Professional Documents
Culture Documents
Don Thompson
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U.S. Imports of Crude Oil and Petroleum
Products by Country of Origin
2
Market Demand for Western Canadian Crude Oil –
Actual 2008 vs 2015 Potential
3
Global Crude Oil Reserves by Country
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1,000 Americans Polled on Canada’s Oil Sands
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US Oil Imports
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Setting the Record Straight
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Fort McMurray
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Myth #1
Photo credit:
National Geographic – March, 2009 edition
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The pictures National Geographic didn’t print
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Other photos National Geographic didn’t print…
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…Syncrude’s 300 Wood Bison…
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…the use of in-situ in oil sands extraction…
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…240,000 jobs linked to the oil sands…
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Canadian & U.S. Crude Oil Pipeline Proposals
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Refinery Expansions in the Midwest
Underway:
Whiting, Indiana – BP
2000 jobs during construction
80 permanent positions
Planned: Possible:
Marathon in Detroit - $1.9 billion ExxonMobil – Joliet, Illinois
BP in Toledo, Ohio - $2.5 billion Marathon – Robinson, Illinois
Husky in Lima, Ohio Murphy Oil – Superior, Wisconsin
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Manufacturing Links
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Myth #2
Size matters
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Canada’s oil sands deposits
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The truth about Boreal Forest use
One-hundredth
of one per cent
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Myth #3
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Bird Mortality Study for the USDA Forest Service
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Myth #4
“Dirty Oil”
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Wells to Wheels
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End users create most of the GHG emissions
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Myth #5
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Canada’s GHG Emissions by Sector
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North American Carbon Footprint
Oil Sands and Coal
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Myth #6
Air pollution
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Annual Average Nitrogen Dioxide Concentrations in
Major North American Cities
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Air Monitoring Station
www.wbea.org
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Myth #7
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News Headline
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Headline: U of A Scientist says fish caught
in Lake Athabasca doesn’t have two mouths
“This is a known
and not unusual
phenomenon in
dead goldeye.”
Dr. Joe Nelson, University of Alberta
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Bitumen seeping naturally into the Athabasca River
www.ramp-alberta.org
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Water monitoring
www.ramp-alberta.org
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Myth #8
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“The problem with the report, at least the way I see it is
structured, is it basically gives the impression that these
seepages (from tailings ponds) are turning into surface
run-off and going directly into the Athabasca River. That’s
just not the case.”
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Myth #9
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Perspective: Water use from Alberta river basins
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Athabasca river flow compared to allocated withdrawals
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Oil sands and water use
42
Life-cycle water use of various energy sources
Myth #10
44
The regulatory process
• Alberta
Environment
•Sustainable Resource Development
45
Oil sands geology
46
Reclamation
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Reclamation pace in-line with approved
plans
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Despite setbacks, oil sands production expected to
increase1
1Bitumen forecast for all Alberta oil sands projects – original estimate (January, 2008) and adjusted estimate per
public announcements (January 26, 2009)
Source: CAPP and Nichols Applied Management
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Combined oil sands expenditures: historical and
estimated1
Actual Construction Capital Expenditures Original Estimated Construction Capital Expenditures (Jan. 08)
Actual Operating Expenditures Original Estimated Operating Expenditures (Jan. 08)
Adjusted Estimated Construction Capital Expenditures (Jan. 26, 09)
Adjusted Estimated Operating Expenditures (Jan. 26, 09)
12008 construction capital expenditure estimate for all Alberta oil sands projects, including related pipeline, upgrader
and co-generation projects – original estimates (January, 2008) and adjusted (January 26, 2009) per public
announcements.
Source: Construction Capital: CAPP and Nichols Applied Management, Operating Expenditure – Nichols Study
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Athabasca Deposit Region – Operating Oil Sands Projects
(April 2009)
The Athabasca region is an important supply hub with a
current productive capacity of 1.2 million bpd…
Total 1,175,000
Data source: Strategy West Feb. 2009 and Nichols Applied Management
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Athabasca Deposit Region – Next Wave of Oil Sands
Projects (April 2009)
MEG Energy Christina Lk. Insitu Ph. 2A Construction 2009 22,000 770
Shell Exp 1 (Jackpine Mine Ph. 1A/MRM facilities) Construction 2010 100,000 6,000
Data source: Strategy West Feb. 2009 and Nichols Applied Management
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Athabasca Deposit Region – Oil Sands Projects in the
Pipeline (April 2009)
An additional 925,000 bpd of capacity is in
the pipeline and could get underway quickly…
ConocoPhilips Surmont insitu Ph2 Regulatory Approval TBD/target 2013 75,000 2,625
CNRL Horizon Phase 2/3 mine/upgrader Regulatory Approval TBD 130,000 14,300
EnCana Christina Lk. Insitu Ph. 1D Regulatory Approval ~2012 40,000 1,400
Husky Sunrise in situ phase 1-4 Regulatory Approval 2013-2018 200,000 7,000
Nexen Long Lake Phase 2 insitu/upgrader Regulatory Approval TBD 70,000 5,950
Petro Canada Fort Hills mine Regulatory Approval TBD/target 2014 190,000 11,400
Petro Canada MacKay River Expansion in situ Regulatory Approval TBD/target 2012 40,000 1,400
Suncor Firebag insitu Ph. 3 Construction (suspended) TBD /target 2013 70,000 2450
Suncor Voyageur Upgrader Construction (suspended) TBD /target 2011 N/A 11500
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Athabasca Deposit Region – A considerable backlog of Oil
Sands Projects remain under consideration (April 2009)
Projects – Planning Stages Status Est. Start Up Capacity Est. Capex $
Production Barrels/day million
Connacher Great Divide Expansion insitu Disclosed TBD 25,000 875
EnCana Christina Lk. Insitu Ph. 1E-F Disclosed TBD 60,000 2,100
MEG Energy Christina Lk. Insitu Ph. 2B, 3 Under Regulatory Review TBD 185,000 6,475
Nexen Long Lake South insitu Under Regulatory Review TBD 140,000 4,900
Petro Canada MacKay River Expansion in situ Regulatory Approval TBD 40,000 1,400
Petro Canada Meadow Creekin situ Regulatory Approval TBD 80,000 2,800
Petrobank May River Ph 1 insitu Under Regulatory Review TBD 10,000 350
Suncor Firebag insitu Ph. 4-6 Under Regulatory Review TBD 200,000 7,000
Suncor Voyageur South mine Under Regulatory Review TBD 120,000 7,200
Data source: Strategy West Feb. 2009 and Nichols Applied Management
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Balancing realities
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Setting the Record Straight
By Don Thompson
Disclaimer
E-mail: info@oilsandsdevelopers.ca
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