油砂作为世界非常规石油资源中的重要组成部分,近年来正在受到越来越多的关注。由于加拿大油砂行业形势变化速度很快,我们有必要清楚地了解其行业的最新动态。本文以油砂行业最新的信息和数据为基础,介绍了加拿大油砂资源的开发现状和油砂行业生产商现状;通过对加拿大油砂行业绩效的定量分析,发现了虽然加拿大油砂产量和收入近年来呈逐年上升趋势,其财务绩效和股市绩效却双双呈现下滑趋势;结合以上分析和相关机构的评价结果总结了加拿大油砂行业发展面临的五大挑战,分别是油砂实现价格处于劣势、行业成本居高不下、外输通道严重受限、原住民问题困难重重、行业监管日益严苛。
Oil sand,as an important type of unconventional oil resource in the world,is attracting more and more attentions in recent years. Since the Canadian oil sands industry is changing fast,it is necessary to know the latest dynamics of it. Based on the latest information and data, this paper introduces the status of Canadian oil sands development and the status of major Canadian oil sands producers. Through quantitative analysis of the Canadian oil sands industry performance, the author find that although the production and sales revenue of Canadian oil sands industry are growing, the financial performance and stock market performance are both declining in recent years. Furthermore, this paper summarizes five major challenges that Canadian oil sands industry faces based on both the analysis above and evaluation results of related agencies. The five challenges are: weak oil sands price,high industry cost,limited export channels,objection of aborigines and the stricter and stricter industry regulations.