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Health of the oil and gas industry


Outwardly, the financial health of the Canadian oil and gas industry looks positive over the next five years, says Peter Tertzakian, chief energy economist of ARC Financial Corp. (ARC) and best- selling author of A Thousand Barrels a Second and The End of Energy Obesity.


“But aches, pains and vulnerabilities are still to be found beneath the collective veneer of multi-billion dollar financial statements – on the natural gas side of the industry, for example,” Tertzakian says. “And the potential for economic trauma always looms large in this acutely capital-intense, competitive business.”


ARC’s research focused on analysis of the major trends and changes in capital flow in Canada’s largest industry over the past five years, with implications projected to 2015.


After 150 years of growth, the scale of


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what’s going on in the Canadian oil and gas industry is impressive by any world standard. From British Columbia to Newfoundland, the upstream oil and gas industry will generate an estimated $115 billion in annual revenue, $20 billion in royalties, land sales and taxes, and $50 billion of investment into infrastructure and jobs in 2011. ARC’s detailed analysis and findings are published in a new report titled, Turmoil and Renewal: The Fiscal Pulse of the Canadian Upstream Oil and Gas Industry – A Five-Year Review and Outlook.


“All Canadians are stakeholders in the future of this business,” says Tertzakian, “And whether you are a corporate leader, policy maker, investor or interested citizen, it is important to develop a broad understanding of the forces affecting Canada’s oil and gas industry.”


Findings of the report include:


• Oil and gas companies are expected to generate more than $600 billion in sales over the next five years. The multiplicative effect of these dollars circulating in Canada’s economy means the stakes for ensuring a healthy oil and gas industry are high for all Canadians.


• For the benefit of all stakeholders, maintaining financial health amid the many challenges will require industry and government to work doubly hard on key issues that cannot be addressed by each independently. Important matters include accessing skilled labour, preserving the environment and reaching out to new global markets for both oil and natural gas.


• The industry’s revenue stream is becoming “oilier and oilier,” on a path to be 80 per cent reliant on oil by 2015. Only five years ago the oil/gas


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41034170•04/29/11


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