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Пишет iv_g (![[info]](http://lj.rossia.org/img/userinfo.gif){kind=small} iv_g)@ 2015-06-25 09:00:00 |
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Добыча и себестоимость нефти
Не прошло и года, как Голдман кривую костов по добыче привел в соответствие с реальностью,
хотя судя по отчетам компаний это и в 2014 было уже ясно
Ну и в нефти мощный отскок происходил на фоне достаточно большого избытка предложения
нефти в 1 кв.
http://www.zerohedge.com/news/2015-05-1
http://krv1975.livejournal.com/91179.htm
- - -
Дополнение ardelfi: В оригинале есть ещё интересные картинки:
http://www.edisonthoughts.com/2015/05/w
Exhibit 2: Breakevens of non-producing and recently on-stream oil assets
Source: Goldman Sachs Investment Research
Exhibit 3: Estimates of long-term breakeven costs for various project types
Source: Estimates of long-term breakeven costs for various project types
Exhibit 4: Continental Resources’ view on rates of return in the Bakken and SCOOP at various oil prices
Source: Continental Resources (April 2015). Note: CWC is completed well costs.
Exhibit 5: Shale break-evens show wide variations by play, sub-play and county
Source: Wood Mackenzie (March 2015). Note: Break-evens calculated as oil price required for a 10% IRR
Exhibit 6: Global liquids supply & demand – each year, new fields need to offset decline and rising demand
Source: Chevron (March 2015), from IEA World Energy Outlook
Exhibit 7: Declining production capacity by country in mb/d (2014 estimates) – more than half the world’s oil is produced from fields already in decline
Source: Credit Suisse estimates, based on Wood Mackenzie (January 2015)
Exhibit 8: Underlying decline rates of producing fields are typically 10-15%
Source: Credit Suisse estimates, based on Wood Mackenzie (November 2014)
Rate of return — In finance, rate of return (ROR), also known as return on investment (ROI), rate of profit or sometimes just return, is the ratio of money gained or lost (whether realized or unrealized) on an investment relative to the amount of money invested.
Не прошло и года, как Голдман кривую костов по добыче привел в соответствие с реальностью,
хотя судя по отчетам компаний это и в 2014 было уже ясно
Ну и в нефти мощный отскок происходил на фоне достаточно большого избытка предложения
нефти в 1 кв.
http://www.zerohedge.com/news/2015-05-1
http://krv1975.livejournal.com/91179.htm
- - -
Дополнение ardelfi: В оригинале есть ещё интересные картинки:
http://www.edisonthoughts.com/2015/05/w
Exhibit 2: Breakevens of non-producing and recently on-stream oil assets
Source: Goldman Sachs Investment Research
Exhibit 3: Estimates of long-term breakeven costs for various project types
Source: Estimates of long-term breakeven costs for various project types
Exhibit 4: Continental Resources’ view on rates of return in the Bakken and SCOOP at various oil prices
Source: Continental Resources (April 2015). Note: CWC is completed well costs.
Exhibit 5: Shale break-evens show wide variations by play, sub-play and county
Source: Wood Mackenzie (March 2015). Note: Break-evens calculated as oil price required for a 10% IRR
Exhibit 6: Global liquids supply & demand – each year, new fields need to offset decline and rising demand
Source: Chevron (March 2015), from IEA World Energy Outlook
Exhibit 7: Declining production capacity by country in mb/d (2014 estimates) – more than half the world’s oil is produced from fields already in decline
Source: Credit Suisse estimates, based on Wood Mackenzie (January 2015)
Exhibit 8: Underlying decline rates of producing fields are typically 10-15%
Source: Credit Suisse estimates, based on Wood Mackenzie (November 2014)
Rate of return — In finance, rate of return (ROR), also known as return on investment (ROI), rate of profit or sometimes just return, is the ratio of money gained or lost (whether realized or unrealized) on an investment relative to the amount of money invested.
