FORD88 发表于 2015-1-28 17:52( {+ e# u) ~9 s4 {" \" A. Z
如果真的跌到0.75, 对AB才是好事.因为保护了加拿大的油田.8 e" k1 c* y" b( N# F
当加拿大卖一桶油给美国, 去年收回90美元, 油企 ...
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; d# |5 V. J' S/ @" I! [8 ~but Alberta oil is priced based on Western Canada Select benchmark, which was traded at about $31.7 on Jan 21... additionally, higher US dollar, lower oil price, this is negatively correlated...
kevinlanxyn 发表于 2015-1-28 18:19( U; v, I3 f, d3 K Y! _5 {8 N9 F! J: I
but Alberta oil is priced based on Western Canada Select benchmark, which was traded at about $3 ...
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成本是刚性的,肯定会降点,但是很慢。这么说吧,低于80美元一桶,不管加元跌倒哪,所有新建项目都得停,老项目有盈利,越老越盈利。现在是多长时间问题,三到六个月,可能艰难熬着,六个月以上,血雨腥风,您看所有的budgeting 都在7月以后定,那可是2016年的CAPEX, 只要在50-75之间一年,今后两年都不会有好果子吃。