quinta-feira, julho 13, 2017

Outro ranger das placas tectónicas

Reshoring, comércio electrónico e ... energia.

Acerca do petróleo: "Remember Peak Oil? Demand May Top Out Before Supply Does"
"Patrick Pouyanne, CEO of Total SA, says demand will peak at some point in the 2040s, which is why the French energy giant he runs has been investing in solar power. Ben van Beurden, CEO of Royal Dutch Shell Plc, has said the zenith could arrive a lot sooner, in the next 15 years or so, if electric cars became really popular. “The energy transition is unstoppable,” Van Beurden told the St. Petersburg forum in early June. “In the most aggressive scenario, you can see oil already peaking in late 2020s or early 2030s.” In the time scale of the oil industry, where multibillion-dollar projects often take a decade or longer to come to fruition, that’s as close as it gets to saying “the day after tomorrow.”
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If such forecasts prove right, oil prices are likely to remain low for a lot longer."
Como é que isto vai influenciar o contexto em que se movimenta a sua empresa?

Que oportunidades e ameaças consegue determinar?

O que é que vai mudar?

5 comentários:

CCz disse...

https://www.wsj.com/articles/opec-has-a-crippling-problem-its-members-cant-stop-pumping-1501443711

CCz disse...

http://www.newsweek.com/quora-question-did-tesla-break-oil-industry-641962?utm_source=internal&utm_campaign=right&utm_medium=related2

CCz disse...

peak oil outra vez

https://www.ft.com/content/3946f7f2-782a-11e7-a3e8-60495fe6ca71

Rise of electric cars challenges the world’s thirst for oil

CCz disse...

https://www.ft.com/content/c672ec70-7ba0-11e7-9108-edda0bcbc928

Electric cars threaten Brunei plan for oil bonanza

Low prices, sea disputes and Opec limits threaten goal of doubling output

CCz disse...

O medo do anti-peak oil

http://observador.pt/2017/08/10/producao-de-petroleo-volta-a-subir-em-julho-apesar-de-acordo-para-reduzir/