OPEC拒绝减产后油价暴跌到66美元, 美国页岩油革命创新摧毁了

以沙特为主的石油输出国组织OPEC拒绝减产后，周五原油价格暴跌10%到每桶66美元。但有分析师说“还没跌够”。2010年5月和2009年7月最低点分别是是64.24和58.32美元。随油价暴跌，美国页岩油、沙石油开采公司及相关公司股价暴跌20%以上，市场认定这些公司很难继续。

美国页岩油 (Shale oil) 革命【创新摧毁】了：

• 沙特和OPEC在石油的垄断，美国2020年将会是全世界最大产油国；
• 俄罗斯卢布，卢布对美元今年贬值了34%(32.8550~49.9993)，加上入侵乌克兰的问题；
• 中东很多国家的财政，科威特 UAE 沙特等需要90~104美元才可财政收支平衡；
• 页岩油行业的发展，页岩油开采成本在60~80美元左右，如今油价跌至加拿大油砂和美国页岩油项目的开采成本，市场将会加速走向供求平衡。
  

大庆油田快枯干。//@老牟的微博:页岩油八十年代就已经有成熟的开采技术，中国92年钛钨合金钻头研制成功也具备了该技术，只是限制于开采成本高昂而停止，中国新疆地区的页岩油探明储量世界第一。现在美国的这一套是专业整垮以能源出口为主的俄罗斯经济，二虎相争，希望中国能捞点油水，可惜刚刚加了税，P民半点好处捞不到。

如今逆水行舟，不进则退，页岩油行业要找到更便宜和环保的开采方式，否则行会很难继续良性发展！//@老牟的微博：简单的说传统油田是在挖泥沙下面的油，页岩油是挖石头里面的油，分别在一堆泥沙和一大块石头上挖个坑，谁更容易挖一目了然，大庆油田和现有的石油开采一样，不属于页岩油。详细资料可以上“wiki”或“BBC Discovery”搜索

油价暴跌10% 俄罗斯卢布几近崩盘
2014年11月29日
　　因油价暴跌给俄罗斯经济带来威胁，卢布周五几近崩盘。俄罗斯股市与债市一道下滑，信贷风险升至三年高点。
　　因石油输出国组织(OPEC)决定不减产，纽约原油(65.99, -7.70, -10.45%)期货价格周五收盘暴跌10.23%，报每桶66.15美元，创五年新低。原油期货价格已从今年六月的高点下跌了39%。
　　在纽约外汇市场，卢布兑美元汇率下跌了3.5%，至一美元兑换50.4085卢布。以美元计价的RTS股指下跌了3.2%，创自2009年7月来新低。俄罗斯10年期国债收益率攀升至五年来高点。


Saudis block OPEC output cut, sending oil price plunging
http://www.reuters.com/article/2014/11/27/us-opec-meeting-idUSKCN0JA0O320141127
Thu Nov 27, 2014

(Reuters) - Saudi Arabia blocked calls on Thursday from poorer members of the OPEC oil exporter group for production cuts to arrest a slide in global prices, sending benchmark crude plunging to a fresh four-year low.

Brent oil fell more than $6 to $71.25 a barrel after OPEC ministers meeting in Vienna left the group's output ceiling unchanged despite huge global oversupply, marking a major shift away from its long-standing policy of defending prices.

This outcome set the stage for a battle for market share between OPEC and non-OPEC countries, as a boom in U.S. shale oil production and weaker economic growth in China and Europe have already sent crude prices down by about a third since June.

"It was a great decision," Saudi Oil Minister Ali al-Naimi said as he emerged smiling after around five hours of talks.

OPEC said in a statement that members had agreed to roll over the ceiling of 30 million barrels per day, at least 1 million above OPEC's own estimates of demand for its oil next year.

"It is a new world for OPEC because they simply cannot manage the market anymore. It is now the market’s turn to dictate prices and they will certainly go lower," said Dr. Gary Ross, chief executive of PIRA Energy Group.

The wealthy Gulf states have made clear they are ready to ride out the weak prices that have hurt the likes of Venezuela and Iran - OPEC members which face big budget pressures, but cannot afford to make cuts themselves. Venezuela and Algeria had calling for output cuts of as much as 2 million bpd.

Venezuelan Foreign Minister Rafael Ramirez said he accepted the decision as a collective one and hoped that lower prices would help drive some of the higher-cost U.S. shale oil production out of the market.

"In the market, some producers are too expensive," he said.

The OPEC statement made no mention of any need for members to stop overproducing, nor of any extraordinary meeting to reconsider the ceiling before a regular session next June.

BATTLE OVER MARKET SHARE

The Organization of the Petroleum Exporting Countries accounts for a third of global oil output.

Gulf producers could withstand for some time a battle over market share that would drive down prices further, thanks to their large foreign-currency reserves.

Members without such a cushion would find it much more difficult, as would a number of producers outside the group. Russia's rouble, which has been sliding for much of this year, extended losses on Thursday to trade more than 2 percent lower than the previous close against the U.S. dollar.

Russia is already suffering from Western sanctions over its actions in Ukraine and needs oil prices of $100 per barrel to balance its budget.

A price war might make some future U.S. shale oil projects uncompetitive due to high production costs, easing competitive pressures on OPEC in the longer term.

"Why would Saudi cut production in the current environment? Why would they want to support Iran, Russia or U.S. shale producers? So they must have decided: let the market establish the price. Once the market goes to a new equilibrium, prices will go higher," PIRA Energy's Ross said.

Kuwaiti Oil Minister Ali Saleh al-Omair said OPEC would have to accept any market price of oil, whether it were $60, $80 or $100 a barrel. Iraq's oil minister, Adel Abdel Mehdi, said he saw a floor at $65-70 per barrel.

"We interpret this as Saudi Arabia selling the idea that oil prices in the short term need to go lower, with a floor set at $60 per barrel, in order to have more stability in years ahead at $80 plus," said Olivier Jakob from Petromatrix consultancy.

"In other words, it should be in the interest of OPEC to live with lower prices for a little while in order to slow down development projects in the United States."


http://online.wsj.com/articles/opec-leaves-production-target-unchanged-oil-price-falls-1417086606
http://www.bbc.com/news/business-30223721
http://www.foxnews.com/world/2014/11/29/opec-keeps-oil-output-steady-despite-falling-prices/
http://www.bloomberg.com/news/2014-11-27/oil-in-new-era-as-opec-refuses-to-yield-to-u-s-shale.html

http://en.wikipedia.org/wiki/Shale_oil_extraction
http://en.wikipedia.org/wiki/Oil_shale

http://www.mtsenergyinc.com/background_of_shale_oil__gas






http://www.pinterest.com/gasunlim/shale-oil-and-hydraulic-fracturing/
http://www.nbcnews.com/business/energy/power-shift-energy-boom-dawning-america-f1C8830306
https://engtechmag.wordpress.com/tag/subsea-oil-and-gas/
http://www.arabiangazette.com/uae-unfazed-by-shale-revolution-20130531/
http://moneymorning.com/2013/08/13/the-shale-oil-boom-is-going-global-starting-with-this-huge-deal-in-argentina/