W
hen U.S. President Joe Biden ໄດ້ເດີນທາງໄປ Riyadh ໃນເດືອນກໍລະກົດເພື່ອໃຫ້ລາວຕີຟັນແລະຂໍນ້ໍາມັນຫຼາຍ, ມັນເປັນທີ່ຊັດເຈນວ່າຫນຶ່ງໃນຜູ້ຊະນະທີ່ໃຫຍ່ທີ່ສຸດຈາກປີ roller coaster ປະຫວັດສາດນີ້ສໍາລັບຂະແຫນງພະລັງງານແມ່ນ Saudi. ເຈົ້າຊາຍ ຄຳ ໂມຮາມັດຖັງ Salman. ບໍ່ດົນ MbS ໄດ້ມີການປະກາດຂອງທຳນຽບຂາວວ່າ ເຈົ້າຊາຍ, ໃນຖານະທີ່ເປັນປະມຸກລັດຢ່າງແທ້ຈິງ, ມີອຳນາດອະທິປະໄຕ ແລະບໍ່ສາມາດຖືກຟ້ອງຮ້ອງຢູ່ໃນສານຂອງສະຫະລັດໄດ້. ສໍາລັບການສັ່ງ ການຄາດຕະກຳແລະການສັງຫານນັກຂ່າວ Jamal Kashoggi ໃນປີ 2018 ຢູ່ສະຖານກົງສຸນ Saudi ໃນນະຄອນ Istanbul. ຫຼັງຈາກນັ້ນ, ຜູ້ພິພາກສາຂອງລັດຖະບານກາງໄດ້ຖິ້ມຄໍາຮ້ອງຟ້ອງທາງແພ່ງຕໍ່ກັບ MbS ກ່ຽວກັບການເສຍຊີວິດ.
The 37-year-old ruler is rolling in petrodollars thanks to the operations of Saudi Arabian Oil Company, which saw their average sales price jump from $67 a barrel last year to $104 in the last quarter. Through nine months, Aramco’s net income exploded 66% to $130 billion — half a billion dollars a day!
MbS ດຶງອອກຈາກການຫຼິ້ນພະລັງງານທີ່ໂດດເດັ່ນໃນປີນີ້, ພຽງແຕ່ໃຫ້ແນ່ໃຈວ່າ Aramco ປະຕິບັດຫນ້າທີ່ຂອງຕົນເປັນຜູ້ສະຫນອງທີ່ເຊື່ອຖືໄດ້ທ່າມກາງຕະຫຼາດນ້ໍາມັນທີ່ເຄັ່ງຄັດທີ່ສຸດນັບຕັ້ງແຕ່ປີ 2008 ແລະວິກິດການພະລັງງານທົ່ວໂລກທີ່ເກີດຂື້ນໂດຍການຮຸກຮານຂອງລັດເຊຍໃນຢູເຄລນ. ເຖິງແມ່ນວ່າລາຄາຈະສູງຂຶ້ນ, Saudis ໄດ້ເພີ່ມຜົນຜະລິດພຽງແຕ່ຄ່ອຍໆ.
Aramco’s CEO Amin Nasser, ເວົ້າຢູ່ Schlumberger
But the transition plan so far appears lacking, thus Europe will spend this winter cold, dark and suffering some of the highest priced natural gas and power in history, which topped out above $1,000 ຕໍ່ເມກາວັດ. ເຖິງວ່າລາຄານ້ຳມັນໄດ້ຜ່ອນຄາຍລົງມາເປັນ 75 ໂດລາຕໍ່ bbl, ສິນຄ້າຄົງຄັງຍັງຄົງເຄັ່ງຄັດ, ໂດຍສະເພາະແມ່ນນໍ້າມັນກາຊວນແລະຄວາມຮ້ອນ.
The total collapse of European energy markets, and emergent instabilities in the U.S. power grid have triggered a mass realization by capital markets of deep structural underinvestment in energy infrastructure. The winners of this year, like Crown Prince MbS, are set to keep on winning for years to come.
ນີ້ແມ່ນສອງສາມອັນ.
Europe’s impossible quest to replace shut-in supplies of Russian natural gas drove a stellar year for America’s champion LNG exporter Cheniere ພະລັງງານ, ເຊິ່ງເຫັນວ່າຮຸ້ນໄດ້ເພີ່ມຂຶ້ນສີ່ເທົ່ານັບຕັ້ງແຕ່ການລະບາດຂອງໂລກລະບາດຕໍ່າລົງ. Ebitda ຂອງ Cheniere ເພີ່ມຂຶ້ນ 140% ເປັນ $8.5 ຕື້ໃນພຽງແຕ່ XNUMX ເດືອນທີ່ຜ່ານມາ. Carl Icahn in June realized some of his $1.3 billion+ in profits in Cheniere, selling a $350 million chunk ກັບໄປຫາບໍລິສັດ.
ອັນດັບສູງສຸດໃນປີ 2023 ແມ່ນມະຫາເສດຖີ Wes EdensNew Fortress Energy ຂອງ, ເຊິ່ງກໍາລັງກໍ່ສ້າງສະຖານີລະບາຍອາຍແກັສ offshore ໃນເວທີຕ່າງໆໃນນ້ໍາຕື້ນຂອງອ່າວເມັກຊິໂກ. ຮຸ້ນເພີ່ມຂຶ້ນ 66% ໃນປີ, ຊຸກຍູ້ ຫຸ້ນຂອງ Edens ເປັນ $1.9 ຕື້.
ຄອບຄົວຂອງຜູ້ເຂົ້າບັນຊີ Forbes 400 Earl Holding (d. 2013) ມີຄວາມສຸກກັບເຫດການທີ່ມີສະພາບຄ່ອງທີ່ໃຫຍ່ຫຼວງ, ຂາຍບໍລິສັດກັ່ນນໍ້າມັນໃນພາກພື້ນຂອງພວກເຂົາໃຫ້ HollyFrontier. ແມ່ໝ້າຍ Carol Holding ໄດ້ຮັບຮຸ້ນໃນບໍລິສັດຍ່ອຍ HF Sinclair ແລະທໍ່ສົ່ງ ມູນຄ່າ $ 3.4 ຕື້. Not bad for having started out managing one motel in Wyoming in the 1950s.
Of course wind and solar and batteries and all manner of renewable, sustainable energy had an incredible year thanks to passage of the Inflation Reduction Act and its hundreds of billions of dollars in green subsidies and tax credits. ມະຫາເສດຖີ Chicago Michael Polsky landed a 3 $ ພັນລ້ານ ການລົງທືນທຶນຈາກ Blackstone
ເຖິງແມ່ນວ່າຜູ້ຂຸດຄົ້ນຖ່ານຫີນກໍ່ມີປີທີ່ດີ. ໂລກໄຟໄຫມ້ ກ ຈໍານວນບັນທຶກ of coal, led by China at 5 billion tons. Prices doubled to some $400 per ton, and just like that, the coal industry is solvent again. It was a good year for the heirs of coal billionaire ຄຣິຄລີນ, ຜູ້ທີ່ເສຍຊີວິດໃນເວລາກາງຄືນ 2019 ເຮືອບິນເຮລິຄອບເຕີຕົກ in the Bahamas. Their Kameron Coal Management secured approvals to reopen the ບໍ່ແຮ່ Donkin, in Nova Scotia, which I visited for this story in 2017. Donkin produces high-grade metallurgical coal, used in steel making.
Nothing, however, can match Big Oil’s grand profits. ExxonMobil
Harold Hamm ແນ່ນອນວ່າໄດ້ອອກໄປຢູ່ເທິງ. ຊ່າງນໍ້າມັນຊາວອາເມຣິກັນທີ່ເກັ່ງກ້າໃນຍຸກຂອງພວກເຮົາໄດ້ສະແຫວງຫາຄຳສີດຳຢ່າງຕັ້ງໃຈຢ່າງດຽວນັບຕັ້ງແຕ່ການກໍ່ຕັ້ງບໍລິສັດຂອງລາວໃນປີ 1967. ແທນທີ່ຈະຄ່ອຍໆຂາຍຫຸ້ນສ່ວນຄວບຄຸມຂອງລາວຢູ່ໃນທະວີບ, ປີນີ້ Hamm ໄດ້ວາງເງິນ 4.5 ຕື້ໂດລາໃນປີນີ້ເພື່ອຊື້ຮຸ້ນ 20%. ຄອບຄົວຂອງລາວບໍ່ໄດ້ເປັນເຈົ້າຂອງແລ້ວ, ແລະເອົາບໍລິສັດສ່ວນຕົວ. As part of the process, Hamm divided up his shareholdings and distributed chunks to each of his five children.
ໃນດ້ານອາຍແກັສທໍາມະຊາດ, ລາຄາພາຍໃນໄດ້ເພີ່ມຂຶ້ນຈາກ 3.60 ໂດລາຕໍ່ພັນກ້ອນຕໍ່ປີກ່ອນຫນ້ານີ້ເປັນສູງສຸດທີ່ສູງກວ່າ 9 ໂດລາ. ສູງສຸດນັບແຕ່ປີ 2008, before the shale gas boom got underway. Dallas billionaire Trevor Rees-Jones ຖືກເລືອກໃນປີນີ້ເພື່ອຂາຍນ້ໍາມັນແລະອາຍແກັສທີ່ສຸມໃສ່ Marcellus-shale ຂອງລາວໃຫ້ກັບ Chesapeake Energy
EQT is the biggest gas producer in the nation. Although it missed out on a lot of upside due to some unfortunate hedges, shares are still up 70% in the past year. EQT is run by CEO Toby Z. ເຂົ້າ. He and his brothers, including Derek and Toby (all still under the age of 50) made their name by building up their family’s natural gas company Rice Energy into a shale gas fracking giant that in 2017 they sold to EQT for $8.2 billion. After a boardroom battle and proxy fight Toby took over in 2019 and has solidified the company has the biggest producer of natural gas in the United States.
ໃນປີ 2018, ໃນຕົ້ນປີຂອງ SPAC craze (ເຊັ່ນ: IPOs ຂອງບໍລິສັດ check shell ເປົ່າ), Daniel Rice launched Rice Acquisition Corp, which ultimately spent $1 billion to acquire landfill gas developers including Archaea Energy, and inked a massive deal with garbage giant ສາທາລະນະລັດບໍລິການ to build out dozens of landfill gas operations. This is a supergreen business, because it catches methane gas produced by rotting trash, which otherwise would simply waft into the atmosphere. And federal subsidies make this green business golden. Normal natural gas fetches about $7 per mmBtu. But landfill gas sells for $33 per mmBtu thanks to tax credits extended by the recent Inflation Reduction Act. BP in October agreed to buy Archaea for $4 billion — about $700 million of that will go to the Rice bros.
SPAC ການຊື້ເຂົ້າຄັ້ງທີສອງຂອງພວກເຂົາໄດ້ສໍາເລັດໃນປີດ້ວຍມູນຄ່າ 1.5 ຕື້ໂດລາ ຕົກລົງທີ່ຈະຊື້ ພະລັງງານສຸດທິ, a remarkable company working to commercialize a novel gas-fired power plant that captures its own carbon dioxide emissions and pressurizes them to be taken via pipeline to be injected permanently into porous geologic formations — often the very same rock that oil companies have sucked oil out of. The Rice brothers will put in $100 million, and join other investors including Occidental Petroleum, which plants to build the first NET Power plant near its massive oilfields in the Permian basin.
O
xy’s CEO Vicki Hollub ມີຫຼາຍຂີ່ສຸດນີ້. ນາງແມ່ນ ປອມ ສໍາລັບການຊື້ Anadarko Petroleum ໃນປີ 2019
Indeed, carbon capture is no longer seen just as an uneconomic science project. Even arch-fracker Harold Hamm ປີນີ້ໃຫ້ຄຳໝັ້ນສັນຍາ 250 ລ້ານໂດລາ toward a grand scheme that will collect carbon dioxide from corn ethanol plants across the midwest and pipeline it up to North Dakota to inject into the ground, where he says, “We know the geology better than anybody.”
ມົງກຸດລາຊະກຸມມານ MbS ແລະຍາດພີ່ນ້ອງຂອງກະສັດໃນ UAE ໃກ້ຄຽງ
ທີ່ມາ: https://www.forbes.com/sites/christopherhelman/2022/12/29/the-biggest-winners-in-2022s-energy-rollercoaster/