IEOBSERVE Telegram 2182
川普在很多場合都高喊 Drill, baby, drill! 矢言要降低監管讓美國本土的石油公司大幅增產,壓低油價,降低通膨。

不過石油公司為什麼表現得興趣缺缺?

這背後其實有一個簡單的邏輯:如果我知道未來我賣的商品價格會降低,而且我的對手生產成本比我更低,我會不會繼續加大投資讓自己未來虧更多錢。

頁岩油爆發的時代美國油商破產潮餘悸猶存,這是川普想要靠美國油商大幅增產壓低油價很可能事與願違的主因。

https://vocus.cc/article/67e901acfd89780001226e44

Patreon版本: https://www.patreon.com/posts/125507318?pr=true&forSale=true



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川普在很多場合都高喊 Drill, baby, drill! 矢言要降低監管讓美國本土的石油公司大幅增產,壓低油價,降低通膨。

不過石油公司為什麼表現得興趣缺缺?

這背後其實有一個簡單的邏輯:如果我知道未來我賣的商品價格會降低,而且我的對手生產成本比我更低,我會不會繼續加大投資讓自己未來虧更多錢。

頁岩油爆發的時代美國油商破產潮餘悸猶存,這是川普想要靠美國油商大幅增產壓低油價很可能事與願違的主因。

https://vocus.cc/article/67e901acfd89780001226e44

Patreon版本: https://www.patreon.com/posts/125507318?pr=true&forSale=true

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