据世界石油1月8日卡尔加里彭博社报道，加拿大艾伯塔省放松对原油产量的限制，重新引发了油价下跌的风险，类似于2018年的价格暴跌。
根据彭博社汇编的数据显示，油砂基准加拿大西部精选原油的交易价接近西德克萨斯中质油一个多月以来最低折扣。与此同时，埃德蒙顿混低硫原油的折扣，这是加拿大传统生产商和页岩水力压裂法的基准，增长到一年多来最大涨幅。
根据瑞士信贷分析师马纳夫·古普塔（Manav Gupta）的一份报告显示，这些差异表明加拿大石油处于“井喷”的高风险中。
艾伯塔省政府已放宽了2019年初施加的产量限制，以应对因管道容量不足和石油产量过多而造成的过剩。在减产之前，加拿大西部精选原油对WTI的折扣已扩大至每桶50加元。
随着这些限制的逐步减少，产量正在上升，促使石油管道运营商恩布里奇公司在12月和1月增加对其重油生产线的配给。
古普塔表示，如果加拿大西部精选原油对西德克萨斯中质油（WTI）的折价扩大至每桶25美元以上，“阿尔伯塔政府可能被迫退而求其次，提高已获授权的削减数量，以控制浮动库存状况。”
郝芬 译自 世界石油
原文如下：
Canadian crude weakness returns after Alberta eases output limits
Alberta’s loosening of crude-production limits has renewed risks of a price collapse similar to the Oil sands benchmark Western Canadian Select is trading near the weakest discount to West Texas Intermediate in more than a month, data compiled by Bloomberg show. At the same time, the discount for Edmonton Mixed Sweet crude, a benchmark for Canada’s conventional producers and shale frackers, grew to the widest in more than a year.
Those differentials suggest that Canadian oil is at high risk of a “blowout,” according to a report by Credit Suisse analyst Manav Gupta.
Alberta’s government has loosened output limits imposed at the start of 2019 to counter a glut caused by a lack of pipeline capacity and too much oil production. Before the cuts, Western Canadian Select’s discount to WTI has grown as wide as $50 a barrel.
With those limits winding down, production is Should Western Canadian Select’s discount to WTI widen to more than $25 a barrel, the “Alberta government might be forced to step back in and raise the volumes
