{"id":596815,"date":"2025-10-06T06:00:14","date_gmt":"2025-10-06T13:00:14","guid":{"rendered":"https:\/\/nai500.com\/?p=596815"},"modified":"2025-10-06T06:00:14","modified_gmt":"2025-10-06T13:00:14","slug":"energy-tape-xom-cvx-oxy-plug-lac-opec","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/10\/energy-tape-xom-cvx-oxy-plug-lac-opec\/","title":{"rendered":"Energy Tape: XOM, CVX, OXY, PLUG, LAC \u5c0d OPEC+ \u7684\u53cd\u61c9"},"content":{"rendered":"

OPEC+ \u6b63\u5728\u4e00\u6b65\u4e00\u6b65\u6253\u958b\u95a5\u9580\uff0c\u800c\u9577\u671f\u88ab\u9810\u544a\u7684\u4f9b\u7d66\u904e\u5269\u7d42\u65bc\u9732\u51fa\u5730\u5e73\u7dda\u3002\u9019\u662f\u59d4\u5a49\u5730\u8aaa\uff0c\u7522\u6cb9\u570b\u5728\u7528\u6ef4\u704c\u5f0f\u4f9b\u7d66\u4f86\u4fdd\u885b\u5e02\u4f54\uff0c\u4e26\u6311\u6230\u9801\u5ca9\u6cb9\u8b93\u6b65\u3002\u5728\u904e\u53bb\u516b\u5c0f\u6642\u5167\uff0c\u8cc7\u91d1\u6d41\u96c6\u4e2d\u65bc\u80fd\u6e90\u985e\u80a1\u53ca\u5176\u5728\u80fd\u6e90\u8f49\u578b\u8cfd\u9053\u4e2d\u4e0d\u53d7\u63a7\u5236\u7684\u8868\u89aa\uff0c\u540c\u6642\u5fae\u578b\u80a1\u5728\u5176\u4ed6\u5730\u65b9\u7684\u7159\u706b\u8868\u6f14\u63d0\u9192\u5927\u5bb6\u8c9d\u5854\u4ecd\u7136\u5b58\u5728\u3002<\/p>\n

\u80fd\u6e90\u80a1\u8207 OPEC \u904e\u5269\u6545\u4e8b<\/h3>\n

1. Exxon Mobil (XOM) \u2014 OPEC \u6ef4\u704c\u9047\u4e0a\u56de\u8cfc\u6a5f\u5668<\/h3>\n

\u4eca\u65e5\u5438\u775b\u539f\u56e0\uff1aOPEC+ \u5c0d\u7522\u91cf\u7684\u6162\u884c\u548c\u65b0\u8208\u904e\u5269\u7684\u8a0e\u8ad6\uff0c\u628a\u7126\u9ede\u653e\u5728\u90a3\u4e9b\u80fd\u5728\u539f\u6cb9\u8d70\u8edf\u6642\u4e0d\u81f4\u5d29\u6f70\u7684\u6574\u5408\u578b\u5927\u578b\u516c\u53f8\u8eab\u4e0a\u3002Exxon \u4f54\u64da\u751c spot\uff1a\u4f86\u81ea Guyana \u548c Permian \u7684\u4f4e\u6210\u672c\u6cb9\u6876\uff0c\u4e0b\u6e38\u8207\u5316\u5de5\u7de9\u885d\u5f31\u6cb9\u50f9\uff0c\u9084\u6709\u50cf\u6c38\u4e45\u8cb7\u76e4\u822c\u904b\u4f5c\u7684\u56de\u8cfc\u3002\u5feb\u901f\u4ea4\u6613\u6982\u6cc1\uff1a\u5de8\u578b\u5e02\u503c\u3001\u6df1\u5ea6\u9078\u64c7\u6b0a\u8208\u8da3\u8207\u7a84\u5e45\u8cb7\u8ce3\u50f9\u5dee\uff0c\u6ce2\u52d5\u6027\u4f4e\u65bc E&P \u985e\u80a1\uff0c\u4e14\u6a5f\u69cb\u6301\u80a1\u6c89\u91cd\u3002\u901a\u5e38\u8207 Brent \u66f2\u7dda\u5f62\u614b\u8207\u7149\u6cb9\u88c2\u89e3\u5dee\u50f9\u4e00\u8d77\u4ea4\u6613\uff0c\u52dd\u904e\u55ae\u7d14\u770b\u539f\u6cb9\u3002\u7d66\u6295\u8cc7\u4eba\u7684\u91cd\u9ede\uff1a\u5982\u679c OPEC+ \u5728\u4f9b\u7d66\u904e\u5269\u6642\u4ecd\u7136\u4fdd\u885b\u5e02\u4f54\uff0c\u9ad8\u6210\u672c\u7fa4\u9ad4\u7684\u5229\u5dee\u6703\u5148\u88ab\u64e0\u58d3\u3002Exxon \u7684\u898f\u6a21\u3001\u6574\u5408\u6a21\u5f0f\u8207\u8cc7\u672c\u56de\u5831\u4f7f\u5176\u6210\u70ba\u7522\u696d\u7684\u6e1b\u9707\u5668\u3002\u7576\u4f60\u60f3\u8981\u539f\u6cb9\u655e\u53e3\u4f46\u53c8\u4e0d\u60f3\u6bcf\u9047\u5eab\u5b58\u4e0a\u5347\u5c31\u5fc3\u795e\u4e0d\u5be7\u6642\uff0c\u9019\u662f\u4f60\u8a72\u6301\u6709\u7684\u80a1\u7968\u3002<\/p>\n

2. Chevron (CVX) \u2014 Permian \u626d\u529b\u4f46\u4e0d\u81f3\u65bc\u982d\u6688<\/h3>\n

\u4eca\u65e5\u5438\u775b\u539f\u56e0\uff1a\u5e02\u5834\u504f\u597d\u77ed\u9031\u671f\u6cb9\u4e95\u8207\u80fd\u5728\u5b8f\u89c0\u96dc\u8a0a\u4e2d\u7e7c\u7e8c\u4ed8\u51fa\u80a1\u6771\u5831\u916c\u7684\u8cc7\u7522\u8ca0\u50b5\u8868\u3002Chevron \u5728 Permian \u7684\u69d3\u687f\u8207\u5168\u7403\u5929\u7136\u6c23\u4f48\u5c40\uff0c\u8b93\u5b83\u5728\u4f9b\u7d66\u65b0\u805e\u51fa\u73fe\u6642\u5e38\u5c45\u5404\u985e\u80fd\u6e90\u8cc7\u91d1\u6d41\u7684\u524d\u5217\u3002\u5feb\u901f\u4ea4\u6613\u6982\u6cc1\uff1a\u5de8\u578b\u5e02\u503c\u3001\u80a1\u606f\u6a5f\u5668\uff0c\u4e14\u662f\u5c0b\u6c42\u6536\u76ca\u540c\u6642\u4ecd\u60f3\u4fdd\u6709\u8207\u539f\u6cb9\u76f8\u95dc\u8c9d\u5854\u7684\u6295\u8cc7\u4eba\u7684\u5e38\u505c\u9760\u9ede\u3002\u9078\u64c7\u6b0a\u6d3b\u52d5\u5e38\u5728\u8ca1\u5831\u8207\u5b8f\u89c0\u6578\u64da\u671f\u9593\u805a\u96c6\uff0c\u4ea4\u6613\u8005\u628a CVX \u7576\u4f5c\u6bd4\u5c0f\u578b E&P \u66f4\u4e7e\u6de8\u7684\u7f8e\u570b\u9801\u5ca9\u5065\u5eb7\u6307\u6a19\u3002\u7d66\u6295\u8cc7\u4eba\u7684\u91cd\u9ede\uff1a\u5728\u4f9b\u7d66\u904e\u5269\u9ad4\u5236\u4e0b\uff0c\u6700\u5feb\u7684\u6cb9\u4e95\u5728\u6210\u672c\u8207\u9031\u671f\u6642\u9593\u4e0a\u52dd\u51fa\u3002Chevron \u7684\u8cc7\u6e90\u6df1\u5ea6\u8207\u8cc7\u672c\u7d00\u5f8b\u628a\u5b83\u653e\u9032\u751f\u5b58\u8005\u540d\u55ae\u3002\u4f60\u5728\u7b49\u5f85\u9031\u671f\u91cd\u8a2d\u6642\u9084\u80fd\u6536\u80a1\u606f\uff1b\u82e5 OPEC \u7684\u6ef4\u704c\u8b8a\u6210\u6d29\u6f0f\uff0cCVX \u7684\u4e0b\u884c\u61c9\u6bd4\u9ad8\u8ca0\u50b5\u7684\u91ce\u63a1\u8005\u4f86\u5f97\u4e0d\u90a3\u9ebc\u5287\u70c8\u3002<\/p>\n

3. Occidental Petroleum (OXY) \u2014 Berkshire \u7684\u4fdd\u8b77\u8207 Permian \u7684\u69d3\u687f<\/h3>\n

\u4eca\u65e5\u5438\u775b\u539f\u56e0\uff1a\u7576\u6cb9\u5e02\u4ea4\u6613\u54e1\u770b\u5230\u300c\u904e\u5269\u300d\uff0c\u4ed6\u5011\u7acb\u523b\u5728\u7be9\u9078\u626d\u529b\u3002Occidental \u5e7e\u4e4e\u662f\u70ba\u6b64\u800c\u751f\uff1a\u4ee5 Permian \u70ba\u4e3b\u3001\u5c0d\u73fe\u91d1\u6d41\u5f88\u654f\u611f\uff0c\u4e14\u6709\u4e00\u4f4d\u975e\u5e38\u516c\u958b\u7684\u5927\u80a1\u6771\uff0c\u5df2\u7d93\u8a13\u7df4\u5e02\u5834\u5728\u56de\u6a94\u6642\u8cb7\u9032\u3002\u5feb\u901f\u4ea4\u6613\u6982\u6cc1\uff1a\u5728\u5927\u578b\u77f3\u6cb9\u80a1\u4e2d\u8c9d\u5854\u504f\u9ad8\uff0c\u9078\u64c7\u6b0a\u6d41\u91cf\u5f37\u52c1\uff0c\u6bd4\u6574\u5408\u578b\u516c\u53f8\u66f4\u7d14\u7cb9\u7684 E&P \u66dd\u96aa\uff0c\u4f30\u503c\u96a8\u539f\u6cb9\u60c5\u7dd2\u5feb\u901f\u6ce2\u52d5\u3002\u7576\u76e4\u9762\u958b\u59cb\u70ba Brent \u8a2d\u5b9a\u5340\u9593\u6642\uff0c\u8a72\u80a1\u662f\u505a\u65b9\u5411\u6027\u62bc\u6ce8\u7684\u6700\u611b\u3002\u7d66\u6295\u8cc7\u4eba\u7684\u91cd\u9ede\uff1a\u5982\u679c OPEC+ \u7684\u6ef4\u704c\u6301\u7e8c\u5230\u4ee4\u66f2\u7dda\u8da8\u5e73\uff0cOXY \u6703\u6bd4\u6574\u5408\u578b\u516c\u53f8\u66f4\u65e9\u611f\u53d7\u5230\u885d\u64ca\u2014\u2014\u800c\u5728\u4efb\u4f55\u5b8f\u89c0\u6551\u63f4\u51fa\u73fe\u6642\u4e5f\u6703\u53cd\u5f48\u66f4\u731b\u3002\u5b83\u9996\u5148\u662f\u4ea4\u6613\u80a1\uff0c\u5176\u6b21\u624d\u662f\u50f9\u503c\u6545\u4e8b\u3002\u5c0a\u91cd\u5176\u6ce2\u52d5\u5340\u9593\u3002\u5982\u679c\u4f60\u9700\u8981\u5e36\u6709\u6210\u4eba\u76e3\u7763\u7684\u6cb9\u5e02\u69d3\u687f\uff0c\u8003\u616e\u628a\u5b83\u8207\u4e00\u5bb6\u5927\u578b\u516c\u53f8\u505a\u5c0d\u6c96\uff0c\u4ee5\u4e2d\u548c\u90e8\u5206\u5b8f\u89c0\u98a8\u96aa\u4e26\u5b64\u7acb\u516c\u53f8\u57f7\u884c\u9762\u7684\u8868\u73fe\u3002<\/p>\n

4. Plug Power (PLUG) \u2014 \u6c2b\u80fd\u5f69\u5238\u8f49\u5411\u98a8\u96aa\u504f\u597d<\/h3>\n

\u4eca\u65e5\u5438\u775b\u539f\u56e0\uff1a\u5927\u91cf\u6210\u4ea4\u8207\u4e00\u6ce2\u7531\u52d5\u91cf\u63a8\u52d5\u7684\u6025\u6f32\u8b93\u6c2b\u80fd\u7fa4\u9ad4\u91cd\u56de\u76e4\u9762\u3002PLUG \u5728\u904e\u53bb\u4e00\u500b\u4ea4\u6613\u65e5\u6210\u4ea4\u986f\u8457\u653e\u5927\u4e26\u5927\u6f32\u8d85\u904e 25%\uff0c\u9019\u7a2e\u8d70\u52e2\u5927\u558a\u8457\u903c\u7a7a\u56de\u88dc\u8207\u6295\u6a5f\u8cc7\u91d1\u56de\u6d41\u81f3\u7da0\u80fd\u8c9d\u5854\u3002OPEC \u7684\u9592\u804a\u4e0d\u6703\u76f4\u63a5\u70ba\u96fb\u89e3\u69fd\u4f9b\u80fd\uff0c\u4f46\u80fd\u6e90\u76f8\u95dc\u6210\u9577\u80a1\u7684\u98a8\u96aa\u504f\u597d\u65e5\u78ba\u5be6\u6703\u5e36\u52d5\u3002\u5feb\u901f\u4ea4\u6613\u6982\u6cc1\uff1a\u9ad8\u7a7a\u982d\u5229\u7387\u3001\u9ad8\u6ce2\u52d5\u6027\uff0c\u4e14\u5e38\u898b\u904e\u5ea6\u5ef6\u9577\u7684\u53cd\u5f48\u8def\u5f91\u3002\u7a00\u91cb\u98a8\u96aa\u8207\u8cc7\u91d1\u9762\u6d88\u606f\u662f\u6b64\u985e\u80a1\u7684\u5e38\u614b\uff0c\u4f7f\u5176\u5c0d\u591a\u6578\u4eba\u800c\u8a00\u50c5\u662f\u7d14\u7cb9\u4ea4\u6613\u5de5\u5177\u3002\u9078\u64c7\u6b0a\u6d41\u52d5\u6027\u8db3\u4ee5\u505a\u6230\u8853\u6027\u5e03\u5c40\uff0c\u4f46\u6703\u61f2\u7f70\u665a\u9032\u5834\u8005\u3002\u7d66\u6295\u8cc7\u4eba\u7684\u91cd\u9ede\uff1a\u4eab\u53d7\u64e0\u58d3\uff0c\u4f46\u9664\u975e\u516c\u53f8\u9023\u4e32\u4ea4\u4ed8\u57f7\u884c\u52dd\u5229\u4e26\u6709\u66f4\u7a69\u56fa\u7684\u8cc7\u91d1\u4f86\u6e90\uff0c\u5426\u5247\u628a\u5b83\u7576\u6210\u501f\u4f86\u7684\u6642\u9593\u3002\u5982\u679c\u539f\u6cb9\u56e0\u904e\u5269\u6301\u7e8c\u8d70\u4f4e\uff0c\u6c2b\u80fd\u7684\u76f8\u5c0d\u6558\u4e8b\u4e26\u4e0d\u6703\u81ea\u52d5\u6539\u5584\u2014\u2014\u53ea\u6709\u6210\u672c\u8f38\u5165\u6703\u4e0b\u964d\u3002\u9019\u662f\u6642\u6a5f\u6027\u4ea4\u6613\uff0c\u4e0d\u662f\u50f9\u503c\u6295\u8cc7\u3002<\/p>\n

5. Lithium Americas (LAC) \u2014 \u96fb\u52d5\u8eca\u91d1\u5c6c\u627e\u5230\u8108\u52d5<\/h3>\n

\u4eca\u65e5\u5438\u775b\u539f\u56e0\uff1a\u96a8\u8457\u4ea4\u6613\u8005\u5c07\u8cc7\u91d1\u8f2a\u52d5\u81f3\u53d7\u4efb\u4f55\u666f\u6c23\u56de\u7a69\u53d7\u76ca\u7684\u6750\u6599\u985e\u80a1\uff0c\u4ee5\u53ca\u80fd\u6e90\u65b0\u805e\u91cd\u65b0\u5c07\u958b\u63a1\u7d93\u6fdf\u7684\u6210\u672c\u66f2\u7dda\u7f6e\u65bc\u4e2d\u5fc3\uff0c\u92f0\u80a1\u88ab\u559a\u9192\u3002LAC \u5728\u5927\u91cf\u6210\u4ea4\u4e0b\u4e0a\u6f32\u8d85\u904e 20%\uff0c\u9996\u6b21\u5c07\u96fb\u52d5\u8eca\u4f9b\u61c9\u93c8\u66dd\u96aa\u518d\u6b21\u63a8\u4e0a\u6392\u884c\u699c\u3002\u5feb\u901f\u4ea4\u6613\u6982\u6cc1\uff1a\u4e2d\u578b\u5e02\u503c\u3001\u5c0d\u65b0\u805e\u654f\u611f\uff0c\u662f\u60f3\u8981\u5546\u54c1\u9023\u52d5\u4e0a\u884c\u4f46\u4e0d\u60f3\u6311\u6c7d\u8eca\u88fd\u9020\u5546\u7684\u6295\u8cc7\u8005\u7684\u6700\u611b\u3002\u9805\u76ee\u7ba1\u7dda\u662f\u6545\u4e8b\u6838\u5fc3\uff0c\u57f7\u884c\u662f\u98a8\u96aa\uff0c\u73fe\u8ca8\u92f0\u50f9\u4ecd\u4e3b\u5c0e\u8d70\u52e2\u3002\u9078\u64c7\u6b0a\u6d3b\u8e8d\u4ea4\u6613\uff0c\u4e14\u80a1\u7968\u53ef\u80fd\u56e0\u8a31\u53ef\u3001\u878d\u8cc7\u6216 offtake \u50b3\u805e\u800c\u8df3\u7a7a\u3002\u7d66\u6295\u8cc7\u4eba\u7684\u91cd\u9ede\uff1a\u5982\u679c OPEC \u7684\u6162\u6ef4\u704c\u5e36\u4f86\u66f4\u4fbf\u5b9c\u7684\u80fd\u6e90\u6295\u5165\uff0c\u7926\u696d\u8cc7\u672c\u652f\u51fa\u7684\u7b97\u8853\u908a\u969b\u6703\u8b8a\u597d\u2014\u2014\u4f46\u9700\u6c42\u4ecd\u662f\u6c7a\u5b9a\u6027\u56e0\u7d20\u3002\u628a LAC \u7576\u4f5c\u5c0d EV \u63a1\u7528\u8207\u92f0\u50f9\u7684\u51f8\u6027\u66dd\u96aa\uff0c\u800c\u4e0d\u662f\u9632\u79a6\u6027\u6301\u80a1\u3002\u56e0\u8def\u5f91\u5f9e\u8cc7\u6e90\u5230\u71df\u6536\u7d55\u975e\u76f4\u7dda\uff0c\u8acb\u70ba\u6ce2\u52d5\u6027\u8abf\u6574\u6301\u80a1\u898f\u6a21\u3002<\/p>\n

\u6295\u8cc7\u4eba\u8996\u89d2<\/h3>\n

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