中国已经发出禁令,委内瑞拉石油不能靠岸,特朗普这才察觉不对劲
Sou Hu Cai Jing·2026-02-04 13:53

Core Viewpoint - The article discusses the shift in the energy dynamics between the U.S. and China regarding Venezuelan oil, highlighting China's strategic decision to halt purchases in response to U.S. attempts to impose new trading rules, which China views as a violation of sovereign agreements [1][3][5]. Group 1: U.S. Actions and Responses - The U.S. introduced a new "export license" system requiring buyers to settle through designated accounts and accept a new price of $45 per barrel, nearly 50% higher than the original price [3]. - Trump's sudden shift in tone, inviting China to continue purchasing Venezuelan oil and suggesting price negotiations, indicates U.S. anxiety over unsold oil and rising inventory levels [5][7]. - The U.S. strategy of leveraging resource control to compel China back to negotiations has failed, as China is no longer reliant on a single oil source [7]. Group 2: China's Strategic Position - China's decision to suspend all related transactions is a calculated response to reject U.S. imposed rules, emphasizing that it will not engage in a framework that undermines its energy security [5][9]. - As of 2025, Venezuela's share in China's crude oil imports has decreased to 2.3%, with China diversifying its sources from countries like Russia, Saudi Arabia, and Iraq [9][11]. - The penetration of electric vehicles in China has surpassed 53%, leading to a decline in fuel vehicle sales and a shift in domestic oil demand [11]. Group 3: Implications for Global Energy Dynamics - The article suggests that the global energy landscape is shifting, with the true power now lying with those who accept the rules rather than those who control resources [17]. - China's ability to bypass the U.S. dollar system through alternative payment channels, such as the CIPS, demonstrates its strategic independence in energy trade [11][15]. - The situation illustrates that if major buyers like China withdraw, the new trading rules proposed by the U.S. become ineffective, leaving resources stranded [17].