Group 1 - The core issue revolves around the U.S. seizing 50 million barrels of Venezuelan oil, which has led to a lack of buyers, particularly from China and U.S. companies, resulting in a deadlock in the market [1][3] - The U.S. strategy of holding the oil with the expectation of high sales has backfired, as the oil is not appealing to potential buyers due to its heavy and high-sulfur quality, making it difficult for refineries to process [5][9] - The situation has created a significant backlog of oil tankers, incurring daily demurrage fees of over one million dollars, as the seized oil remains stranded without a market [7][9] Group 2 - The U.S. companies are unwilling to engage in what they perceive as an unprofitable deal, especially with the added 10% tariff imposed by China, which further diminishes the attractiveness of the seized oil [5][9] - The geopolitical landscape is shifting, with China turning to Canada for oil supplies, which are more reliable and cost-effective compared to the seized Venezuelan oil [7][11] - The overall trust in U.S. market practices is eroding, as the aggressive tactics employed by the Trump administration are leading to a reconfiguration of global supply chains, with countries seeking alternative partnerships [11][12]
明抢5000万桶石油后,特朗普随后才发现,中国甚至一桶都不愿买了
Sou Hu Cai Jing·2026-01-16 17:21