Ja, det är farhågor om att Saudiarabien, av alla exporterande oljeländer, redan 2030 inte längre har kapacitet till annat än att tillgodose sitt eget behov.
Gasexporten har redan nu upphört, den behövs för det ökade inhemska behovet.
Kuwait exempelvis importerar sin gas från Ryssland.
The Telegraph och Ambrose Evans-Pritchard skriver under rubriken "Saudi oil wells dries up":
"If Citigroup is right, Saudi Arabia will cease to be an oil exporter by 2030, far sooner than previously thought.
A 150-page report by Heidy Rehman on the Saudi petrochemical industry should be sober reading for those who think that shale oil and gas have solved our global energy crunch.
I don't wish to knock shale. It is a Godsend and should be encouraged with utmost vigour and dispatch in Britain. But it is for now plugging holes in global supply rather than covering the future shortfall as the industrial revolutions of Asia mature.
The basic point – common to other Gulf oil producers – is that Saudi local consumption is rocketing. Residential use makes up 50pc of demand, and over two thirds of that is air-conditioning.
The Saudis also consume 250 litres per head per day of water – the world's third highest (which blows the mind), growing at 9pc a year – and most of this is provided from energy-guzzling desalination plants.
All this is made far worse across the Gulf by fuel subsidies to placate restive populations.
The Saudis already consume a quarter of their 11.1m barrels a day of crude output. They are using more per capita than the US even though their industrial base as a share of GDP is much smaller.
The country already consumes all its gas. (Neighbouring Kuwait is now importing LNG gas from Russia."
Kjell Aleklett skriver i sin blogg att "Det är ingen tvekan om att den volym olja som är tillgänglig för import för de länder som måste importera olja (Sverige bl a) år 2030 kommer att mer än halveras jämfört med vad som var tillgängligt 2005. Och det är ingen tvekan om att vi 2005 hade Peak Oil Import."
I Kjells bok Peeking at Peak Oil finns i kapitlet Peeking at Saudi Arabia - Twilight in the Desert, diskuterar och analyserar Kjell Saudiarabiens oljetillgångar ur en vetenskaplig synvinkel.
Inga kommentarer:
Skicka en kommentar