ʻO wai ka lanakila? ʻO ke kumukūʻai aila a me ke kinoea pilikua honua PK!

Hōʻike ka hōʻike kālā hou loa he mana maikaʻi ko CNOOC i nā hapaha mua ʻekolu, me ka pahu o ka aila kumu kūʻai (piha piha o ka barela o ka aila) o US $ 28.37, he 6.3% ka emi ʻana o ka makahiki ma ka makahiki. Ma muli o nā hopena o ka hapa mua o ka hōʻike kālā o kēia makahiki, ʻo ke kumukūʻai o ka barela aila he US $ 28.17, hōʻike nā mea loiloi e manaʻo ʻia ka CNOOC e kāohi i ke kumukūʻai o ka ʻaila ma lalo o US $ 30 i 2023.

Ua lilo ke kumu kūʻai haʻahaʻa i mea hoʻokūkū koʻikoʻi o nā hui aila a me ke kī i ka hoʻomaikaʻi ʻana i ka loaʻa kālā a me ka hakakā ʻana i ka pilikia o ka piʻi ʻana o ke kumukūʻai aila. Ke alo nei me nā kumu paʻa ʻole i ka mākeke aila honua o kēia manawa, ke ʻimi nei nā hui aila honua e hōʻemi i nā kumukūʻai a hoʻomaikaʻi i ka pono, e hoʻāʻo e hōʻemi i nā hoʻolimalima kālā pono ʻole a hoʻopaʻa pono i nā kumukūʻai hana - no ka mea ʻo kēia wale nō ke ala e ola ai nā ʻoihana a mākaukau piha. no ka hoʻomohala ʻana i ka wā e hiki mai ana. Nā ana.

ʻO ke kumukūʻai o ka barela aila no nā pilikua haole

I ka hapa lua o ka makahiki, ua emi mai ke kumu kuai aila honua mai ke kiekie mai, a ua emi mai ka waiwai o na hui nui aila a me ke kinoea ekolu, Total, Chevron, a me Exxon Mobil i ke kolu o ka hapaha, e kakau ana i na waiwai waiwai o US$6.45 billion. US $5.72 biliona, a me US $9.07 biliona. Ke hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala, ua emi lākou e 35%, 47% a me 54%.

Ke piʻi nei ke kūlana, a ʻo ke kumukūʻai o ka barela aila he hōʻailona hoʻomohala mau loa no nā hui aila nui honua.

I nā makahiki i hala iho nei, ua hoʻomau ʻo Total i ka hoʻoikaika ʻana i ka hoʻokele kumu kūʻai, a ua hāʻule kona wahi hoʻomaha mai US $100/barela i ka makahiki 2014 i ka US$25/barela i kēia manawa; Ua hāʻule hoʻi nā kumukūʻai hana a BP ma ke Kai ʻĀkau mai kahi kiʻekiʻe ma mua o US$30 no ka barela i ka makahiki 2014. a i lalo o $12 no ka barela.

Eia nō naʻe, ʻo nā hui nui aila e like me Total a me BP he ākea ka nui o nā hoʻopukapuka honua, a ʻo ka ʻokoʻa kumu kūʻai ma waena o waho, uka a me ka shale he nui. Ua ʻōlelo ʻo ExxonMobil e hoʻemi ia i ke kumukūʻai o ka ʻaila ʻaila ma Permian ma kahi o $15 no ka barela, kahi pae i loaʻa wale ma nā māla aila nunui ma ka Hikina Hikina, akā ʻaʻohe ʻikepili maikaʻi loa nā hui shale kūʻokoʻa ʻē aʻe ma Permian. .

Wahi a kahi hōʻike Rystad Energy, he 16 wale nō nā hui ʻaila shale o ʻAmelika i loaʻa ke kumu kūʻai awelika o nā pūnāwai hou ma ka Permian Basin ma lalo o $35 no ka barela; Ke manaʻo nei ʻo Exxon Mobil e hoʻonui i ka hana ma ka ʻāina i ʻelima mau manawa i ka makahiki 2024. Ma kahi o 1 miliona barela i kēlā me kēia lā, hiki i ka hui ke loaʻa ka loaʻa kālā o $26.90 no ka barela ma laila.

Wahi a ka hōʻike semi-makahiki 2023, ʻo ke kumu kūʻai o kahi pahu aila no ka papahana ʻaila shale o Occidental Petroleum ma kahi o US $ 35. Ua hōʻike ʻo Reuters e like me ka neʻe ʻana o ka hohonu o ka ʻeli ʻana o ka US Gulf of Mexico mai ka luʻu ʻana i ka wai hohonu, e piʻi pū ke kumukūʻai o ka barela aila ma ka ʻāina mai kahi o US $ 18 a i kahi US $ 23 mai 2019 a 2022. Wahi a ka ʻike mai ʻO ke kumu kūʻai kumu kūʻai mana o Rūsia, ʻo ke kumukūʻai o ka ʻaila ʻaila Urals i hoʻouna ʻia mai nā awa ma ke Kai Baltic ma kahi o US $48.

Ke hoʻohālikelike nei i ke kumukūʻai o nā ʻaila aila ma waena o nā hui nui, ʻoi aku ka maikaʻi o ka CNOOC ma mua o nā hui aila honua e like me Total, Exxon Mobil, a me BP.

ʻO ke kumu kūʻai haʻahaʻa ke kumu hoʻokūkū

Ke hoʻohālikelike nei i nā hōʻike kālā o "Three Barrels of Oil" i nā makahiki ʻelua i hala iho nei, ʻoi aku ka kiʻekiʻe o ka loaʻa kālā o CNOOC ma mua o 50%.

Me ka loaʻa ʻana o 35%, loaʻa kūʻokoʻa a me ke kumu kūʻai haʻahaʻa, ua lilo ia i kumu hoʻokūkū koʻikoʻi o CNOOC.

Hōʻike nā hōʻike kālā o nā makahiki ʻehā i hala ma 2019, ua lanakila ʻo CNOOC i ke kumukūʻai o nā barela aila ma lalo o US $ 30 (US $ 29.78 / barrel). Ma 2020, ua loaʻa i kahi haʻahaʻa hou i nā makahiki he ʻumi i hala iho nei, e hāʻule ana i US $ 26.34/barela, ʻoi aku hoʻi ma 2020. I ka hapa mua o ka makahiki, ua hōʻea ke kumukūʻai aila o CNOOC i ka US $ 25.72/barela, a he $29.49. /barrel a me US$30.39/barela ma 2021 a me 2022. ʻAʻole kēia i nā mākeke haole. Pono ʻoe e ʻike ʻoi aku ka haʻahaʻa o ke kumukūʻai o ka barela aila mai CNOOC's Guyana a me Brazilian field oil, ma kahi o US$21 wale nō.