【今度こそ？】石油、２０２０年以降は供給不足へ

石油、２０年以降は供給不足?ＩＥＡリポート
https://www.nikkan.co.jp/articles/view/00420085

【ロンドン＝ロイターＥＳ・時事】国際エネルギー機関（ＩＥＡ）は６日、「石油２０１７」リポートを公表し、今後５年の石油市場見通しについて、２０年以降は供給不足となる可能性があると分析した。新規生産への投資縮小が２年にわたり続いたことで、余剰生産能力は１４年ぶりの低水準となり、価格が...


大元ソース
Global oil supply to lag demand after 2020 unless new investments are approved soon
https://www.iea.org/newsroom/news/2017/march/global-oil-supply-to-lag-demand-after-2020-unless-new-investments-are-approved-so.html





HOUSTON ? Global oil supply could struggle to keep pace with demand after 2020, risking a sharp increase in prices, unless new projects are approved soon, according to the latest five-year oil market forecast from the International Energy Agency.

The global picture appears comfortable for the next three years but supply growth slows considerably after that, according to Oil 2017, the IEA’s market analysis and forecast report previously known as the Medium-Term Oil Market Report.
The demand and supply trends point to a tight global oil market, with spare production capacity in 2022 falling to a 14-year low.

In the next few years, oil supply is growing in the United States, Canada, Brazil and elsewhere but this growth could stall by 2020 if the record two-year investment slump of 2015 and 2016 is not reversed. While investments in the US shale play are picking up strongly,
early indications of global spending for 2017 are not encouraging.

Oil demand will rise in the next five years, passing the symbolic 100 mb/d threshold in 2019 and reaching about 104 mb/d by 2022. Developing countries account for all of the growth and Asia dominates, with about seven out of every 10 extra barrels consumed globally.
India’s oil demand growth will outpace China by then. While electric vehicles are an important factor for oil demand, the IEA estimates they will displace only limited amounts of transportation fuel by 2022.

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