Uhasit americkou žízeň po ropě

Spojené státy spotřebují čtvrtinu světové ropy, v porovnání s 8% připadajícími na Čínu. Ačkoliv se pro příští roky očekává vysoký čínský růst, světu v nejbližší době ropa nedojde. Existuje více než bilión barelů potvrzených rezerv a další zřejmě ještě budou nalezeny. Dvě třetiny těchto prokázaných rezerv se však nacházejí v Perském zálivu, a jsou tedy náchylné k nestálostem.

V minulosti měly rostoucí ceny na spotřebu ropy v USA silný dopad. Od cenových vrcholů 70. let se americká spotřeba ropy na dolar HDP snížila o polovinu, což je mimo jiné odrazem všeobecného ekonomického posunu od průmyslové výroby k méně energeticky náročné produkci. Konec konců, vytvořit softwarový program si vyžádá podstatně méně energie než vyrobit tunu oceli.

Na počátku 80. let tvořily náklady na energii 14% amerického hospodářství. Dnes činí 7%. Po úpravě o inflaci, by ceny ropy musely dosahovat 80 dolarů za barel (čili 3,12 dolaru za galon benzinu), aby odpovídaly reálné úrovni zaznamenané v březnu 1981.

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