中国占委内瑞拉石油出口的90%

Core Insights - Venezuela's crude oil and fuel exports reached approximately 844,000 barrels per day in June, marking an 8% increase from the previous month, with around 90% of these exports directed to China [1][4][6] - The loss of U.S. and European markets has been offset by significant shipments to China, indicating a shift in Venezuela's export strategy [1][3] - The increase in exports is largely attributed to the rise in sales of Boscan heavy crude oil, crucial for maintaining production levels at one of the country's largest oil fields [4][6] Export Dynamics - In June, 27 tankers departed from Venezuela, transporting an average of 844,000 barrels of crude oil and refined products daily, alongside 233,000 metric tons of by-products and petrochemicals [4][6] - The proportion of exports to China rose from 75% in May to 90% in June, highlighting a significant shift in trade patterns [4][6] - PDVSA has also been supplying approximately 8,000 barrels of crude oil daily to Cuba and has sent some methanol and petroleum coke to Europe and India [4][6] Market Adjustments - Following the termination of U.S. authorizations for companies like Chevron and Repsol to collaborate with PDVSA, the latter has significantly increased exports to Asia through intermediaries [3][6] - Prior to the authorization cancellation, PDVSA had filled its storage tanks with imported refined products, resulting in no imports of diluents in June [6] - The transformation in Venezuela's oil export landscape reflects the dynamic adjustments in the international energy market due to policy changes [6]