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美国页岩气革命表明,技术创新、商业模式创新和全球资本大规模流入缺一不可。近日与美国一家著名能源咨询公司座谈交流,我注意到了一个结论:充足的资金是推动北美(主要是美国)页岩气革命的主要动力之一。咨询公司的数据表明,2003年至2005年三年间,北美上游业务的经营现金流是1600亿美元,同期上游业务的资本投资为1100亿美元,经营现金流大于资本投资500亿美元,富裕的500亿美元大多投向了海外的油气上游业务。这也就是说,2005年前,北美是油气资本的净输出国。
The shale gas revolution in the United States shows that technological innovation, business model innovation and global capital inflow are indispensable. I recently came to a meeting with a well-known energy consulting firm in the United States and I noticed a conclusion: Adequate capital is one of the major driving forces behind the shale gas revolution in North America, mainly the United States. Consulting firm data show that from 2003 to 2005 the three years, the North American upstream business operating cash flow is 160 billion US dollars, the upstream business capital investment of 110 billion US dollars over the same period, the operating cash flow is greater than the capital investment of 500 billion US dollars, 500 Most of the U.S. dollars invested in overseas oil and gas upstream businesses. This means that by 2005, North America was a net exporter of oil and gas capital.