14 november 2012

OPEC kan olie alleen maar kwijt aan Azië

(bron http://www.theglobeandmail.com/incoming/article4610386.ece/BINARY/w620/oil_demand.jpg)
Afnemende vraag in Amerika en Europa zorgt ervoor dat het Midden Oosten eigenlijk alleen nog maar exporteert naar Azië. Die zouden zich eigenlijk wat meer moeten bekommeren over Iran en het open houden van de straat van Hormuz.
Amerika is inclusief Canada bijna zelfvoorzienend.
teerzanden en fracking helpen de olieproductie ook in Canada flink omhoog (plaatje Bianco).
Bovenstaand plaatje uit de Economist laat de trends zien voor energieafhankelijkheid: gunstig voor Amerika, ongunstig voor de rest van de wereld.

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