If only oil-producing countries that got into trouble could merge, bring in fresh management, lay off citizens, cut costs and restructure their operations. At this point in the energy cycle, betting on a national merger wave similar to the corporate one that created supermajors such as ExxonMobil and BP in the late 1990s would be a good investment.
要是陷入困境的石油生产国可以合并、引入新的管理层、辞退公民,削减成本和重组业务就好了。在能源周期的这个时点,押注于国家合并潮将是非常棒的投资,它类似于在上世纪90年代末造就了埃克森美孚(ExxonMobil)和英国石油公司(BP)等超级石油巨头的那种企业并购潮。
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