埃克森美孚：全球油气投资规模不足

Core Viewpoint - ExxonMobil's CEO Darren Woods emphasizes that current global oil and gas investment levels are insufficient to meet medium to long-term demand growth, suggesting that concerns about oversupply are merely short-term issues [1] Group 1: Oil and Gas Investment - Woods criticizes European energy policies, stating they are heading in the wrong direction [1] - He highlights the rapid decline in shale oil production and insufficient investment in deepwater exploration as significant risks [1] - The CEO notes that the ongoing economic development, particularly in the "Global South," will drive long-term oil and gas demand growth [1] Group 2: Shale Oil Production - Despite signs of a production plateau in the shale oil industry, ExxonMobil's shale oil output is expected to continue growing [1] - The current recovery rate for shale oil is only 5%-10%, indicating a substantial amount of crude oil remains untapped [1] - The company aims to double the recovery rate through new technology, which has already shown significant results [1] Group 3: European Market and Net Zero Goals - Woods questions the feasibility of the EU's net-zero targets, citing a lack of precise tracking mechanisms for carbon emissions [1] - ExxonMobil is gradually withdrawing from the European market [1]