重启TC能源东向输气管道:加拿大东部的能源新机遇

投资观察
Yesterday

国家银行资本市场提出重启TC能源主干线2号管道的方案,旨在恢复向安大略省和魁北克省的天然气供应。目前,TC能源正评估市场支持度与技术可行性,计划将其日均输送能力约60亿立方英尺的主干线扩展至加拿大东部市场。国家银行分析师指出,2号管线自2013年停运至今,若以相对有限的资本投入(包括在安大略省增设压缩站或环形管线)使其恢复运营,可新增日均超8亿立方英尺的输送能力。

这一天然气供应量足以支持约5吉瓦新型联合循环发电能力的建设,相当于安大略省峰值电力需求的20%。该方案亦与渥太华的国防工业战略相契合,有望构建更强大的东西向能源走廊。

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