date_gmt":"2025-06-17T21:05:59","guid":{"rendered":"https:\/\/bm.dev.synology.me\/?p=237572"},"modified":"2025-06-17T21:05:59","modified_gmt":"2025-06-17T21:05:59","slug":"bursa-viitorul-incepe-astazi-claudiu-cazacu-xtb-investitorii-de-la-bvb-incep-sa-se-pozitioneze-pentru-extractia-gazelor-din-neptun-deep-companiile-petroliere-aflate-si-ele-pe-radarul-participant","status":"publish","type":"post","link":"https:\/\/bm.dev.synology.me\/?p=237572","title":{"rendered":"Burs\u0103. Viitorul \u00eencepe ast\u0103zi. Claudiu Cazacu, XTB: Investitorii de la BVB \u00eencep s\u0103 se pozi\u0163ioneze pentru extrac\u0163ia gazelor din Neptun Deep. Companiile petroliere, aflate \u015fi ele pe radarul participan\u0163ilor la pia\u0163\u0103"},"content":{"rendered":"

\n\u2666<\/span> Rubrica \u201eViitorul \u00eencepe ast\u0103zi\u201c reune\u015fte perspectivele unora dintre cele mai influente voci ale pie\u0163ei de capital, cu scopul de a contura direc\u0163iile bursiere probabile pe termen scurt \u2013 de c\u00e2teva luni \u2013, dar \u015fi pe orizonturi mai ample, de p\u00e2n\u0103 la un an sau chiar mai mult.<\/strong><\/em><\/p>\n

\n\u00cen contextul apropierii \u00eenceperii extrac\u0163iei gazelor din Neptun Deep, estimat\u0103 pentru 2027, investitorii de la Bursa de Valori Bucure\u015fti \u00ee\u015fi ajusteaz\u0103 deja a\u015ftept\u0103rile, iar ac\u0163iunile implicate beneficiaz\u0103 de o percep\u0163ie favorabil\u0103 \u00een pia\u0163\u0103. Totodat\u0103, o reorientare politic\u0103 a Statelor Unite spre combustibili fosili ar putea pune presiune pe cota\u0163iile companiilor petroliere, spune Claudiu Cazacu, analist la XTB Rom\u00e2nia, care a discutat recent cu ZF despre poten\u0163ialul emiten\u0163ilor din sector.<\/p>\n

\n\u201e\u015etim c\u0103 mai sunt c\u00e2\u0163iva ani de la extragerea moleculelor de gaz din Marea Neagr\u0103. Investitorii se g\u00e2ndesc c\u0103 suntem deja la jum\u0103tatea anului 2025 \u015fi unii dintre ei, cei cu portofolii institu\u0163ionale, poate au \u00eenceput deja s\u0103 se g\u00e2ndeasc\u0103 la ce se va \u00eent\u00e2mpla atunci.\u201c<\/p>\n

\n\u201e\u00cen momentul de fa\u0163\u0103, exist\u0103 o mare bun\u0103voin\u0163\u0103 din partea investitorilor vizavi de acele ac\u0163iuni de la BVB implicate \u00een proiect\u201c, explic\u0103 el.<\/p>\n

\nOMV Petrom (simbol bursier SNP) \u015fi Romgaz (SNG) au \u00eenceput deja forajul pentru exploatarea z\u0103c\u0103mintelor Pelican Sud \u015fi Domino din Neptun Deep, proiect energetic major \u00een Marea Neagr\u0103, aflat la 160 km de \u0163\u0103rm. Transgaz (TGN), operatorul re\u0163elei na\u0163ionale de transport gaze, are un rol esen\u0163ial \u00een infrastructura pentru valorificarea resurselor din Neptun Deep.<\/p>\n

\nValoarea investi\u0163iei este de 4 miliarde de euro, fiind cel mai amplu \u015fi primul proiect de explorare \u015fi produc\u0163ie la mare ad\u00e2ncime din istoria Rom\u00e2niei. Pe acest fundal, sus\u0163inut inclusiv de alte investi\u0163ii, rezultate financiare \u015fi perspectivele de distribuire de dividende, ac\u0163iunile TGN se tranzac\u0163ioneaz\u0103 \u00een cre\u015ftere cu 43% \u00een 2025, iar SNG a urcat cu 33%.<\/p>\n

\nTitlurile SNP sunt pe plus cu 6%, \u00een condi\u0163iile \u00een care compania a anun\u0163at pentru T1\/2025 v\u00e2nz\u0103ri de 9 mld. lei, plus 5% fa\u0163\u0103 de aceea\u015fi perioad\u0103 din 2024, \u015fi un profit net de 1 mld. lei, minus 24%. Pe de alt\u0103 parte, grupul vizeaz\u0103 investi\u0163ii record anul acesta, de peste 8 mld. lei.<\/p>\n

\n\u201eDac\u0103 ne uit\u0103m peste ocean, vorbim despre un segment vizat \u00een campania electoral\u0103, se spunea c\u0103 pre\u015fedintele Trump vorbea despre extrac\u0163ie de resurse \u015fi o reorientare spre combustibili fosili. \u00eens\u0103 o produc\u0163ie mai mare \u00eenseamn\u0103, \u00een general, o ofert\u0103 mai mare pe pia\u0163\u0103 \u015fi deci tenta\u0163ia unor pre\u0163uri mai mici\u201c, mai spune Claudiu Cazacu.<\/p>\n

\n\u00cen Statele Unite, indicele NYSE Amex Oil \u2013 care urm\u0103re\u015fte performan\u0163a companiilor din sectorul petrolier \u2013 a urcat cu 3,5% de la \u00eenceput de an \u015fi a sc\u0103zut cu 6% \u00een ultimele 12 luni. S&P 500 Energy afi\u015feaz\u0103 dinamici de plus 0,8%, respectiv minus 0,3% \u00een acelea\u015fi perioade.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u00cen contextul apropierii \u00eenceperii extrac\u0163iei gazelor din Neptun Deep, estimat\u0103 pentru 2027, investitorii de la Bursa de Valori Bucure\u015fti \u00ee\u015fi ajusteaz\u0103 deja a\u015ftept\u0103rile, iar ac\u0163iunile implicate beneficiaz\u0103 de o percep\u0163ie favorabil\u0103 \u00een pia\u0163\u0103.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[148,51529,60655,375,5428,50621,60473,31462],"class_list":["post-237572","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-bvb","tag-claudiu-cazacu","tag-companiile-petroliere","tag-gaze","tag-investitorii","tag-neptun-deep","tag-viitorul-incepe-astazi","tag-xtb"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/237572","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=237572"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/237572\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=237572"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=237572"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=237572"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}