Ibhentshi ye-oyile enzima yase-Alberta, iWestern Canadian Select (WCS), iphele iveki engaphantsi kwe-US $ 50 umphanda okokuqala ukususela ekupheleni konyaka ophelileyo.I-2022 entsha ephantsi ityholwa ngokuyinxalenye yokunciphisa amaxabiso eoyile ngokubanzi, kodwa ubukhulu becala ngenxa yokwandiswa kweoli enzima yaseCanada.
I-OPEC+ RALY FIZZLES
Amaxabiso e-oyile aye ehla ngokuthe ngcembe kwisiqingatha sesibini sika-2022. Amaxabiso afumene i-bump encinci ekuqaleni kuka-Okthobha, emva kokuba i-OPEC+ inyulwe ukunciphisa i-quotas zemveliso nge-2 yezigidi ze-bbl / ngosuku.Ukwehliswa kwangempela kwakusondele kwi-1 yezigidi ze-bbl / ngosuku ngenxa yokuphazamiseka kokubonelela okuqhubekayo phakathi kwamalungu abalulekileyo e-OPEC.
Iimpawu zokudodobala koqoqosho lwehlabathi ziye zacima uninzi lwezo nzuzo.I-WTI iphele iveki nge-US$76 ngomphanda, ezantsi ukusuka ngaphezulu kwe-US$120 ngoJuni.I-OPEC ngoku ithi ibona imarike egqithisiweyo kwikota yesine, kwaye ayinakwenzeka ukuphakamisa i-quotas kwintlanganiso yabo ezayo ye-4 kaDisemba.
ISAphulelo seWCS
Ngelixa zonke iibenchmarks ezikrwada ziphantsi ukusuka phezulu ekuqaleni kukaNovemba, i-WCS ihlupheke kakhulu kunoninzi, ngenxa yokwandiswa kwesaphulelo sayo kwi-WTI.
Amaxabiso eoyile kunye nokwahluka kuthande ukuba yeyona nto ilungileyo ebusika, xa imfuno yeoli iyeyona ibuthathaka.Nangona kunjalo, izaphulelo zalo nyaka zezona zibanzi ukususela kwii-odolo zokunciphisa i-2019, mhlawumbi ngenxa yokubuya kwengxinano kwimibhobho yokuthumela ngaphandle.
Uthungelwano lwemibhobho yaseWestern Canada luphele ngo-2021 kunye negumbi lokuphumla, ngenxa yokugqitywa kweProjekthi ye-Enbridge's Line 3 yoTshintsho ngo-Okthobha 2021. I-TC Energy ukususela ngoko igqibe i-50,000 bbl/ngosuku yokwandiswa kombhobho we-Keystone oye wongeza indawo eyongezelelweyo.Umthamo wokuthumela ngaphandle okrwada, ngaphandle kweemveliso ezisulungekisiweyo, uqikelelwa malunga nezigidi ezi-4.0 zebbl/ngosuku.
Nangona ezothutho zikaloliwe ziphulukene nokubengezela kwazo, zisabala malunga ne-125,000 bb/ngosuku lwempahla ethunyelwa ngaphandle ekrwada, incinci itshintshileyo kumyinge wonyaka ophelileyo.
KE NTONI ETSHINTILEYO?
Lo nyaka ubonakalise ukuba uxakeke kakhulu kubasebenzi besanti yeoli ngobulumko, ngokuyinxenye ngenxa yokurhoxiswa kokuvalwa ngexesha lo bhubhani.Ubukhulu becala lika-2022, i-Enbridge's Mainline, ehambisa malunga nesibini kwisithathu sempahla ethunyelwa ngaphandle ekrwada yaseCanada, ibisebenza ngaphantsi komthamo ngenxa yokwehla konikezelo.
Kodwa lo mkhwa ubuyile, kwaye imveliso inyuke kakhulu kwikota yesine.Imveliso yebhitumene ngokukodwa, ephantse yathunyelwa e-US, kulindeleke ukuba iphume ngo-2022 kwirekhodi entsha.Ubonelelo ngeDilbit kuqikelelwa ukuba luya kuthi ga kwi-300,000 bbl/ngosuku ngaphezulu kulo Disemba xa kuthelekiswa nexesha elinye kulo nyaka uphelileyo, xa isaphulelo se-WCS sasiyi-US$15 kuphela umphanda.
I-Enbridge ngoku ithi i-Mainline iza kwabelwa ngoDisemba, okuthetha ukuba abanye abavelisi kuya kufuneka bajonge ezinye iindlela.I-Mainline inomthamo wokuthumela ngaphandle kwe-3.1 yezigidi ze-bbl / ngosuku, malunga ne-2.3 yezigidi ze-bbl / ngosuku apho igcinelwe abathumeli be-oyile enzima.
Ukucima kokulungisa okumbalwa kakhulu kucetywayo kulo nyaka uzayo, okuthetha ukuba u-2023 uya kuba ngomnye unyaka orekhodiweyo kwisanti yeoli.IProjekthi yoKwandiswa kweeNtaba zeTrans ayizukufakwa kwinkonzo kude kube yikota yesine, nto leyo enokuthi ithumele imigqomo eyongezelelweyo kwiitanki zokugcina, okanye kwiinqwelo zikaloliwe.
Ukuthintela nakuphi na ukuphazamiseka okukhulu kwisanti yeoli, okanye ukubuyiswa kwezabelo zokucutha, zonke iindlela zikhomba kwisaphulelo esibanzi ngo-2023.