Group 1 - The core geopolitical strategy of the U.S. aimed to cut off Venezuela's oil exports, thereby suffocating its economy and facilitating a takeover by U.S. oil companies, ultimately raising oil prices for China [3][10] - Venezuela possesses the largest proven oil reserves globally, totaling 303 billion barrels, yet its daily production is only 1 million barrels, representing less than 1% of global output [1][4] - The U.S. blockade has led to a significant drop in Venezuela's oil exports, with over 17 million barrels stranded at sea due to sanctions and operational challenges [1][5] Group 2 - The market response to the U.S. blockade was muted, with Brent crude oil prices briefly rising but then falling back, as global supply from other countries like Canada and Iraq filled the gap [5][10] - China's refusal to purchase high-priced oil is based on a risk-reward analysis, with the $2 discount insufficient to cover potential losses from U.S. sanctions [8][12] - China's oil imports from Venezuela have drastically decreased to 0.07% of total imports, as it diversifies its supply sources from countries like Saudi Arabia, Russia, and Iran [8][12] Group 3 - The geopolitical maneuvering by the U.S. has revealed strategic shortsightedness, as market realities have led to a backlog of Venezuelan oil and hesitance from U.S. refiners to invest in the region [10][12] - China's approach to oil transactions is characterized by a rational and calculated decision-making process, emphasizing the need for reasonable pricing in the face of geopolitical pressures [12]
美媒:特朗普的算盘落空,委内瑞拉的高价油,中国未购买一滴
Sou Hu Cai Jing·2026-01-08 22:30