據油價網7月30日報道，據加拿大石油服務協會稱，今年加拿大將鉆探約2800口新井。這是PSAC今年以來在持續的油價危機下進行的第三次下調。據加拿大新聞社報道，其先前的修訂為3,100口井是50年以來的低點。

去年，加拿大的油氣公司仍然鉆了4,900口井。 盡管由于管道容量不足和全球供過于求而導致加拿大石油價格低廉。

油價無疑是企業決定今年減少油井數量的一個因素，但這并不是唯一的原因。據加拿大石油服務協會臨時首席執行官伊麗莎白·阿昆（Elizabeth Aquin）稱，整體經濟的緩慢復蘇以及石油和天然氣鉆探公司的高債務水平也在發揮作用。

有趣的是，就在一天前，IHS Markit預測，盡管新冠疫情對能源行業產生了不利影響，但加拿大的油砂產量仍有望增長。

IHS Markit的兩位資深分析師指出，新冠疫情的影響已經改變了較低投資期的驅動力，不一定改變了長期預期的方向。他們表示，預計2030年油砂日產量將達到380萬桶，僅比危機前的預期少10萬桶。

對本行業而言更積極的跡象是，本月早些時候有報道稱加拿大的油氣生產商正在恢復縮減的產量。據彭博社報道，隨著石油價格從四月份的多年低點中恢復，關閉的100萬桶/日的產量中約有五分之一已恢復。

油砂巨頭Cenovus的首席執行官表示，沒有人會對我們的生產滿負荷恢復感到驚訝。在我們目前的水平上，我們的現金流是顯非常可觀。

郝芬 譯自 油價網

原文如下:

Canadian Oil Drilling Forecast Gets Slashed Again

Some 2,800 new wells will be drilled in Canada this year, according to the Petroleum Services Association of the country. This is the third downward revision the PSAC has made so far this year amid the continuing oil price crisis. Its previous revision was to a 50-year low of 3,100 wells, the Canadian Press reports.

Last year, Canadian oil and gas companies drilled 4,900 wells. That was despite the low prices for Canadian oil resulting from a shortage of pipeline capacity and the global glut.

Oil prices are certainly a factor in the businesses’ decision to drill fewer wells this year, but it is not the only one. A slow recovery of the wider economy and high debt levels among oil and gas drillers are also at play, according to the interim chief executive of the Petroleum Services Association of Canada, Elizabeth Aquin.

Interestingly, just a day earlier, IHS Markit forecast that oil sands production in Canada was set to grow despite the adverse effects of the pandemic on the energy industry.

“The impact of COVID19 has changed the driver of the lower investment period, not necessarily the direction of long-term expectations,” two senior IHS Markit analysts noted, saying they expected oil sands output to reach 3.8 million bpd in 2030, just 100,000 bpd less than pre-crisis projections.

In more positive signs for the industry, earlier this month, reports emerged that Canadian oil and gas producers were bringing back curtailed output. According to Bloomberg, about a fifth of the 1 million bpd in shut-in production was being brought back as oil prices recovered from the multi-year lows seen in April.

“Nobody should be surprised to see our production moving back to full production capacity. We are significantly cash-flow positive at the levels we’re at now,” said the chief executive of oil sands major Cenovus.