Diterjemahkan otomatis dari aslinya · Baca versi asli (English)
Di luar siklus jangka pendek, bagaimana perusahaan menyesuaikan prakiraan permintaan minyak jangka panjang mereka mengingat percepatan upaya transisi energi? Apakah kita melihat revisi turun yang signifikan dari lembaga-lembaga besar, atau lebih merupakan pergeseran bertahap?
That's a great question. I've been watching the EIA and IEA numbers pretty closely, and while there's definitely a downward trend in the long-term, it's more of a persistent grind than a sudden drop. They seem to be constantly recalibrating their assumptions about EV adoption and renewable build-out.
I think it's still too early to call for 'significant' downward revisions. We're seeing more nuance. The transition isn't uniform globally; some developing nations are still very much in growth mode for traditional energy. It's not a straight line down for everyone.
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