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カナダのオイルサンド産業:市場分析、競合情勢、および生産予測

Oil Sands Industry in Canada - Market Analysis, Competitive Landscape and Production Forecasts to 2020

発行 GlobalData 商品コード 225514
出版日 ページ情報 英文 76 Pages
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カナダのオイルサンド産業:市場分析、競合情勢、および生産予測 Oil Sands Industry in Canada - Market Analysis, Competitive Landscape and Production Forecasts to 2020
出版日: 2012年11月20日 ページ情報: 英文 76 Pages
概要

カナダでは2011年末現在、世界第3位の原油埋蔵量(1752億バレル)が確認されていますが、そのうちの1692億バレルがオイルサンドの形で存在しています。このオイルサンドの存在が、世界の今後のエネルギー安全保障で大きな役割を果たすと考えられています。

当レポートでは、カナダのオイルサンド産業を取り上げ、全体的な市場の構造・動向、市場成長の促進・抑制要因、操業中・計画中の主なオイルサンド・プロジェクトの概要、ビチューメンおよび合成石油の過去の生産実績と今後の生産量予測、主な資本取引活動、主要企業のプロファイルと生産量の見通しなどを調査・推計して、その結果を概略下記の構成でお届けいたします。

第1章 目次

第2章 イントロダクション

第3章 カナダにおけるオイルサンド:概要

  • カナダ:世界第3位の確定石油埋蔵量
  • ビチューメンのオイルサンドからの回収方法
  • カナダのオイルサンド:世界および米国のエネルギー安全保障上の重要性
  • オイルサンド開発の規制当局(アルバータ州)

第4章 カナダにおけるオイルサンド:成長促進要因および課題

  • 世界の石油需要増大による、カナダ国内のオイルサンド開発の促進
  • カナダの良好なビジネス環境が、オイルサンド産業への外資を誘引し続けている
  • 高い原油価格がカナダにおけるビチューメンの現場生産を後押しする
  • 技術開発による、石油回収の進歩と、オイルサンド開発時の環境負荷の軽減
  • 環境面での実績改善のための、主要オイルサンド企業による技術開発アライアンスの結成
  • 大量の水の消費と温室効果ガス排出のために、オイルサンド業界は批判を受け続ける
  • EUが、カナダのオイルサンドから生産された原油を「高炭素強度の燃料」と認定
  • 今後の熟練労働者の不足の見通し

第5章 カナダにおけるオイルサンド:プロジェクトの経済性

  • オイルサンド・プロジェクトの生産費用は、ビチューメンの回収方法に依存する
  • カナダ国内のオイルサンド・プロジェクトの資本支出(CAPEX)/運営支出(OPEX)の、近年の増加動向
    • 原油価格が、新規オイルサンド・プロジェクトの資本支出を決定する
  • 地層内回収(in situ)技術によるオイルサンド・プロジェクトへの、近年の資本支出動向
  • 性能向上のための資本/運営支出の近年の動向
  • 運営支出に対する地質的な要素の影響
    • カナダの地質構造の、原油生産コストへの影響

第6章 カナダにおけるオイルサンド:主要オイルサンド・プロジェクトの過去の実績

  • ビチューメン・合成原油の生産実績
    • Athabasca地域:最大のビチューメン生産記録を達成
    • ビチューメン・合成原油の回収方法の比率:露天掘り(Mining)方式が52.1%を占める
    • 重油アップグレーダーの生産能力
  • 重油アップグレーダー・プロジェクトの生産物:合成原油が最大となる
  • Base Operations (Steepbank/Millennium)プロジェクトのビチューメン生産実績
  • Cold Lake:カナダ最大の地層内回収式プロジェクト

第7章 カナダにおけるオイルサンド:主な計画中のプロジェクトとその生産量の予測

  • カナダ国内のビチューメン・合成原油の生産見通し(2020年まで)
    • Athabasca地域が、今後も最大のビチューメン・合成原油の生産量を維持する
    • 地層内回収方式が、今後のビチューメン・合成原油の回収方式の主流となる
    • 2020年までの重油アップグレーダーの生産能力
  • Fort Hills:カナダ有数の計画中のオイルサンド・プロジェクト
  • Long Lakeプロジェクトの開発(Nexen):フェーズII・フェーズIIIに突入
  • Voyageur Southプロジェクト(Suncor Energy):今後のビチューメン日産量の見通し

第8章 カナダにおけるオイルサンド:近年の資本取引活動

  • カナダのオイルサンド産業の、最近の資本取引件数および動向
    • 資本取引件数の多さが、カナダのオイルサンド産業に対する関心の大きさを証明している
  • CNOOCがNexenの買収により、自社の石油ポートフォリオを約30%拡大させる
    • CNOOCによるNexenの回収計画:中国企業によるカナダ企業・資産への関心増大の裏づけ
    • オイルサンド開発への外資導入の必要から、カナダ政府はCNOOCの買収を認可する見通しである
  • ONGC Consortium:世界的な石油ポートフォリオ強化のために、ConocoPhillipsのオイルサンド資産を買収する見込み
  • Koch Oil Sands:アルバータ州内の6件のオイルサンド資産を売却する計画を立案

第9章 カナダにおけるオイルサンド:競合情勢

  • Suncor Energy
  • Imperial Oil Limited
  • Shell
    • カナダのオイルサンド産業で最初の二酸化炭素貯留プロジェクトを計画
  • Canadian Natural Resources Limited

第10章 付録

図表

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目次
Product Code: GDGE0072MAR

Summary

"Oil Sands Industry in Canada - Market Analysis, Competitive Landscape and Production Forecasts to 2020" is the latest report from GlobalData, the industry analysis specialist. The report provides an overview of the oil sands industry in Canada and analyses some of the major drivers and challenges, project economics of oil sands projects, historic and projected bitumen and synthetic crude production, some of the major existing and planned oil sands projects, financial deal activity, and the competitive landscape in the industry.

The report has been compiled using data and information sourced from proprietary databases, primary and secondary research, and in-house analysis by GlobalData's team of industry experts.

Canada is one of the largest countries in the world in terms of proved oil reserves and was ranked third in the world in terms of proved oil reserves at the end of 2011. It had 175.2 billion barrels (bbl) of proved oil reserves at the end of 2011, of which 169.2 billion bbl of reserves were available as oil sands. This is expected to play a major role in ensuring the world's future energy security.

Scope

This report analyzes the oil sands industry in Canada, including major drivers and challenges, competitive landscape and forecasts to 2020. The report primarily focuses on -

  • Drivers and challenges in the oil sands industry
  • Key existing and planned oil sands projects in Canada
  • Bitumen and synthetic crude production and forecasts until 2020
  • Heavy oil upgrader capacity and forecasts until 2020
  • Financial deal activity
  • Key companies

Reasons to buy

This report will enhance your decision-making capabilities by allowing you to -

  • Identify some of the key drivers and challenges for the oil sands market in Canada
  • Gain an insight into historic bitumen and synthetic crude production and forecasts until 2020
  • Understand the project economics in the oil sands industry based on yearly capital expenditure and operational expenditure
  • Gains an insight into the financial deal activity of the oil sands industry in recent years
  • Understand the key companies in Canada's oil sands industry

Table of Contents

1. Table of Contents

  • 1.1. List of Tables
  • 1.2. List of Figures

2. Introduction

  • 2.1. Overview
  • 2.2. GlobalData Report Guidance

3. Oil Sands in Canada - An Introduction

  • 3.1. Canada has the Third Largest Proved Oil Reserves in the World
  • 3.2. Bitumen is Recovered from Oil Sands Primarily through Mining and Drilling (In situ) Methods
  • 3.3. Canadian Oil Sands are Important for World and US Energy Security
  • 3.4. Energy Resources Conservation Board is a Key Regulator of the Oil Sands Industry in Alberta, Canada

4. Oil Sands in Canada - Drivers and Challenges

  • 4.1. Increasing Global Oil Demand is Driving the Development of Oil Sands in Canada
  • 4.2. Oil Sands Industry Continues to Attract Foreign Investment due to Favorable Business Climate in Canada
  • 4.3. High Crude Oil Prices will ensure the Growth of Oil Sands Industry in Canada
  • 4.4. Technological Developments are Helping to Increase Oil Recovery and Reduce Environmental Impact of the Oil Sands Developments
  • 4.5. Key Oil Sands Players Form Canada's Oil Sands Innovation Alliance to Improve Environmental Performance of the Canadian Oil Sands
  • 4.6. Oil Sands Industry Continues to Attract Criticism due to High Water Use and Greenhouse Gas Emissions
  • 4.7. EU has Proposed Labeling Crude Oil Produced from the Canadian Oil Sands as High Carbon Intensity Fuel
  • 4.8. Canadian Oil Sands Industry is Expected to Face Skilled Labor Shortages in the Future

5. Oil Sands in Canada - Project Economics

  • 5.1. Cost of Production in Oil Sands Projects Depends on the Process used to Recover Bitumen
  • 5.2. Canada's Oil Sand Projects Witnessed Capital and Operating Expenditures of CAD$22.7 Billion and CAD$18.2 Billion in 2011
    • 5.2.1. Crude Oil Prices Determine the Capital Expenditure of New Oil Sands Projects in Canada
  • 5.3. Canada's Oil Sands Projects Using In Situ Technology Attracted a Capital Expenditure of CAD$11.9 Billion in 2011
  • 5.4. Capital and Operating Expenditures of Canadian Oil Sand Projects for Upgraders in 2011 were CAD$2.4 Billion and CAD$5.35 Billion
  • 5.5. Geological Factors Influence Cost of Operations of the Canadian Oil Sands Projects
    • 5.5.1. Canadian Oil Sands' Geology Affects the Cost of the Crude Oil Production

6. Oil Sands in Canada - Historic Production and Major Oil Sands Projects

  • 6.1. Oil Sands Industry in Canada Produced 581.9 MMbbl of Bitumen and Synthetic Crude in 2011
    • 6.1.1. Athabasca Region Recorded the Largest Bitumen Production from Oil Sands in Canada for 2011
    • 6.1.2. Mining Produced Approximately 52.1% of Bitumen and Synthetic Crude from Oil Sands in Canada in 2011
    • 6.1.3. Heavy Oil Upgraders in the Canadian Oil Sands Industry Recorded a Capacity of 453.1 MMbbl for 2011
  • 6.2. Syncrude is the Largest Heavy Oil Upgrader Project in Canada as of 2011
  • 6.3. Base Operations (Steepbank/Millennium) Oil Sands Project Produced 105.1 MMbbl of Bitumen in 2011
  • 6.4. Cold Lake is the Largest In Situ Production Project in Canada

7. Oil Sands in Canada - Production Forecasts and Major Planned Projects

  • 7.1. Oil Sands Industry in Canada is Expected to Produce 3.2 MMbbl/d of Bitumen and Synthetic Crude by 2020
    • 7.1.1. Athabasca is Set to Continue its Dominance in Bitumen and Synthetic Crude Production in the Canadian Oil Sands Industry by 2020
    • 7.1.2. In Situ Drilling will Gain Prominence in Bitumen and Synthetic Crude Production from Canada's Oil Sands by 2020
    • 7.1.3. Canada is Expected to Have a Heavy Oil Upgraders Capacity of 542.5 MMbbl by 2020
  • 7.2. Fort Hills is One of the Largest Planned Oil Sands Projects in Canada
  • 7.3. Nexen is Developing Phase II and Phase III of the Long Lake Project in Canada
  • 7.4. Suncor Energy's Voyageur South Project is Expected to Produce 120,000 Barrels per Day of Bitumen in the Future

8. Oil Sands in Canada - Recent Financial Deal Activity

  • 8.1. Oil Sands Industry in Canada Witnessed 28 Financial Deals in January to August 2012
    • 8.1.1. High Deal Activity Reaffirms the Significant Industry Interest in Canada's Oil Sands
  • 8.2. CNOOC's Acquisition of Nexen will Bolster the Acquirer's Oil Portfolio by about 30%
    • 8.2.1. CNOOC's Planned Acquisition of Nexen Reaffirms Growing Interest of Chinese Companies in Canadian Companies and Assets
    • 8.2.2. Canada might Approve the CNOOC's Acquisition of Nexen as it Requires Foreign Capital for Developing Oil Sands
  • 8.3. ONGC Consortium Plans to Acquire ConocoPhillips' Oil Sands Assets of in Canada to Reinforce their Global Oil Portfolio
  • 8.4. Koch Oil Sands Plans to Sell Six Oil Sands Properties in Alberta for $2.9 Billion

9. Oil Sands in Canada - Competitive Landscape

  • 9.1. Suncor Energy had Net Proved and Probable Bitumen Reserves of 1,164 MMbbl by the End of 2011
  • 9.2. Imperial Oil Limited Reported Net Proved Bitumen Reserves of 2,413 MMbbl by the End of 2011
  • 9.3. Shell Produced 45 MMbbl of Synthetic Crude Oil in 2011
    • 9.3.1. Shell Canada Plans to Construct First Carbon Capture and Storage Project in the Canadian Oil Sands Industry
  • 9.4. Canadian Natural Resources Limited is Among the Major Companies Engaged in Oil Sands Projects in Canada

10. Appendix

  • 10.1. Market Definition
  • 10.2. Abbreviations
  • 10.3. Sources
  • 10.4. Methodology
    • 10.4.1. Coverage
    • 10.4.2. Secondary Research
    • 10.4.3. Primary Research
    • 10.4.4. Expert Panel Validation
  • 10.5. Contact Us
  • 10.6. Disclaimer

List of Tables

  • Table 1: Oil Sands Industry, Canada, Supply and Operating Costs* Estimates by Process Used for the Recovery of Bitumen ($/bbl), 2010
  • Table 2: Oil Sands Industry, Canada, Crude Oil Prices Required for Capex of New Oil Sands Projects, 2010
  • Table 3: Oil Sands Industry, Canada, Capex and Opex of Oil Sands Projects in Canada by In Situ and Mining Technologies (CAD$m), 2006-2011
  • Table 4: Oil Sands Industry, Canada, Major Milestones Leading to the Commercial Production from Oil Sands, 2012
  • Table 5: Oil Sands Industry, Canada, Bitumen and Synthetic Production from Oil Sands in Athabasca, Cold Lake and Peace River Areas (MMbbl), 2006-2011
  • Table 6: Oil Sands Industry, Canada, Heavy Oil Upgraders Capacity (MMbbl), 2006-2011
  • Table 7: Oil Sands Industry, Canada, Details of Top Five Oil Sands Projects (bbl/d), 2011
  • Table 8: Oil Sands Industry, Canada, Expected Bitumen and Synthetic Production from Oil Sands in Athabasca, Cold Lake and Peace River Areas (MMbbl), 2011-2020
  • Table 9: Oil Sands Industry, Canada, Bitumen Sources for Long Lake Upgrader (bbl/d), 2012-2014
  • Table 10: Oil Sands Industry, Canada, Major Financial Deals ($m), 2010-August 2012
  • Table 11: Oil Sands Industry, Canada, Nexen's Oil Sands Production Interests in Canada, bpd, 2011
  • Table 12: Oil Sands Industry, Canada, Major Deals by China's Companies in Oil and Gas Sector in Canada ($m), January-September 11, 2012
  • Table 13: Oil Sands Industry, Canada, Planned Acquisitions of Unconventional Oil and Gas Assets by Indian NOCs ($m), September 2010-July 4, 2012
  • Table 14: Oil Sands Industry, Canada, Oil Sands Assets being Acquired by ONGC Consortium from ConocoPhillips (MMbbl), 2012
  • Table 15: Oil Sands Industry, Canada, Suncor Energy's Bitumen and Synthetic Crude Oil Reserves (Gross and Net) (MMbbl), 2011
  • Table 16: Oil Sands Industry, Canada, Suncor Energy's Monthly Average Production and Year-to-Date Average Production from Oil Sands (bbl/d), 2011
  • Table 17: Oil Sands Industry, Canada, Shell's Synthetic Crude Oil and Bitumen Production (Mbbl/d), 2009-2011
  • Table 18: Oil Sands Industry, Canada, Canadian Natural Resources Limited's Gross Crude Oil and Bitumen Reserves (MMbbl), 2011
  • Table 19: Oil Sands Industry, Canada, Canadian Natural Resources Limited's Capacity Targets and Scheduled Start Dates for In situ Projects (bbl/d), 2012

List of Figures

  • Figure 1: Oil Sands Industry, Canada, Composition of Oil Sands, 2012
  • Figure 2: Oil Exploration and Production Industry, Global, Top Countries by Proved Oil Reserves, billion bbl, 2012
  • Figure 3: Oil Sands Industry, Canada, Location of Oil Sand Deposits, 2012
  • Figure 4: Oil Sands Industry, Canada, Overview of Steam-Assisted Gravity Drainage and Cyclic Steam Stimulation Processes, 2012
  • Figure 5: Oil Sands Industry, Canada, Overview of Kearl Process, 2012
  • Figure 6: Oil and Gas Industry, The US, Top Five Countries of Origin for US Imports of Crude Oil and Petroleum Products (bbl/d), 2011
  • Figure 7: Oil Sands Industry, Canada, Overview of Energy Industry Regulation in Canada, 2012
  • Figure 8: Oil Industry, World, Projected Liquids* Demand (Mmtoe), 2010-2030
  • Figure 9: Oil and Gas Industry, Canada, Foreign Direct Investment in the Canadian Energy Sector (CAD$m), 2005-2011*
  • Figure 10: Oil and Gas Industry, Canada, Working Mechanism of THAI Technology, 2012
  • Figure 11: Oil and Gas Industry, Canada, Greenhouse Gas Emissions by Sector (%), 2010
  • Figure 12: Oil and Gas Industry, Canada, Jacobs Consultancy's Comparison of the Carbon Intensities of EU Crude Oils and Alberta's Crude Oils, gCO2e/MJ of Crude, 2012
  • Figure 13: Oil Sands Industry, Canada, Capex and Opex of Oil Sands Projects (CAD$m), 2006-2011
  • Figure 14: Oil and Gas Industry, Canada, Capex and Opex of Upgraders (CAD$m), 2006-2011
  • Figure 15: Oil Sands Industry, Canada, Location of McMurray Formation in the Lower Athabasca Region, 2012
  • Figure 16: Oil Sands Industry, Canada, Breakdown of Canadian Crude Oil Production by Source, 2011
  • Figure 17: Oil Sands Industry, Canada, Production of Bitumen and Synthetic Crude (MMbbl), 2006-2011
  • Figure 18: Oil Sands Industry, Canada, Production of Bitumen and Synthetic Crude from Oil Sands by Region (%), 2006-2011
  • Figure 19: Oil Sands Industry, Canada, Bitumen and Synthetic Crude Production from Oil Sands in Canada by Recovery Method (MMbbl), 2006-2011
  • Figure 20: Oil Sands Industry, Canada, Shares of Mining and In Situ Drilling for the Production of Bitumen and Synthetic Crude from Oil Sands (%), 2006 and 2011
  • Figure 21: Oil Sands Industry, Canada, Bantrel's Upgradation Process, 2012
  • Figure 22: Oil Sands Industry, Canada, Locations of Syncrude Project's Oil Sands Leases, 2012
  • Figure 23: Oil Sands Industry, Canada, Syncrude Project's Bitumen Production (MMbbl), 2006-2011
  • Figure 24: Oil Sands Industry, Canada, Base Operations (Steepbank/Millennium) Project's Bitumen Production (MMbbl), 2006-2011
  • Figure 25: Oil Sands Industry, Canada, Cold Lake Project's Bitumen Production (MMbbl), 2006-2011
  • Figure 26: Oil Sands Industry, Canada, Share of Oil Sands' Crude in Total Crude Oil Production, 2011, 2015 and 2020
  • Figure 27: Oil Sands Industry, Canada, Expected Production of Bitumen and Synthetic Crude (MMbbl), 2011-2020
  • Figure 28: Oil Sands Industry, Canada, Expected Bitumen and Synthetic Crude Production by Recovery Method (MMbbl), 2011-2020
  • Figure 29: Oil Sands Industry, Canada, Expected Heavy Oil Upgraders Capacity (MMbbl), 2011-2020
  • Figure 30: Oil Sands Industry, Canada, Location of Fort Hills Project and Voyageur Upgrader, 2012
  • Figure 31: Oil Sands Industry, Canada, Location of the Long Lake Project, 2012
  • Figure 32: Oil Sands Industry, Canada, Location of Voyageur South Project, 2012
  • Figure 33: Oil Sands Industry, Canada, Comparison of Deals Value and Number of Deals ($m), 2010-August 2012
  • Figure 34: Oil Sands Industry, Canada, Investments by Chinese Companies in Canada's Oil Sands Industry ($m), 2009-August 2012*
  • Figure 35: Oil Sands Industry, Canada, Locations of the Koch Oil Sands' Six Oil Sands Properties, 2012
  • Figure 36: Oil Sands Industry, Canada, Suncor Energy's Oil Sands Operations in Alberta, 2011
  • Figure 37: Oil Sands Industry, Canada, Imperial Oil's Synthetic Oil and Bitumen Net Proved Reserves (MMbbl), 2011
  • Figure 38: Oil Sands Industry, Canada, Breakdown of Imperial Oil's Total Crude Oil and Natural Gas Liquid Production (%), 2011
  • Figure 39: Oil Sands Industry, Canada, Shell's Oil Sands Operations, 2011
  • Figure 40: Oil Sands Industry, Canada, Carbon Capture at Shell Canada's Scotford Upgrader, 2012
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