美国强抢后，“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: U.S. Actions and Implications - The U.S. has reportedly demanded Venezuela to reduce ties with China, Russia, Iran, and Cuba, insisting on exclusive cooperation in oil production with the U.S. [1] - Following the U.S. actions, Chinese inquiries for Canadian crude oil have significantly increased, indicating a shift in sourcing strategies among Chinese companies [1][6]. Group 2: Canadian Oil Market Dynamics - Canada is the fourth-largest oil producer globally, with Alberta's heavy oil being similar in nature to Venezuelan crude, making it a potential substitute [2][4]. - 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 volume of crude oil shipped to China [2][4]. - Approximately 64% of the oil transported through the TMX pipeline is directed towards China, highlighting China's growing role as a key customer for Canadian oil [2]. Group 3: Economic and Trade Relations - Canadian Prime Minister's upcoming visit to China aims to discuss trade and energy, reflecting Canada's intent to diversify its export markets beyond the U.S., which currently accounts for 70% of its trade [5]. - The Canadian government is concerned about U.S. intentions regarding Venezuela's oil reserves, as both Venezuela and Alberta produce heavy crude oil [5][6]. Group 4: Price and Supply Considerations - The price of Canadian heavy oil has dropped due to the turmoil in Venezuela, creating a significant discount in the North American market [5]. - The price difference between Canadian and Venezuelan crude is currently about $8 to $9 per barrel, which may affect the purchasing decisions of refineries [7]. - The logistical advantage of Canadian oil, with a shipping time of 17 days to China compared to 57 days from Venezuela, enhances its attractiveness as an alternative source [7].