2020年加拿大美國(guó)石油進(jìn)口量占比達(dá)77%

　　據(jù)彭博社4月14日?qǐng)?bào)道，加拿大能源監(jiān)管機(jī)構(gòu)的一份最新的報(bào)告顯示，加拿大越來(lái)越依賴從美國(guó)進(jìn)口的石油，這與人們對(duì)跨境輸油管道和能源獨(dú)立的激烈爭(zhēng)論似乎背道而馳。

　　數(shù)據(jù)顯示，2020年，加拿大對(duì)化石燃料的需求因新冠肺炎疫情的影響而嚴(yán)重下降，其中，每五桶進(jìn)口原油中有近四桶是由美國(guó)提供的。加拿大約77%的進(jìn)口石油來(lái)自美國(guó)，高于2019年的72%和2010年的6%。值得一提的是，在過(guò)去10年中，美國(guó)國(guó)內(nèi)油氣產(chǎn)量大幅飆升。

　　該監(jiān)管機(jī)構(gòu)的首席經(jīng)濟(jì)學(xué)家達(dá)倫·克里斯蒂(Darren Christie)表示：“我們確實(shí)經(jīng)常認(rèn)為兩國(guó)之間的石油運(yùn)輸關(guān)系是‘加拿大生產(chǎn)石油并出口到美國(guó)’。但事實(shí)并非如此，我們也從美國(guó)進(jìn)口產(chǎn)品?！?/span>

　　不過(guò)，密切關(guān)注加拿大和美國(guó)貿(mào)易流動(dòng)，尤其是能源領(lǐng)域的貿(mào)易流動(dòng)的觀察人士，可能不會(huì)對(duì)近年來(lái)大量美國(guó)原油向北流動(dòng)感到太驚訝。去年，美國(guó)吸收了加拿大96%的石油出口，其中大部分是重質(zhì)原油，其中一半以上銷往美國(guó)中西部，在過(guò)去15年的大部分時(shí)間里，美國(guó)中西部一直是管道爭(zhēng)端的焦點(diǎn)。

　　但克里斯蒂指出，在水力壓裂和水平鉆井等新開采技術(shù)的推動(dòng)下，美國(guó)石油和天然氣產(chǎn)量大幅增加，兩國(guó)煉油廠對(duì)原料的獲取變得十分便利。他補(bǔ)充道:“在過(guò)去10年里，原油產(chǎn)量增加了一倍多，這是相當(dāng)顯著的增長(zhǎng)。這將導(dǎo)致美國(guó)的原油供應(yīng)大幅減少。此前，加拿大從世界各地進(jìn)口一些原油，我們處在美國(guó)北方的地理位置，使得加拿大成為美國(guó)大量增加出口投放的市場(chǎng)?！?/span>

　　盡管外國(guó)石油長(zhǎng)期以來(lái)一直是加拿大能源組合的一部分，但最新的數(shù)據(jù)，從美國(guó)進(jìn)口的比例來(lái)看，使人們對(duì)兩國(guó)管道系統(tǒng)的連接產(chǎn)生不同的看法。

　　要知道，美國(guó)取消了Keystone XL輸油管道的擴(kuò)建計(jì)劃，這條輸油管道將每天額外向美國(guó)墨西哥灣沿岸的煉油廠輸送80萬(wàn)桶油砂瀝青。

　　密歇根州目前正與Enbridge公司就格雷琴·惠特默州長(zhǎng)試圖關(guān)閉5號(hào)線的行為進(jìn)行審理。5號(hào)線是一條重要的跨境能源線路，穿越了生態(tài)敏感的麥基諾海峽下的五大湖。這條輸油管道的支持者們普遍認(rèn)為，它是為安大略省薩尼亞(Sarnia)煉油廠提供能源的基礎(chǔ)設(shè)施的關(guān)鍵組成部分。僅在密歇根州，就提供了超過(guò)一半的家庭取暖所需的丙烷，更不用說(shuō)加上鄰近的各州了。

　　加拿大大西洋地區(qū)對(duì)美國(guó)石油的依賴尤其嚴(yán)重，在這個(gè)地區(qū)，輸油管道通常是不可取的。過(guò)去十年里，那里煉油廠進(jìn)口量增加了十倍。

　　美國(guó)石油研究所(American Petroleum Institute)在一份報(bào)告中表示，盡管加拿大對(duì)美國(guó)的能源出口是對(duì)美對(duì)加拿大出口的六倍多，但從能源供應(yīng)和經(jīng)濟(jì)影響的角度來(lái)看，兩國(guó)之間的相互依存關(guān)系是緊密的。

　　在過(guò)去的10年里，兩國(guó)間的石油交易價(jià)值已高達(dá)加美貿(mào)易總額的20%。美國(guó)石油學(xué)會(huì)表示，加拿大東部90%的石油經(jīng)過(guò)美國(guó)或從美國(guó)進(jìn)口。該公司表示:“雙邊貿(mào)易額均以原油為主。原油貿(mào)易增長(zhǎng)的主要?jiǎng)恿κ峭ㄟ^(guò)管道和鐵路從加拿大西部運(yùn)往美國(guó)中西部和墨西哥灣沿岸的重質(zhì)原油，以及通過(guò)管道和海運(yùn)船從北達(dá)科他州和德克薩斯州運(yùn)往加拿大東部的輕質(zhì)原油?！?/span>

　　王佳晶 摘譯自 彭博社

　　原文如下：

　　U.S. oil comprised 77% of Canada's foreign oil imports last year: regulator

　　Canada is growing ever more reliant on imported American oil, a new report from the country's energy regulator suggests, putting a counter-intuitive spin on the fierce debate about cross-border pipelines and energy independence.

　　The United States provided nearly four out of every five barrels of imported crude in 2020, a year when global demand for fossil fuels was badly dented by the COVID-19 pandemic, the latest data from the Canada Energy Regulator shows.

　　Some 77 per cent of Canadian imports came from the U.S., up from 72 per cent in 2019 and a paltry six per cent in 2010, before a dramatic spike in domestic American oil and gas production over the last decade.

　　“We do often think of the pipeline relationship between the two countries as being one of, 'Canada produces and exports to the U.S.,”' said Darren Christie, the regulator's chief economist.

　　“This is specifically showing that there is another side to that coin, which is that we also import production from the U.S.”

　　Close observers of Canada-U.S. trade flows, particularly those in the energy sector, might not be overly surprised by how much American crude oil has been travelling north in recent years.

　　The U.S. absorbed a whopping 96 per cent of Canadian oil exports last year, the bulk of it heavy crude, more than half of it to the U.S. Midwest, which has been ground zero for pipeline disputes for much of the last 15 years.

　　But a massive surge in U.S. oil and gas production, fuelled in part by new extraction technology like fracking and horizontal drilling, has made it a convenient source of feedstock for refineries in both countries, Christie said.

　　“Their crude oil production has more than doubled in the last 10 years, which is quite a remarkable increase,” he said.

　　“That creates a massive supply push out of the U.S. And if we are just north and had previously been importing some crudes from around the world, it's a natural market for a lot of that increased production out of the U.S.”

　　While foreign oil has long been a part of the Canadian energy mix, the latest numbers - along with the proportion of imports from the U.S. - casts the ongoing controversy over pipeline links between the two countries in a surprising new light.

　　On his first day in the Oval Office, President Joe Biden cancelled the Keystone XL pipeline expansion, which would have ferried an additional 800,000 barrels a day of Alberta oilsands bitumen to refineries on the U.S. Gulf Coast.

　　Michigan is currently in court with Enbridge Inc. over Gov. Gretchen Whitmer's efforts to shut down Line 5, a vital cross-border energy link that crosses the Great Lakes beneath the ecologically sensitive Straits of Mackinac.

　　The pipeline is widely billed by its defenders as a critical piece of infrastructure that feeds key refineries in Sarnia, Ont., and provides more than half of the propane needed to heat homes in Michigan alone, to say nothing of neighbouring states.

　　The dependence on U.S. oil is especially high in Atlantic Canada, a region of the country where pipelines are often not an option. Imports to refineries there have increased tenfold over the last decade.

　　While Canada's energy exports to the U.S. are more than six times what moves in the other direction, the interdependence between the two countries is dramatic, both from the standpoint of energy supply and economic impact, the American Petroleum Institute said in a report last week.

　　Over the past 10 years, the value of petroleum liquids traded between the two has measured as high as 20 per cent of all Canada-U.S. trade. Up to 90 per cent of oil refined in Eastern Canada travelled either through or from the U.S., the API said.

　　“Trade volumes in both directions are dominated by crude oil,” it said.

　　“Crude oil trade growth has been primarily driven by heavy crude oil shipped from Western Canada to the U.S. Midwest and Gulf Coast by pipeline and rail, and light crude oil from North Dakota and Texas shipped to Eastern Canada by pipeline and marine vessel.”