J.P. 摩根-全球能源行业-全球能源分析：勘探与生产资本支出调查-2021.5.6-47页

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J.P. 摩根-全球能源行业-全球能源分析：勘探与生产资本支出调查-2021.5.6-47页

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J.P. 摩根-全球能源行业-全球能源分析：勘探与生产资本支出调查-2021.5.6-47页.pdf

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J.P. 摩根-全球能源行业-全球能源分析：勘探与生产资本支出调查-2021.5.6-47页.pdf

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类型: 行研

上传者: ghq.sjz

撰写机构: J.P. 摩根-

出版日期: 2021-05-06

摘要：

We update our 2021 Global E&P capex survey, now in its 18th year. A recovering oil price and surging oil demand would historically set the stage for a sharp capex recovery. However the industry message is changing, it is now preaching one of discipline, one which prioritizes dividends, balance sheets and Energy Transition over Upstream. This puts the brakes on a capex recovery in 2021. However, our latest Supercycle analysis showed that multiple years of underinvestment has materially depleted oil reserves (reserve life), to the point where repair is now needed.

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