论文标题

可转移的知识:上游石油和天然气行业的证据

Transferable Know-How: Evidence from the Upstream Oil & Gas Industry

论文作者

Fioretti, Michele, Iaria, Alessandro, Janssen, Aljoscha, Mazet-Sonilhac, Clément, Perrons, Robert K.

论文摘要

我们调查采用增强石油回收(EOR)对北海上游石油\&天然气行业的生产力,竞争和进一步采用的后果。利用地质异质性和挪威最高法院的决定减少了政策不确定性,我们表明,早期的EOR采用者提高了其生产率,并通过三个渠道获得了北海市场的份额。首先,由于采用EOR,直接生产率提高。其次,通过将获得的知识转移到其他符合EOR资格的领域来进行专业化。第三,通过范围驱动的范围经济体的多元化,促进了需要替代技术的不合格领域的投资。

We investigate the consequences of the adoption of Enhanced Oil Recovery (EOR) on productivity, competition, and further technological adoption in the upstream oil \& gas industry in the North Sea. Exploiting geological heterogeneity and a Norwegian Supreme Court decision that reduced policy uncertainty, we show that early EOR adopters increased their productivity and gained shares of the North Sea market through three channels. First, direct productivity gains due to EOR adoption. Second, specialization by transferring the acquired know-how to other EOR-eligible fields. Third, diversification through know-how-driven economies of scope that facilitated investments in non-EOR-eligible fields requiring alternative technologies.

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