最新文章
文章分類
歸檔
2016 (350)
2019 (201)
2020 (226)
2021 (189)
2023 (1)
最新評論
正文
法新社引用投資銀行Evercore IS的預測說全球石油業今年將進入蕭條，全球全球石油界的投資將減少10-15%，二北美將銳減25-30%。
"To sum it up, a sharp recession is coming to the global oilfield," said James West, an oilfield services analyst at Evercore, after surveying 300 global oil and gas companies on their 2015 spending plans.
我判斷這一效應不足與抵消消費者因油價剩下來的錢，對美國經濟有影響，今年一季會受打擊。不過一些人破產後，美國不會受到太過嚴重的影響。
福布斯：Majority Of Americans Are One Surprise Away From Financial Disaster, Survey Says
在美國，最明顯的指標是次級債券：
路透社2015·01·07：BofA Merrill sees risk of Brent sliding to $40 per barrel near term
路透社2015·01·12:As oil plummets, how much pain still looms for U.S. energy firms?
顯然短期內油價對產油企業壓力很大，許多一哄而上的投機者會血本無歸，尤其在美國，因為美國技術成熟，機會多，錢滾滾如水，當時油價居高，中國的錢，不賺白不賺。這是一個例子。
“On Sunday, a private company that drills in Texas, WBH Energy LP, and its partners, filed for bankruptcy protection, saying a lender refused to advance more money and citing debt of between $10 million and $50 million.”
參見華爾街日報Deep Debt Keeps Oil Firms Pumping。
這些公司自己拿一點點兒錢，大部分是借的，可謂欠債累累。美國頁岩油部分公司債務狀況：
（點擊放大）
而中國呢？
路透社2015·01·07：Exclusive: China crude imports seen at record as it fills strategic reserves
China's crude imports touched record or near-record levels in several months last year, despite a slowing economy and weak oil demand growth. Imports have particularly picked up from September, largely fuelled by oil from the Middle East.
Ship broker data obtained by Reuters shows that the number of super-tanker charters from that region to China surged over the last four months of the year.
彭博
2015·01·08：Crude Collapse Seen Boosting China’s South American Clout
2015·01·12：Oil Whacks S&P 500 Earnings Growth
2015·01·15：Gravy Train Derails for Oil Workers Laid Off in Slump
“...thousands of energy industry workers getting their pink slips as crude prices have plunged to less than $50 a barrel...”
解雇潮開始了。
中國媒體幸災樂禍：
新華網：產油國任性“補刀” 原油市場已現“惡性競爭”
第一財經日報：媒體：美國頁岩油泡沫將在2015年破裂
中國經濟網:專家：美頁岩氣將迎破產潮 油價原因掩蓋“騙局”
彭博：2015·01·09：Oil Drillers Bail on U.S. Boom, Idle Most Rigs Since 1991
高盛：
2015·01·12:Oil Has To Plunge Even Further Before The Shale Industry Gets Seriously Damaged
2015·01·12:Oil Is Going To $39
評論：This Is Just the Beginning of the Great American Oil Bust
華爾街日報博文2015·01·06：Oil Price Q&A: What the Plunge Means for Gas Prices, the Economy and Markets
彭博2015·01·07：How $50 Oil Changes Almost Everything
華爾街日報2015·01·12：A Rare Bull Emerges Among All the Oil Bears
參見（上個月初的）：
2014·12·11：原油價跌破$59 - 再看看誰遭受打擊最大
福布斯：Majority Of Americans Are One Surprise Away From Financial Disaster, Survey Says
在美國，最明顯的指標是次級債券：
路透社2015·01·07：BofA Merrill sees risk of Brent sliding to $40 per barrel near term
路透社2015·01·12:As oil plummets, how much pain still looms for U.S. energy firms?
顯然短期內油價對產油企業壓力很大，許多一哄而上的投機者會血本無歸，尤其在美國，因為美國技術成熟，機會多，錢滾滾如水，當時油價居高，中國的錢，不賺白不賺。這是一個例子。
“On Sunday, a private company that drills in Texas, WBH Energy LP, and its partners, filed for bankruptcy protection, saying a lender refused to advance more money and citing debt of between $10 million and $50 million.”
參見華爾街日報Deep Debt Keeps Oil Firms Pumping。
這些公司自己拿一點點兒錢，大部分是借的，可謂欠債累累。美國頁岩油部分公司債務狀況：
（點擊放大）
而中國呢？
路透社2015·01·07：Exclusive: China crude imports seen at record as it fills strategic reserves
China's crude imports touched record or near-record levels in several months last year, despite a slowing economy and weak oil demand growth. Imports have particularly picked up from September, largely fuelled by oil from the Middle East.
Ship broker data obtained by Reuters shows that the number of super-tanker charters from that region to China surged over the last four months of the year.
彭博
2015·01·08：Crude Collapse Seen Boosting China’s South American Clout
2015·01·12：Oil Whacks S&P 500 Earnings Growth
2015·01·15：Gravy Train Derails for Oil Workers Laid Off in Slump
“...thousands of energy industry workers getting their pink slips as crude prices have plunged to less than $50 a barrel...”
解雇潮開始了。
中國媒體幸災樂禍：
新華網：產油國任性“補刀” 原油市場已現“惡性競爭”
第一財經日報：媒體：美國頁岩油泡沫將在2015年破裂
[預測二：2015年全球原油需求不會大幅增加的前提下，油價會在低位保持兩到三個季度，而且後續的反彈也會比較有限]
[預測一：油價跌破40美元是大概率事件。而且以沙特在剿殺對手時“一不做，二不休”的曆史來看，任憑油價跌到30美元也不是沒有可能]
[預測三：那些2011年之後才進入頁岩油市場的美國石油開采生產企業(估計占四分之一多)，會破產或者被兼並]
和訊網：石油價格下跌或重創美國 頁岩氣市場可能崩潰中國經濟網:專家：美頁岩氣將迎破產潮 油價原因掩蓋“騙局”
頁岩氣革命其實是個騙局
頁岩氣靠垃圾債券支持終將破產
油價低致破產或掩蓋其“騙局”事實
彭博：2015·01·09：Oil Drillers Bail on U.S. Boom, Idle Most Rigs Since 1991
高盛：
2015·01·12:Oil Has To Plunge Even Further Before The Shale Industry Gets Seriously Damaged
2015·01·12:Oil Is Going To $39
評論：This Is Just the Beginning of the Great American Oil Bust
華爾街日報博文2015·01·06：Oil Price Q&A: What the Plunge Means for Gas Prices, the Economy and Markets
彭博2015·01·07：How $50 Oil Changes Almost Everything
華爾街日報2015·01·12：A Rare Bull Emerges Among All the Oil Bears
參見（上個月初的）：
2014·12·11：原油價跌破$59 - 再看看誰遭受打擊最大
評論
目前還沒有任何評論
登錄後才可評論.
