转载一点关于油价供求关系的片段

Peak oil is no longer a problem, but peak storage is. If we could ship the excess overseas, producers would get a fair price for the quality of their products. That would lead them to invest in more discovery.---油价下跌除了政治原因，这个是重要根源之一。

One solution would be to lift the restriction on crude oil exports that dates back to the 1970s, when we were feeling protectionist. It is illegal for us to export crude oil. And because all the new oil is light sweet crude, the refiners can only use so much. That means the crude oil is piling up.---原油出口？可能么？等待下一届总统来解决？抄底还有时间。

The rest of the world's economy stinks. Russia and Europe are flirting with recession. China is a black box, but it is not as robust as we thought it was. Extra supply in the U.S. combined with less demand than expected is leading to temporary low oil prices. But strategically and economically, oil is too important for the price to get too low for too long.---再次强调油价下跌原因，并认为油价能回来。

Most of the producers said that at $65/bbl they can still make money, but at $45/bbl, they have to cut off production. ---短期在这之间徘徊？

For investors, the prospect of oil back at $100/bbl is not the end of the world. With oil prices down 20% from recent highs and the best companies down over 30% in value, it is a buying opportunity. It means the entire oil sector has just gone on sale, including the companies building the infrastructure. ---买，买，买