s*a
2 楼
败啥,战术撤退并没有输掉战争
我看沙特下面就是完蛋的种
我看沙特下面就是完蛋的种
l*w
3 楼
In other words, the moment oil prices rebound even modestly, and according
to many the new breakeven shale prices are as low at $40-$50/barrel, the
Whitings and Continentals will immediately resume production, forcing Saudi
Arabia to go back to square one, boosting supply even higher, and repeat the
entire charade from scratch.
页岩油也够顽强的。
所以saudi想杀敌一万,自己也要伤八千。
它必须把油价压到40以下才行。
【在 x*******1 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: http://www.zerohedge.com/news/2016-02-24/saudi-arabia-wins-now-
to many the new breakeven shale prices are as low at $40-$50/barrel, the
Whitings and Continentals will immediately resume production, forcing Saudi
Arabia to go back to square one, boosting supply even higher, and repeat the
entire charade from scratch.
页岩油也够顽强的。
所以saudi想杀敌一万,自己也要伤八千。
它必须把油价压到40以下才行。
【在 x*******1 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: http://www.zerohedge.com/news/2016-02-24/saudi-arabia-wins-now-
g*h
4 楼
Would Saudi want to give Shale the chance at all before the majority of them
go bust?
Saudi
the
【在 l*w 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: In other words, the moment oil prices rebound even modestly, and according
: to many the new breakeven shale prices are as low at $40-$50/barrel, the
: Whitings and Continentals will immediately resume production, forcing Saudi
: Arabia to go back to square one, boosting supply even higher, and repeat the
: entire charade from scratch.
: 页岩油也够顽强的。
: 所以saudi想杀敌一万,自己也要伤八千。
: 它必须把油价压到40以下才行。
go bust?
Saudi
the
【在 l*w 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: In other words, the moment oil prices rebound even modestly, and according
: to many the new breakeven shale prices are as low at $40-$50/barrel, the
: Whitings and Continentals will immediately resume production, forcing Saudi
: Arabia to go back to square one, boosting supply even higher, and repeat the
: entire charade from scratch.
: 页岩油也够顽强的。
: 所以saudi想杀敌一万,自己也要伤八千。
: 它必须把油价压到40以下才行。
u*3
6 楼
我觉得很多人有误解,沙特只是在拖时间,页岩油即使复活,产量也是有上限的,4M,
5M,并不是无限制增加的,等过几年,如果世界需求每年增加1M,很快现在的项目就满
足不了世界时候的需求了,这样油价自然会上去。但是油价上去之后,别的国家和地区
再上马新的高价项目,就不会那么疯狂了,因为一旦过剩油价又会暴跌,所以长期目标
是把油价稳定在一个合理的范围,不高也不低,区间也许是60-70。
5M,并不是无限制增加的,等过几年,如果世界需求每年增加1M,很快现在的项目就满
足不了世界时候的需求了,这样油价自然会上去。但是油价上去之后,别的国家和地区
再上马新的高价项目,就不会那么疯狂了,因为一旦过剩油价又会暴跌,所以长期目标
是把油价稳定在一个合理的范围,不高也不低,区间也许是60-70。
相关阅读