The centre of gravity of the global energy economy has shifted. Demand and therefore trade have shifted from the Atlantic Basin to the Pacific. The immediate implications are obvious: the oil price is now crucially influenced by trends in China; over the past few years natural gas prices have been first driven by the pattern of demand in Japan and Southeast Asia.
全球能源經(jīng)濟(jì)的重心已經(jīng)轉(zhuǎn)移。需求和貿(mào)易已從大西洋盆地轉(zhuǎn)向太平洋。直接造成的影響顯而易見:如今,中國國內(nèi)的趨勢對油價(jià)發(fā)揮著至關(guān)重要的影響;過去幾年,天然氣價(jià)格首先受到日本和東南亞需求模式的推動。
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