美国强抢委内瑞拉石油后，“中企已转向加拿大”

Core Viewpoint - The U.S. intervention in Venezuela's oil sector is perceived as a strategy to weaken China's influence, prompting Chinese refineries to seek alternative oil sources, particularly from Canada [1][6]. Group 1: Shift in Oil Supply - Chinese refining companies are increasing inquiries about Canadian crude oil following the U.S. actions against Venezuela, which previously supplied 80% of its oil production to China at low prices [1][2]. - Canada is the fourth-largest oil producer globally, and its heavy oil is similar in nature to Venezuela's high-viscosity, high-sulfur crude, making it a viable alternative for Chinese refineries [2][4]. Group 2: Canadian Oil Market Dynamics - The expansion of the Trans Mountain Pipeline (TMX) in May 2024 will enhance Canada's ability to export oil to the Pacific coast, increasing the scale of oil exports to China [2][4]. - Approximately 64% of the oil transported through the TMX pipeline is directed towards China, indicating a growing reliance on Canadian oil by Chinese buyers [2]. Group 3: Economic Implications for Canada - Canadian Prime Minister's upcoming visit to China aims to discuss trade and energy, reflecting Canada's desire to reduce economic dependence on the U.S., which currently accounts for 70% of its trade [5][6]. - The recent turmoil in Venezuela has led to a significant drop in Canadian heavy oil prices, as the market reacts to the geopolitical situation [5][6]. Group 4: Price and Logistics Considerations - Canadian crude oil is currently priced about $8 to $9 higher per barrel than Venezuelan oil, which may affect the purchasing decisions of refineries [7]. - The shipping time from Canada to China is significantly shorter (17 days) compared to the longer route from Venezuela (57 days), providing logistical advantages for Canadian oil [7].