Core Viewpoint - The article discusses the impact of U.S. naval actions in the Caribbean on Venezuela's oil transportation costs and the subsequent response from Chinese buyers regarding price adjustments for Venezuelan crude oil [1][4]. Group 1: Venezuela's Oil Situation - Venezuela's state oil company is facing skyrocketing transportation costs due to U.S. naval blockades, prompting them to propose a reduction in the discount offered to Chinese buyers from $15 to $13 per barrel [1][4]. - The heavy sour crude known as Merey oil, primarily used for asphalt production, has seen fluctuating demand in China due to ongoing infrastructure projects [3]. Group 2: U.S. Policy Changes - The re-election of Trump in January 2025 led to more aggressive U.S. policies towards Venezuela, including the appointment of hawkish officials and the implementation of a maritime blockade [4]. - The blockade has significantly increased the risks and costs associated with Venezuelan oil exports, leading the company to seek to pass some of these costs onto buyers [4]. Group 3: China's Response - Chinese buyers rejected the proposed price increase, indicating a strong negotiating position and a lack of urgency in securing Venezuelan oil [6]. - China's oil reserves and strategic stockpiles provide a buffer against supply disruptions, allowing them to be less reliant on Venezuelan crude at higher prices [6].
明抢5000万桶石油后,想高价卖给中国,特朗普转头才发现,中方早有准备,根本不慌
Sou Hu Cai Jing·2026-01-14 07:19