ベインのウェブサイトは、ユーザーの、利便性の向上、と機能改善のために、クッキーを使用しています。詳細は、弊社のプライバシーポリシーをご参照ください。このサイト閲覧を継続されることで、クッキーの使用についてご了承いただいたことになります。

スナップチャート

Intrafuel Competition Intensifies as the Oil Supply Curve Flattens

A clearing price as low as $60 per barrel would increase the imperative to avoid stranded assets.

スナップチャート

Intrafuel Competition Intensifies as the Oil Supply Curve Flattens
en

Just two years ago, Bain research on the oil supply curve predicted that by 2030, we could see a clearing price of around $100 per barrel, according to one scenario. Since then, changing market demands and reductions in supply costs have ushered in an era of unprecedented competition that will threaten some legacy assets. In our most recent research into the economics of energy markets, our reference case scenario forecasts a considerably flatter supply curve in 2030. This is setting up intense intrafuel competition with profound implications for upstream portfolios. Avoiding stranded assets will be a strategic as well as operational imperative.

Jorge Leis is a partner with Bain & Company’s Oil & Gas practice, which he formerly led in the Americas. He is based in Houston.

Read the Bain Brief

Managing the Energy Transition: Three Scenarios for Planning

A new era of hypercompetitiveness will redefine business boundaries as it threatens to strand legacy assets.

Tags

お気軽にご連絡下さい

私達は、グローバルに活躍する経営者が抱える最重要経営課題に対して、厳しい競争環境の中でも成長し続け、「結果」を出すために支援しています。