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市場調查報告書
加拿大的石油砂岩產業(2011年)：市場分析、競爭情勢、以及生產預測（-2015年）
Oil Sands Industry in Canada, 2011 - Market Analysis, Competitive Landscape and Production Forecasts to 2015
| 出版商 |
GlobalData |
| 出版日期 |
2011年12月 |
商品編碼 |
225514 |
| 內容資訊 |
英文 Pages: 46 |
| 價格 |
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加拿大的石油砂岩產業(2011年)：市場分析、競爭情勢、以及生產預測（-2015年） 是由出版商GlobalData在2011年12月所出版的。
這份英文市場調查報告書包含Pages: 46 價格從美金3500起跳。
加拿大國內的經濟性可回收石油埋藏量約有97.1%是石油砂岩的形態其要性逐漸增加。加拿大的石油確認埋藏量達到1,761億桶。國際上的所有石油埋藏量約21%為民間投資家可掌握、其中56%是藏在加拿大的石油砂岩中。也因此對全球E&P（探礦開發）企業來說加拿大就是重要的地區、其結果是加拿大石油砂岩產業中的M&A（合併與併購）活動、資產交易、以及資本支出（CAPEX）越來越活潑化。
本報告書為加拿大石油砂岩產業介紹、市場概要、市場動向、市場成長促進要因、以及課題之概括、加拿大的石油砂岩計畫依各地區、回收依技術做整理、生產成績以及2015年為止的預測，同時包含主要M&A活動以及投資統整、主要計畫以及主要企業情報等，概述如下。
第1章 目次
第2章 導論
第3章 加拿大之石油砂岩
- 加拿大的石油砂岩產業：概要
- 埋藏起來的石油砂岩的抽出方以及輸送
- 加拿大全石油生產中的石油砂岩貢獻度
- 石油砂岩開發的法規當局
第4章 加拿大的石油砂岩：成長促進要因以及課題
- 加拿大提供了石油・天然氣相關投資家一個有魅力的事業環境
- 加拿大的石油埋藏量的97%以上是石油砂岩形態
- 高原油價格促進了加拿大國內瀝青的現場生產
- 以西半球之石油調達為優先的美國，促進了加拿大的石油砂岩開發
- 加拿大對美國以外的市場之重油輸出也是必要的
- 來自石油砂岩的石油生產需要大量的水
- 一般的來自石油砂岩的石油生產被認為會排放出更多的溫室氣體
第5章 加拿大的石油砂岩：計畫經濟學
- 加拿大之石油砂岩、生產經濟學
- 石油砂岩計畫資本以及營運支出：2005-2010年
- 回收依技術資本以及營運支出：2010年
- 針對性能提升的資本以及營運支出：2010年
- 影響石油砂岩計畫之CAPEX（資本支出）以及OPEX（營運支出）的主要要因
第6章 加拿之石油砂岩：各地區、回收依技術計畫情報
- 加拿大的石油砂岩、主要的5大營運計畫：2011年
- 瀝青生產能力、各地區、回收依技術、2005-2010年
- 加拿大之石油砂岩計畫、2011年
- 阿薩巴斯卡、冷湖、以及和平河地區的瀝青生產
- 利用採掘以及現場技術的瀝青生產
- 重油提升裝置、計畫情報、以及生產動向：2005-2010年
第7章 加拿大的石油砂岩：所預定的主要石油砂岩計畫與生產預測（2011-2015年）
- 加拿大國內的石油砂岩：主要的計畫計畫、2011-2015年
- 各地區、回收依技術瀝青生產預測、2011-2015年
- 重油提煉設備、計畫情報、以及提煉設備能力預測：2011-2015年
第8章 加拿大國內的石油砂岩：M&A活動以及投資
- 加拿大的石油砂岩產業、M&A交易以及資產交易：2007年-2011年第3季、概要
- 加拿大石油砂岩產業、前五名的M&A交易以及資產交易：2007年-2011年第3季
- Marathon Oil收購Western Oil Sands
- ConocoPhillips把手上的Syncrude Canada的9%股票賣給Sinopec International Petroleum
- Korea National Oil Corporation收購Harvest Energy Trust
- PTT Exploration and Production取得Statoil Canada的40%股票
- CNOOC計畫收購OPTI Canada
第9章 加拿大國內的石油砂岩：主要企業以及競爭情勢
- 加拿大國內的石油砂岩：依企業生產（2010年）
- 加拿大國內的石油砂岩：主要的石油砂岩企業事業分析（2010年）
- Syncrude Canada Limited
- Suncor Energy Inc.
- Canadian Natural Resources Limited
- Royal Dutch Shell
- Imperial Oil Limited
第10章 附錄
圖表
Abstract
Oil Sands Industry in Canada, 2011 - Market Analysis, Competitive Landscape and Production Forecasts to 2015
Summary
"Oil Sands Industry in Canada, 2011 - Market Analysis, Competitive Landscape and Production Forecasts to 2015", is the latest report from GlobalData, the industry analysis specialists, that analyzes the oil sands industry in Canada. The report provides information about Canada's oil sands market until 2015. The report provides information on key oil sands projects and key companies in three major oil sands regions of Alberta: Athabasca, Cold Lake and Peace River. The report also provides key drivers and challenges for the industry in the current industry environment. The report is built using data and information sourced from proprietary databases, primary and secondary research and in-house analysis by GlobalData's team of industry experts.
The high crude oil price in the global market has made it economical and lucrative to develop the oil sands in Canada that require unconventional methods for the extraction of crude oil. Unconventional methods of extraction incur higher costs than conventional methods due to the use of advanced and complex technology.
Scope
This report provides detailed analysis of the oil sands industry in Canada, key companies and the key trends and issues in the industry until 2015. The report primarily focuses on -
- Drivers and challenges in the oil sands industry
- Key oil sands projects in Canada
- Key companies in the oil sands in Canada
- Bitumen production and forecasts until 2015
- Heavy oil upgrader capacity and forecasts until 2015
- Major mergers and acquisitions (M&As) and asset transactions in the industry
- The competitive landscape of the oil sands sector with a comparison between key companies and key oil sands projects
Reasons to buy
The report will help you to -
- Develop business strategies with the help of specific insights about bitumen extraction, upgrading and transportation market in Canada's oil sands industry.
- Identify opportunities and challenges in the oil sands market in Canada.
- Identify prospective investment targets through a comprehensive update and discussion on new oil sand projects, major upgrading units and the capacity expansion of existing units in the four locations.
- Plan future investments in the oil sand industry by analyzing the average capital expenditure by project and extraction process.
- Understand the project economics in the oil sands industry based on the yearly capex and opex of different projects.
- Understand the market positioning of the major exploration and production companies in the oil sands industry in Canada.
TOC
1 Table of Contents
1 Table of Contents 3
- 1.1 List of Tables 4
- 1.2 List of Figures 5
2 Introduction 6
- 2.1 Overview 6
- 2.2 GlobalData Report Guide 6
3 Oil Sands in Canada 7
- 3.1 Oil Sands Industry in Canada, Overview 7
- 3.2 Extraction Methods and Transportation of Oil Sands Deposits 8
- 3.2.1 Extraction 8
- 3.2.2 Transportation 10
- 3.3 Contribution of Oil Sands in Canada's Total Oil Production 11
- 3.4 Oil Sands Development Regulatory Authorities 12
4 Oil Sands in Canada - Drivers and Challenges 13
- 4.1 Canada Offers a Favorable Business Environment for Oil and Gas Investors 13
- 4.2 Over 97% of Canada's Oil Reserves are in the Form of Oil Sands 14
- 4.3 High Crude Oil Prices Support the In-Situ Production of Bitumen in Canada 14
- 4.4 The Increasing Preference of the US to Source Oil from the Western Hemisphere will Drive the Development of Canada's Oil Sands 15
- 4.5 Canada Needs to Export its Heavy Oil to Markets Beyond the US 15
- 4.6 Production of Oil from Oil Sands Requires Huge Amount of Water 16
- 4.7 The General Public Believes that the Production of Oil from Oil Sands Releases More Greenhouse Emissions 17
5 Oil Sands in Canada - Project Economics 18
- 5.1 Oil Sands in Canada, Production Economics 18
- 5.2 Capital and Operating Expenditure on Oil Sand Projects, 2005 - 2010 19
- 5.3 Capital and Operating Expenditure by Recovery Technologies, 2010 20
- 5.4 Capital and Operating Expenditure on Upgraders, 2010 21
- 5.5 Key Factors Influencing Capex and Opex in Oil Sand Projects 22
- 5.5.1 Geological Challenges Influencing Costs 22
6 Oil Sands in Canada - Project Information by Region and Recovery Technology 23
- 6.1 Oil Sands in Canada, Top Five Operating Projects, 2011 23
- 6.2 Bitumen Production Capacity by Region and Recovery Technology, 2005-2010 24
- 6.2.1 Oil Sands Projects in Canada, 2011 24
- 6.2.2 Bitumen Production in the Athabasca, Cold Lake and Peace River Regions 25
- 6.2.3 Bitumen Production Using Mining and in-Situ Techniques 26
- 6.3 Heavy Oil Upgraders, Project Information and Production Trends, 2005-2010 27
7 Oil Sands in Canada - Key Upcoming Oil Sands Projects and Production Forecasts, 2011-2015 28
- 7.1 Oil Sands in Canada, Major Planned Projects, 2011-2015 28
- 7.2 Bitumen Production Forecasts by Region and Recovery Technology, 2011-2015 30
- 7.3 Heavy Oil Upgraders, Project Information and Upgraders Capacity Forecast, 2011-2015 32
8 Oil Sands in Canada - M&A Activities and Investments 33
- 8.1 Canadian Oil Sands Industry, M&A Deals and Asset Transactions, 2007 - Q3 2011 - Overview; 33
- 8.2 Canadian Oil Sands Industry, Top Five M&A Deals and Asset Transactions, 2007 - Q3 2011 35
- 8.2.1 Acquisition of Western Oil Sands by Marathon Oil 35
- 8.2.2 ConocoPhillips's Sells its 9% Stake in Syncrude Canada to Sinopec International Petroleum 36
- 8.2.3 Acquisition of Harvest Energy Trust by Korea National Oil Corporation 36
- 8.2.4 Acquisition of a 40% Interest in Statoil Canada by PTT Exploration and Production 37
- 8.2.5 CNOOC to Acquire OPTI Canada 37
9 Oil Sands in Canada - Major Companies and Competitive Landscape 38
- 9.1 Oil Sands in Canada - Production by Companies, 2010 38
- 9.2 Oil Sands in Canada- Operational Analysis of Key Oil Sands Companies, 2010 39
- 9.2.1 Syncrude Canada Limited 39
- 9.2.2 Suncor Energy Inc. 40
- 9.2.3 Canadian Natural Resources Limited 41
- 9.2.4 Royal Dutch Shell 42
- 9.2.5 Imperial Oil Limited 43
10 Appendix 44
- 10.1 Market Definition 44
- 10.2 Abbreviations 44
- 10.3 Methodology 44
- 10.3.1 Coverage 45
- 10.3.2 Secondary Research 45
- 10.3.3 Primary Research 45
- 10.3.4 Expert Panel Validation 46
- 10.4 Contact Us 46
- 10.5 Disclaimer 46
- 10.6 Source 46
List of Tables
1.1 List of Tables
- Table 1: Oil Sands in Canada, In-Place Volumes and Established Reserves of Crude Bitumen in Alberta Province, Billion Barrels, 2010 8
- Table 2: Oil Sands Industry in Canada, Capacity of Major Crude Oil Pipelines Exiting Western Canada, 2011 10
- Table 3: Oil Sands in Canada, Oil Sands and Conventional Oil Production, Thousand Barrels per Day (Mbbl/d), 2005-2010 11
- Table 4: Oil Sands in Canada, Regulatory Authorities, June 2011 12
- Table 5: Oil Sands in Canada, Operating and Planned Crude Oil Pipelines to the US Gulf Coast, 2011 13
- Table 6: Oil Sands in Canada, Major Investments and Partnerships by Asian Companies, 2010 - 2011 13
- Table 7: Oil Sands in Canada, Crude Oil Imports to the US by Area, 2010 15
- Table 8: Oil Sands in Canada, Production Economics, 2010 18
- Table 9: Oil Sands in Canada, Capex and Opex in Oil Sands Projects, CADm, 2005 - 2010 19
- Table 10: Oil Sands in Canada, Capex and Opex by Recovery Technologies, CADm, 2005 - 2010 20
- Table 11: Oil Sands in Canada, Capex and Opex on Upgraders, CADm, 2005 - 2010 21
- Table 12: Oil Sands in Canada, Top Five Operating Projects, 2011 23
- Table 13: Oil Sands in Canada, List of Projects in Oil Sands, 2011 24
- Table 14: Oil Sands in Canada, Bitumen Production by Region, Mbbl/d, 2005-2010 25
- Table 15: Oil Sands in Canada, Bitumen Production by Recovery Technology, Mbbl/d, 2005-2010 26
- Table 16: Oil Sands in Canada, Heavy Oil Upgraders, Project Information and Production Trends, bbl/d, 2005-2010 27
- Table 17: Oil Sands in Canada, Major Planned Projects*, 2011-2015 28
- Table 18: Oil Sands in Canada, Bitumen Production Forecasts by Recovery Technology, Mbbl/d, 2011-2015 30
- Table 19: Oil Sands in Canada, Bitumen Production Forecast by Region, Mbbl/d, 2011-2015 31
- Table 20: Oil Sands in Canada, Heavy Oil Upgraders, Planned Projects Capacity, Barrels per Day (bbl/d), 2011-2015 32
- Table 21: Canadian Oil Sands, Deal Value and Number of Deals, Q3 2007-Q3 2011 33
- Table 22: Oil Sands in Canada, Breakdown Deals by Deal Type, 2007 to November 2011 34
- Table 23: Oil Sands in Canada, Top Five M&A Deals and Asset Transactions, 2007-Q3 2011 35
- Table 24: Oil Sands in Canada, Marathon Oil Acquired Western Oil Sands, Deal Financials 35
- Table 25: Oil Sands in Canada, Korea National Oil Corporation - Acquired Daily Production Information 36
- Table 26: Oil Sands in Canada, Korea National Oil Corporation - Acquired Reserves Information 36
- Table 27: Oil Sands in Canada, OPTI Canada Inc. - Acquired Reserves Information 37
- Table 28: Oil Sands in Canada, Total Bitumen Production by Companies, bbl/d, 2010 38
- Table 29: Oil Sands in Canada, Major Oil Sands Projects of Suncor 40
- Table 30: Oil Sands in Canada, Suncor's Bitumen Production, bbl/d, 2005-2010 40
- Table 31: Oil Sands in Canada, CNRL's Bitumen Production, bbl/d, 2005-2010 41
- Table 32: Oil Sands in Canada, Operating and Upcoming Oil Sands Projects of CNRL 41
- Table 33: Oil Sands in Canada, Imperial Oil's Cold Lake Oil Sands Project, Bitumen Production, bbl/d, 2005-2010 43
List of Figures
1.2 List of Figures
- Figure 1: Oil Sands Industry in Canada, Alberta Province, 2011 7
- Figure 2: Oil Sands in Canada, Steam-Assisted Gravity Drainage Technology for In-Situ Recovery 9
- Figure 3: Oil Sands in Canada, Cyclic Steam Stimulation Technology for In - Situ Recovery 9
- Figure 4: Oil Sands in Canada, Oil Sands and Conventional Oil Production, Mbbl/d, 2005 - 2010 11
- Figure 5: Oil Sands in Canada, Industry Capital Spending on Oil Sands and Conventional Oil and Gas, %, 2000-2010 14
- Figure 6: Alberta, Water Allocations to Various Industrial Sectors, 2009 16
- Figure 7: Green House Gases Emissions in Canada by Sector, 2009 17
- Figure 8: Oil Sands in Canada, Capex and Opex in Oil Sands Projects, CADm, 2005 - 2010 19
- Figure 9: Oil Sands in Canada, Capex and Opex by Recovery Technologies, CADm, 2005 - 2010 20
- Figure 10: Oil Sands in Canada, Capex and Opex on Upgraders, CADm, 2005 - 2010 21
- Figure 11: Oil Sands in Canada, Bitumen Production by Region, Mbbl/d, 2005-2010 25
- Figure 12: Oil Sands in Canada, Bitumen Production by Recovery Technology, Mbbl/d, 2005-2010 26
- Figure 13: Oil Sands in Canada, Bitumen Production Forecasts by Recovery Technology, Mbbl/d, 2011-2015 30
- Figure 14: Oil Sands in Canada, Bitumen Production Forecast by Region, Mbbl/d, 2011-2015 31
- Figure 15: Oil Sands in Canada, Breakdown of Deals by Deal Type, 2007 to November 2011 33
- Figure 16: Oil Sands in Canada, Syncrude Lease Map, 2010 39
- Figure 17: Oil Sands in Canada, Royal Dutch Shell Plc., Oil Sands Operations Map, 2010 42
加拿大的油砂－龐大的埋藏量和原油價格的高漲促進開發
2011年12月28日
Global Information, Inc.已開始銷售GlobalData所發行的報告書「Oil Sands Industry in Canada, 2011 - Market Analysis, Competitive Landscape and Production Forecasts to 2015 (加拿大的石油砂岩產業(2011年)：市場分析、競爭情勢、以及生產預測（-2015年）)」
油砂在加拿大的非原有型石油資源中誇示為最大的埋藏量，預估其將連續長期支撐加拿大的石油•天然氣產業。
使用非原有型的抽出法從加拿大的油砂中抽出原油。
由於全球原油價格高漲，從油砂抽出原油成本較便宜，故能產生利益。
非原有型的原油抽出法，使用比原有型更高度且複雜的技術，故一般成本較高。
在加拿大，經濟上可回收的石油埋藏量之97.1％都是油砂。已確認的石油埋藏量約為1,767億桶。
全球石油埋藏量中約21％都是民營企業的投資對象，其中的56％埋藏於加拿大的油砂中。
據此，對全球E&P(煤礦開發)企業來說，加拿大變成重要的地區，加拿大的油砂產業之合併收購(M&A)、資產交易和資本支出(capex)等非常活絡。
2010年，加拿大的石油•天然氣產業全部資本支出中的約31％，都用在加拿大的油砂上。僅次於加拿大北部原有型石油•天然氣投資，是第二大投資金額。
加拿大的油砂佔整個加拿大2010年原油生產量的約60％。
加拿大的原油總生產量之油砂市占率，從2005年的48％到2010年增加為60％。是該國油砂探查活動和生產活動劇增的結果。
2010年瀝青的生產量佔Alberta州原油及未處理過瀝青總生產量的78％。
加拿大的油砂總生產量，日量接近147萬桶。
下列數值表示從2005年開始到2010年加拿大油砂及原有型資源之原油生產量的動向。
加拿大的大部分原油都由美國出口。美國的出口占加拿大原油總出口量的95％以上。
頁岩天然氣開發成功後，美國打算增加來自國內的頁岩石油資源之原油生產量。
由於美國國內原油生產量擴大，預估將抑制美國的石油進口量。
加拿大只要不開拓原油新的出口市場，則美國的此動向將影響加拿大油砂開發的成長。
加拿大准許外資的石油•天然氣公司投資油砂。亞太地區的石油•天然氣公司領頭確保參加加拿大油砂專案的框架。
2011年的1月，China Petroleum & Chemical Corp (Sinopec)與其他企業合資經營，表明將對Northern Gateway管道專案投資1億美元。該管道預定連接加拿大的油砂地區和卑詩省（British Columbia），可從British Columbia將石油運送到亞洲各國。
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