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| 2020-07-01 来源： 中国石化新闻网 |
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石化新闻 |
中国石化新闻网讯 据全球石油新闻6月27日休斯敦报道，由于加拿大原油日产量减少了100多万桶，加上疫情蔓延造成了需求下降，导致了近几年来加拿大的管道运输能力出现了罕见的情况——把加拿大的原油运往美国的为数不多的管道上出现了足够的运输空间。 IHS Markit北美原油市场主管凯文?伯恩日前告诉彭博社记者，加拿大以前一直存在石油管道运输能力不足的问题，无法将重质原油从加拿大艾伯塔省运往主要是美国的国际市场。但至少目前看来，加拿大的石油管道运输能力不足问题现在已经解决，“但解决了问题的原因都是非理性的”。 据行业分析师和官员称，自从油价因疫情大流行和3月份油价战导致暴跌以来，加拿大石油生产商已把原油日产量削减了100多万桶。 ATB Economics在4月底表示，加拿大今年夏天石油停产可能达到110万桶/天，加拿大石油产量届时预计将比2019年350多万桶/天下降14%。 随着产量的下降，加拿大著名能源运输企业安桥公司的干线管道系统出现了闲置空间，而加拿大4月份通过铁路的原油出口出现了大幅下降。安桥公司液体管道执行副总裁Vern Yu在今年4月在接受路透社记者采访时曾表示，该公司旗下的干线管道——北美最大的管道网络——仍在闲置运行。 加拿大能源监管机构日前公布的统计数据显示，加拿大4月份通过铁路的原油日运输量骤降至15.6242万桶，低于3月的35.0567万桶和2月份创纪录的41.1991万桶。在过去的两年里，由于产量增加以及管道输油能力平稳，加拿大通过铁路的原油出口有所增加。 然而，疫情和石油价格的崩溃极大地颠覆了这个行业，使得加拿大不再存在石油管道运输能力短缺的问题。考虑到减产预计不会很快实现，在产量恢复之前，加拿大计划的三条管道中至少有一条管道可以投入运营。 管道运输能力短缺问题得到了解决，只不过解决问题的方法不是加拿大石油工业所希望的。 李峻 编译自 全球石油新闻 原文如下: The oil price collapse has crushed Canada’s crude production More than 1 million barrels per day (bpd) of curtailed crude oil production in Canada and lower demand in the pandemic have resulted in a rare occurrence in Canada’s pipeline takeaway capacity in recent years - there is space available on the few pipelines taking Canada’s crude oil to the U.S.. Canada’s persistent problem with not enough oil pipelines to carry the heavy crude oil out of Alberta to the international markets, mostly the U.S., looks solved, at least for now, “but for all the wrong reasons,” Kevin Birn, IHS Markit’s director of North American crude oil markets, told Bloomberg. According to industry analysts and officials, Canadian oil producers have curtailed crude production by more than 1 million bpd since oil prices collapsed because of the pandemic and the Saudi-Russian oil price war in March. Oil production shut-ins could reach 1.1 million bpd this summer, ATB Economics said at the end of April, expecting Canada’s oil production to slump by 14 percent compared to the over 3.5-million-bpd output in 2019. With production down, there was unused space on Enbridge’s Mainline pipeline system, while Canada’s crude-by-rail exports plunged in April. Enbridge’s Mainline - the largest pipeline network in North America - is running with unused capacity, Vern Yu, Enbridge’s executive VP of liquids pipelines, told Reuters in an interview in April. Data from Canada Energy Regulator shows that Canadian crude-by-rail exports plunged in April to 156,242 bpd, down from 350,567 bpd in March and a record 411,991 bpd in February. Over the past two years, Canada’s crude-by-rail exports increased as production grew amid flat pipeline capacity. However, the pandemic and the oil price collapse upended the industry so much that Canada doesn’t have an oil pipeline shortage anymore. Considering the fact that curtailed production is not expected to come online very fast, Canada could have at least one of the three planned pipelines in operation before volumes return. The problem with the pipeline shortage is solved, just not the way Canada’s oil industry had hoped. |
