Shale crude oil pipeline Paul Edmondson/ZumaPress

石油的新常态

拉古娜海滩—石油价格一直在下跌,美国原油最近已跌至42美元/桶下方——这是2009年3月全球金融危机低点以来的最低水平。去年的暴跌受到两次供给冲击的巨大影响,而最近的下跌则存在重要的需求因素。

与此同时,石油市场发现,它似乎多了一个新的摇摆生产国:美国。结果,今天的市场形成过程笨拙了许多,出现了比以前长得多的调整时滞。

2013—2014年,页岩石油生产以足以影响市场的规模源源涌出,这大大改变了能源市场动态。这一新资源满足了更多的世界能源需求,特别是美国的需求,能源用户不在依赖欧佩克和其他石油生产者。在此过程中,它们也不再那么容易受到地缘政治因素影响了。

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