据路透社温尼伯报道,加拿大最大石油生产商之一,桑科尔能源公司首席执行官Steve Williams周三(2月6日)表示,预计艾伯塔省将提前结束强制减产,因为强制减产导致油价上涨,而油价上涨又促使铁路运输不经济。
Williams在季度电话会议上说, 这样的意外后果发生的速度比艾伯塔省政府可能预期的要快, 现在应该计划对生产商公平削减的 "软退出"。
他说:“铁路经济受到严重破坏,许多铁路运输正在停止或已经停止,这将产生与政府所希望的相反的影响。”
艾伯塔省1月份每天削减了32.5万桶原油,以减少因管道拥挤而导致储存过剩的原油。减产使加拿大石油价格从去年的创纪录低点上升,但桑科尔和其他拥有充足管道空间和炼油厂的生产商表示,大幅调整损害了他们的整体业务。
艾伯塔省能源部长发言人Mike McKinnon表示,削减措施的实施是公平的,并挽救了该行业的就业机会。他说,政府将监测储存水平,并根据需要调整生产水平。
Williams表示,随着二季度产油商的季节性维修停产,以及Enbridge公司3号线的扩建可能将于今年晚些时候开始填补新兴公司的空缺,强制减产的情况可能会有所缓解。
艾伯塔省温和地放松了在2月和3月的削减措施。其计划是,一旦储存水平得到充分削减,到2019年底,这一削减将降至每天9.5万桶。
森科尔的言论与竞争对手帝国石油的言论相呼应,帝国石油上周表示,由于减产对油价的影响,该公司将停止几乎所有原油的铁路运输。
周二(2月5日)晚些时候,森科尔公布了季度亏损,主要原因是核算库存有关的一次性费用。
詹晓晶摘自路透社
原文如下:
Suncor expects Alberta oil cuts to end early as rail shipments slow
Suncor Energy Inc,Such unintended consequences are happening faster than the Alberta government likely expected, and it should now plan for a “soft exit” from curtailments that is fair to producers, Williams said “The rail economics are seriously damaged, and a lot of the rail movements are stopping or have stopped,” he said. “That’s going to have the opposite impact than what the government wants.”
Alberta curtailed 325,000 barrels per day (bpd) in January to drain a glut of crude in storage that was caused by congested pipelines. The output cuts boosted Canadian oil prices from record lows last year, but Suncor and other producers that have ample pipeline space and refineries say the sharp correction harmed their integrated businesses.
The curtailments were applied fairly and saved jobs in the sector, said Mike McKinnon, spokesman for Alberta’s energy minister. He said the government will monitor storage levels and adjust production levels as needed.
Williams said that the case for forced curtailments is likely to abate with seasonal maintenance shutdowns by oil producers during the second quarter, and with Enbridge Inc’s Line 3 expansion likely to start filling for start-up later this year.
Alberta eased the curtailments modestly for February and March. Its plan is to reduce the curtailments further to an average of 95,000 bpd through the end of 2019 Suncor’s comments echo those of rival Imperial Oil Ltd, which said last week that it is ending nearly all crude by rail shipments because of the price impact of the curtailments.
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