[ŰӴ]
2007 3, ̳Ÿ The new Seven Sisters: oil and gas giants dwarf western rivals (ũ) 縦 ̿ Ʈŷ Ʈ ϰ ֽϴ.
( : ̳Ÿ> The new Seven Sisters (ũ) )
̴ 帣 س ̹ ˴ϴ. (õ) 4ý ϰ ִϴ ⸸ŭ ƴմϴ. и κ , ߴµ, õ ý Ҿ κ Ŀ ̵ () 7 ý ִ .
: Ʒ ۵ ̾ Դϴ. Ȥ Ⱥ оνø ƿ.
[ñ۵]
1. New ý?
New ý Ʒ 7 ȸԴϴ.
ó : [å] ؿ ETF ϶ (ũ)
• ƶ Saudi Aramco (ƶ)
• JSC Gazprom (þ)
• Ʈ̳ CNPC (߱)
• NIOC (̶)
• PDVSA (ֿ)
• Petrobras ()
• Petronas (̽þ)
̵ New ý 7 ȸԴϴ. ̷ο ߿ ݹ̼ ִ ̶ ̶ .
ƶ, þ , ߱ Ʈ̳(CNPC ߱õ) Ծ ִ ݿ ȸԴϴ. ý 濡 , 걹 ڿǰ ִٰ м˴ϴ.
70 ߵ ܼϰ 귮 ڿ ȭ Ͱ , ֱ ڱ õ , ȯϴ Ư¡ ̰ .
<> ؼ ƶƴ ݹ̶̼ ϱ , ü ̱ бǿ Դϴ. ̵ ̱߽ ǥϴ ȸ ϴ öٴ ûϴ ū ϴ.
2. ý VS ý
̵. 7İ Ȯߴ 7ĵ غڽϴ..
(1) , õ 差 & 귮
=> ι 7֡ еϰ ֽϴ. ̰ Դϴ. Ŀ Ƿ ߽ ̵Ų .
ó ý 7 差(Oil Reserves), 귮(Oil Production) Old Sisters ξ ϴ. ̵ , 差 40%, 귮 1/3 .
ݸ ý 4 Ǿ 差 3%, ⷮ 10%ۿ ʽϴ.
̿ Դ Ŀ(Rule Maker) Ŀ(Rule Taker, ) ߴٰ FT մϴ.
7ڸš ο ƶ ƶڡ ֽϴ. ȸ 2002 ߽ ȹ , ߾ Ȯ ϴ. ߾̶ ǥ ƶڰ Ǯ, Ѵٴ ǹ̿Դϴ. ƶڰ ϴ ǥ . Ϸ 1,100 跲 귮( Һ 8200跲̶ Ѵٸ 13.4%) 1500 跲 ø ̶ մϴ. ٸ ڸŵ鵵 Ȯ忡 ø ְ.
Ӹ ƴմϴ. ̵ ý ο ߺι ΰ Ÿ ֽϴ.
- þ κ 200 Ը Ҹ õ߱ ѰܹҰ,
- ȭ ϸ鼭 ܱں ö ϸ鼭,
- PDVSA ڱ ִ Ʈ ߱ ߽ϴ.
- ߱ CNPC ܿ 80 ״ 20 • Ű ,
- Ʈκ ̽þ Ʈγ ؿ ߿ ø .
ݸ (ý) 2000 Ϸ 귮 100 跲 ̻ ߽ϴ. ̽ åҴ 30Ⱓ ο 귮 40% , 40Ⱓ ο 90% ߵ ͡ ٵ ֽϴ.
<> õ п? õ ι ܿ þ Ѻ 1Դϴ.
(2)
=> ,鿡 ý մϴ.
귮 ý ̷ ø ? ̴ , , Ϸ ι , ǰ ũ ϰ Ϻϰ Ͽ ĿԱ . 3Ҹ ں, Ŀ, ũ մϴ. õ 3ι ռִ ϴ.
GAP ̱ Ȱ . ̷ ֽϽø鼭 б 帧 ľϴ ͵ 츮 ڵ ؾ߸ ̶ մϴ.
[ŰӴ] 360 ڹ http://monkeymoney.tistory.com
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