The U.S. may need to offer some kind of security guarantee to overcome the reluctance of third-party insurers to offer coverage for oil tankers. “If that happens, tankers move. Until that happens, tankers wait,” Pickering said.
Sentiment towards BP and Shell has strengthened significantly off the back of oil price spikes. But it’s a complex picture. Neither company has production in Iran. But BP’s significant production in Iraq and Abu Dhabi risks being bottlenecked through disruption to the Strait of Hormuz. For Shell the same applies to its LNG facilities in Qatar and the Emirates. If a moderate sustainable regime is established in Iran, there is the potential for substantial derisking, and for prices to be rebased downwards. If sanctions are removed, it also opens the door for investment into Iranian oil fields.
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●威胁(Threats):核心指标普遍下滑,现金流量降幅达40.59%,偿债能力降幅达33.75%,发展能力、运营效率均出现明显回落;叠加环保行业竞争加剧、项目运营成本上升等风险,若未能及时遏制指标下滑,将影响公司经营稳定性与持续扩张能力。
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