Title: NGLs
1NGLs
Coalbed methane
Conventional natural gas
Mined and in situ bitumen
Conventional LM oil
Coal
Figure 1 Total energy production in Alberta
2Figure 1.1 OPEC crude basket reference price 2007
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4High
Low
Figure 1.3 Price of WTI at Chicago
5Figure 1.4 Average price of oil at Alberta
wellhead
6Figure 1.5 2006 Average monthly reference prices
of Alberta crudes
Figure 1.5 2007 average monthly reference prices
in Alberta
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8Figure 1.7 Average price of natural gas at plant
gate
9Figure 1.8 Alberta Wholesale Electricity Prices
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11Figure 1.10 Canadian economic indicators
12Figure 1.11 Alberta real investment
Source Statistics Canada, Canadian Association
of Petroleum Producers includes support
activities to mining and oil and gas extraction
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14Figure 3 Alberta supply of crude oil and
equivalent
15Figure 4 Total marketable gas production and
demand
Tcf
16Bitumen - includes producing and evaluation
wells Gas - includes CBM wells Other -
includes unsuccessful, service, and suspended
wells
Figure 5 Drilling Activity in Alberta, 1948-2007
17EUB Prorationing Plan (restricted production)
Major Oil Field Discoveries 1947 Leduc 1948
Redwater 1949 Golden Spike 1952 Bonnie
Glen 1953 Pembina 1957 Swan Hill 1959 Judy
Creek 1959 Swan Hill South 1965 - Rainbow
Major Events Affecting Price 1973 Oil
Embargo 1979 Iranian Revolution 1980 Iran /
Iraq War 1986 OPEC Crumbles 1990 Gulf
War 1998 Asian Econ. Crisis 2001 9 / 11 2003
Iraq War
Export Pipelines 1950 Interprovincial Pipeline
(Enbridge) 1953 Trans Mountain Pipe Line
1938 - Petroleum and Natural Gas
Conservation Board (EUB) created to enforce
production standards
Source Prices - CAPP Statistical Handbook
Figure 6 Alberta Conventional Crude Oil
Production and Price
18Alberta Oil Sands Project Startup
Great Canadian Oil Sands (Suncor) Startup
Syncrude Startup
Cdn/cubic metre
Figure 7 Alberta mined bitumen and synthetic
crude oil production and price
19Cdn/cubic metres
Figure 8 Alberta in situ bitumen production and
price
20Hurricanes Katerina and Rita hit U.S. Gulf Coast
Foothills Pipe Lines built for gas exports to
California and the mid-western U.S.
Late 1998 Northern Border/TCPL expansion 2000
Alliance Pipeline
1956 TransCanada Pipelines built to take Alberta
gas to central Canada and the U.S. after
debate over its charter in Parliament
PGT expansion
Regulated gas price tied to oil prices. Surplus
built up
Surplus gas drives down prices
Price deregulation
Arbitration awards price increase
Gas prices as a by-product of oil production.
Price less than replacement cost
Figure 9 Historical natural gas production and
price
21Figure 10 Sulphur closing inventories in Alberta
and price
22Figure 11 Historical coal production and price
Australian-Japan contract price for thermal coal
(Australian Bureau of Agricultural and Resource
Economics - ABARE)
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24Figure 2.2 Remaining established reserves under
active development
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30Figure 2.8 Alberta crude oil and equivalent
production
31Production (103 m3/d)
Figure 2.9 Total in situ bitumen production and
producing bitumen wells
32Peace River OSA
Athabasca OSA
Synthetic Crude Oil
Cold Lake OSA
Figure 2.10 In situ bitumen production by oil
sands area (OSA)
33Experimental Production
SAGD Production
CSS Production
Synthetic Crude Oil
Primary Production
Figure 2.11 In situ bitumen production by
recovery method
34 Figure 2.12 Alberta crude bitumen production
35Synthetic Crude Oil
Figure 2.13 Alberta synthetic crude oil
production
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38Oil Sands Plants Coke Inventory
Synthetic Crude Oil
Figure 2.16 Alberta oil sands upgrading coke
inventory
39Nonupgraded bitumen removals from Alberta
SCO removals from Alberta
Synthetic Crude Oil
Alberta demand (mainly SCO)
Figure 2.17 Alberta demand and disposition of
crude bitumen and SCO
40Figure 3.1 Remaining established reserves of
crude oil
Heavy
Light-medium
41Figure 3.2 Annual changes in conventional crude
oil reserves
42Figure 3.3 Annual changes to waterflood reserves
43Remaining reserves (103m3)
Total number of pools (103m3)
Initial reserves (103m3)
Figure 3.4 Distribution of oil reserves by size
44Figure 3.5 Oil pool size by discovery year
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46Figure 3.7 Geological distribution of reserves of
conventional crude oil
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48Figure 3.9 Albertas remaining established oil
Reserves versus cumulative production
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53PSAC 8
PSAC 7
PSAC 5
PSAC 4
PSAC 3
PSAC 2
PSAC 1
Figure 3.14 Conventional crude oil production by
modified PSAC area
54Figure 3.15 Total crude oil production and
producing wells
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56 Figure 3.17 Crude oil well productivity in 2007
576
of total production from oil wells
10
8
6
6
4
4
5
2
3
47
Figure 3.18 Total conventional crude oil
production by drilled year
58Texas onshore
Alberta crude oil
Louisiana onshore
Figure 3.19 Comparison of crude oil production
59Figure 3.20 WTI crude oil price and well activity
60Heavy
Light-medium
Figure 3.21 Alberta daily production of crude oil
61 Figure 3.22 Capacity and location of Alberta
refineries
62Crude oil removals from Alberta
Alberta demand
Figure 3.23 Alberta demand and disposition of
crude oil
63Figure 3.24 Alberta supply of crude oil and
equivalent
64Figure 3.25 Alberta crude oil and equivalent
production
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70actual forecast
Figure 4.6 Coalbed methane production forecast
from CBM wells
71Figure 5.1 Annual reserves additions and
production of conventional marketable gas
72Figure 5.2 Remaining conventional marketable gas
reserves
73Figure 5.3 New, development, and revisions to
conventional marketable gas reserves
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75Total number of pools (106m3)
Remaining reserves (109m3)
Initial reserves (109m3)
Figure 5.5 Distribution of conventional gas
reserves by size
76Figure 5.6 Conventional gas pools by size and
discovery year
77Figure 5.7 Geological distribution of
conventional marketable gas reserves
78Figure 5.8 Remaining conventional marketable
reserves of sweet and sour gas
Sweet natural gas
Sour natural gas
79Figure 5.9 Expected recovery of conventional
natural gas components
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81Figure 5.11 Conventional gas ultimate potential
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83Figure 5.13 Conventional gas in place by
geological period
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85Figure 5.15 Successful conventional gas wells
drilled and connected
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88 of total production
2
4
3
11
4
20
41
6
9
Figure 5.18 Marketable gas production by modified
PSAC area
89Figure 5.19 Conventional marketable gas
production and number of producing wells
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92Figure 5.22 Natural gas well productivity in 2007
93 of total production from gas wells
3
Connection year
Figure 5.23 Raw gas production by connection year
94Figure 5.24 Raw gas production of sweet and sour
gas
95US total production
Texas onshore
Louisiana onshore
Alberta
Figure 5.25 Comparison of raw natural gas
production
96Figure 5.26 Average initial natural gas well
productivity
in Alberta
97Figure 5.27 Alberta natural gas well activity and
price
98Figure 5.28 Conventional marketable gas production
99Figure 5.29 Gas production from bitumen upgrading
and bitumen wells used for oil sands operations
100Figure 5.30 Total gas production in Alberta
101Figure 5.31 Alberta natural gas storage
injection/withdrawal volumes
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104Figure 5.34 Alberta marketable gas demand by
sector
105Figure 5.35 Historical volumes available for
permitting
106forecast
actual
In Situ Cogeneration
In Situ
Mining and Upgrading Cogeneration
Mining and Upgrading
Figure 5.36 Purchased natural gas demand for oil
sands operations
107Purchased gas
Produced gas from bitumen
Process gas from upgrading
Figure 5.37 Gas demand for bitumen recovery and
upgrading
Does not included process gas for electricity
generation.
108Figure 5.38 Total Purchased, Process and
Produced Gas for Oil Sands Production
109Figure 5.39 Total marketable gas production and
demand
Tcf
110Figure 6.1 Remaining established NGL reserves
expected to be extracted from conventional gas
and annual production
111Figure 6.2 Remaining established reserves of
conventional natural gas liquids
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113Figure 6.4 Ethane Supply and Demand
114Actual Forecast
103m3/d
excludes solvent flood volumes
Figure 6.5 Propane supply from natural gas and
demand
115Actual Forecast
103m3/d
excludes solvent flood volumes
Figure 6.6 Butanes supply from natural gas and
demand
116Actual Forecast
Demand met by alternative sources and types of
diluent
103m3/d
excludes solvent flood volumes
Figure 6.7 Pentanes plus supply from natural gas
and demand for diluent
117Refining and upgrading
Sour gas
Figure 7.1 Sources of sulphur production
118 Figure 7.2 Sulphur production from gas
processing plants in Alberta
119Figure 7.3 Sulphur production from oil sands
120Figure 7.4 Canadian sulphur offshore exports
121Figure 7.5 Sulphur demand and supply in Alberta
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123Figure 8.2 Alberta marketable coal production
124Figure 9.1. Alberta electricity generating
capacity
125Figure 9.2. Alberta electricity generation
126Figure 9.3. Alberta electricity transfers
127Figure 9.4. Alberta electricity consumption by
sector
1289.5. Alberta oil sands electricity generation and
demand
Industrial oil sands historical data on
electricity demand was estimated using an
assumption of 10 kWh/bbl for thermal in situ oil
sands projects that do not operate cogeneration
units.