Die Ölsandproduzenten sehen sich durch steigende Energiepreise herausgefordert.
Eindrucksvolle Entwicklungen in diesem Sektor.
Grüsse
Ölsand - Aktien , Ölsand
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Die vorhergehenden Stories,neben meiner "Schwäche"
für die Ölversandeten,führten gestern zum Kauf derPetrobank Energy & Res. / PBG - TSX
Diese Firma hat eine derart interessante Technik,
patentiert, daß ich darauf später mal eingehe.Dies Verfahren heißt ulkiger/zufälligerweise "THAI" !
![:]](https://goldseiten-forum.com/wcf/images/smilies/pleased.gif "Freude")
Grüsse
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Hallo Edel Man!
Ja, hört sich wirklich interessant an. Hab mich ein wenig auf der Firmenhomepage informiert.
Bin mir aber noch nicht so ganz im klaren, wie groß der Vorteil gegenüber anderen Verfahrenstechniken ist. Husky, Statoil und Petro-Canada u.a. verwenden ja die sog. "steam assisted gravity drainage technology" (SAGD). (ansehnliche Animation von Husky http://www.huskyenergy.ca/about/downloads/Husky_SAGD.wmv )
Petrobank will ja angeblich bis zu 80% des Bitumens fördern.
Ein führender Anbieter der SAGD-Technologie ist die kanadische Encana, 45 Mrd. CAD (Schöner Chart!)
Bin gespannt auf Deinen Bericht. Aktie steht auf der Watchlist
Viele Grüße
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Eindrucksvoller Artikel!
Er befaßt sich mit Hubberts Peak.
Ständig steigender Anteil der Alternativen zu Erdöl.
Neue Großvorkommen.
Die Zukunft Kanadas/Alberta/Ölsande.Nicht nur für Ölsandüberzeugte.
Grüsse
Edel Man -
edel, da hab ich auch so was gefunden.
Beginn des Artikel:
http://www.thestreet.com/_yaho…HOO&cm_cat=FREE&cm_ite=NAAuf Seite 3
http://www.thestreet.com/_yaho…ks/energy/10267367_3.html
One of the top names up there is Suncor Energy (SU:NYSE - commentary - research - Cramer's Take). The company did $8 billion in sales and earned $782 million over the past 12 months, which was good for a $35 billion stock market capitalization. But a lot of investments the company has made in tar sands are just coming on line, so the turnaround in earnings power has been fantastic. It earned $1.75 a share in 2004 and $1.98 in 2005, but it expected to earn as much as $4.85 in 2006 and $5.40 in 2007. Put a price-to-earnings multiple of 20 on the latter number, and you could be looking at a $100 stock in 18 months, up from $78 today.Phil Skolnick, an excellent analyst at Genuity Capital Markets, likes Canadian large-caps Nexen (NXY:NYSE - commentary - research - Cramer's Take), Encana (ECA:NYSE - commentary - research - Cramer's Take) and Canadian Natural Resources (CNQ:NYSE - commentary - research - Cramer's Take) even more. He figures that they have 27% to 60% of their future values locked up in oil sands. I'll skip over his earnings estimates for each, and just note that they imply price targets of $78, $57 and $74, which are 20% to 40% above current levels.
So if turns out we can't take 'em, you might as well buy 'em (or pieces of 'em, anyway). This is going to be a long, long secular story: something like investing in Saudi Arabia in the 1940s. But I really do hope the State Department works out a friendly merger with our neighbors on the Athabasca plains one day, if for no other reason than it will give us a chance to shout, "Tar nation!"
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Danke,Tschonko
In dieser ganzen Geschichte steckt profitable Zukunft.
Hab schon 3 Werte,möglicherweise werden die verstärkt.
Du bist ja auch mit CNQ dabei,und hattest auch SU.Die sind perSaldo so gut gelaufen wie solde PM´s
Und werden das weiter so betreiben,denk ichGrüsse
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Dein link gibt einen error
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Sorry,Eldo
Den kompl. Link bekomme ich einfach nicht rein.
Deshalb der Beitrag.Denke,Reutters hat nix dagegen.
__________________________________________China shifts to Canada oilsands but barriers abound
Fri Feb 10, 2006 9:13 AM ET
By Charlie ZhuSINGAPORE (Reuters) - China's top national oil company is seeking a major investment breakthrough in Canada's oil sands this year, as the massive resources in the North American country offers it a potent supply option.
But China National Petroleum Corp. (CNPC), which has spent billions for overseas assets including the recent $4.2 billion takeover of PetroKazakhstan, faces many obstacles in its bid to secure mega oil sands deals, industry and banking sources say.
Most Canadian oil sands projects are already controlled by local or Western oil companies, making it difficult for CNPC to secure major project stakes. Sky-high valuations of the shares of Canadian oil sands producers are also narrowing CNPC's chances of making another corporate takeover soon.
The Chinese major must also compete against India's state oil firms such as Oil and Natural Gas Corp. Ltd. (ONGC) (ONGC.BO: Quote, Profile, Research), which has just announced ambitious investment plans on Canada's oil sands, which rival Saudi Arabia's conventional oil reserves in size.
Yet, CNPC is bent on achieving a major breakthrough in Canada this year, sources close to the company said.
Securing more oil sands reserves is of strategic importance to China, the world's second-largest oil consumer that is importing more than 40 percent of its needs, mostly from the volatile Middle East.
"Regarding oil sands, we will focus on it this year," said a CNPC official, who does not want to be identified. "Canada's oil sands reserves are so huge, we should never ignore it as it offers an effective supply alternative."
Developers mine the sands that contain tar-like bitumen in open pits before separating the oil with hot water and chemicals, or pump the bitumen to the surface with the aid of steam. The heavy crude is then upgraded into refinery-ready synthetic light oil.
It is much more expensive to develop oil sands than conventional oil, but record-high crude prices are making oil sands projects economically viable and luring increasingly heavy investments.
Thus far, Chinese state-run companies, including Sinopec Group, parent of Hong Kong and New York-listed Sinopec Corp. (0386.HK: Quote, Profile, Research) (SNP.N: Quote, Profile, Research) and offshore producer CNOOC Ltd. (0883.HK: Quote, Profile, Research) (CEO.N: Quote, Profile, Research), have acquired minor oil sands stakes in Canada.
OPPORTUNITIES AND IMPEDIMENTS
China, like India, is eyeing much bigger investments in that country, where there are two apparent opportunities at the moment, banking sources say.
Husky Energy Inc. (HSE.TO: Quote, Profile, Research), Canada's fifth-largest oil producer and refiner controlled by Hong Kong tycoon Li Ka-shing, is pondering ways to fund its C$10 billion ($8.7 billion) Sunrise oil sands development project in Alberta.
If Husky were to seek a partner, CNPC is expected to express strong interest, sources say.
EnCana Corp. (ECA.TO: Quote, Profile, Research), North America's biggest independent energy company, is looking at swapping stakes in its Alberta oil sands projects for processing capacity, natural gas properties or even cash to cut the risk of development.
This offers an opportunity for Chinese and Indian oil companies, but EnCana is likely to favor companies that already have upgrading facilities in Canada, bankers say.
"I think the Chinese and the Indians would be interested. But if you are Husky or EnCana you are looking for somebody that is going to bring downstream, or refining and distribution, facilities into North America," said a senior investment banker.
The quickest way to secure large reserves is to acquire publicly traded oil sands companies in Canada, which is a more friendly market for Chinese energy investors than the United States, bankers say.
But the high valuations of oil sands companies could be a deterrent, banker say.
Canadian oil sands producers such as Western Oil Sands (WTO.TO: Quote, Profile, Research), Suncor Energy (SU.TO: Quote, Profile, Research) and Canadian Natural Resources, (CNQ.TO: Quote, Profile, Research) are trading at double-digit price-to-earnings (P/E) ratio, thanks to a year of bull-run in their shares on red-hot oil prices.
But the companies' high valuations are making their major shareholders more likely to sell, and it should not be a problem for Chinese and Indian oil firms if they are considering strategic investments, bankers say.
"Oil sands, on a P/E basis, are very expensive. But it is more of a long-term play," ;)another senior banker said.
"Chinese oil companies are all looking at oil sands in Canada. It drives them to buy companies. I don't think any of them over the longer term can afford not to do it."
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Interessanter Beitrag heute in NTV 20.10h:
National Geographic - Mega-Bauwerke - Oilmine
Diesmal führt die Reise zu den gigantischen Ölfeldern im Norden Kanadas, wo mehr Ölreserven lagern als in ganz Saudi-Arabien. Experten gehen davon aus, dass die Vorkommen in den Wäldern Albertas ausreichen, um die Welt 55 Jahre lang mit Energie zu versorgen. Doch dazu muss das Öl zunächst verflüssigt werden. Denn das schwarze Gold der Athabasca Oilsands ist in Sand gebunden. NATIONAL GEOGRAPHIC hat das Ölsandreservoir am Polarkreis besucht.
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Hier einige Zeilen von einen Editorial auf gold-eagle.
Canada's trade surplus with the United States hit a record $C11.6 billion in December, as energy exports jumped 11.2% to a record high of $C9.3 billion, led by a surge in natural gas shipments. Total exports advanced to a record high of $C423.6 billion in 2005, compared with $C408.9 billion in 2004. Imports also hit a record high, rising 8.8% to $C413.8 billion. Canadian exports rose even as the Loonie climbed from an average 77 US-cents in 2004 to 83 US-cents in 2005.
Geologists estimate that anywhere from 175 to 330 billion barrels of the molasses-like crude in Canada's oil sands region are recoverable. Saudi Arabia, by contrast, possesses 262 billion barrels of proven reserves. Over the next decade, nearly two dozen companies from Canada, the United States, France and China are planning an estimated $100 billion in oil sands projects, and few countries can match growth on that scale. Longer term, there's only really one rival and that's Saudi Arabia.
Current production in the Oil Sands region is about one million barrels a day, about half of which goes to the US by pipeline. Production is forecast to rise to 2 million barrels a day by 2010 and possibly 3.9 million a day by 2015. The Saudis can pump oil at a cost of $2 to $3 a barrel, but converting the molasses-like sands of Alberta into useable crude requires substantial manpower, technology and energy. After adding capital costs, shipping and depreciation, sands producers need per-barrel global prices above the $C18-to-$23 level.
The USA guzzles more than 21 million barrels a day, about 62% of which is imported. Daily US demand is projected to climb to 23 million barrels by 2010, while domestic production falls. So the US is looking to its friendly neighbor to the north to help satisfy its thirst for oil, and reduce its reliance on the Persian Gulf oil kingdoms, unstable Nigeria, and Hugo Chavez of Venezuela. Crude oil prices command a high premium due to the instability of the countries that produce it.
Russia, Vladimir Putin's demonstrated to the Ukraine and the rest of Europe his ability to use energy exports as economic and political weapon. Rebels are destabilizing Nigeria's oil industry's infrastructure in a campaign to establish control over the country's wealth and to impose Muslim rule. On February 20th, Royal Dutch Shell was forced to shut down 455,000 bpd of production in the Nigerian Delta.
Venezuela's Hugo Chavez, has formed an alliance with Iran's Ayatollah and threatened to interrupt oil supplies to the US and at some point, may decide to do so. And the Ayatollah in Tehran is bent on acquiring nuclear weapons, calling for the "destruction of Israel" and "a world without America" and could unleash the oil weapon in retaliation for economic sanctions.
However, Canada is a safe haven and reliable supplier of energy for its southern neighbor. The United States imported 2.3 million barrels per day of crude and refined products from Canada last year, a million barrels more per day than from Riyadh, exceeding imports from the Saudis every year since 1999. Canada is America's single biggest supplier of foreign oil, providing 17% of all US oil imports.
But cash rich Beijing is also eyeing direct investments in Canadian oil sands projects, and might want to ship increasing amounts of oil to China in the future at the expense of United States. Former Canadian natural resources minister John McCallum foresaw China taking as much as 400,000 bpd, or 25% of the oil currently being shipped to America.
Last spring, Canadian pipeline giant Enbridge (ENB.TO)
signed a deal with Petro-China to anchor a new $2.5-billion oil sands pipeline to the West Coast, then shipping on tankers to Asian markets, including China. Beijing is recycling its immense trade surpluses by buying up oil, coal, natural gas, and other energy assets on multi-billion-dollar deals with Africa, Iran, Indonesia, Australia and Venezuela.But total trade volume between Canada and China is only $30 billion compared with $500 billion between Canada and the United States. And much to the dismay of Beijing, Canada's newly elected Conservative leader Stephen Harper is expected to pursue much closer ties with the US, in contrast to former Liberal leader Martin, who played the China energy card in trade disputes with the US.
India has also jumped into the intense competition for Canadian oil sands assets with plans to invest $1 billion over the next 12 months, to help power its growing economy, said M.S. Srinivasan, secretary of India's Ministry of Petroleum & Natural Gas. "There are countries where opportunities are extremely limited, and the window of opportunity is limited. Some competition with China is unavoidable.....
more.....
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U.S. Is Eyeing Alberta Oilsands as Key Part of Supply
By The Canadian Press, 02 Mar 2006, 04:07 PM
U.S. Energy Secretary Samuel Bodman says future energy from the Alberta oilsands is a "very important component" of the country's supply and he is hoping proximity will ensure most of it flows south.
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VANCOUVER, British Columbia, March 20 (Reuters) - Husky Energy Inc. (HSE.TO: Quote, Profile, Research) has again begun engineering work to nearly double capacity at its Lloydminster, Saskatchewan, heavy oil upgrader, the company said on Monday.
Husky said it expects it would cost about C$2.3 billion ($2 billion) to increase the plant's capacity to 150,000 barrels per day.
"Engineering work is expected to be completed in 15 to 18 months at which time Husky will proceed with the appropriate approvals for the project," Husky, which is controlled by Hong Kong billionaire Li Ka-Shing, said in a press release.
The plant now has a capacity of about 77,000 barrels a day, but work is already under way to increase that to 82,000 barrels by the end of the year.
The company has proposed -- then shelved -- expansions several times at the plant over the past decade.
In 2002, it completed engineering and design for a C$1.5 billion project that would boost output to 150,000 barrels a day but put it on hold, blaming uncertainty over the impact of obligations to cut carbon dioxide emissions under the Kyoto protocol.
The expansion would allow the facility to handle output from Husky's new Tucker Oil Sands project in Cold Lake, Alberta, which is about 250 km northwest of Lloydminster, the company said on Monday.
Upgraders turn heavy oil into light synthetic crude, which is used at refineries in Canada and the United
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Das zweitgrößte Land der Erde sitzt auf Ölvorräten, die als die zweitgrößten Vorkommen beziffert werden. Allerdings ist erst jetzt eine Förderung wirtschaftlich
Vancouver - In den unwirtlichen nördlichen Gegenden des kanadischen Bundesstaats Alberta ist so etwas wie ein Ölrausch ausgebrochen: Auf einem Gebiet von an die 200 km², in der Nähe der Stadt Fort McMurray gibt es ein bestätigtes Reservoir von 176 Mrd. Barrel Öl (ein Barrel sind rund 159 Liter), die weltweit zweitgrößten Vorkommen. Das ist zwar schon seit rund 30 Jahre bekannt, aber erst in den letzten zwei Jahren hat ein Run auf die Vorkommen eingesetzt.
"Die Ölpreise sind hoch. Jetzt wird es auch wirtschaftlich", erklärt Julius Nemeth, Marketing Manager der Economic Development Corporation von Edmonton, einer Art Betriebs ansiedelungsgesellschaft. Die Energiekonzerne Shell und Total sind seit Kurzem vor Ort und beginnen, zusammen mit den beiden größten kanadischen Öl- bzw. Minenfirmen Suncore und Syncrude Mining, mit der Erschließung. Jobsuchende aus ganz Kanada ziehen in Erwartung hoher Gehälter in die Region, ebenso wie Spezialisten aus der ganzen Welt, die mit einem einjährigen Arbeitsvisum ihr Glück suchen.Im Gegensatz zu Erdöl im Nahen Osten, wo das schwarze Gold heraussprudelt, wenn man ein Feld anbohrt, ist in Kanada das Öl im Gestein gebunden. Derzeit wird nur an der Oberfläche, in einem Bereich von 20 bis 50 Metern, geschürft, erzählt Nemeth. Dazu werden die Ölsande abgetragen und das Öl ausgewaschen. Die wirklich fetten Vorkommen, die etwa 80 Prozent der Vorräte ausmachen, liegen aber tiefer, bis zu 200 Meter unter der Oberfläche, gebunden in hartem Granit.
Steigerung des Ausstoßes
Um diese tiefer gelegenen Vorkommen wird es künftig insbesondere gehen. Denn Kanada plant, den derzeitigen Ausstoß von 900.000 Barrel pro Tag binnen zwei Jahren auf zwei Mio. Barrel zu steigern. (Zum Vergleich: Das größte Erdölfeld der Erde in Ghawar, Saudi-Arabien, liefert 4,5 Mio. Barrel/Tag).
Dazu benötigt es eine Technologie, die Nemeth SAGD (Steam Assisted Gravity Drainage) nennt. Dabei wird ein doppeltes Rohrsystem in die Erde gebohrt; eines der (gelöcherten) Systeme befördert heißen Wasserdampf ins Ge 5. Spalte stein und presst das Erdöl in das zweite, parallele Rohrsystem hinein.
Investitionen von bis zu 100 Mrd. kanadische Dollar (76 Mrd. Euro) werden nötig sein, um die Produktion auszuweiten und Pipelines zu legen. Vor allem aber geht es darum, die SAGD-Fördermethode so zu verbessern, "dass schneller und mehr gefördert werden kann", so Nemeth.
Schoeller-Bleckmann Oilfield vor Ort
Die steirische Schoeller- Bleckmann Oilfield (SBO), ein Spezialist für SAGD-Bohrmethoden, ist über ihre US-Tochter Bico Faster Drilling Tools vor Ort. "Wir beliefern Förderunternehmen", erklärt SBO- Vorstand Gerald Grohmann. Auch die OMV hat einige Male Späher ausgesandt. "Wir beobachten die Entwicklung", sagt OMV-Pressesprecher Thomas Huemer. Allerdings gebe es keine Entscheidung, dort einzusteigen.
Im Gegensatz zu Alaska, wo der US-Senat Pläne der Regierung, die dortigen Ölsandvorkommen auszubeuten, blockiert hat, sind die kanadischen Pläne bisher kaum auf Kritik gestoßen. Dies ist darauf zurückzuführen, dass es sich im Falle von Alaska um ein arktisches Naturreservat handelt. Auch bemüht sich Kanada um möglichst umweltschonendes Vorgehen, betont Nemeth. Das vom Auswaschen des Ölsands verunreinigte Wasser werde gereinigt; abgetragene und ausgebeutete Felder wieder aufgeforstet. Silva Herrmann von der Umweltorganisation Global 2000 sieht dies nicht ganz so und verweist auf den enormen Energieaufwand, den diese Art der Erdölproduktion benötigt. (Johanna Ruzicka, Vancouver, DER STANDARD, Print-Ausgabe, 4.4.2006)
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