輸油管道已滿，鐵路運(yùn)輸成不二選擇

據(jù)美國(guó)彭博新聞社卡爾加里報(bào)道，由于預(yù)計(jì)鐵路運(yùn)輸?shù)脑桶l(fā)貨量將會(huì)增加，加拿大重質(zhì)原油價(jià)格相對(duì)于美國(guó)基準(zhǔn)原油期貨價(jià)格的跌幅降到了4月份以來(lái)的最低水平。

彭博社匯編的數(shù)據(jù)顯示，油砂基準(zhǔn)西加拿大精選原油價(jià)格(Western Canada Select)周二比西德克薩斯中質(zhì)原油價(jià)格每桶下跌了1.30美元至9.20美元。加拿大太平洋鐵路公司表示，加拿大第三季度鐵路原油日運(yùn)輸量預(yù)計(jì)比第二季度的大約16萬(wàn)桶增加20%，而加拿大重質(zhì)原油價(jià)格將因此會(huì)飆升。

由于輸油管道已滿，通過(guò)鐵路運(yùn)輸原油已成為原油生產(chǎn)商將過(guò)剩原油運(yùn)出艾伯塔省的唯一真正選擇。自今年1月以來(lái)，該地區(qū)最大的幾家油砂生產(chǎn)商一直處于強(qiáng)制性生產(chǎn)限制之下。此前，產(chǎn)量的不斷上升將西德克薩斯中質(zhì)原油價(jià)格壓低至每桶50美元。

包括Cenovus能源公司和森科爾能源公司在內(nèi)的加拿大石油公司的負(fù)責(zé)人提出，他們將提高鐵路運(yùn)輸?shù)脑蛿?shù)量來(lái)?yè)Q取更高的產(chǎn)量限制。

李峻 編譯自 彭博社

原文如下：

Canadian heavy crude surges as rail shipments increase

Heavy Canadian crude prices narrowed to the smallest discount against U.S. benchmark futures since April as crude-by-rail shipments were forecast to increase.

Western Canadian Select, an oil sands benchmark, shrank $1.30 to $9.20/bbl below West Texas Intermediate crude Tuesday, data compiled by Bloomberg show. Prices surged after Canadian Pacific Railway said crude-by-rail volumes were expected to rise 20% in the third quarter from about 160,000 bpd in the second quarter.

With pipelines full, crude shipped by rail has become the only real alternative left for producers to send excess oil out of the province. The region’s largest producers have been under mandatory production limits since January after rising production drove WCS prices as low as $50/bbl below WTI.

The heads of Canadian oil companies including Cenovus Energy and Suncor Energy are offering to boost crude-by-rail shipments in exchange for higher production limits.