善变才会赢——访剑桥能源咨询公司石油专家朱利安·威斯特

For Oil Company: Survival of the fittest

石油公司生存环境十年来发生四大显著变化:投资者对石油业态度转变;油价波动周期加快;俄罗斯和中国进入世界石油市场;一批超大型石油公司涌现。只有适应这种变化的石油公司才能生存并发展壮大,否则就有淘汰出局的危险。

The environment that oil companies now face has significantly changed since latest ten years. Julian West.CERA's senior director, analyses the situation. He considers that the biggest change is the attitudes of the investors. They think no longer that oil is a special kind of commodity. They won't believe the idea that as long as the oil companies have lots of oil, they will be able to earn a lot of money someday. They want the oil companies to make profits as soon as possible, and no one would like to wait for fifteen years to see it begin to make profits. Otherwise, their money will flow to some other companies that can make profits more rapidly. Another three outer environmental changes for the oil companies arc as the following: firstly, the fluctuation cycle of the oil price speeds up; secondly. Russia and China have entered the world oil market: thirdly, some super oil companies emerged through mergence. At present, the situation around oil companies is increasingly complex and harsh. All the oil companies should remember the rule survival of the fittest, and adapt themselves to the changing environment. Above all. they had better devote themselves to what they are good at.