Core Viewpoint - The article discusses the failed attempt by the Trump administration to sell seized Venezuelan oil to China, highlighting China's strategic refusal based on market logic and its strong energy security. Group 1: U.S. Actions and Expectations - The Trump administration aimed to control Venezuelan oil resources, announcing possession of 50 million barrels to sell to China, the world's largest oil importer [1][4] - The U.S. believed that China's dependency on Venezuelan oil would force Chinese refiners to accept U.S. pricing rules [4] Group 2: China's Response - Chinese buyers canceled all orders for the seized oil, rejecting the U.S. offer entirely [7] - The price increase from $15 to $13 per barrel due to U.S. intervention was a critical factor in China's decision to refuse the oil [10] - China's refusal was based on a well-considered strategy, as they had ample oil reserves, with 82 million barrels waiting to be unloaded near Malaysia [12] Group 3: Energy Security and Strategy - By the end of 2025, China's strategic and commercial oil reserves are projected to reach 1.2 to 1.3 billion barrels, significantly exceeding the International Energy Agency's recommended safety line [16] - The establishment of a legal framework for strategic oil reserves and the construction of new storage facilities indicate China's long-term energy security strategy [17] - China's diversified oil import network includes major suppliers like Saudi Arabia, Iran, and Russia, making Venezuelan oil less critical [17][19] Group 4: Market Dynamics and Implications - The refusal to purchase Venezuelan oil reflects a shift in market dynamics, where buyers have the power to choose suppliers, undermining U.S. threats [19] - The decision to reject the oil may lead to short-term challenges for Chinese refineries but is seen as a necessary step towards upgrading and diversifying supply sources [21] - China's energy transition, with a significant increase in electric vehicle sales, indicates a structural decrease in oil dependency [23] Group 5: U.S. Consequences - The U.S. strategy backfired, leading to operational challenges in Venezuela, including a 25% reduction in oil production due to logistical issues [27] - The inability to sell the seized oil has become a symbol of the failure of U.S. geopolitical maneuvers, highlighting the limitations of using oil as a political tool [27][30] - China's strong stance against unilateral sanctions and bullying tactics reflects a broader shift in global power dynamics [28][30]
特朗普抢5000万桶原油,想逼中国买单,可中国连一桶都不肯买了
Sou Hu Cai Jing·2026-01-13 02:07