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PublisertEmma Magnussen Endret for 8 år siden
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Lave oljepriser kan bremse utvinningen på norsk sokkel Thina Margrethe Saltvedt, Sjefanalytiker Makro/Olje (Ph. D.) Mars 2015 @ThinaSaltvedt
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Den nye oljeordenen Niels From 16 August 2012 2 USA Russland
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Transport oljemarkedets siste skanse - men skifte til annen energi kan gå fort! 3 Transport 54% Petrochemicals 12% Other 13% Buildings 9% Industry 5.5% Power generation 6.5% Kilde: IEA
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Markedsandel elektriske og hybrid biler i 2012 og 2013 4 Kina planlegger å øke el-bilflåten til 5 millioner kjøretøy innen 2020 Den global naturgass bilflåten øker raskt, men fra svært lave nivåer Source: NGV
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5 Subsidier: Fjerne alle subsidier vil kutte etterspørselen 4.7 mb/d Kina: 5 millioner gassbiler innen 2015 5 millioner el-biler innen 2020 Verdens avhengighet til olje avtar med energi effektivisering og økt konkurranse i transportsektoren Mill fat pr dag
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Fra kartell til markedsandel 6 Kartellpris USD 110/fatet Markedskonkurransepris USD 80-85/fatet
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Investeringsoppgangen i all hovedsak prisdrevet 08/01/2015 7 Høyere priser gjorde det lønnsomt å utvikle felt med høye kostnader
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Breakeven oljepris for at prosjektet skal bli lønnsomt/igangsettes 8 Dagens oljepris Kilde: Rystad Energi og Nordea Markets
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Endringer i etterspørselen øker risikoen for «Stranded assets» - også i Norge. Klima på agendaen i 2015! 9 Kilde: DNV GL og Nordea Markets
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10 Flytende havvindmøller Flytende borerigger Grunnvarmeboring Oljeboring
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Contact details: Thina Margrethe Saltvedt Chief Analyst Macro/Oil (Ph. D.) Commodities Research Nordea Markets Phone: +47 22 48 79 93 Mobile: +47 90 63 40 75 Thina.margrethe.saltvedt@nordea.com @ThinaSaltvedt 11
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Nordea Markets is the name of the Markets departments of Nordea Bank Norge ASA, Nordea Bank AB (publ), Nordea Bank Finland Plc and Nordea Bank Danmark A/S. The information provided herein is intended for background information only and for the sole use of the intended recipient. The views and other information provided herein are the current views of Nordea Markets as of the date of this document and are subject to change without notice. This notice is not an exhaustive description of the described product or the risks related to it, and it should not be relied on as such, nor is it a substitute for the judgement of the recipient. The information provided herein is not intended to constitute and does not constitute investment advice nor is the information intended as an offer or solicitation for the purchase or sale of any financial instrument. The information contained herein has no regard to the specific investment objectives, the financial situation or particular needs of any particular recipient. Relevant and specific professional advice should always be obtained before making any investment or credit decision. It is important to note that past performance is not indicative of future results. Nordea Markets is not and does not purport to be an adviser as to legal, taxation, accounting or regulatory matters in any jurisdiction. This document may not be reproduced, distributed or published for any purpose without the prior written consent from Nordea Markets.
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