贵、贵、贵！这就是我国无法大规模购买“美国石油”的核心因素

Core Insights - China's oil imports in 2024 are projected to reach 55.34 million tons (approximately 5.53 billion tons), maintaining its position as the world's largest oil importer, with Russia and Saudi Arabia being the top suppliers [2][3][6]. Group 1: Import Data - Russia ranks first in oil exports to China, supplying 10.85 million tons valued at $624.26 million, with a price of $77.75 per barrel [2][3]. - Saudi Arabia is the second-largest supplier, exporting 7.86 million tons worth $478.58 million, with a price of $84.24 per barrel [2][3]. - The United States ranks 11th, exporting only 0.96 million tons valued at $60.19 million, with a price of $84.36 per barrel [2][3]. Group 2: Price Comparison - The average price of Russian oil is approximately $55 per barrel, significantly lower than the U.S. price of around $78 per barrel, highlighting the competitive advantage of Russian oil in the Chinese market [6][10]. - The cost of extracting oil in Russia ranges from $30 to $40 per barrel, while U.S. shale oil extraction costs exceed $60 per barrel, contributing to the price disparity [10][17]. Group 3: Market Dynamics - China's oil refining industry has developed a strong alignment with the characteristics of oil from major suppliers like Russia and Saudi Arabia, making it challenging to switch to U.S. oil without significant investment in infrastructure [11][15]. - The logistical and processing differences between U.S. light crude oil and Middle Eastern heavy crude oil create additional barriers for U.S. oil to gain market share in China [13][14].