MaranV schreef op 14 september 2016 13:13:
En de andere kant van de glibberige medaille;
'Investment in the world’s oil and gas fields tumbled in 2015 and 2016 in the longest period of retrenchment in energy spending in almost half a century, the International Energy Agency said.
Oil- and gas-field spending fell 25% in 2015 to $583 billion and is set to drop by a further 24% to about $450 billion in 2016, said the IEA, a Paris-based group that advises developed nations on energy policy.
“It may well be the case that investment will fall in 2017,” Fatih Birol, the IEA’s executive director said in an interview. “We have never seen [a three-year decline] in history,” he said.
Overall, tighter spending across the board could lead to a new bout of volatility in oil prices. Some analysts have warned that lower investment in the future could lead to falling production and a price spike.
“This huge drop is not good news for the stability of oil market,” Birol said.
The biggest losers have been debt-laden U.S. operators in the shale-oil industry, where investments fell by 52% in the past two years, the IEA said. The number of operating rigs in the U.S. fell to 450 units in May 2016, the fewest ever and down 80% from 2012.'
Wellicht een mooi moment voor het genootschap van arabieren en russen om concreet te sturen richting de 50? Investeringen in het algemeen, en in het bijzonder schalie zijn nou wel aanzienlijk genoeg geraakt om lange termijn herstel van de olieprijs te garanderen. Nog langer drukken zou naar mijn inschatting dan ook meer pijn veroorzaken in de begrotingstekorten dan dat er schalieproducenten geruimd worden. Natuurlijk begint het spel na de spike weer overnieuw, maar dat lijkt me pas een zorg voor na 2020.