加拿大的石油和天然气支出骤降54%

据今日油价8月29日报道，加拿大第二季度对油气行业的资本支出下降了一半以上，原因是由新冠肺炎疫情引发的低油价持续给油气生产商带来难以承受的压力。

加拿大统计局(Statistics Canada)的数据显示，加拿大第二季度的资本支出下降了54%，至38.8亿美元。这比2020年一季度的84.6亿美元和2019年第四季度的85.9亿美元大幅减少。

加拿大石油生产商协会几个月前估计，全年用于石油和天然气生产部门的支出将略高于230亿美元，低于1月份预测的370亿美元，当时疫情还未爆发。

本月早些时候，ATB Financial估计，加拿大石油业的心脏——阿尔伯塔省今年在石油和天然气开采上的支出仅为166亿美元，比2019年减少了70亿美元。如果预测得到证实，这将是自2006年以来的最低支出，比阿尔伯塔省十年平均支出低58%。

IHS Markit称这70亿美元的降幅“异常大”。在疫情爆发之前，2020年阿尔伯塔省的石油和天然气资本支出预计将与2019年持平——阿尔伯塔省每年的开支中有一半以上用于石油和天然气工业。

虽然经济有望在某一时刻恢复，但即使疫情已经过去，加拿大的石油工业仍将继续疲软，管道工程在各省之间带来麻烦，气候问题日益突出，这已不是什么秘密。

目前，加拿大的石油产量已低于其输送石油到市场的管道限制性输送能力。然而，这些管道问题已被搁置，但随着石油价格，以及随后的石油产量的上升，这些问题将再次浮出水面。

王佳晶 摘译自 今日油价

原文如下：

Canadian Oil And Gas Spending Plummets 54%

Canada’s capital spending on its oil and gas industry fell by more than half in the second quarter as the pandemic-inspired low prices continue to burden oil and gas producers with impossible breakevens.

Canada’s capital spending fell 54% in Q2, to $3.88 billion, according to Statistics Canada. This is down from $8.46 billion in Q1 2020 and $8.59 billion in Q4 2019.

The Canadian Association of Petroleum Producers estimated a couple of months ago that the full-year spend for its oil and gas production sector would be just above $23 billion—down from $37 billion for the year that it predicted in January, prior to the Covid-19 pandemic.

Earlier this month, ATB Financial estimated that the heart of Canada’s oil industry, Alberta, would spend just $16.6 billion this year on oil and gas extraction—a drop of $7 billion from 2019. If realized, it will be the lowest spend since 2006, and 58% lower than Alberta’s ten-year average spend.

IHS Markit called this $7 billion drop “extraordinarily” large.

Prior to the pandemic, Alberta’s 2020 oil and gas capital spending was expected to be similar to 2019 levels.

Over half of what Alberta spends each year is on its oil and gas industry.

While recovery is expected at some point, it is no secret that even after the pandemic is behind it, Canada’s oil industry will continue to struggle, with pipeline projects stirring up trouble between provinces, and climate issues gaining traction.

For now, those pipeline issues have been put on the backburner while Canada’s oil production has fallen below its restrictive pipeline capacity that carries its oil to market. However, those issues will once again rear their ugly heads as the price of oil—and subsequently, the production of oil—rises.