美国巴铁联合开发石油，又一中亚国家被盯上，美大使扬言挤走中企

Group 1 - The global oil demand has been recovering for two consecutive years, with Europe and Asia becoming focal points in energy flows and geopolitical competition [1] - The recent oil joint development agreement between the US and Pakistan has sparked significant global attention, with Pakistan's proven oil reserves exceeding 1 billion barrels [3] - The US's involvement in Pakistan's energy sector is seen as a strategic move to counterbalance China's influence, particularly in the China-Pakistan Economic Corridor [5] Group 2 - The US has increased its focus on Kazakhstan, imposing a 25% tariff on Kazakh exports, which is part of a broader strategy to secure key resources like rare earths and uranium [6] - Kazakhstan has emerged as a critical player in the global mineral sector, with new rare earth mineral discoveries ranking among the highest globally [7] - The US aims to position its companies as preferred partners in Kazakhstan's energy and mineral sectors, explicitly seeking to displace Chinese enterprises [9] Group 3 - The geopolitical dynamics in Central Asia are complex, with both Pakistan and Kazakhstan playing crucial roles in energy and mineral supply chains [11] - The trade volume between China and Kazakhstan has surpassed $34 billion, significantly outpacing US-Kazakhstan trade, which highlights China's strong economic ties in the region [13] - The US's strategy appears to be focused on "resource decoupling" from China, aiming to disrupt China's energy imports and mineral supply chains [15] Group 4 - China is actively diversifying its import channels, with a 14% year-on-year increase in oil imports from countries like the UAE and Iraq, while also accelerating overseas investments in rare earths and uranium [17] - Central Asia remains a critical area for China's energy and mineral security, and any significant US advantage in this region could lead to long-term changes in the global market landscape [17]