En Asie, l’exploration pétrolière et la construction navale premières bénéficiaires de l’accord de l’OPEP.
Dans la vidéo en tête d’article, la commentatrice de Bloomberg présente l’accord comme une grande victoire de l’Arabie Séoudite.
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New Era for Oil Reverberates Through Asia’s Shipyards to Runways - Bloomberg
▻https://www.bloomberg.com/news/articles/2016-12-01/new-era-for-oil-reverberates-through-asia-s-shipyards-to-runways
While the first OPEC production cuts since 2008 were inked as Asia slept, the winners and losers from the surprise deal are already becoming clear in the world’s biggest oil-consuming region.
U.S. crude is hugging $50 a barrel following Wednesday’s 9.3 percent surge, the biggest since February, and Goldman Sachs Group Inc. is projecting further gains of more than 10 percent by the end of the first half as the current oil surplus withers into a deficit. A revival in prices could prove challenging to countries like India and China, which import most of the crude they consume. Yet the region is also home to some of the largest players when it comes to shipping and oil-market infrastructure.
“It’s extremely hopeful and optimistic for those traditional manufacturing companies in Asia,” Hong Sung Ki, a commodities analyst at Samsung Futures Inc., said by phone from Seoul. “Oil explorers as well as steel companies that supply pipeline makers will start boosting investment and production as oil prices are on the rise in the long term.”
Asian energy stocks are surging the most in almost 10 months, with exploration companies such as Australia’s Santos Ltd. and Tokyo-based Inpex Corp., Japan’s biggest oil and gas explorer, leading gains.
