q*********u 发帖数: 9501 | 1 其他产油国也有可能开始减产。据Sanford C. Bernstein估算,欧佩克之外的世界50大
石油公司的产油边际成本目前为每桶90美元。
http://cn.wsj.com/gb/20120625/hrd113618.asp?source=article | i***h 发帖数: 12655 | 2 难道埃克森现在都是在亏本?
不可能吧?
【在 q*********u 的大作中提到】 : 其他产油国也有可能开始减产。据Sanford C. Bernstein估算,欧佩克之外的世界50大 : 石油公司的产油边际成本目前为每桶90美元。 : http://cn.wsj.com/gb/20120625/hrd113618.asp?source=article
| i***h 发帖数: 12655 | | i***h 发帖数: 12655 | 4 你是不是多写了个0?
什么是边际成本?
【在 q*********u 的大作中提到】 : 其他产油国也有可能开始减产。据Sanford C. Bernstein估算,欧佩克之外的世界50大 : 石油公司的产油边际成本目前为每桶90美元。 : http://cn.wsj.com/gb/20120625/hrd113618.asp?source=article
| i***h 发帖数: 12655 | 5 July 28 (Reuters) - The cost of pumping a barrel of oil out
of the ground depends on a variety of factors, including the
size and accesibility of the field.
Oil companies are often reluctant to give precise cost
information.
The following provides estimates of the cost of running a
field for OPEC members and other individual countries, obtained
from traders and industry analysts.
It also gives the International Energy Agency's more general
assessment of costs for the oil-producing regions of the world.
ESTIMATES BY COUNTRY
Saudi Arabian crude is the cheapest in the world to extract
because of its location near the surface of the desert and the
size of the fields, which allow economies of scale.
The operating cost (stripping out capital expenditure) of
extracting a barrel in Saudi Arabia has been estimated to be
around $1-$2, and the total cost (including capital expenditure)
$4-$6 a barrel.
Extraction of Iraqi oil is in theory also very cheap,
although there are political and security challenges.
Industry analysts estimated total costs at between $4-6,
although they said some fields could be more expensive.
In the United Arab Emirates, operating and capital costs
combined were estimated to be around $7 a barrel.
Oil extraction from mature and deep water offshore fields is
much more expensive than from the accessible hydrocarbon
territory of the Gulf.
In Nigeria, production in ultra-deep water fields can reach
$30 a barrel compared with onshore costs of around $15,
according to analysts.
In offshore Angola, it costs around $40 to produce one
barrel of oil (operating and capital costs), traders told
Reuters.
Operating and capital costs in Algeria, Iran, Libya, Oman
and Qatar were all estimated to be around $10-15 a barrel.
In Kazakhstan, where reserves are big and largely
unexploited, the cost to produce a barrel for medium-sized
producers, such as Kazakh state oil company KazMunaiGas [KMG.UL]
is around $15-18, and for Kazakhstan's largest operator
Tengizchevroil, it is about $10-12, the Kazakh-British Chamber
of Commerce said.
Analysts said these were operating costs, probably including
transport, as it is expensive to move the oil to distant ports.
In Venezuela, where fields tend to be mature and small and
it is difficult to make new discoveries, production costs were
generally estimated at $20 a barrel (operating and capital
costs).
Those figures do not include the more expensive Orinoco oil
from the country's sand deposits.
One analyst said the extraction of one barrel of Orinoco was
around $30 (operating and capital costs).
Ecuador, where fields are also small and the distance to
ports add to costs, analysts pegged extraction costs at $20 a
barrel.
In the mature British North Sea, where the remaining oil is
difficult to access, the industry body Oil & Gas UK said the
break-even cost was around $50 a barrel. One analyst said
operating and capital costs were $30-40 a barrel.
The International Energy Agency (IEA) -- in its latest
November 2008 world energy outlook -- gave the following
estimates for the all-in costs of producing oil from various
types of hydrocarbons in different parts of the world:
Oilfields Estimated Production
/source Costs ($ 2008)
Mideast/N.Africa oilfields 6 - 28
Other conventional oilfields 6 - 39
CO2 enhanced oil recovery 30 - 80
Deep/ultra-deep-water oilfields 32 - 65
Enhanced oil recovery 32 - 82
Arctic oilfields 32 - 100
Heavy oil/bitumen 32 - 68
Oil shales 52 - 113
Gas to liquids 38 - 113
Coal to liquids 60 - 113
Source: International Energy Agency World Energy Outlook 2008
(Compiled by Martina Fuchs, Christopher Johnson, Karen Norton,
Joe Brock and Barbara Lewis, Editing by James Jukwey) | v*****k 发帖数: 7798 | 6 He said 80 is the magic number
【在 i***h 的大作中提到】 : 股版的油工就是这行的, 应该知道
| h******i 发帖数: 643 | 7 当时他做的是Oil shales,那个成本在70一线。
我家那口子也是在石油行的,要知道08,09年油价跌到4,50时的时候油公司还在挣钱
,据说休斯顿在90年代初的时候还是ghost down, 那时候油价很低,
油价高的时候成本也相应的高,因为那时候油井作业工人10万一年都很不好找人,不同
的作业还有bonus,油价下来后这些人就被踢掉了,
【在 v*****k 的大作中提到】 : He said 80 is the magic number
| B*******n 发帖数: 20645 | 8 记得老油几年前说过,每桶三十美元都能勉强活着。
当然现在的价格可能要考虑通膨和印钱的因素了。
【在 q*********u 的大作中提到】 : 其他产油国也有可能开始减产。据Sanford C. Bernstein估算,欧佩克之外的世界50大 : 石油公司的产油边际成本目前为每桶90美元。 : http://cn.wsj.com/gb/20120625/hrd113618.asp?source=article
| S***a 发帖数: 1072 | 9 当原油价格偏离成本价,对市场有哪些影响,会影响哪些板块,会迅速拉回轨道,还是
按惯性走一阵再慢慢拉回轨道?
不好意思问题太多,回头俺自己也去做功课。
【在 q*********u 的大作中提到】 : 其他产油国也有可能开始减产。据Sanford C. Bernstein估算,欧佩克之外的世界50大 : 石油公司的产油边际成本目前为每桶90美元。 : http://cn.wsj.com/gb/20120625/hrd113618.asp?source=article
| q*********u 发帖数: 9501 | 10 原油没有一个统一的成本,沙特俄罗斯成本大约在5刀以下,南美的委内瑞拉大约在90
刀。
所以成本只是参考油价走势的一个因素,2009年油价最低见到36,那么现在如果见到50
应该是相当这个36的水准了,这也意味着全球经济彻底的,完全的衰退。
【在 S***a 的大作中提到】 : 当原油价格偏离成本价,对市场有哪些影响,会影响哪些板块,会迅速拉回轨道,还是 : 按惯性走一阵再慢慢拉回轨道? : 不好意思问题太多,回头俺自己也去做功课。
| x*********n 发帖数: 28013 | | t**e 发帖数: 2379 | 12 边际成本应该是价格再跌这部分油就不值得去采的那部分油的开采成本,应该略低于市
场价格
【在 i***h 的大作中提到】 : 你是不是多写了个0? : 什么是边际成本?
| t**e 发帖数: 2379 | 13 对阿,应该跟油矿的地质条件有关。但成本5刀以下的油产量肯定满足不了市场需求。
如果你前面说的边际成本是90块钱的话,就是所有90块钱成本以下的油和市场需求平衡
吧。但石油绝对不是个完全市场,5刀以下的油应该可以产的更多更快,但沙特俄罗斯
都会控制产量的。
90
50
【在 q*********u 的大作中提到】 : 原油没有一个统一的成本,沙特俄罗斯成本大约在5刀以下,南美的委内瑞拉大约在90 : 刀。 : 所以成本只是参考油价走势的一个因素,2009年油价最低见到36,那么现在如果见到50 : 应该是相当这个36的水准了,这也意味着全球经济彻底的,完全的衰退。
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