加拿大油价随铁路运输量增加而飙升皮夹

中国石化新闻网讯 据World Oil网纽约1月7日消息 加拿大原油价格飙升至一年多来的最高水平，尽管产量有所减少，但铁路运输仍在不断增长。

彭博社汇编的数据显示，加拿大西部阿尔伯塔省Hardisty的WTI原油期货价格下降2.70美元/桶至9.90美元/桶，为2017年8月以来的最低水平。去年11月底，在艾伯塔省宣布1月份生产商将不得不减产32.5万桶/日，以缓解油砂供应激增导致的供应过剩。

目前的折扣幅度太小，无法覆盖通过铁路运输石油到美国墨西哥湾炼油厂的成本，甚至无法覆盖部分管道运输的成本。但Genscape Inc.的分析师Mike Walls表示，在石油公司今年早些时候签订了长期合同后，上个月的火车交付量继续攀升。该公司负责监控加拿大西部港口，该地区铁路运输的原油约占该地区原油总量的70%。

该分析师在一封电子邮件中表示：“我们看到，到2018年底铁路建设将继续增加，预计即使减产，铁路建设也将继续逐步增加。”

12月28日当周铁路运输的原油日猫眼产量约为28.1万桶，高于11月平均约26.3万桶的水平。Walls称：“这些铁路合同是长期合同，要么承购要么付款。”

加拿大能源公司Cenovus Energy Inc.去年9月宣布，在与加拿大铁路公司签署了为期三年的协议后，将在今年年中前每日运送10万桶原油。

吴慧丹 摘译自 World插装阀 Oil

原文如下：

Canadian heavy crude surges as rail shipments keep climbing

Heavy Canadian crude surged to the strongest level in more than a year as rail shipments keep rising even as production was curtailed.

The discount of Western Canadian Select at Hardisty, Alberta, to West Texas Intermediate futures shrank $2.70/bbl to $9.90/bbl合唱服装, the narrowest since August 2017, data compiled by Bloomberg show.

That’s from about $29/bbl at the end of November, just before Alberta announced that producers would have to reduce output by 325,000 bopd in January to alleviate a glut caused by surging oil sands supply running into limited pipeline space.

The current discount is too narrow to cover the cost of transporting oil by rail to refineries on the U.S. Gulf Coast and wouldn’t even cover some shipments by pipeline. But train deliveries continued to creep upwards last month after oil companies signed long-term contracts earlier in the year, said Mike Walls, an analyst at Genscape Inc., which monitors Western Canadian terminals that account for about 70% of the region’s crude-by-rail shipments.

“We have seen continued ramping of rail through end of year 2018 and expect it to continue to rise gradually even with the production cuts,” he said i英语家教n an email.

About 281,000 bopd where shipped by rail the week of Dec. 28, up from a November average of about 263,000, Walls said. “These rail contracts are long-term term contracts and they are take or pay.”

Cenovus Energy Inc. announced in September that it would ship 100,000 bpd of crude by the middle of this year after signing three-year agreements with Canadian rail companies.