다시 피크오일, 기시감?

 

가장 놀란건, 독일 전기요금의 선물시장, 300원이 넘는다

한국이 200원이 넘어가면서 소란스러운데

​

다시 사우디의 피크 생산량, 이미 1980년대 중반에 보았던 물량을 다시 본다만, 우리네 거시경제의 수요라는게 워낙 변덕스럽고, 이를 집계하는 것도 쉽지는 않거니와, 이것이 뉴스화 될때, 불가피한 "자극적 보도" 영향

​

이하,오랜만에 블룸버그 인용한다

​

​

Introducing Elements, Bloomberg’s new daily guide to the energy and commodities markets. Launching Monday, it’ll have the latest news and data, plus commentary from Javier Blas, Clara Ferreira Marques, Julian Lee, David Fickling and Liam Denning. Sign up for it here. Stay cool, New Yorkers! (And protect your iPhones. If you’re hot, they’re hot.) As London cools off after a record-breaking heat wave, New York is sweating in humid temperatures in the mid-90s — and may reach new temperature highs, too. But while the heat waves have reminded everyone, rightfully, of the growing danger of unabated climate breakdown, political leaders are also worrying about what happens this winter, when we’re all likely to be shivering in cold homes in order to conserve energy. It’s the “nonsynchronous logic of 2022,” as Andreas Kluth calls it. For example, Robert Habeck, Germany’s energy and commerce minister, wants to get rid of coal but is currently having to fire up dirty coal power plants to get through the winter. The alternative — power outages and a potentially huge recession — doesn’t feel like much of an option. Electricity prices in Germany have already rocketed, and Vladimir Putin could make things a lot worse, very quickly: Meanwhile, oil could also soon pose more problems for the global economy. For years, there’s been no real clue as to Saudi Arabia’s hard oil production ceiling. Well, Crown Prince Mohammed bin Salman just casually dropped a bombshell: He announced an increase in production capacity to 13 million barrels per day, “after which the kingdom will not have any additional capacity to increase production.” That’s a lot lower than everyone thought it would be and, as you can see, daily production levels are kinda close to that already: It’s an issue because, despite talk about peak oil demand and the burning need to move away from fossil fuels, oil consumption is still growing: