Sentiment towards BP and Shell has strengthened significantly off the back of oil price spikes. But it’s a complex picture. Neither company has production in Iran. But BP’s significant production in Iraq and Abu Dhabi risks being bottlenecked through disruption to the Strait of Hormuz. For Shell the same applies to its LNG facilities in Qatar and the Emirates. If a moderate sustainable regime is established in Iran, there is the potential for substantial derisking, and for prices to be rebased downwards. If sanctions are removed, it also opens the door for investment into Iranian oil fields.
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核心的瓶颈首先在于精度问题。目前技术虽然在不断进步，但在打印精细结构或大尺寸零件时，依然难以达到高精度装配所需的公差要求及优秀的表面质量要求，这直接导致了打印件难以直接作为最终功能部件使用。