
“Please God, give me one more oil boom—and I promise not to piss it all away next time” reads a popular bumper sticker in Canada’s oil patch.(加拿大石油产区流行贴纸上的话:求上帝再给一次石油繁荣,保证不再挥霍。) Recent results from the country’s oil producers show that plea(恳求,请求) has been answered. Oil prices have jumped as the passage of tankers through the Strait of Hormuz(霍尔木兹海峡,重要石油运输通道) has been choked off. Last month Cenovus Energy reported that operating profits in its most recent quarter had nearly tripled(增至三倍) compared with a year before. Canadian Natural Resources posted its best-ever quarterly adjusted operating profit. Moreover, the easing of political headwinds(逆风,阻力) in Canada may improve the chances of the boom lasting.
加拿大石油产区流行的一张保险杠贴纸上写着:“求求上帝,再给我一次石油繁荣吧——我保证下次不再挥霍一空。”该国石油生产商近期的业绩表明,这一祈求得到了回应。由于霍尔木兹海峡的油轮通行受阻,油价大幅上涨。上月,Cenovus能源公司报告称,其最近一个季度的营业利润同比几乎增长了两倍。加拿大自然资源公司公布了有史以来最高的季度调整后营业利润。此外,加拿大政治逆风的缓解可能会提高繁荣持续的机会。
Canada has the world’s fourth-largest proven reserves(已探明储量), with 97% found in the oil sands in a remote corner of the land-locked province of Alberta. Here the bitumen(沥青), mixed with sand and clay, is almost solid, and is mined rather than(而不是) tapped from the ground. It is costly and dirty to extract and process. Despite the drawbacks, high prices combined with a weakening of the Canadian dollar mean that “it hasn’t been this good to be an oil-sands producer in a very long time,” says Andrew Leach of the University of Alberta.(尽管有缺点,但高油价和加元走弱让油砂生产商很久没这么好了。)
加拿大拥有世界第四大已探明储量,其中97%位于内陆省份阿尔伯塔省偏远角落的油砂中。这里的沥青与沙子和黏土混合,几乎是固态,需要开采而非从地下抽取。开采和加工既昂贵又肮脏。尽管存在这些缺点,但高油价加上加元走弱意味着“油砂生产商已经很久没有这么风光了,”阿尔伯塔大学的安德鲁·利奇说。
Getting more oil to market is also set to become easier. Justin Trudeau, Canada’s former prime minister, was tepid(不温不火的,冷淡的) in his support for new pipelines, fearing the consequences for the climate. In 2018 regional political opposition led Kinder Morgan(金德摩根,美国能源基础设施公司), an American firm, to suspend work on a conduit(管道,导管) from Alberta to the west coast in British Columbia. That forced the national government to step in(介入,插手) and complete it. Oil eventually started flowing in 2024.
将更多石油推向市场也将变得更容易。加拿大前总理贾斯廷·特鲁多对新管道的支持态度冷淡,担心对气候的影响。2018年,地区政治反对导致美国公司金德摩根暂停了从阿尔伯塔省到不列颠哥伦比亚省西海岸的一条管道的建设工作。这迫使联邦政府介入并完成了该项目。石油最终于2024年开始输送。