【行业研究报告】-全球能源战略:沙特不追求提高石油产能似乎是对一个更绿色世界的认可

类型: 全球策略

机构: 海通国际

发表时间: 2024-02-01 00:00:00

更新时间: 2024-02-01 18:15:19

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关注全球能源股的价值和股息率
沙特阿美(海通国际未覆盖)已收到国家能源部的一项指令,将最
大可持续产能维持在1200万桶/日,而不是继续增加到1300万桶
/日(见新闻稿),这对于全球石油服务长期支出前景来说似乎不
太积极,并可能增加未来油价波动和安全性。这也是最大生产商的
一种认可,即1.低碳需求的增加可能会导致石油需求下降,以及2.