据1月14日Hart Energy报道，加拿大石油生产商协会(CAPP) 1月13日表示，加拿大上游油气板块的资本投资今年将增长14%，达到273亿加元(214.4亿美元)，尽管仍远低于疫情爆发前的水平。
CAPP将预期的投资增加归因于全球新冠肺炎疫苗的推广以及政府对加拿大石油和天然气行业的支持，将促进经济活动和能源需求恢复。
尽管如此，该预测仍比2019年的投资额低23%，仅为该行业2014年810亿加元峰值支出的三分之一。
这些数据突显出，即便是在去年沙特阿拉伯和俄罗斯之间的价格战之前，加拿大能源业就已陷入困境，当时正值新冠肺炎疫情打击全球燃料需求，油价大幅下跌之际。
资本投资在2020年创下240亿加元的历史新低，是因为生产商取消了项目，并关闭了现有生产以节省现金CAPP总裁Tim McMillan在一份声明中表示:“资本投资额从2020年的纪录低点回升，是一个积极的信号。这可以被解读为天然气和石油行业以及整个加拿大经济复苏之路的开始。”
加拿大是全球第四大原油生产国，但其进入市场的渠道有限、成本上升以及其巨大的油砂储量导致原油的高碳密度，都令该国能源市场失去了国际投资者的青睐。
CAPP的预测显示，大部分投资将投向西部的阿尔伯塔省(盛产油砂和丰富的常规油气储量)，其次是不列颠哥伦比亚省和萨斯喀彻温省。
(1美元= 1.2732加元)
王佳晶 摘译自 Hart Energy
原文如下：
Canadian Oil, Gas Spending Expected to Rise 14% in 2021
Capital investment in Canada’s upstream oil and gas industry will rise 14% this year to C$27.3 billion (US$21.44 billion), the Canadian Association of Petroleum Producers (CAPP) said Jan. 13, although spending remains well below pre-pandemic levels.
CAPP attributed the expected increase in investment to COVID-19 vaccines being rolled out globally, which will revive economic activity and energy demand, and government support for Canada’s oil and gas sector.
Still, the forecast is 23% below 2019 investment and just one-third of the industry’s peak spend of C$81 billion reached in 2014.
The figures underline how Canada’s energy sector was struggling even before a price war between Saudi Arabia and Russia last year sent oil prices tumbling just as the COVID-19 pandemic crushed global fuel demand.
Capital investment hit a record low of C$24 billion in 2020 as producers canceled projects and shut in existing production to conserve cash.
“It is a positive sign to see capital investment numbers moving up from the record lows of 2020,” CAPP President Tim McMillan said in a statement. “This can be read as the start of what we expect will be a long road to economic recovery for the natural gas and oil industry and the Canadian economy as a whole.”
Canada is the world's fourth largest crude producer but limited access to markets, elevated costs and the high carbon-intensity of crude from its vast oil sands deposits have pushed the energy sector out of favor with international investors.
CAPP’s forecast showed the bulk of spending will be in the western province of Alberta, home to the oil sands and abundant conventional oil and gas reserves, followed by British Columbia and Saskatchewan.
($1 = 1.2732 Canadian dollars)
