s*r
2 楼
xom储量有压力,一直是拿天然气和油砂来弥补。产量中的非常规原油部分也是越来越大。
天然气当然可以折算成油,所谓BOE,不过价格只有标准原油1/3左右。
油砂也类似。
最近收购了XTO,收购对收购公司短期都是利不好。XTO是美国最大的天然气公司之一,
收购它进一步加重了XOM的天然气比重。
天然气并不是不赚钱,只是单位资本回报率下降不少。
天然气当然可以折算成油,所谓BOE,不过价格只有标准原油1/3左右。
油砂也类似。
最近收购了XTO,收购对收购公司短期都是利不好。XTO是美国最大的天然气公司之一,
收购它进一步加重了XOM的天然气比重。
天然气并不是不赚钱,只是单位资本回报率下降不少。
s*e
4 楼
Total world energy consumption declined 1.1% last year.
and crude oil consumption declined 1.7% with OECD countries consumption
declined 4.8%.(see BP's annual energy review)
Lot of big energy companies' stock prices doe not decline lot during the
crisis while lot of companies in other sectors such as retail, travel,
transportation and etc decline in a huge way, So the current declines is
basically correct their price to a right level
and crude oil consumption declined 1.7% with OECD countries consumption
declined 4.8%.(see BP's annual energy review)
Lot of big energy companies' stock prices doe not decline lot during the
crisis while lot of companies in other sectors such as retail, travel,
transportation and etc decline in a huge way, So the current declines is
basically correct their price to a right level
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