베인은 홈페이지 기능 및 성능 개선을 위해 쿠키를 사용합니다. 이와 관련된 더 많은 정보는 개인정보 메뉴에서 확인하실 수 있습니다. 이 웹사이트를 계속 사용하시면 쿠키 사용에 동의하신 것으로 간주됩니다. 

스냅차트

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.

스냅차트

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.

태그

베인에 궁금하신 점이 있으신가요?

베인은 글로벌 리더들이 중요한 이슈를 해결하고 기회를 놓치지 않도록 지원합니다. 고객사와 협력하여 지속되는 변화와 성과를 창출합니다.