据油价网2月11日消息：据路透社报道，加拿大石油生产商正以创纪录的速度向美国出口原油，并补充称，对加拿大生产的重质、含硫原油的需求正在飙升。
此外，越来越多的原油不再停留在墨西哥湾沿岸的炼油厂，而是出口到国际市场。路透社援引Kpler的数据显示，去年加拿大墨西哥湾地区的重质原油出口量超过了18万桶/天，高于2019年和2020年的约7万桶/天。
去年12月，墨西哥湾地区原油出口量达到30万桶/天。其中大部分原油将流向印度和韩国。
据路透社报道，加拿大油砂产量也达到创纪录的350万桶/天。然而，资本经济公司的一位专家表示，加拿大的石油生产正受到管道限制的影响。
“石油行业不再像过去那样是GDP增长的驱动力。”彭博社本周援引斯蒂芬·布朗的一份报告称，“由于管道产能限制，供应对价格上涨几乎没有反应，石油产量仍停留在2018年水平附近。由于出口能力无法控制，生产商一直在用收入偿还债务，而不是投资。”
“由于立即供应反应的余地很小，而且石油出口收入增加需要时间才能影响到经济的其他部分，例如，以石油补丁更高工资的形式，存在更高的风险油价最初对加拿大经济活动产生了适度的负面影响，因为它侵蚀了消费者的实际消费能力。”这位经济学家还表示。
加拿大石油行业受到管道项目取消的沉重打击，但据路透社报道，去年Enbridge设法将3号线管道的容量扩大了两倍。与此同时，通常将原油从路易斯安那州输送到伊利诺伊州的Capline管道去年扭转了流量，将更多的加拿大原油输送到海湾。
冯娟 摘译自 油价网
原文如下：
Canadian Oil Exports To U.S. At Record Level
Canadian oil producers are exporting crude to the U.S. at record rates, Reuters has reported, adding that demand for the heavy, sour crude that Canada is producing is surging.
What’s more, a growing amount of this crude is not staying at Gulf Coast refineries but is being exported to international markets. Kpler data cited by Reuters shows that the rate of Canadian heavy crude exports from the Gulf Coast topped 180,000 bpd last year, up from about 70,000 bpd in 2019 and 2020.
In December, export rates from the Gulf Coast reached 300,000 bpd. Most of this crude is going to India and South Korea.
Canada’s oil sands production is also at record levels of 3.5 million bpd, according to the Reuters report. According to a Capital Economics expert, however, Canada’s oil production is suffering from pipeline constraints.
“The oil sector is not the driver of GDP growth that it once was,” Stephen Brown said in a note quoted by Bloomberg this week. “Due to pipeline capacity constraints, there is little supply response to rising prices, with oil production still stuck near 2018 levels. With export capacity out of their hands, producers have been using their income to pay down debt rather than invest.”
“As there is little scope for an immediate supply response and it takes time for higher oil export earnings to feed through to the rest of the economy, for example, in the form of higher wages in the oil patch, there is a risk that higher oil prices initially have a modest negative impact on Canadian economic activity, by eating into consumers’ real spending power,” the economist also said.
The Canadian oil industry has been hard hit by canceled pipeline projects, but, as Reuters reports, Enbridge managed to expand the capacity of the Line 3 pipeline twofold last year. At the same time, the Capline Pipeline, which normally transports crude from Louisiana to Illinois, reversed flows last year to move more Canadian crude to the Gulf.
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