How shale rewrote the global oil order

页岩如何重塑全球石油秩序

Behind the Money

2024-05-01

17 分钟
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For decades, countries in the Middle East have dominated the oil market, pumping large quantities of the world’s supply. Along with that has come a pattern: when there’s conflict in the region, oil prices rise. The pattern seems to be breaking though, mainly because of one thing: US shale. The FT’s Myles McCormick explains how production in the country shifted oil’s epicentre away from the Middle East, and how long that may last.  Clips from Al Jazeera, CBS, CNN - - - - - - - - - - - - - - - - - - - - - - - - - -  For further reading: How US shale keeps sheltering America from the next oil price surge On markets and geopolitics, it is a mistake to forget about shale Why oil prices remain steady even as Middle East tensions escalate - - - - - - - - - - - - - - - - - - - - - - - - - -  On X, follow Myles McCormick (@mylesmccormick_) and Michela Tindera (@mtindera07), or follow Michela on LinkedIn for updates about the show and more.  Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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  • Let's go back to the 1970s and think about oil and the global economy.

  • You had a scenario where the U.S. was this kind of declining oil producer.

  • That's Miles McCormick.

  • He covers energy for the FT.

  • And all the geopolitical power when it came to oil was largely centered around the Middle East

  • because that was where the bulk of the world's oil was being produced and being exported from and it was a growing source of oil.

  • Countries in the Middle East, members of OPEC like Saudi Arabia or Iran,

  • are pumping more and more oil.

  • And Western countries are consuming more oil,

  • which means that they're more reliant on that group of producers.

  • This reliance becomes a problem in the 1970s.

  • This is a turbulent time in the Middle East, from the Arab-Israeli War to the Iranian Revolution.

  • And this turbulence causes oil prices to spike.