美国产这么多石油,为什么还要进口?
2024-12-10 不要可乐 3826
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@Ballin191
Summary...
-The US lacks the infrastructure to refine the higher quality (less sulfur) crude oil being extracted domestically.
-Cheaper labor abroad means that importing and refining crude from other countries is more cost-effective than using domestic crude, hence why big oil companies never tuned the refining process over the the grade of domestically extracted crude.
-Its more pofitable for the oil companies to sell US crude on the international market because its easier to refine for countries that have the infrastructure to actually refine it.
-Oil companies and their Executives are wary of the future of Oil. (Growing emphasis on renewable energy and nuclear power, climate change-based legislation, years and possibly decades to see possible returns on investments, etc.)

总结一下...
美国缺乏精炼高质量(硫含量较低)国内提取的原油的基础设施。
国外较便宜的劳动力意味着从其他国家进口并精炼原油比使用国内原油更具成本效益,因此大型石油公司从未调整精炼工艺来适应国内提取的原油等级。
对石油公司来说,将美国原油出售到国际市场更有利可图,因为其他国家拥有可以真正精炼这些原油的基础设施。
石油公司及其高管对石油的未来感到担忧。(可再生能源和核能的日益重视、基于气候变化的立法、投资回报可能需要多年甚至几十年才能显现等等。)

@sentinel151
Because it was never about becoming oil independent from other countries, it was about money. That’s it. It’s always about money.

因为这从来就不是关于从其他国家实现石油独立,而是关于钱。仅此而已,永远都是为了钱。
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@keiththoma2559
One thing that was missing in this video was imports from Canada. A certain percentage of those imports are mere pass through it just transits US to export facilities.

这段视频里有一个缺失的部分,就是来自加拿大的进口。其实其中一部分是“过境”进口,就是通过美国运输到出口设施。

@chaosfenix
It is interesting to me how the amount of oil the US is able to produce pretty closely lines up with other timelines around clean energy in the US. If feel like the US is trying to maximize the profits it can get from oil in the next 10 years before gradually phasing it out. Basically we will sell all we can now while the prices are high and oil is commonly used but around the time production starts decreasing again we will start implementing clean energy products. Profit maximization on the national scale.

对我来说很有趣的是,美国的石油生产量与美国清洁能源相关的时间线非常接近。我感觉美国正试图在未来10年内最大化从石油中获取的利润,然后逐步淘汰石油。基本上就是在价格高且石油仍广泛使用时,我们会尽可能多地出售石油,但等到生产开始下降时,我们会开始实施清洁能源产品。这是一个国家层面的利润最大化策略。

@kennardjohnson7875
Our refineries were built for heavy crude, not like the light sweet crude we are producing today, can mix,but need heavy crude to mix. Refineries have upgraded but , need heavy crude for many lubricants.

我们的炼油厂是为重质原油建造的,不像我们今天生产的轻质低硫原油,可以混合,但需要重质原油来混合。炼油厂已经升级,但许多润滑油需要重质原油。

@paulmcewen7384
60% of US oil imports are from Canada. Kind of an important detail.

美国60%的石油进口来自加拿大。这是个相当重要的细节。

@somerandomguy685
Has anyone else noticed we've been about 10 years away from running out of oil their entire lives? Apparently these headlines go back as far as 1920's.

有没有人注意到,似乎整个生命里我们一直都离石油枯竭只有10年的距离?显然这些头条从1920年代就开始了。

@kcStranger
The US won't be back in the Paris Agreement much longer.

美国不会再很久就重返巴黎协议了。
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@TheSilver2001
The smart thing to do would be to build a fleet of latest generation nuclear power plants as well as solar parks across the Sun Belt during the boom. A diversified low carbon energy grid would be better for energy security, climate change and improve the US' global image (soft power). However, this requires public investment and long term planning, two things the incoming Republican administration seems adverse to.

明智的做法是在石油繁荣期间,建设一批最新一代的核电站和太阳能电站,尤其是在阳光带地区。一个多元化的低碳能源电网对能源安全、气候变化以及提升美国的全球形象(软实力)都有好处。然而,这需要公共投资和长期规划,而这些似乎是即将上任的共和党政府不太愿意做的事。

@iagbedejobi
@8:36, I don't think the reasoning was very clear. My logic for the light sweet oil being more expensive than the heavy sour crude oil is because you can more easily refine it into higher value products like LPG for chemicals and petrol blends. Also, less energy is needed to remove the toxic metals and sulphur from it.

@8:36,我觉得理由不是很清楚。我认为轻质高硫原油比重质高硫原油更贵的逻辑是,你可以更容易地将其提炼成更高价值的产品,比如用于化学品和汽油混合物的液化石油气。此外,去除有毒金属和硫所需的能量也更少。
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@bstoner1300
New refineries are almost impossible to get environmental permits. Expansion is difficult too. Investment did occur in light crude refining, but processing it is easier.

新的炼油厂几乎不可能获得环保许可,扩建也很困难。投资确实进入了轻质原油的精炼,但处理它比较简单。

@FUL0H8
All these armchair experts in here
Our refining industry here in the US is for heavy oil. It’s not designed for light oil. That’s it.

这里的所有沙发专家
我们的炼油产业在美国是为重油设计的,不是为轻油设计的,仅此而已。

@Hiddensecret9
Although the United States imports oil, it is also one of the largest oil exporters. Importing oil from other countries can help the United States maintain a reasonable price for domestic oil while still being able to export crude oil for profit. Additionally, when international oil prices fall, importing oil from lower-cost countries can help the United States reduce domestic production costs and reduce pressure on the oil processing industry. This helps balance the economic benefits of imports and exports and stabilizes the global energy market.

虽然美国进口石油,但它也是世界上最大的石油出口国之一。从其他国家进口石油有助于美国维持国内石油的合理价格,同时仍然能够出口原油以获利。此外,当国际油价下降时,从成本较低的国家进口石油可以帮助美国降低国内生产成本,并减轻炼油行业的压力。这有助于平衡进出口的经济效益,并稳定全球能源市场。

@seneca983
2:35 The oil embargo was done by OAPEC which isn't a sub-group of OPEC but a separate organization (though they do have overlap in membership).

2:35 油禁运是由OAPEC(阿拉伯石油输出国联合体)实施的,它不是OPEC的一个子组织,而是一个独立的组织(尽管两者有重叠的成员国)。

@anthonyyu478
I believe it's all about stockpiling a strategic resource.
It can afford to buy so the US buys to deplete oil reserves elsewhere while saving its own.

我认为这完全是关于储备战略资源。美国有能力购买,因此它通过购买来消耗其他地方的石油储备,同时保存自己的储备。

@Matt_K
US should have never stopped issuing permits for NPPs. However, the corruption brings to light now that AI companies need all that power and admins are expediting them for SMRs.

美国不应该停止发放核电厂建设许可。然而,腐败问题暴露出现在AI公司需要大量电力,管理者正在为小型模块化反应堆(SMRs)加速审批。

@rahimoneill7294
Can't believe you left out the well head clean-up costs. No longer used wells are blowing up or leaking oil, gas and chemicals all over Texas. The cumulative clean-up costs is recently estimated to be greater than the balance books of the oil majors. Even sealed wells are failing and need to be redone in most cases.

真不敢相信你没提到油井清理的成本。现在不再使用的油井正在爆炸或泄漏石油、天然气和化学品,遍布整个德克萨斯州。最近估计,累计的清理成本已经超过了石油巨头的资产负债表。即使是已经封闭的油井也在发生故障,绝大多数情况下需要重新处理。

@CalTX
Think there's a couple things here, one being the Permian basin has the world's largest natural gas reserves (not oil) but LNG can be used as an energy source and as a carbon source. But that is the other issue, primary use for oil is an input for petrochemicals being everything from plastics, nylon, sulfuric acid (crucial for metal extraction). Oil is building 100 year infrastructure so they don't expect to go anywhere. Renewables may replace energy but there is still a need for a carbon input.

我觉得这里有几个问题,一个是二叠纪盆地拥有世界上最大的天然气储量(而不是石油),但液化天然气可以作为能源和碳源使用。另一个问题是,石油的主要用途是作为石化产品的原料,包括塑料、尼龙、硫酸(对金属提取至关重要)。石油正在构建100年的基础设施,因此人们不认为它会消失。可再生能源可能会取代能源需求,但仍然需要碳源作为输入。

@oldbrokenhands
Even drug cartels have the sense to adapt their production methods to process all types of raw materials.

连毒贩都知道如何调整他们的生产方法,以处理各种类型的原材料。

@chillxxx241
The US only started to depend on foreign oil in the 1970s and that was because of policy decisions.

美国在1970年代才开始依赖外国石油,这是因为政策决策。

@johnbee7729
In the unlikely event that the US should run out of oil, Canadian oil is ready for the taking. We have zero defence mechanisms should push come to shove and the US grabs it, the infrastructure is there to support it. With the recent election, I am doubting that significant growth in renewables will occur - especially in the near term.

如果美国真的耗尽石油,加拿大的石油随时可以拿来用。我们没有任何防御措施来阻止美国夺走它,现有的基础设施足以支持这一点。考虑到最近的选举,我怀疑可再生能源在短期内会有显著增长。
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@pweb4941
its debatable whether ^peak will happen in 2030. The most productive fracking has been chosen first and roll offs are being replaced with secondary sites

是否会在2030年达到石油产量峰值仍然存在争议。最具生产力的压裂区已经先行开采,后续的油田正在被二次开采所取代。

@justaviewer111
The simple answer to your question is that we consume 20 million barrels a day and have never produced more than 13 million. What don’t you understand?

你问题的简单答案是,我们每天消耗2000万桶石油,但最多只生产1300万桶。你不明白的是什么?

@SpineBuster
Because the US refineries can’t handle the type of oil we have. So we export the oil to countries with compatible refineries and buy oil that’s compatible with the ones we have. Building new refineries or updating the existing ones is a risky investment because half the country wants to stop using oil. If that agenda succeeds, it would render those investments worthless.

因为美国的炼油厂无法处理我们所拥有的那种油。所以我们把石油出口到那些有兼容炼油厂的国家,然后购买适合我们炼油厂的石油。建设新的炼油厂或更新现有的炼油厂是一项风险投资,因为一半的国家希望停止使用石油。如果这一议程成功,那些投资就会变得一文不值。

@michaelmata9171
I’m currently in the process of switching to oil/gas work as an Electrical Engineer. I’m interested to see how the industry will change as I continue my career.

我目前正在转行做石油/天然气行业的电气工程师。我很想看看在我继续我的职业生涯的过程中,行业会如何变化。

@johnrickard8512
It's a shame that hydraulic fracking seems to be the only way to get at that oil considering how much damage it causes to nearby cities.

可惜水力压裂似乎是获取这些石油的唯一方法,但它对附近城市造成了很大的破坏。

@bcbeasters
The US has roughly 15 years of production before its reserves are tapped.

美国大约有15年的生产量,直到其储备被开采殆尽。

@asifhasan-jz9hk
I guess building metro-rails, more rail tracks, increasing water transport in countries where water is plenty and increasing effiently the public transport system could be solution to the oil and gasoline problem. If we don't take steps now the future will look grim.

我猜在有水资源丰富的国家建设地铁、更多的铁路,增加水路运输,并有效提升公共交通系统,可能是解决石油和汽油问题的办法。如果我们现在不采取措施,未来将会非常严峻。

@reel1tv587
That's why when Trump says he's going to put tarrifs on all our imports it's assbackwards because it's just to make gas more expensive. And trying to make Americans drill more for oil is also going to make oil more expensive because of the capital investment cost. The man is a buffoon.

这就是为什么特朗普说他要对所有进口商品征收关税是完全错误的,因为这只会让汽油更贵。而试图让美国人更多地开采石油也会让石油变得更贵,因为需要大量的资本投资。这个人真是个傻瓜。

@willjensen5595
I wish more time was spent offering a range for the actual time horizon of oil production's future in the U.S- in terms of remaining reserves. I suppose it's complicated, but I'd rather get a messy "it depends" than nothing at all.

我希望更多的时间能够用来提供一个美国石油生产未来的实际时间范围——即剩余储量。虽然这很复杂,但我宁愿得到一个混乱的“取决于情况”回答,也不想什么都不说。

@elvenrights2428
+ it seem from their US federal and state budgets data that US federal budget and US state budgets don't get much income from oil... unlike, for example, Saudi Arabia, United Arabic Emirates, Oman, Qatar, and other oil exporters.

从美国联邦和州的预算数据来看,美国联邦预算和各州预算似乎并没有从石油中获得很多收入……不像沙特阿拉伯、阿联酋、阿曼、卡塔尔等石油出口国。
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@danielkruszewski4143
I have been thinking for a long time that, since so many items are manufactured with oil, that someone has to plan for oil to be phased out for combative uses and saved or reserved for manufactured goods. Otherwise, we might lose motive power and Tupperware at the same time. Companies will not do it so government must.

我一直在想,因为很多物品都是用石油制造的,所以必须有人计划逐步淘汰石油的燃料用途,把它留着或储备用于制造商品。否则,我们可能会同时失去动力和塑料容器(比如塔普尔塑料盒)。公司不会去做这件事,所以必须由政府来做。

@2078smith
I cant remember if he said this or not, but the government dont own any oil companies & that mean, oil companies in the US, can sell their oil to whoever they want & just like any company, they will sell to the highest bidder. Even if we could use our own oil, its still up to the oil companies, on who gets it. For example, if the US offers $20 a barrel & another country offers $40 a barrel, anybody with common sense, would go for the country that will pay $40 a barrel.

我记不清他有没有说过这一点,但政府并不拥有任何石油公司,这意味着美国的石油公司可以把石油卖给任何人,就像任何公司一样,它们会卖给出价最高的买家。即使我们能使用自己的石油,最终还是由石油公司决定卖给谁。例如,如果美国出价每桶20美元,而另一个国家出价40美元,那么任何有常识的人都会选择那个出价40美元的国家。

@mattcorley4622
The future of energy will be based on local geographic and environmental conditions using multiple modalities. We need smaller nuclear reactors to run townships, small cities with renewable as an adjunct to reduce the overall need for traditional energy supplies.

未来的能源将基于本地的地理和环境条件,采用多种方式。我们需要小型核反应堆来为小镇和小城市提供能源,太阳能和风能作为辅助能源,减少对传统能源的整体需求。

The problem with just renewable like wind and solar is the storage paradox. We need next generation battery technology in order to really take advantage of renewables on a mass scale.
If you can neuter power companies, in the US, add solar to every home with next gen batteries, adjunct with wind and nuclear then we've got a homerun.

仅仅依靠可再生能源,如风能和太阳能,是有问题的,因为储能难题。我们需要下一代电池技术,才能真正大规模利用可再生能源。
如果能够削弱电力公司在美国的影响,给每家每户安装太阳能并配备下一代电池,辅以风能和核能,那我们就能取得成功。

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@MichealClark-pv9fw
The problem is the production of renewable energy. Does not even go net zero in it's life time. Because of the production of so called clean energy

问题在于可再生能源的生产。即使它的生命周期内所谓的清洁能源也无法达到净零排放,因为生产过程本身就有污染。

@dutchy1121
It doesn't hurt their profits if the gasoline prices have risen sharply at the same time.

如果汽油价格在同一时间大幅上涨,这对他们的利润没有影响。

@gottfriedheumesser1994
After WW2 the Austrian oil industry (drilling and refining) was in the Soviet-occupied zone. According to the State Treaty of 1955 Austria had to deliver crude oil to the USSR for several years. The politicians managed to reduce this amount, but what happened: The oil trains left Austria like before that, and returned half filled with Soviet crude oil. The cause was, that the Austrian oil was light and clean, whereas the Soviet one was heavy with a lot of sulfur and other nice things. The Austrian oil went into the chemical industry, whereas the Soviet one needed much more cooking in the refinery and was used for trucks, cars, and heat.
Crude oil is not crude oil!

二战后,奥地利的石油工业(钻探和炼油)位于苏联占领区。根据1955年的《国家条约》,奥地利必须向苏联交付原油多年。政治家们设法减少了这一数量,但发生了什么:奥地利的石油仍然像以前那样通过火车运输,回程时却半满,运回的是苏联的原油。原因是奥地利的石油较轻且洁净,而苏联的原油较重,含有很多硫和其他杂质。奥地利的石油进入化工产业,而苏联的石油则需要更多的炼制,主要用于卡车、汽车和取暖。 原油不是所有原油都一样!

@brandonvasser5902
Bro this is econ 101. It is a limited resource so if we can afford to buy it then we basically have to to preserve the value of oil, especially our oil, in the long run. And the longest of runs. You’ll understand when oil becomes a resource we don’t use for energy anymore and especially when it becomes scarce and is still used for the world’s energy. Baton Rouge where I live has amazing water because of naturally occurring underground salt domes here. We want the chemical companies using and cleaning Mississippi river waters and cleaning them not using our valuable nice water. And we still also buy bottled water too because its more available than someone bottling our local water and putting it on a shelf. We protect our local markets and our local supplies when we buy oil where you are thinking why are we buying.

兄弟,这就是经济学101。石油是有限资源,如果我们能买得起它,那么我们基本上必须买,以保护石油的长期价值,尤其是我们自己的石油。你会明白的,当石油不再用于能源时,尤其是在它变得稀缺并仍用于世界能源时。我住的巴吞鲁日这里有着极好的水源,因为地下盐丘自然存在。我们希望化工公司使用并清洁密西西比河的水,而不是使用我们宝贵的好水。而且我们仍然购买瓶装水,因为它比让别人把我们当地的水瓶装起来卖更容易获取。当我们购买石油时,我们是在保护我们的地方市场和本地资源,而不是像你认为的那样质疑为什么我们要购买。

@jean-francoisbreton767
I’m curious about how much of US productivity stems from investment in the oil sector. Here in Canada, a significant portion of our productivity is driven by the oil industry. Canadian economists are adamant that without the oil sector, the productivity crisis would be far worse than it currently is. This often serves as a justification for increasing public investment in the oil industry, despite its environmental impact and the challenges it poses to the country’s efforts to combat climate change.

我很好奇,美国的生产力中有多少来自石油行业的投资。在加拿大,我们的生产力很大一部分依赖于石油行业。加拿大的经济学家坚信,如果没有石油行业,生产力危机将比现在更严重。这通常被用来作为增加公共投资于石油行业的理由,尽管石油行业对环境的影响以及它对国家应对气候变化努力所带来的挑战是显而易见的。

This topic has frequently been discussed in Economics Explanied but also on other channels the "US productivity miracle." But if this is the case, how does the US compare to other OECD countries in terms of productivity once the oil sector's contribution is excluded?

这个话题在《经济学解释》节目以及其他渠道上经常被讨论,即“美国生产力奇迹”。但如果真是这样,美国在排除石油行业贡献后的生产力如何与其他经合组织(OECD)国家相比?

@TechnikMeister2
It may well be the largest oil producer, but it is also the highest cost producer with a cost of $70 per barrel. Canadian crude costs $50 per barrel, so it imports that oil for retail consumption, and exports its own oil to markets like Singapore and Rotterdam which have customer countries that can absorb the higher cost price. To switch exports to home consumption would mean that gas prices would have to go up a lot or they would lose money. And if Trump imposes 25% tariffs on Canadian crude, all of a sudden oil companes would stop paying taxes. Either way, its bad news.

美国可能是全球最大的石油生产国,但它也是最高成本的生产国,每桶成本为70美元。加拿大的原油成本是每桶50美元,因此它进口这些原油用于零售消费,并将自己的石油出口到新加坡和鹿特丹等市场,这些市场的客户能够吸收较高的成本价格。如果将出口转为国内消费,那油价必须大幅上涨,否则他们会亏损。如果特朗普对加拿大原油征收25%的关税,那么石油公司就会停止缴税。不管怎样,这都是坏消息。

@luiscardozo0000
the only countries are crying are the eu countries dont have crude ...we in america have lots remember we have brasil arg ven , guyanas canada and us , we are trying to use arabic petrol so we can keep our crude for not less than 100 years more ,,,and the other thing trump will do is put more nuclear plant so the industry dont have to use much crude oil and it can be reserved for transport .. and its very important to put more nuclear plants and reduce the coal production to net zero thats the real goal

唯一在抱怨的国家是欧盟国家,因为它们没有原油……我们在美国有很多,记住我们有巴西、阿根廷、委内瑞拉、圭亚那、加拿大和美国,我们正试图利用阿拉伯石油,以便让我们的原油储备能再用上至少100年。而且特朗普要做的另一件事是建造更多核电厂,这样工业就不需要大量使用原油,原油可以保留用于交通运输……而且非常重要的是,要增加核电厂的数量,并将煤炭生产减少到净零,这是我们的真正目标。

@Dlstufguy2
It has been good to see that our nation takes care of our own, and all of this natural wealth that has been extracted from our lands has benefitted everyone.

很高兴看到我们的国家照顾好自己的人民,所有从我们土地上提取的自然财富已经惠及了每个人。

@James-r8f2p
I don’t like when he says we can’t refine it we can we just won’t because it would be a waste of capital investment
Shale is stupid, easy too refine
The systems that exist could do it but it would be like turning a hospital into a hotel.

我不喜欢他说我们不能精炼,实际上我们能,我们只是不去做,因为这将是资本投资的浪费。页岩油很傻,容易精炼。现有的系统完全可以做到,但那就像把医院改成酒店一样。

@johnc7652
Becuase someone found a way to be cheaper than america so they want to hit the ready and available market to tryband make up for some sensible loss

因为有人找到了比美国更便宜的方法,所以他们想进入现成的市场,试图弥补一些合理的损失。

@christopherclarke3135
Looks like disaster is looming on the horizon and about to get worse. It demonstrates a major problem with using GDP as a measure of economic performance. Depletion of natural resources is not taken into account. Nor are public costs, as the presentation shows. These include pollution of all kinds. Corporations focus on short term cash flows.

看起来灾难正在逼近,而且情况可能会变得更糟。这表明使用GDP作为经济表现衡量标准的一个重大问题——没有考虑到自然资源的枯竭,也没有考虑到公共成本,就像这次展示中所显示的。这些成本包括各种污染。企业只关注短期现金流。

@RYXPfan
Love this channel but you're suggesting the Trump campaign won "largely elected for their focus on short term goals" but they're the ones who were leading the DOGE effort as opposed to the Democrats? Doesn't get much more long term than saving the US from imminent fiscal collapse by setting the stage for success today imo.

喜欢这个频道,但你说特朗普竞选“主要是因为他们专注于短期目标”,但是他们是主导DOGE的努力,而不是民主党人?在我看来,拯救美国免于即将发生的财政崩溃,铺平今天成功的道路,这难道不比短期目标更具远见吗?

@PowerUnicorn
There is one reason the US is way ahead on the extracting oil from tight rock --- private land ownership that includes ownership of the minerals below ground level.
In other countries oil companies have to deal with government entities --- that are either incompetent or corrupt or both.
Not to say that orphaned wells, methane release and water reinjection laws are severely lagging or non-existent. THIS is where the US needs to clean up --- and then let the oil and profits for all flow.

美国在从致密岩石中提取石油方面遥遥领先的一个原因是——私人土地所有权,包括地下矿物的所有权。在其他国家,石油公司必须与政府部门打交道——这些政府部门往往要么无能,要么腐败,或者两者兼有。不是说孤立的油井、甲烷排放和水回注的法律严重滞后或根本没有。美国需要在这一方面清理整顿——然后让石油和利润为所有人流动。

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