石油危机:
摆脱不了战争的影子
如果从近年油价上涨的轨迹看,新一轮石油属于“渐进式”上涨,到2008年达到了矛盾爆发的“临界点”。纵观近年来的国际环境,油价同样摆脱不了战争的影子。
有学者早就提出“2004年是石油危机的爆发之年”,这一年正是伊战爆发的第二年。
有数据显示,伊战爆发一周年后,由于战争显现出持久战迹象,原本认为战争会很快结束的想法,逐渐转变成了对石油供应的担忧。当年3月27日,国际原油期货首次超过每桶30美元。此后,伊战背景下的油价上涨速度明显加快:2004年为41.5美元,2005年为56.7美元,2006年为66.2美元,2007年(截至10月份)为72.5美元。而到了2008年1月3日,国际原油期货价格盘中首次突破100美元。
前美联储主席格林斯潘在回忆录中,隐讳地表达了伊战的石油政治企图,认为两场战争(海湾战争与伊战)是两次石油危机的逻辑连接点。
能源争夺:
炒作油价的“政治土壤”
北京大学国际关系学院博士生导师、《美国国家战略》一书的作者刘金质教授认为,新一轮石油危机的蔓延,与前几次石油供应骤然减少不同,这次危机中石油供需不存在石油短缺的情况。在供需没发生根本改变的情况下,这次油价飙升的炒作成分更多些。在各国重视能源、争夺能源的大背景下,国际油价显得非常“敏感”,从而易于被各种市场与政治力量无限“放大”。
如果从更大范围观察,除了资本在炒作能源外,各国实际上也在“炒”能源,争夺能源的“无硝烟战争”氛围很浓厚。非洲与北极自去年以来备受关注,就是因为这两个区域将是未来油气开采的新领地。
同样,自去年以来,伊朗、委内瑞拉两国一直在利用“能源武器”拓展外交空间。由于伊朗能源丰富,欧盟、俄罗斯、日本、印度等国与伊朗存在能源合作,极大牵制了安理会对伊朗制裁的步伐,使美国孤立伊朗的任何企图都变得复杂化。对委内瑞拉的查韦斯来说,国内油气资源则是对抗美国的核心本钱。
刘金质教授认为,俄罗斯日益娴熟地动用“能源牌”,就是发挥“能源外交”的很好案例。在全球能源问题日益突出的背景下,俄罗斯将提高油气产能、发展对外油气合作作为拓展国家利益、提升大国地位的重要手段,借此加快自身国力的恢复与发展。
“心理预期”推高油价
早在2008年前,就有科学家认为,石油生产的“巅峰”时期将在未来5~10年到来。一旦石油生产“巅峰”时代到来,石油产量将逐年下降。
从长远看,由于全球对能源需求预期的增量呈上升趋势,而能源又具有不可再生与稀缺性,类似“心理预期”将使油价始终维持高位运行。
即便是类似太阳能、风能、生物源这样的再生能源,在最好的情况下,也只能满足工业化国家能源需求的四分之一。虽然供需矛盾短期内可以解决,油价短期内可以迅速回落,但从长期来说,“能源逐步枯竭论”的预期,始终是投机资本兴风作浪的支撑点。
因此,要想解决国际油价的攀升,还必须消除全球对今后能源生产与供应不足的担忧,化解类似“石油枯竭”的心理预期。不过,就目前来看,“能源短缺”的心理预期显然无法消除。
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