2. 석유산업의 가치사슬 - knoc.co.kr

43
2021. 03 47 Ⅱ. 국제석유산업 나. 석유산업의 장기 순환 구조 ¡ 석유산업의 장기 순환 구조의 존재 여부는 논쟁의 대상이 될 수 있으나, 적어도 과거 수십 년간 석유산업 변화는 장기 순환 구조로 설명이 가능한 부분이 많음 - 장기적으로 가격, 공급투자, 구조적 수급이 상호 반응하여 공급능력의 과잉과 부족 을 반복하면서 순환 구조를 구축 - 유가 급등은 석유 이외의 에너지원 개발을 촉진시키고 석유수요 억제 정책 등 수요 잠식 역할을 하는 반면, 공급설비 투자를 증대시켜 과잉공급능력과 가동률 하락을 촉발, 저유가 상황을 가져옴 - 반면 저유가의 지속은 석유수요를 증대시키는 반면, 공급능력 투자를 저해하여 잉 여공급능력의 감소와 가동률 상승을 촉발, 유가 급등 상황을 가져옴 - 석유산업의 공급능력 투자 리드타임이 5~10년으로 수요 반응에 비해 길다는 점에 서 향후에도 장기의 공급능력 과잉 및 부족의 반복은 지속될 가능성이 높음 2. 석유산업의 가치사슬

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2021. 03 59
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2021. 03 67
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2021. 03 75
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2021. 03 77
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2021. 03 79
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2021. 03 85
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2021. 03 87
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2021. 03 89