麦肯锡：超越超级周期-技术如何重塑资源产业(英文 116 页)

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Beyond the supercycle: How technology is reshaping resources 

CONTENTS

In brief

Page vi

Executive summary 

Page 1

1. After the supercycle

Page 17

Resource producers and exporters are picking up the pieces after the exceptional 2003–15

boom and bust cycle, just as the global energy and economic context is changing

2. The $1 trillion technology opportunity for resources

Page 29

Technologies including robotics, artificial intelligence, data analytics, and the Internet of

Things will alter the demand for and supply of resources over the next two decades

3. The outlook for commodities in an era of technology disruption

Page 57

Prospects for oil, natural gas, thermal coal, iron ore, and copper, based on two scenarios for

technology adoption

4. Capturing the opportunities

Page 79

Implications of the technology revolution for resource producers and policy makers

Technical appendix

Page 93

Bibliography

Page 101