2026-05-05 10:02:00 UTC / 路透社
作者：阿拉西·索马谢卡尔与阿曼达·斯蒂芬森
2026年5月5日 美国中部夏令时间上午10:02 1小时前更新
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一张为基石XL原油管道服务的补给站在加拿大阿尔伯塔省奥延处于闲置状态，2021年2月1日。路透社/托德·科罗尔/档案照片 购买授权，打开新标签页
- 消息人士称，石油公司承诺至少每日运输40万桶原油，约占该管道初始运力的72%
- 南鲍公司与布里杰计划争取获得约45万桶/日的承诺运力，以推动管道项目获批
- 承诺签署表明石油公司急于为加拿大原油出口获取外运管道容量
路透社休斯敦5月5日电——四位知情人士告诉路透社，一条拟议中连接加拿大原油至美国的输油管道即将获得项目推进所需的石油公司最低运力承诺。
这条由加拿大管道公司南鲍股份有限公司（SOBO.TO，打开新标签页）及其美国合作伙伴布里杰管道公司提出的阿尔伯塔至怀俄明管道项目，如果建成，将使加拿大对美原油出口增加逾12%，为加拿大带来亟需的原油外运管道容量。
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美国总统唐纳德·特朗普上周四签署行政令，为该项目授予跨境建设许可。2021年，时任总统乔·拜登正式撤销了基石XL输油管道的建设许可，该管道是最后一条加美之间提出的大型输油管道项目。
尽管新提议的管道在美国境内的路线与已取消的基石XL不同，但南鲍公司在加拿大境内的路段将重启约150公里（93英里）已建成但闲置的管道。该段管道随后将与布里杰公司在蒙大拿州拟议的管道相连，并延伸约645英里至怀俄明州格恩西。
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四位消息人士透露，石油公司已承诺每日至少运输40万桶原油，约占该管道55万桶/日的初始运力的72%。根据布里杰公司提交的监管文件，该项目最终运力可达113万桶/日。
根据加拿大能源监管机构的数据，全球第四大产油国加拿大的原油产量在1月底约为550万桶/日，到2030年可能攀升至610万桶/日。
两位消息人士称，南鲍与布里杰的目标是争取获得约45万桶/日的长期合同运力，这将达到管道运营商通常在启动建设前要求的80%初始运力门槛。
一位消息人士透露，已承诺使用该管道运输原油的主要托运商包括塞诺沃斯能源公司（CVE.TO，打开新标签页）和加拿大自然资源有限公司（CNRL，CNQ.TO，打开新标签页）。该消息人士补充称，其他托运商还包括塔玛拉克谷能源公司（TVE.TO，打开新标签页）、白帽资源公司（WCP.TO，打开新标签页）和斯特拉斯科纳资源公司（SCR.TO，打开新标签页）。
由于托运商的运力承诺属于保密信息，这些消息人士要求匿名。
南鲍公司未就承诺运力置评，仅表示该项目仍处于早期阶段，仍需开展商业、利益相关方和权益持有者磋商、监管审批及评估工作。
布里杰公司拒绝置评。该公司在3月的一份监管文件中表示，该项目是针对已明确的市场兴趣开发的，商业磋商正在进行中。
塞诺沃斯、加拿大自然资源、塔玛拉克谷和斯特拉斯科纳均未就运力承诺置评。
白帽资源公司首席执行官格兰特·法格海姆表示，石油行业在该管道项目上的参与颇具建设性，目前看起来有足够势头达到项目所需的最低门槛，并补充称美国政府的支持非常有帮助。该公司未进一步就运力承诺置评。
加拿大石油企业迫切寻求对美输油管道
此次运力承诺表明，加拿大石油生产商迫切需要为本国原油出口解决外运能力不足的问题——多年来，加拿大原油出口一直因管道运力匮乏而受限。
竞争对手管道运营商也在寻求扩大现有管道的运力。
去年秋季，恩布里奇公司批准了其主管道和弗拉纳根南线管道的扩容项目，将额外允许15万桶/日的加拿大重质原油运往美国中西部和墨西哥湾沿岸。
该扩容项目预计将于2027年投产，该公司还在评估其主管道扩容第二阶段的商业意向，称该阶段有望在2028年投入使用，可再增加25万桶/日的运力。
从阿尔伯塔省通往加拿大西海岸、用于出口至美国西海岸和亚洲的跨山管道，也在计划一系列升级工程，可将其运力提升36万桶/日。
布里杰公司目前的提议是在现有管道基础设施沿线，从蒙大拿州修建一条管道至怀俄明州格恩西，这可能会更容易获得所需的建设许可。
但分析师表示，格恩西并非原油终端市场，因此需要修建额外的连接管道，以通往俄克拉荷马州库欣、伊利诺伊州帕托卡和美国墨西哥湾沿岸等炼油枢纽。
Tudor Pickering, Holt & Co.分析师AJ·奥唐奈表示，该项目是本世纪末前托运商增加加拿大西部原油外运供应量的最经济选择之一。
“尽管最终的经济效益仍存在不确定性，但我们认为，这代表了到本世纪末增加原油外运产能最合乎逻辑的方案，”奥唐奈在一份报告中写道。
“我们认为，无论地缘政治背景如何，都需要增加原油外运能力。”
由休斯敦的阿拉西·索马谢卡尔与卡尔加里的阿曼达·斯蒂芬森报道；埃德蒙·克拉曼编辑
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Exclusive: Canada-US oil pipeline close to reaching commitment requirement, sources say
2026-05-05 10:02:00 UTC / Reuters
By Arathy Somasekhar and Amanda Stephenson
May 5, 2026 10:02 AM UTC Updated 1 hour ago
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A supply depot servicing the Keystone XL crude oil pipeline lies idle in Oyen, Alberta, Canada February 1, 2021. REUTERS/Todd Korol/File Photo Purchase Licensing Rights, opens new tab
- Oil companies commit to move at least 400,000 bpd, or about 72% of the pipeline’s initial capacity, sources say
- South Bow, Bridger aim to reach about 450,000 bpd in committed capacity to green-light pipeline
- Commitments signal oil companies are eager for takeaway capacity for Canadian output
HOUSTON, May 5 (Reuters) – A proposed pipeline for carrying Canadian crude oil to the United States is close to securing the minimum commitments from oil companies that the project needs to go ahead, four sources familiar with the matter told Reuters.
The Alberta-to-Wyoming pipeline, proposed by Canadian pipeline company South Bow Corp (SOBO.TO), opens new tab and its U.S. partner Bridger Pipeline, could increase Canada’s crude exports to the U.S. by more than 12% if it goes ahead, bringing much-needed pipeline takeaway capacity to Canada.
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U.S. President Donald Trump last Thursday signed an order granting a cross-border permit to the project. In 2021, President Joe Biden formally revoked the permit needed to build the Keystone XL oil pipeline, the last major pipeline proposed between Canada and the United States.
While the new proposal takes a different route through the U.S. than the canceled Keystone XL, South Bow’s portion would revive about 150 km (93 miles) on the Canadian side that has already been built and is sitting idle. That pipe would then connect to Bridger’s proposed pipeline in Montana and extend about 645 miles to Guernsey, Wyoming.
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Oil companies have committed to move at least 400,000 barrels per day (bpd), or about 72% of the pipeline’s initial capacity of 550,000 bpd, the four sources said. The project would eventually be capable of moving up to 1.13 million bpd, according to a regulatory filing by Bridger.
Oil output from Canada, the world’s fourth-largest producer, was about 5.5 million bpd at the end of January, according to the country’s energy regulator. That could climb as high as 6.1 million bpd by 2030.
South Bow and Bridger are aiming to secure long-term contracts for about 450,000 bpd, two of the sources said, which would clear the threshold of 80% of initial capacity that pipeline operators typically seek before moving ahead with construction.
Top shippers that have committed to move oil on the pipeline include Cenovus Energy (CVE.TO), opens new tab and Canadian Natural Resources Ltd (CNRL) (CNQ.TO), opens new tab, one of the sources said. Others include Tamarack Valley (TVE.TO), opens new tab, Whitecap Resources (WCP.TO), opens new tab, and Strathcona Resources (SCR.TO), opens new tab, the source added.
The sources spoke on condition of anonymity as shipper commitments are confidential.
South Bow did not comment on committed capacity, saying the project remains in the early stages and is subject to ongoing commercial, stakeholder and rights-holder discussions, regulatory processes, and evaluation.
Bridger declined to comment. In a regulatory filing in March, the company said the project was being developed in response to identified market interest and that commercial discussions were ongoing.
Cenovus, CNRL, Tamarack and Strathcona declined to comment on commitments.
Whitecap CEO Grant Fagerheim said the oil industry’s engagement on the pipeline has been constructive and there looks to be sufficient momentum to achieve the minimum thresholds required for the project, adding that backing from the U.S. administration was very helpful. The company did not comment further on commitments.
CANADA’S OIL COMPANIES KEEN ON U.S. PIPELINE
The commitments signal Canadian oil producers’ eagerness for takeaway capacity for the country’s oil output, which has for years been choked back by a lack of pipelines to move it.
Rival pipeline operators are also looking to expand capacity on existing pipelines.
Last fall, Enbridge approved expansions for its Mainline and Flanagan South pipelines, which will allow an additional 150,000 bpd of Canadian heavy oil to move to the U.S. Midwest and Gulf Coast.
That additional capacity is expected to come online in 2027, and the company is also gauging commercial interest in a second phase of its Mainline expansion, which it has said could be in service in 2028 and would add another 250,000 bpd of capacity.
The Trans Mountain pipeline, running from Alberta to Canada’s west coast for export to the U.S. West Coast and Asia, is also planning a series of enhancements that could increase its capacity by 360,000 bpd.
Bridger’s current proposal is to build a pipeline from Montana to Guernsey, Wyoming, in locations alongside existing pipeline infrastructure, potentially making it easier to get required permits.
Analysts, however, say Guernsey is not an end market for crude oil, so additional links would need to be built to refining hubs such as Cushing, Oklahoma, Patoka, Illinois, and the U.S. Gulf Coast.
The project offers one of the most economic options for shippers to increase oil supplies out of Western Canada by the end of the decade, said AJ O’Donnell, an analyst at Tudor Pickering, Holt & Co.
“While uncertainty remains around the final economics, we believe this represents the most logical approach to adding incremental oil egress capacity through the end of the decade,” O’Donnell wrote in a note.
“Our view is that additional egress is needed regardless of the geopolitical backdrop.”
Reporting by Arathy Somasekhar in Houston and Amanda Stephenson in Calgary; Editing by Edmund Klamann
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