中国石化新闻网讯 据道琼斯1月31日消息,伯恩斯坦表示,过去十年中国对进口原油的依赖度已从20%升至近70%。该行在报告中写道:“中国的能源安全要比以往任何时候更加脆弱。”这说明,中国石油公司的并购活动可能会再次升温,以保证供应安全。然而石油需求触顶的风险越来越大,这可能抑制此类交易。伯恩斯坦称:“中国能源发展十三五规划显示出中国石油需求增速可能会大幅放缓。尽管目前增长强劲,但需求触顶局面可能比我们预想的要近。”
庞晓华摘译自道琼斯
原文如下:
China’s Energy Security ‘More Tenuous Than It Has Ever Been’
[Dow Jones] China’s dependence on imported oil has risen from 20% to almost 70% in the past decade, according to Bernstein. “Energy security in China is more tenuous than it has ever been,” the bank writes. This implies that M&A by Chinese oil companies should pick up again in order to secure supply. However, “peak oil demand” is a growing risk, which could hinder deal-making. “China’s 13th five year energy plan implies that oil demand growth in China could slow dramatically. While this is in contrast to the strong growth today, it suggests that peak demand could be closer than we think.”
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