Say Goodbye to Dirt Cheap Canadian Oil

[billwanhua]

https://www.wsj.com/finance/stocks/say-goodbye-to-dirt-cheap-canadian-oil-56615de8

For years U.S. drivers have been getting a gift at the expense of their northern neighbor—artificially cheap oil. That could change in the coming months when a major pipeline expansion will allow Canadian oil more access to global markets. How will it impact the main beneficiaries of that yearslong glut, U.S. refiners that pocketed much of the difference?

The U.S. imports about 4 million barrels a day of Canadian crude oil, which represents more than a fifth of the country’s operating refining capacity. Western Canadian Select was on average about $18 to $19 a barrel cheaper than the U.S. benchmark West Texas Intermediate in 2022 and 2023

加拿大大傻，廉价供应美帝便宜石油几十年任劳任怨。
老大对小弟也特别好，居然没有高举关税大磅告加拿大倾销。


现在管道修好了吗？卖给谁？还是老大自己已经可以生产石油了？

 

[welcomelm]

到底是好事儿还是坏事儿？

 

[chatbot]

这风险都没有预计到？

 

[billwanhua]

到底是好事儿还是坏事儿？

俄罗斯侵略都找到出路了，咱们民主自由油难道还怕卖不出去？
最差土豆放低身段求一下习大和穆迪，减价跟俄罗斯竞争。
为了支持乌克兰，要不原油不要钱送给中国印度，俄罗斯油立马卖不出去垮台。

 

[welcomelm]

俄罗斯侵略都找到出路了，咱们民主自由油难道还怕卖不出去？
最差土豆放低身段求一下习大和穆迪，减价跟俄罗斯竞争。
为了支持乌克兰，要不原油不要钱送给中国印度，俄罗斯油立马卖不出去垮台。

我不明白的是，这pipe修好了，怎么就妨碍美国继续买加拿大的油呢？因为这个pipe，加拿大油就贵了？

 

[billwanhua]

不清楚是不是真修好了。如果真修好了，可能老大是觉得可惜，吃了几十年的肥肉长翅膀出海自己飞了
如果不是修好了，老大就是不想买了，那就麻烦。

 

[welcomelm]

而且加拿大的油什么时候成便宜油了？加拿大的油应该贵，不是油砂开采成本高？

 

[gocanoeing]

我不明白的是，这pip修好了，怎么就妨碍美国继续买加拿大的油呢？因为这个pipe，加拿大油就贵了？

你都去热贝买衣服了还不理解这种简单的道理？

 

[welcomelm]

你都去热贝买衣服了还不理解这种简单的道理？

什么是热贝？

 

[gocanoeing]

什么是热贝？

你买衣服的地方啊

 

[billwanhua]

老大去年悄悄成为能源世界第一出产国，一旦老大进入市场，传统能源大国就遭殃了。

沙特俄罗斯无不如此，加拿大也烧高香吧：

Saudi Arabia Can No Longer Raise Oil Output For Cash | OilPrice.com

When you’re up to your neck in projects whose total price tag is well over a trillion dollars, letting a good supply disruption go to waste would be inadvisable

oilprice.com

 

[ztbll]

呵呵，又一出土豆干预市场的例子，必然烂尾。本来阿省的原油卖到美国中西部是最经济的，土豆把keystone管线搅和黄了，弄个到bc的管线，指望原油装船卖到亚洲，这不是想瞎了心吗，加拿大的油炼制成本高，亚洲国家也没有这个炼制能力，需要扩建设备，人家何必这么搞呢。结果就是阿省的油都烂在仓库了，这其实正中土豆下怀，阿省省长为此恨土豆牙根痒痒的。

 

[billwanhua]

Chinese Company Buys First Crude Cargo From Canadian Pipeline | OilPrice.com

A Chinese company has purchased one of the first crude cargoes shipped via the expanded Tans Mountain pipeline, the crude will be loaded in May-June.

oilprice.com

A Chinese company has bought a cargo of Canadian crude, to be shipped via the expanded Trans Mountain pipeline in May-June, Bloomberg has reported, citing trading sources who wished to remain unnamed.

The buyer is Sinochem and the cargo is of 550,000 barrels of heavy crude produced by Suncor, the report added. The grade has similar properties to Iraq's Basrah crude, the sources told Bloomberg.

还是卖给土鳖，其他国家需求和运输都不行。天天整威胁，生意归生意。

There are no other oil pipeline projects in the works in Canada and even the progress of the Trans Mountain expansion is something of a miracle after a series of delays and legal challenges from activists. These delays and challenges led to a sixfold increase in the project's cost, from an original $3.4 billion to as much as $23 billion.

 

[welcomelm]

Chinese Company Buys First Crude Cargo From Canadian Pipeline | OilPrice.com

A Chinese company has purchased one of the first crude cargoes shipped via the expanded Tans Mountain pipeline, the crude will be loaded in May-June.

oilprice.com

A Chinese company has bought a cargo of Canadian crude, to be shipped via the expanded Trans Mountain pipeline in May-June, Bloomberg has reported, citing trading sources who wished to remain unnamed.

The buyer is Sinochem and the cargo is of 550,000 barrels of heavy crude produced by Suncor, the report added. The grade has similar properties to Iraq's Basrah crude, the sources told Bloomberg.

还是卖给土鳖，其他国家需求和运输都不行。天天整威胁，生意归生意。

There are no other oil pipeline projects in the works in Canada and even the progress of the Trans Mountain expansion is something of a miracle after a series of delays and legal challenges from activists. These delays and challenges led to a sixfold increase in the project's cost, from an original $3.4 billion to as much as $23 billion.

加拿大的油是真便宜啊，装船运到中国都比大鹅的油划算

 

[billwanhua]

加拿大的油是真便宜啊，装船运到中国都比大鹅的油划算

那是以前卖不出去只能当白菜卖给美国。
管道还没建好，5、6月的油就卖给土鳖了