我的BP已经全部抛掉了

awaydream
楼主 (未名空间)

BP的新CEO把自己的勘探油田的工程师和科学家全干掉了,准备转型renewable energy,
号称要搞定碳中和。BP这么大的公司,最主营业务就是油气产品,居然要砍掉自己的生命线,
去投前面已经试过亏了不少钱的renewable energy,把所有的希望寄托在政府的
subsidy上。
我不认同climate change理论,也不认为政府有那么多钱一直补贴你。各国政府以后都面临
巨大的财政压力(老龄化,前期借钱太多,通胀抬头要加息等),谁有那么多闲钱来补贴一个
超级巨无霸公司啊?

这个CEO的做法和我的理念完全不同,道不同,不想为谋,我全撤了。
follow我捞油的同志,找个机会跑掉吧,这个公司应该要完蛋了。

大英帝国很多养老基金都买了BP,这下子,很多人的养老金估计要泡汤了。

总体而言,我买BP,基本平仓出局。前期入价太高,后来在3月低点加仓了
一些。总这,苗头不对,直接平仓走人了,换成别的股了。

不要问我买了什么,暂时不想讲。

英国鸡贼了好几个世纪,今天忽悠这个,明天忽悠那个,为了逃避一点责任
脱离欧洲。这下左逼大忽悠,要把英国的命根子之一的帝国支柱BP彻底忽悠
瘸了,把老百姓的养老金掏干。

我虽然出光了BP的股票,但是我还会持续关注BP的故事,看看BP到底走向
何方吧。

BP's oil exploration team swept aside in climate revolution
https://finance.yahoo.com/news/bps-oil-exploration-team-swept-001324854.html

Ron Bousso
Sun, January 24, 2021, 7:13 PM
By Ron Bousso

LONDON (Reuters) - Nothing escapes the winds of change now sweeping through BP, not even the exploration team that for more than a century powered its
profits by discovering billions of barrels of oil.

Its geologists, engineers and scientists have been cut to less than 100 from a peak of more than 700 a few years ago, company sources told Reuters, part of a climate change-driven overhaul triggered last year by CEO Bernard
Looney.

"The winds have turned very chilly in the exploration team since Looney's
arrival. This is happening incredibly fast," a senior member of the team
told Reuters.

Hundreds have left the oil exploration team in recent months, either
transferred to help develop new low-carbon activities or laid off, current
and former employees said.

The exodus is the starkest sign yet from inside the company of its rapid
shift away from oil and gas, which will nevertheless be its main source of
cash to finance a switch to renewables for at least the next decade.

BP declined to comment on the staffing changes, which have not been publicly disclosed.

Reuters spoke to a dozen former and current employees of BP who highlighted the massive challenges the company faces in its transition from fossil fuels to carbon neutrality.

Looney made his intentions clear internally and externally by lowering BP's production targets and becoming the first oil major CEO to promote this as a positive to investors seeking a long-term vision for a lower-carbon economy.

BP is cutting some 10,000 jobs, around 15% of its workforce, under Looney's restructuring, the most aggressive among Europe's oil giants including Royal Dutch Shell and Total.

The 50-year-old, a veteran oil engineer who previously headed the oil and
gas exploration and production division, aims to cut output by 1 million
barrels per day, or 40%, over the next decade while growing renewable energy output 20 fold.

Despite the changes, oil and gas will remain BP's main source of revenue
until at least 2030.

And Looney's drive to reinvent BP has done nothing to boost its shares,
which hit their lowest level in 25 years late in 2020 and dropped 44% in the year, mostly over doubts whether it will be able transform and make the
profits it aims for.

The change marks the end of an era for exploration teams from Moscow and
Houston to BP's research headquarters in Sunbury near London, with farewell gatherings held on Zoom in recent months, they added.

"The atmosphere was brutal," a former employee said at the time of last year's lay-offs.

For BP's whittled down exploration team, led by Ariel Flores, the former
North Sea boss, the focus has narrowed to searching for new resources near
existing oil and gas fields in order to offset production declines and
minimize spending.

"We are in a harvest mode and what isn't being said is that BP is going to
be a much smaller company without exploration," a second source in BP's oil and production division said.

Flores was not available for comment.

Data from Norwegian consultancy Rystad Energy shows BP acquired around 3,000 square kilometres of new exploration licences in 2020, its lowest since at least 2015 and far less than at Shell, which acquired around 11,000 square
kilometres, or Total, which bought some 17,000 square kilometres.

Although global exploration activity slowed last year due to the COVID-19
pandemic, the drop at BP was mainly a result of the change in strategy, four company sources said.

(Graphic: BP's slowing exploration - https://graphics.reuters.com/BP-
EXPLORATION/ygdpzakkkvw/chart.png)

(Graphic: BP exploration spending - https://graphics.reuters.com/BP-
EXPLORATION/yzdvxgqxnpx/chart.png)

Oil and gas exploration has been the spearhead of companies' evolution into huge multinationals that delivered enormous profits to shareholders over the decades.

BP began reducing its spending on exploration under former CEO Bob Dudley in response to the 2014 oil price crash, aiming to use technology to unlock
more oil and gas reserves.

Looney is driving the exploration budget even lower, to around $350 to $400 million per year. That is around half of what BP spent in 2019 and a
fraction of the $4.6 billion spent on exploration in 2010.

BP last year also wiped $20 billion from the value of its oil and gas assets after slashing its outlook for energy prices. At those lower price
assumptions, BP no longer considered many of its oil and gas reserves worth developing.

(Graphic: BP share performance - https://fingfx.thomsonreuters.com/gfx/ce/
bdwvkyzndvm/Pasted%20image%201611156827068.png)

BEYOND PETROLEUM

BP, which started as the Anglo-Persian Oil Company in 1908 and has since
discovered massive fossil fuel resources in places such as Iran, Iraq,
Azerbaijan, the North Sea and the Gulf of Mexico, has attempted to diversify into renewables before.

Under CEO John Browne BP launched "Beyond Petroleum," investing billions in wind farms and solar power technology, but the vast majority of the
investments failed.

Looney believes his plan will succeed with unprecedented government support for the energy transition and technological advances that make renewable
energy more affordable than ever. He has enlisted Giulia Chierchia, a former McKinsey executive to oversee the development of BP's strategy.

And a team of geologists and data crunchers led by Houston-based Kirsty
McCormack, who was previously in the exploration unit, will now apply
analytics used to study and map rock structures in search of fossil fuels to develop low-carbon technologies such as carbon capture, usage and storage (CCUS) and geothermal energy, company sources said.

Absorbing carbon dioxide emitted by heavily polluting industries and
injecting it into depleted oil reservoirs is seen as key in the energy
transition by helping to offset emissions.

Other oil veterans have also been reassigned, with Felipe Arbelaez, who
previously headed BP's oil and gas operations in Latin America, now leading its renewables business and Louise Jacobsen Plutt, an experienced oil
engineer, now senior vice president hydrogen CCUS.

BP also poached staff from Uber, Toyota and Silicon Valley to boost its
understanding of electric vehicles, power markets, renewables and expanding its capabilities in big data.

Franziska Bell, a former Toyota employee, is vice president for data and
analytics at BP while Justin Lewis joined the company in July to head its
high-tech start-up venture after working as a software engineer at Tesla.

The transformation has been met with a mix of awe and concern among
employees who are wondering if the pace is sustainable and whether it is
enough for BP to compete in a rapidly-changing energy world.

Some senior current and former employees warned that BP risks rushing into
investments in new fields before fully understanding how they will fit into a transformed company, while abandoning long-standing sources of cash.

"There is so much internal change that it will be a big job to pick up the
organisation and get things going," a senior employee in the exploration
division said.

(Graphic: Big Oil's spending - https://graphics.reuters.com/OILMAJORS-CAPEX/gjnpwkmwypw/chart.png)

(This story was refiled to correct paragraph 11 by removing extraneous words)

(Reporting by Ron Bousso; Editing by Alexander Smith)

YangCN

这大概率是倒在了黎明前的黑夜

【 在 awaydream (昆仑天下) 的大作中提到: 】
: BP的新CEO把自己的勘探油田的工程师和科学家全干掉了,准备转型renewable
energy,
: 号称要搞定碳中和。BP这么大的公司,最主营业务就是油气产品,居然要砍掉自己的生
: 命线,
: 去投前面已经试过亏了不少钱的renewable energy,把所有的希望寄托在政府的
: subsidy上。
: 我不认同climate change理论,也不认为政府有那么多钱一直补贴你。各国政府以后都
: 面临
: 巨大的财政压力(老龄化,前期借钱太多,通胀抬头要加息等),谁有那么多闲钱来补
: 贴一个
: 超级巨无霸公司啊?
: ...................

awaydream

如果要买油股,XOM,CVX,Shell等都要比BP的情况好不少。
BP的这个CEO太烂了,他这种搞法,很快就会纸里包不住火,
财务要出大问题的。

一家之言,到此为止,你们自己做决定。

【 在 YangCN (老杨) 的大作中提到: 】
: 这大概率是倒在了黎明前的黑夜
: energy,

d
dhzmvd

转型成妖股,卖概念,一天涨50%不是梦

【 在 awaydream (昆仑天下) 的大作中提到: 】
: 如果要买油股,XOM,CVX,Shell等都要比BP的情况好不少。
: BP的这个CEO太烂了,他这种搞法,很快就会纸里包不住火,
: 财务要出大问题的。
: 一家之言,到此为止,你们自己做决定。

Noktard

悲壮

j
jazwang

我前天看到这个新闻,很震惊啊,把上油都给砍了,这还是石油公司吗?
awaydream

季报一出,BP崩盘了。

我以前行动不够利索,对老相好股票有感情。BP,这一次我是吸取以前的
教训了,逃过了一个小劫。

不管油市如何走向,任由现在的CEO胡搞的话,BP的盈利会越来越差,
BP会逐渐从大油股公司掉队,远远落后于XOM,CVX,Shell, Total等。

就说这么多,大家自己的钱,自己做决定。

l
lcer

Shell 感觉还不错,公司文化其实很左,但renewable 上按部就班。这东西现在就是个风口,技术上想突破难度约等于几十个特斯拉。小公司站站风口也许被吹起来几个,同时还要拍死一大片。大公司老实赚钱等着收购就可以,主子非得倾家荡产去抢丫鬟的活纯属找虐

【 在 awaydream(昆仑天下) 的大作中提到: 】

: 季报一出,BP崩盘了。

: 我以前行动不够利索,对老相好股票有感情。BP,这一次我是吸取以前的

: 教训了,逃过了一个小劫。

: 不管油市如何走向,任由现在的CEO胡搞的话,BP的盈利会越来越差,

: BP会逐渐从大油股公司掉队,远远落后于XOM,CVX,Shell, Total等。

: 就说这么多,大家自己的钱,自己做决定。

h
hfb

Shell 在零碳上搞还是搞, 赚钱的东西也不撒手。 CEO 也没办法的,反对声很大,不能搞得像BP 一样。

就等着疫情完了油涨一涨,希望BP别亏太多,然后Shell & BP 全部脱手。

【 在 lcer (Death to all who oppose us!) 的大作中提到: 】
: Shell 感觉还不错,公司文化其实很左,但renewable 上按部就班。这东西现在就是个
: 风口,技术上想突破难度约等于几十个特斯拉。小公司站站风口也许被吹起来几个,同
: 时还要拍死一大片。大公司老实赚钱等着收购就可以,主子非得倾家荡产去抢丫鬟的活
: 纯属找虐
:
: 季报一出,BP崩盘了。
:
: 我以前行动不够利索,对老相好股票有感情。BP,这一次我是吸取以前的
:
: 教训了,逃过了一个小劫。
:
: 不管油市如何走向,任由现在的CEO胡搞的话,BP的盈利会越来越差,
:
: BP会逐渐从大油股公司掉队,远远落后于XOM,CVX,Shell, Total等。
:
: 就说这么多,大家自己的钱,自己做决定。
: ...................

newjersey

油没戏了,油价再高也没用,今后大家都呆家里,很少用油,量上不去,油价再高油公司也赚不到钱。油资产每天都在贬值。
b
bywx

谢谢楼主,我虽然不是专业,可是我看法是跟你 相反的。我觉得BP是开始脱胎换骨的
时候,将会往好的方向。我零星记得的一些新闻,很可能有细微出入:
1,英国在2030?年所以汽车不用油
2,美国政府车准备开始全面逐步换成电车
结论是电车基本是趋势,中国也是极力推进的。这些都是世界前列的国家,他们的带头非常的重要。汽车在未来不用汽油我觉得是可以看得见的。

当然航空塑料橡胶?这些都要靠石油公司.不知道汽车这块占石油公司的利润组成是多少,如果很高的话,石油公司转型是非常应该的.
LA69

你亚太转牛角尖了

理念有个jb用

能和mm一条心才是王道

【 在 awaydream (昆仑天下) 的大作中提到: 】
: BP的新CEO把自己的勘探油田的工程师和科学家全干掉了,准备转型renewable
energy,
: 号称要搞定碳中和。BP这么大的公司,最主营业务就是油气产品,居然要砍掉自己的生
: 命线,
: 去投前面已经试过亏了不少钱的renewable energy,把所有的希望寄托在政府的
: subsidy上。
: 我不认同climate change理论,也不认为政府有那么多钱一直补贴你。各国政府以后都
: 面临
: 巨大的财政压力(老龄化,前期借钱太多,通胀抬头要加息等),谁有那么多闲钱来补
: 贴一个
: 超级巨无霸公司啊?
:
:
: 这个CEO的做法和我的理念完全不同,道不同,不想为谋,我全撤了。
: follow我捞油的同志,找个机会跑掉吧,这个公司应该要完蛋了。
:
:
: 大英帝国很多养老基金都买了BP,这下子,很多人的养老金估计要泡汤了。
:
: 总体而言,我买BP,基本平仓出局。前期入价太高,后来在3月低点加仓了
: 一些。总这,苗头不对,直接平仓走人了,换成别的股了。
:
:
: 不要问我买了什么,暂时不想讲。
:
:
: 英国鸡贼了好几个世纪,今天忽悠这个,明天忽悠那个,为了逃避一点责任
: 脱离欧洲。这下左逼大忽悠,要把英国的命根子之一的帝国支柱BP彻底忽悠
: 瘸了,把老百姓的养老金掏干。
:
: 我虽然出光了BP的股票,但是我还会持续关注BP的故事,看看BP到底走向
: 何方吧。
:
:
:
:
:
:
:
: BP's oil exploration team swept aside in climate revolution
:
: https://finance.yahoo.com/news/bps-oil-exploration-team-swept-001324854.
html
:
:
: Ron Bousso
: Sun, January 24, 2021, 7:13 PM
: By Ron Bousso
:
: LONDON (Reuters) - Nothing escapes the winds of change now sweeping
through
: BP, not even the exploration team that for more than a century powered its
: profits by discovering billions of barrels of oil.
:
: Its geologists, engineers and scientists have been cut to less than 100
from
: a peak of more than 700 a few years ago, company sources told Reuters,
part
: of a climate change-driven overhaul triggered last year by CEO Bernard
: Looney.
:
: "The winds have turned very chilly in the exploration team since Looney's : arrival. This is happening incredibly fast," a senior member of the team
: told Reuters.
:
: Hundreds have left the oil exploration team in recent months, either
: transferred to help develop new low-carbon activities or laid off, current
: and former employees said.
:
: The exodus is the starkest sign yet from inside the company of its rapid
: shift away from oil and gas, which will nevertheless be its main source of
: cash to finance a switch to renewables for at least the next decade.
:
: BP declined to comment on the staffing changes, which have not been
publicly
: disclosed.
:
: Reuters spoke to a dozen former and current employees of BP who
highlighted
: the massive challenges the company faces in its transition from fossil
fuels
: to carbon neutrality.
:
: Looney made his intentions clear internally and externally by lowering BP's
: production targets and becoming the first oil major CEO to promote this as a
: positive to investors seeking a long-term vision for a lower-carbon
economy.
:
: BP is cutting some 10,000 jobs, around 15% of its workforce, under Looney's
: restructuring, the most aggressive among Europe's oil giants including
Royal
: Dutch Shell and Total.
:
: The 50-year-old, a veteran oil engineer who previously headed the oil and : gas exploration and production division, aims to cut output by 1 million
: barrels per day, or 40%, over the next decade while growing renewable
energy
: output 20 fold.
:
: Despite the changes, oil and gas will remain BP's main source of revenue
: until at least 2030.
:
: And Looney's drive to reinvent BP has done nothing to boost its shares,
: which hit their lowest level in 25 years late in 2020 and dropped 44% in
the
: year, mostly over doubts whether it will be able transform and make the
: profits it aims for.
:
: The change marks the end of an era for exploration teams from Moscow and
: Houston to BP's research headquarters in Sunbury near London, with
farewell
: gatherings held on Zoom in recent months, they added.
:
: "The atmosphere was brutal," a former employee said at the time of last
year
: 's lay-offs.
:
: For BP's whittled down exploration team, led by Ariel Flores, the former
: North Sea boss, the focus has narrowed to searching for new resources near
: existing oil and gas fields in order to offset production declines and
: minimize spending.
:
: "We are in a harvest mode and what isn't being said is that BP is going to
: be a much smaller company without exploration," a second source in BP's
oil
: and production division said.
:
: Flores was not available for comment.
:
: Data from Norwegian consultancy Rystad Energy shows BP acquired around 3,
000
: square kilometres of new exploration licences in 2020, its lowest since
at
: least 2015 and far less than at Shell, which acquired around 11,000 square
: kilometres, or Total, which bought some 17,000 square kilometres.
:
: Although global exploration activity slowed last year due to the COVID-19 : pandemic, the drop at BP was mainly a result of the change in strategy,
four
: company sources said.
:
: (Graphic: BP's slowing exploration - https://graphics.reuters.com/BP-
: EXPLORATION/ygdpzakkkvw/chart.png)
:
: (Graphic: BP exploration spending - https://graphics.reuters.com/BP-
: EXPLORATION/yzdvxgqxnpx/chart.png)
:
: Oil and gas exploration has been the spearhead of companies' evolution
into
: huge multinationals that delivered enormous profits to shareholders over
the
: decades.
:
: BP began reducing its spending on exploration under former CEO Bob Dudley in
: response to the 2014 oil price crash, aiming to use technology to unlock : more oil and gas reserves.
:
: Looney is driving the exploration budget even lower, to around $350 to $
400
: million per year. That is around half of what BP spent in 2019 and a
: fraction of the $4.6 billion spent on exploration in 2010.
:
: BP last year also wiped $20 billion from the value of its oil and gas
assets
: after slashing its outlook for energy prices. At those lower price
: assumptions, BP no longer considered many of its oil and gas reserves
worth
: developing.
:
: (Graphic: BP share performance - https://fingfx.thomsonreuters.com/gfx/ce/: bdwvkyzndvm/Pasted%20image%201611156827068.png)
:
: BEYOND PETROLEUM
:
: BP, which started as the Anglo-Persian Oil Company in 1908 and has since
: discovered massive fossil fuel resources in places such as Iran, Iraq,
: Azerbaijan, the North Sea and the Gulf of Mexico, has attempted to
diversify
: into renewables before.
:
: Under CEO John Browne BP launched "Beyond Petroleum," investing billions
in
: wind farms and solar power technology, but the vast majority of the
: investments failed.
:
: Looney believes his plan will succeed with unprecedented government
support
: for the energy transition and technological advances that make renewable
: energy more affordable than ever. He has enlisted Giulia Chierchia, a
former
: McKinsey executive to oversee the development of BP's strategy.
:
: And a team of geologists and data crunchers led by Houston-based Kirsty
: McCormack, who was previously in the exploration unit, will now apply
: analytics used to study and map rock structures in search of fossil fuels to
: develop low-carbon technologies such as carbon capture, usage and storage (
: CCUS) and geothermal energy, company sources said.
:
: Absorbing carbon dioxide emitted by heavily polluting industries and
: injecting it into depleted oil reservoirs is seen as key in the energy
: transition by helping to offset emissions.
:
: Other oil veterans have also been reassigned, with Felipe Arbelaez, who
: previously headed BP's oil and gas operations in Latin America, now
leading
: its renewables business and Louise Jacobsen Plutt, an experienced oil
: engineer, now senior vice president hydrogen CCUS.
:
: BP also poached staff from Uber, Toyota and Silicon Valley to boost its
: understanding of electric vehicles, power markets, renewables and
expanding
: its capabilities in big data.
:
: Franziska Bell, a former Toyota employee, is vice president for data and
: analytics at BP while Justin Lewis joined the company in July to head its : high-tech start-up venture after working as a software engineer at Tesla.
:
: The transformation has been met with a mix of awe and concern among
: employees who are wondering if the pace is sustainable and whether it is
: enough for BP to compete in a rapidly-changing energy world.
:
: Some senior current and former employees warned that BP risks rushing into
: investments in new fields before fully understanding how they will fit
into
: a transformed company, while abandoning long-standing sources of cash.
:
: "There is so much internal change that it will be a big job to pick up the
: organisation and get things going," a senior employee in the exploration
: division said.
:
: (Graphic: Big Oil's spending - https://graphics.reuters.com/OILMAJORS-
CAPEX/
: gjnpwkmwypw/chart.png)
:
: (This story was refiled to correct paragraph 11 by removing extraneous
words)
:
: (Reporting by Ron Bousso; Editing by Alexander Smith)
DongHai


收益率才是根本。

digua

同感。石油股己经过潮流了,现在新能源是mm追捧的对象。

【 在 LA69 (土火总冠军) 的大作中提到: 】
: 你亚太转牛角尖了
: 理念有个jb用
: 能和mm一条心才是王道

d
dhzmvd

利润不知道,25%的原油用于汽车。

【 在 bywx () 的大作中提到: 】
: 谢谢楼主,我虽然不是专业,可是我看法是跟你 相反的。我觉得BP是开始脱胎换骨的
: 时候,将会往好的方向。我零星记得的一些新闻,很可能有细微出入:
: 1,英国在2030?年所以汽车不用油
: 2,美国政府车准备开始全面逐步换成电车
: 结论是电车基本是趋势,中国也是极力推进的。这些都是世界前列的国家,他们的带头
: 非常的重要。汽车在未来不用汽油我觉得是可以看得见的。
: 当然航空塑料橡胶?这些都要靠石油公司.不知道汽车这块占石油公司的利润组成是多少
: ,如果很高的话,石油公司转型是非常应该的.

n
nayinian

这个CEO要么是先驱者,要么是被忽悠傻的第一人。师母一呆吧。

l
lcer

转型当然是应该的,电车的势头没谁看不出来,但怎么转是另一回事。现在离技术突破还远,哪条路走得通甚至有没有路走得通还不一定,直接断了自己未来几年饭碗去跟风值得吗。身为大公司,象征性的搞搞意思意思哄哄花姐股东开心就行了,做得出来当然好,真的有谁做出什么,再花钱买也行。到时价格也许不便宜,但试错成本低太多。

【 在 bywx() 的大作中提到: 】

: 谢谢楼主,我虽然不是专业,可是我看法是跟你 相反的。我觉得BP是开始脱胎
换骨的

: 时候,将会往好的方向。我零星记得的一些新闻,很可能有细微出入:

: 1,英国在2030?年所以汽车不用油

: 2,美国政府车准备开始全面逐步换成电车

: 结论是电车基本是趋势,中国也是极力推进的。这些都是世界前列的国家,他们的带头

: 非常的重要。汽车在未来不用汽油我觉得是可以看得见的。

: 当然航空塑料橡胶?这些都要靠石油公司.不知道汽车这块占石油公司的利润组成是多少

: ,如果很高的话,石油公司转型是非常应该的.

K
Ktar

要转型也不应该直接去做新能源上游。
转型部分业务去做电厂相关的啊,电力维修,如果形势好的话,然后再去搞新能源上游。

有一些油服就转型兼做电力设备维护了。

这CEO脑子坏了。 

我去年买过一些BP,都是没多久就扔了。100股,放着无所谓了。
感觉BP这个6%的dividend很危险。 

【 在 lcer (Death to all who oppose us!) 的大作中提到: 】
: 转型当然是应该的,电车的势头没谁看不出来,但怎么转是另一回事。现在离技术突破
: 还远,哪条路走得通甚至有没有路走得通还不一定,直接断了自己未来几年饭碗去跟风
: 值得吗。身为大公司,象征性的搞搞意思意思哄哄花姐股东开心就行了,做得出来当然
: 好,真的有谁做出什么,再花钱买也行。到时价格也许不便宜,但试错成本低太多。:
: 谢谢楼主,我虽然不是专业,可是我看法是跟你 相反的。我觉得BP是开始脱胎
: 换骨的
:
: 时候,将会往好的方向。我零星记得的一些新闻,很可能有细微出入:
:
: 1,英国在2030?年所以汽车不用油
:
: 2,美国政府车准备开始全面逐步换成电车
:
: 结论是电车基本是趋势,中国也是极力推进的。这些都是世界前列的国家,他们
: ...................

w
wgyeric

re
digua

纯搞石油,不做新能源肯定是毫无希望的。最大的问题是,按现在的趋势,风电和太阳能的单位价格会比煤炭发电更便宜,和烧油相比就更不用说了。只有天然气发电会更便宜一点。

按BP的数据,大约有44%的油是用于汽车交通,这部分的需要以后就慢慢消失了。http://www.bp.com/en/global/corporate/news-and-insights/speeches/back-to-the-future-electric-vehicles-and-oil-demand.html

l
lanyin0314

BP想过得好必须要油价大涨,否则高分红和债务利息都是沉重的负担。
不过油价大涨是双刃剑,油价越高对新能源越是利好。传统能源向新能源转换已经快到turning point了,大趋势不可避免的。

【 在 digua (姚之FAN) 的大作中提到: 】
: 纯搞石油,不做新能源肯定是毫无希望的。最大的问题是,按现在的趋势,风电和太阳
: 能的单位价格会比煤炭发电更便宜,和烧油相比就更不用说了。只有天然气发电会更便
: 宜一点。
: 按BP的数据,大约有44%的油是用于汽车交通,这部分的需要以后就慢慢消失了。
: http://www.bp.com/en/global/corporate/news-and-insights/speeches/back-to-the-future-electric-vehicles-and-oil-demand.html

INDICES


新能源完全是为了忽悠未发展国家的,现在是把自己给忽悠进去了

digua

是啊。国家推新能源是因为环保,厂商推新能源是为了商机也是为了生存。

拿皮卡来说,现在汽车三大都在推电动皮卡。皮卡油耗大跑得又多,假设一辆皮卡每年油费6000元,换成电动皮卡,按中西部的电费,每年能源费可以降到2000元,维护费再少1000元,每年的节省就是5000元。这种成本上的优势是碾压性的,没法阻挡。

【 在 lanyin0314 (蓝音) 的大作中提到: 】
: BP想过得好必须要油价大涨,否则分红和债务利息都是沉重的负担。
: 不过油价大涨是双刃剑,油价越高对新能源越是利好。传统能源向新能源转换已经快到
: turning point了,大趋势不可避免的。

Archdevils

几天紧了点 BP,等它会24,公司里那些搞地址勘探的裁了了以后可以慢慢招回来。 现
在是做个样子给投资人。 他家财务在大油里最差,不搞点事情没法交代