聚焦伯恩斯坦_伯恩斯坦能源:运用五大‘W’分析上游资本支出超级周期——我们不认同。In a post Strait of Hormuz world, we would expect perhaps ~$560 bln in total upstream capex Exhibit 1, ~$50 bln more from our previous forecast in Jan 2026, when Brent averaged ~$70/bbl. Today, Brent is ~$90/bbl, but we’d expect planning prices have risen to at most $70/bbl.
聚焦伯恩斯坦_伯恩斯坦能源:运用五大‘W’分析上游资本支出超级周期——我们不认同。In a post Strait of Hormuz world, we would expect perhaps ~$560 bln in total upstream capex Exhibit 1, ~$50 bln more from our previous forecast in Jan 2026, when Brent averaged ~$70/bbl. Today, Brent is ~$90/bbl, but we’d expect planning prices have risen to at most $70/bbl.
聚焦伯恩斯坦_伯恩斯坦能源:运用五大‘W’分析上游资本支出超级周期——我们不认同。In a post Strait of Hormuz world, we would expect perhaps ~$560 bln in total upstream capex Exhibit 1, ~$50 bln more from our previous forecast in Jan 2026, when Brent averaged ~$70/bbl. Today, Brent is ~$90/bbl, but we’d expect planning prices have risen to at most $70/bbl.
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重点分析了能源、伯恩斯坦_伯恩斯坦能源、我们不认同等议题。