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Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP)

Canadian Association of Petroleum Producers (CAPP) · Nov 10, 2013 · 30 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 1
    Canada?s Oil Sands Webber Academy November 2013
  2. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 2
    Looking Forward Continuing Responsible Growth
  3. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 3
    Oil Sands by Subject
  4. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 4
    Global Primary Energy Demand Source: International Energy Agency ? New Policies Scenario World Energy Outlook 2011 0 2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 18,000 20,000 2010 2015 2020 2025 2030 2035 million…
  5. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 5
    Oil Sands ? Resistance to flow Source: Imperial Oil 1 0 10 100 1,000 10,000 100,000 1,000,000 Viscosity @ Room Temperature (cP) Water Olive Oil Pancake Syrup Honey Ketchup Cold Lake Bitumen Peanut Butter Atha basca…
  6. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 6
    Global Crude Oil Reserves by Country 26 25 21 48 37 30 92 80 102 141 155 173 265 298 0 50 100 150 200 250 300 Venezuela Saudi Arabia Canada Iran Iraq Kuwait Abu Dhabi Russia Libya Nigeria Kazhakhstan China…
  7. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 7
    Canada?s Oil Sands Resource
  8. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 8
    Natural exposure of the Oil Sands near Ft. McMurray Courtesy of R.G. Skinner
  9. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 9
    Two Methods of Oil Sands Recovery Photo: ConocoPhillips - Surmont Schematic: Devon - Jackfish Drilling: 80% of reserves Mining: 20% of reserves 10
  10. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 10
    Canadian Oil Sands (Bitumen and SCO) & Conventional Production 11
  11. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 11
    0 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 Jan-2005 Jul-2005 Jan-2006 Jul-2006 Jan-2007 Jul-2007 Jan-2008 Jul-2008 Jan-2009 Jul-2009 Jan-2010 Jul-2010 Jan-2011 Jul-2011 Jan-2012 Jul-2012 Thousand b/d…
  12. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 12
    0 500 1,000 1,500 2,000 2,500 3,000 Canada Saudi Arabia Mexico Venezuela Russia Iraq Nigeria Colombia Kuwait Algeria thousand barrels per day U.S. Imports of Crude Oil and Petroleum Products by Country of Origin Petroleum…
  13. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 13
    0 500 1000 1500 2000 2500 3000 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Jan-Nov Thousand barrels per day Venezuela Canada Mexico KXL is intended to meet U.S. needs ? especially for Gulf…
  14. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 14
    2012 Canada and U.S. Demand for Crude Oil by Source Thousand Barrels per Day 15
  15. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 15
    Access to Markets ? Pipeline Expansions in Development
  16. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 16
    WCSB Takeaway Capacity vs. Supply Forecast
  17. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 17
    Crude Oil Rail Exports Western Canada vs. North Dakota Opportunities: ? Relatively quick ? Flexibility ? Less diluent ? Use in both directions Challenges: ? Recent safety ? Higher costs ? Limited loading and tank car…
  18. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 18
    8 6 4 2 0 10 12 14 China India European Union United States Japan Korea mmb/d Net oil imports in the New Policies Scenario 2005 2011 2020 2035 Changing Global Oil Import Needs Source: IEA World Energy Outlook 2012, EIA 19
  19. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 19
    Canada?s Proximity Advantage to Asian Markets Prince Rupert/Kitimat Los Angeles Jose/ La Cruz China 3,840 Persian Gulf Japan Taiwan ~ 8,600 N Miles ~ 4,500 N Miles Prince Rupert/Kitimat Jose/ La Cruz Los Angeles Japan…
  20. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 20
    Environmental Performance ? Production ? GHG emissions ? Water ? quantity & quality ? Land/tailings reclamation ? Pipelines, Rail ? Integrity & operations ? Marine, Tankers ? Prevention, response and recovery ? tankers/ports ?…
  21. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 21
    Global GHG Emissions GHG emissions from oil sands: ? 0.14% of global CO2 emissions ? 7.8% of Canada?s GHG emissions ? 26% reduction in intensity from 1990 Global Emissions Canada?s 2% Sources: 1. United Nations Statistics Division…
  22. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 22
    North American GHG Emissions (2011) for Coal-fired Power and Oil Sands 0-15 mtonnes 16-50 mtonnes 51-100+ mtonnes Legend U.S. Coal fired power generating plants Canadian coal-fired power generating plants Canadian oil sands…
  23. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 23
    0 100 200 300 400 500 600 North Sea - Forties Brazil - Tupi Saudi Arabia - Arab Light US Barrel Refined in the U.S. (2005) Iraq - Kirkuk Blend Cdn Oil Sands: Mining Dilbit (PFT) Mexico - Maya Venezuela Bachaquero US - Mars Cdn…
  24. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 24
    Greenhouse Gas Emissions ? Carbon regulation ? Alberta Regulation ? Covers 100% of oil sands ? Mandatory 12% reduction ? $15 carbon price since July 2007 ? Federal Regulation ? Alignment with US (17% target and vehicle emissions…
  25. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 25
    Less Energy, Less Water and Less Land ? Accelerating innovation environmental performance in the oil sands ? Canadian Oil Sands Innovation Alliance (COSIA) ? Reduce water and energy ? Cogeneration ? steam and electric power ?…
  26. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 26
    - 20.00 40.00 60.00 80.00 100.00 120.00 140.00 2010 M M J S N 2011 M M J S N 2012 M M J S N 2013 M M J S US$/bbl World Edm Light Cdn Heavy World vs. Canadian Oil Prices
  27. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 27
    Project Type Project Size (bbl/d) Capital Cost Range $MM Estimated Supply Costs $US WTI/bbl In Situ SAGD 30,000 $750 ? 1,500 $50 - $78 Standalone mine 100,000 $5,500 ? 7,500 $70 - $91 Oil Sands Supply Costs 30 Source: ERCB…
  28. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 28
    ? Industry will invest $67 billion in Canada in 2013 ? Largest single private sector investor in Canada ? Payments to governments average about $18 billion per year ? Oil and gas accounts for 20% of value on Toronto Stock Exchange ?…
  29. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 29
    Industry Capital Spending Cdn $billions : Excludes spending on mergers & acquisitions Western Canada 2012 2013E 2014F $37 $39 $39 Western Canada 2012 2013E 2014F $37 $39 $39 East Coast Offshore 2012 2013E 2014F $2.4 $3.0…
  30. Canadas Oil Sands – Canadian Association of Petroleum Producers (CAPP) – slide 30
    Industry Capital Spending Cdn $billions : Excludes spending on mergers & acquisitions Western Canada 2012 2013E 2014F $37 $39 $39 Western Canada 2012 2013E 2014F $37 $39 $39 East Coast Offshore 2012 2013E 2014F $2.4 $3.0…

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