【出版时间及名称】:2010年1月亚洲能源行业研究报告
【作者】:BNP百富勤
【文件格式】:PDF
【页数】:104
【目录或简介】:
Contents
1) Sluggish demand drivers + flat costs = Underweight............................................................................................................. 3
2) Recap 2009 performance.......................................................................................................................................................... 5
3) South China Sea prospects ..................................................................................................................................................... 7
4) Returns par 2004....................................................................................................................................................................... 8
5) Top picks ................................................................................................................................................................................. 10
6) Oil & Natural Gas: Selected Pointers for 2010....................................................................................................................... 14
7) Global Economy – A Two Speed World ................................................................................................................................ 15
8) East vs West: Oil Demand, loose some, gain some ............................................................................................................. 18
9) Refining: Margins down, competition up ............................................................................................................................... 26
10) East vs West natural gas: US oversupply.......................................................................................................................... 28
11) Crude Oil Price View For 2010.............................................................................................................................................. 31
12) Is China heading towards a medium-term gas oversupply?............................................................................................. 32
13) Gasification of India ............................................................................................................................................................. 39
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