加拿大油砂领域投资分析

在高油价环境下,油砂项目经济性增强,国际石油公司纷纷进入油砂领域,加大对油砂项目的投入.储量大、项目寿命期长,油砂开采技术获得突破,良好的政治环境和稳定的财税政策等是加拿大油砂项目吸引外国投资者的主要原因.近年来,包括中国在内的亚洲石油公司积极寻求适当机会投资油砂项目.尽管面临油价变动、成本上升、地质条件复杂以及项目运营等方面的风险,但亚洲石油公司特别是中国的石油公司拥有自己的优势:对地质油藏认识和开采技术有丰富的积累;具有一定的国际合作经验,善于选择合作伙伴;保有健康的资产负债表和充足的资金实力等.

Analysis of investment in Canadian oil sand sector

As the economic efficiency of oil sand is enhanced against the backdrop of the high oil price, more and more international oil companies are entering the oil sand sector and increasing their input in oil sand projects. Large reserves, long project lives, breakthroughs in the technology for the exploitation of oil sand, a favorable political environment and stable finance & taxation policies are all main factors contributing to the attraction of Canadian oil sand projects for foreign investors. In recent years, Asian oil companies, including China’s companies, have been vigorously seeking suitable opportunities for investing in oil sand projects. There are risks such as the variation of oil prices, rising costs, complicated geological conditions and project operation problems, but Asian oil companies, including China’s companies, have their advantages: They have accumulated rich geological oil deposit knowledge and exploitation technology; with experience in international cooperation, they have expertise in choosing partners; they have healthy balance sheets and substantial funds.