加拿大产原油增加对亚洲出口，中国扩大采购

Core Viewpoint - The article highlights the significant increase in crude oil transportation from Canada's West Coast, particularly to China, indicating a diversification of oil procurement sources for China and a reduced reliance on the Middle East [1][3][4]. Group 1: Crude Oil Transportation Statistics - In March, crude oil transportation from Canada's West Coast reached 530,000 barrels per day, a tenfold increase year-on-year, marking the highest level since records began in 2013 [3]. - The majority of this transportation is for export, with a notable portion heading to China, which accounted for over 60% of the maritime transport volume by May 2025 [1][3]. - The transportation capacity from Alberta to the North American West Coast has been enhanced, allowing for an increase in crude oil transport capacity to 890,000 barrels per day, tripling the previous capacity [3]. Group 2: Market Dynamics and Implications - The increase in Canadian crude oil exports is attributed to improved transportation capabilities and a strategic shift in China's oil import policies, which have seen a decrease in reliance on the Middle East from an average of 47% (2019-2023) to 44% in 2024 [3][4]. - The diversification of oil sources is further supported by China's increasing imports from countries like Brazil, indicating a conscious effort to reduce dependence on Middle Eastern oil [4]. - Japan's imports of Canadian crude oil remain minimal, primarily due to the heavy nature of Canadian crude, which is less efficient for Japan's refining needs compared to lighter crude [4].