中国石化新闻网讯 据路透社纽约、温哥华报道,在加拿大的数家石油公司在星期一对阿尔伯塔强制削减原油产量的行为进行了反击,他们警告政府对其进行了过度干预,加拿大原油的折扣幅度在削减计划上大幅缩小。 阿尔伯塔省省长Rachel Notley上周日表示,政府将迫使生产商将产量减少8.7%,即每天32.5万桶,直到过剩的原油储存量减少为止。 对于像加拿大这样的市场经济国家来说,与石油出口国组织成员相比(这些国家的石油公司往往是国有的),这一举动是不寻常的。 加拿大原油价格周一大幅上扬,缩小了相对于美国同行的大幅折扣幅度。 虽然生产商表示他们将遵守强制削减,但加拿大森科尔能源公司、赫斯基能源公司和帝国石油公司以及综合生产商(具有国内炼油和升级能力)的高管们表示失望。 赫斯基能源公司在一份声明中表示:“我们相信市场正在发挥作用,认为政府下令的削减或其他干预措施可能对投资、经济和贸易产生严重负面影响。” 森科尔能源公司正在评估政府声明的影响,它指出,市场是平衡供需和实现差异正常化的最有效手段。 森科尔在一份声明中表示:“由于市场力量的作用,经济生产正在减少,差异正在缩小。”他补充说,将在即将到来的2019年展望中讨论削减的具体影响。 帝国石油公司首席执行官Rich Kruger表示,该公司正在重新考虑该政策对其投资的影响。 根据加拿大石油生产者协会的数据,加拿大的石油产量在过去一年中稳步增长,预计到2020年将增长17.8%。但由于缺乏从阿尔伯塔到美国和海外市场的输油管道,货运受到了限制。 加拿大皇家银行资本市场大宗商品策略师Michael Tran表示:“严厉的行动是短期的补救办法,但不是长期的解决办法。撇开铁路汽车不谈,长期解决方案必然涉及管道建设。” 强制性的削减是有争议的,因为像森科尔和赫斯基这样高度一体化的生产商,从低原油价格中获益,以满足其炼油厂的需求,他们也倾向于有更安全的管道接入。 詹晓晶摘自路透社 原文如下: Some Canadian producers push back as Alberta orders oil cuts Several oil companies in Canada pushed back on Monday against Alberta’s mandated cuts in crude production, warning about excessive government intervention even as the discount on Canadian crudes narrowed sharply on the curtailment plan. Alberta Premier Rachel Notley said on Sunday the government would force producers to cut output by 8.7 percent, or 325,000 barrels per day (bpd), until excess crude in storage is reduced. The move is unusual for a market economy like Canada, in comparison with members of the Organization of the Petroleum Exporting Countries whose oil companies are often state-owned. Prices for Canadian grades of crude oil moved sharply upward Monday, narrowing the deep discounts they had been trading at, relative to their U.S. counterparts. While producers said they would comply with the mandatory cuts, executives from Canada’s Suncor Energy Inc, Husky Energy Inc and Imperial Oil, integrated producers with domestic refinery and upgrading capacity, expressed disappointment. “We believe the market is working and view government-ordered curtailment or other interventions as possibly having serious negative investment, economic and trade consequences,” said Husky in a statement. Suncor is assessing the impact of the government’s announcement, it said, noting that the market is the most effective means to balance supply and demand and normalize differentials. “Less economic production was being curtailed and differentials were narrowing as a result of market forces,” Suncor said in a statement, adding that specific effects from the cuts will be discussed in its upcoming 2019 outlook. Imperial Oil CEO Rich Kruger said the company was reviewing the impact on its investments. Canada’s production has steadily increased over the last year and is set to grow some 17.8 percent through 2020, according to the Canadian Association of Petroleum Producers, but shipments have been constrained by the lack of pipelines out of Alberta to the United States and overseas markets. “The heavy-handed action is a short-term remedy but not long-term solution,” said Michael Tran, commodity strategist at RBC Capital Markets. “Rail cars aside, there’s no long-term solution that does not involve building a pipeline.” The mandated cuts are controversial because heavily integrated producers, like Suncor and Husky, benefit from the low crude prices to feed their refineries. They also tend to have more secure pipeline access.
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