據(jù)彭博社2月9日消息：加拿大原油庫(kù)存正在減少，因油砂生產(chǎn)商準(zhǔn)備關(guān)閉部分業(yè)務(wù)以進(jìn)行維護(hù)，這可能加劇美國(guó)的供應(yīng)困境。

Wood Mackenzie的數(shù)據(jù)顯示，自11月初以來(lái)，加拿大西部的原油庫(kù)存已減少逾1400萬(wàn)桶，至1月底降至不到2500萬(wàn)桶。分析師迪倫·懷特在電子郵件中表示，這標(biāo)志著Wood Mackenzie在一年中這個(gè)時(shí)候觀察到的最低利用率，約為36%。 

美國(guó)最大的外國(guó)石油供應(yīng)商加拿大在新的管道產(chǎn)能上線后，提高了邊境以南的出貨量，但該國(guó)的庫(kù)存正在減少，因?yàn)榘ㄉ茽柲茉垂尽⒓幽么笞匀毁Y源有限公司和埃克森美孚旗下帝國(guó)石油公司在內(nèi)的頂級(jí)生產(chǎn)商計(jì)劃最早從下月開(kāi)始進(jìn)行重大維修。

加拿大的維修季可能導(dǎo)致全球供應(yīng)短缺，導(dǎo)致美國(guó)指標(biāo)油價(jià)自2014年以來(lái)首次沖過(guò)每桶90美元，并促使數(shù)家華爾街銀行預(yù)測(cè)今年油價(jià)將達(dá)到100美元。

森科爾公司的Firebag油砂井場(chǎng)將從5月16日到7月進(jìn)行維護(hù)，第二季度將減少6.5萬(wàn)桶/天的產(chǎn)量，第三季度將減少2萬(wàn)桶/天的產(chǎn)量。

帝國(guó)石油的大型Kearl油砂礦、Cold Lake井場(chǎng)和至少三個(gè)升級(jí)項(xiàng)目也將進(jìn)行工作。

NE2集團(tuán)數(shù)據(jù)顯示，加拿大重質(zhì)原油對(duì)西得克薩斯中質(zhì)原油期貨的折扣已從11月份的逾20美元收窄至每桶14美元。上周，油砂提質(zhì)機(jī)生產(chǎn)的輕質(zhì)合成原油以自去年4月以來(lái)的最大溢價(jià)交易。 

馮娟 摘譯自 彭博社

原文如下：

Canadian Crude Inventories Shrink in Threat to U.S. Supplies

Canadian crude inventories are dwindling as oil-sands producers prepare to shut some operations for maintenance, potentially adding to U.S. supply woes

Crude stockpiles in Western Canada have fallen by more than 14 million barrels since early November, to less than 25 million at the end of January, according to Wood Mackenzie data. At about 36% of storage capacity, this marks the lowest utilization rate observed by Wood Mackenzie during this time of year, analyst Dylan White said by email. 

Canada, the U.S.’s biggest foreign oil supplier, has boosted shipments south of the border after new pipeline capacity came online, but the country’s stockpiles are shrinking as top producers including Suncor Energy Inc., Canadian Natural Resources Ltd. and Exxon Mobil Corp.’s Imperial Oil plan major maintenance starting as early as next month.

Canada’s maintenance season could contribute to a global supply shortfall that has sent benchmark U.S. oil prices surging past $90 a barrel for the first time since 2014 and has prompted several Wall Street banks to predict $100 oil this year.  

Suncor’s Firebag oil-sands well site will undergo maintenance from May 16 to July that will reduce production by 65,000 barrels a day in the second quarter, and by 20,000 in the third, according to the a local union and company announcements. 

Imperial’s massive Kearl oil sands mine, Cold Lake well site and at least three upgraders will also undergo work as well. 

Canadian heavy crude’s discount to West Texas Intermediate futures have narrowed to $14 a barrel from more than $20 in November, NE2 Group data show. Last week, light synthetic crude, produced in an oil sands upgrader, traded at its biggest premium to futures since April.