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.
全球能源經濟的重心已經轉移。需求和貿易已從大西洋盆地轉向太平洋。直接造成的影響顯而易見:如今,中國國內的趨勢對油價發揮著至關重要的影響;過去幾年,天然氣價格首先受到日本和東南亞需求模式的推動。
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