"Even though Iran could probably only maintain a blockade of the Straits of Hormuz only for a very limited period of time, the consequences would still be dramatic. The oil price would definitely set new all-time-highs and could reach levels of up to USD 200 ... [S]ince Saudi Arabia has never exceeded the barrier of 10 mbd on a sustainable basis, we harbor doubts as to whether the country can actually produce 12.5 mbd ... The belief in a quick substitution of fossil energy carriers by alternative forms of energy seems illusory and naïve, given the current investment volumes and lip service."

Oil Report der Erste Group Research (5. März 2012).

Quelle: slopjop via Flickr, Creative Commons-Lizenz CC BY-SA 2.0

Link zum Oil Report der Erste Group Research »