Kodi wopambana ndi ndani? Mgolo wamafuta padziko lonse lapansi wamafuta ndi gasi umawononga PK!

Lipoti laposachedwa lazachuma likuwonetsa kuti CNOOC ili ndi kuwongolera bwino kwamitengo m'magawo atatu oyamba, ndi mbiya yamtengo wamafuta (mtengo wathunthu wa mbiya yamafuta) ya US $ 28.37, kutsika kwapachaka kwa 6.3%. Kutengera zotsatira za theka loyamba la lipoti lazachuma la chaka chino, mtengo wa mbiya yamafuta unali US $ 28.17, akatswiri adawonetsa kuti CNOOC ikuyembekezeka kuwongolera mtengo wa mbiya yamafuta pansi pa US $ 30 kachiwiri mu 2023.

Kutsika mtengo kwakhala mpikisano waukulu wamakampani amafuta komanso chinsinsi chothandizira kupeza phindu komanso kuthana ndi chiwopsezo chakusintha kwamitengo yamafuta. Poyang'anizana ndi zinthu zambiri zosakhazikika pamsika wamafuta wapadziko lonse wapadziko lonse lapansi, makampani amafuta padziko lonse lapansi akukakamira kuti achepetse ndalama komanso kuwongolera bwino, kuyesa kuchepetsa ndalama zosafunikira komanso kuwongolera ndalama zoyendetsera - chifukwa iyi ndi njira yokhayo kuti makampani apulumuke ndikukonzekereratu. za chitukuko chamtsogolo. Metrics.

Mtengo wa mbiya yamafuta kwa zimphona zakunja

Mu theka lachiwiri la chaka, mitengo yamafuta padziko lonse lapansi idatsika kuchokera pamwamba, ndipo phindu lonse la zimphona zitatu zapadziko lonse zamafuta ndi gasi Total, Chevron, ndi Exxon Mobil nthawi zambiri zidatsika mgawo lachitatu, ndikulemba phindu lokhazikika la US $ 6.45 biliyoni. US $ 5.72 biliyoni, ndi US $ 9.07 biliyoni motsatana. Poyerekeza ndi nthawi yomweyi chaka chatha, adatsika ndi 35%, 47% ndi 54% motsatana.

Zinthu zikukakamizika, ndipo mtengo wa mbiya yamafuta ndi chizindikiro chachitukuko chamakampani akuluakulu apadziko lonse lapansi.

M'zaka zaposachedwa, Total yapitirizabe kulimbikitsa kuwongolera mtengo, ndipo nthawi yake yopuma yatsika kuchokera ku US $ 100 / mbiya mu 2014 mpaka US $ 25 / mbiya; Ndalama zopangira BP ku North Sea zatsikanso kuchokera pachimake choposa US$30 pa mbiya mu 2014. kufika pansi pa $12 pa mbiya.

Komabe, zimphona zazikulu zamafuta monga Total ndi BP zili ndi ndalama zambiri zapadziko lonse lapansi, ndipo kusiyana kwamitengo pakati pa gombe, kumtunda ndi shale ndikwambiri. ExxonMobil yati idzachepetsa mtengo wochotsa mafuta ku Permian mpaka pafupifupi $ 15 pa mbiya, mlingo womwe umapezeka m'minda yayikulu yamafuta ku Middle East, koma makampani ena odziyimira pawokha a shale ku Permian alibe chidziwitso chabwino chotere. .

Malinga ndi lipoti la Rystad Energy, makampani 16 okha a mafuta a shale a US ali ndi mtengo wapakati wa zitsime zatsopano ku Permian Basin pansi pa $35 pa mbiya; Exxon Mobil ikufuna kuonjezera kupanga m'derali kasanu ndi 2024. Kufikira pafupifupi migolo ya 1 miliyoni patsiku, kampaniyo ikhoza kupeza phindu la $ 26.90 pa mbiya kumeneko.

Malinga ndi lipoti la semi-pachaka la 2023, mtengo wa mbiya yamafuta pantchito yamafuta a shale ku US ku Occidental Petroleum ndi pafupifupi US $ 35. Bungwe la Reuters linanena kuti pamene kuya kwa kubowola ku US Gulf of Mexico kusuntha kuchoka kumadzi kupita kumadzi akuya, mtengo wa mbiya yamafuta m'derali udzakweranso kuchoka pa US $ 18 kufika pafupifupi US $ 23 kuchokera ku 2019 mpaka 2022. Bungwe lovomerezeka lamitengo yaku Russia, mtengo pa mbiya yamafuta amafuta a Urals otumizidwa kuchokera kumadoko a Nyanja ya Baltic ndi pafupifupi US$48.

Poyerekeza mtengo wa migolo yamafuta pakati pamakampani akuluakulu, CNOOC ikadali ndi phindu lamtengo wapatali kuposa makampani amafuta apadziko lonse lapansi monga Total, Exxon Mobil, ndi BP.

Mtengo wotsika ndiye mpikisano waukulu

Poyerekeza malipoti azachuma a "Migolo Yamafuta Atatu" m'zaka ziwiri zapitazi, phindu la CNOOC lidakwera mpaka 50%.

Ndi phindu lalikulu la 35%, phindu lapadera komanso mtengo wotsika, wakhala mpikisano waukulu wa CNOOC.

Malipoti azachuma azaka zinayi zapitazi akuwonetsa kuti mu 2019, CNOOC idayendetsa bwino mtengo wa migolo yamafuta pansi pa US $ 30 (US $ 29.78 / mbiya). Mu 2020, idatsika kwambiri m'zaka khumi zapitazi, kugwera ku US $ 26.34 / mbiya, makamaka mu 2020. Mu theka loyamba la chaka, mtengo wa mafuta a CNOOC unafika pa $ 25.72 / mbiya yodabwitsa, ndipo idzakhala US $ 29.49 / mbiya ndi US $ 30.39 / mbiya mu 2021 ndi 2022 motsatana. Izi sizikuphatikiza misika yakunja. Muyenera kudziwa kuti mtengo wa mbiya yamafuta ochokera ku CNOOC ku Guyana ndi minda yamafuta yaku Brazil ndiotsika kwambiri, pafupifupi US $ 21 yokha.