Group 1 - China's crude oil imports from Canada surged by 420% year-on-year, while imports from the U.S. plummeted by 90%, reflecting China's "energy diversification" strategy [1][4] - A $18 billion long-term oil supply agreement was signed between Chinese oil companies and Canada, indicating strong bilateral ties [1] - The U.S. energy sector faced significant challenges, with Texas energy companies' stock prices dropping by 18% in one week due to a surplus of 300,000 tons of shale oil [3] Group 2 - China's daily crude oil purchases from Canada reached 1.5 million barrels, equivalent to one-third of U.S. shale oil production, leading to the shutdown of five refineries in North Dakota [4] - The U.S. economy is projected to lose 120,000 jobs for every 10% reduction in energy exports to China, with the current 90% drop impacting millions of American families [6] - Canada, Russia, and the Middle East are rapidly expanding their energy markets in China, with Russia doubling pipeline capacity and Saudi Aramco expanding its storage facilities [6] Group 3 - China's exports to emerging markets increased by 1.8% for every 1% decline in exports to the U.S., showcasing the resilience of the Chinese economy [6] - Chinese companies are making significant inroads in North America, with BYD establishing a 500,000-unit electric vehicle plant in Mexico and Huawei launching 5G base stations in Alaska [9] - The strategic positioning of China contrasts sharply with the U.S.'s reactive measures, as evidenced by the U.S. debt crisis and declining support for the Republican Party in energy states [11]
中方布局奏效,北美传来好消息,特朗普着急了
Sou Hu Cai Jing·2025-04-19 16:42