Petroleum silos

Почему нефтяным компаниям пора застрелиться

ЛОНДОН – Цены на нефть закрепились на долгосрочном уровне $30-50 за баррель (я об этом писал ещё год назад), поэтому у потребителей энергоресурсов по всему миру появился дополнительный доход в размере более $2 трлн. Это почти неизбежно ускорит рост мировой экономики, поскольку основными бенефициарами данного колоссального перераспределения доходов являются семьи с низкими и средними доходами, которые тратят всё, что зарабатывают.

Конечно, кое-кто от этого сильно проиграет – главным образом, правительства нефтедобывающих стран, которые готовы скорее исчерпать всё валютные резервы и занимать деньги на финансовых рынках пока возможно, чем сократить госрасходы. В любом случае, именно так и любят поступать политики, особенно когда ведут войны, отстаивают геополитические интересы или сталкиваются с народными протестами.

Однако не все производители нефти проиграют одинаково. Одна группа действительно пострадала очень сильно – это западные нефтяные компании, которые в этом году объявили о снижении инвестиций примерно на $200 млрд. Это решение способствовало ослаблению мировых фондовых рынков, но, как ни парадоксально,  акционеры нефтяных компаний могли бы прилично заработать на новой эре дешевой нефти.

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