作者DarthRaider (龙非池中物)
看板Economics
标题Re: [请益] 油价泡沬
时间Mon Jun 16 00:03:03 2008
※ 引述《sikaly (最近事情真多)》之铭言:
: ※ 引述《Roosevelt (Jay)》之铭言:
: : 想问一下这个问题
: : 大家都说油价是被炒起来的
: : 那如果这个投机的泡沫被戳破了
: : 全球股市 经济会??
: : 油价崩对人民不是比较好吗 XD
: : 还是经济会转萧条
: 如果油价缓跌,大概对经济是好的
: 但是如果看到的事油价崩跌(好比说从近140快速跌到80~90)
: 你大概会看到全球股市跟着崩跌
: 因为这可能代表支撑全球经济的新兴市场将大幅衰退
: 金融业也很容易有危险,因为大概会有几个避险基金倒掉
: 至於油价是不是被炒起来的,我是持怀疑的态度
: 政府找不到原油上涨的主因,只好牵拖投机炒作
: 但是仔细去看各商品市场,没有期货可以炒作的铁矿砂、米价上涨幅度更惊人
: 只能说商品市场这几年就是多头,背後的原因当然就是供需不平衡
http://www.economist.com/opinion/displaystory.cfm?story_id=11454989
其中一段蛮有趣的:
The truth is more prosaic. Finding and developing new oil fields is an
expensive and time-consuming business. The giant new fields in the deep water
off Brazil are unlikely to produce oil for a decade or more. Furthermore, oil
is perverse.
When prices are low, oil-rich countries welcome the low-cost,
high-tech and well-capitalised oil firms. When prices are high, countries
like Russia and Venezuela kick them out again. Likewise the engineers, survey
ships and seismic rigs that oil firms need to find and produce new deposits
are expensive right now.
The costs of finding oil have, temporarily, doubled
precisely because everybody wants to give them work.
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