特朗普对委内瑞拉储量惊人的石油可谓"眼馋"已久，眼下正大力推动一项计划。 想要实质性地"掌控"该国石油产业，从而把西半球绝大部分石油储备牢牢握在美国手里。 据《华尔街日报》透露，特朗普已拟定了一份详细方案。 他打算通过特定协议对委内瑞拉国家石油公司施加影响甚至直接控制，包括由美国主导其石油销售。 这里头一个关键算盘。 目前也只有雪佛龙等极少数美国公司在当地有业务和经验。 长期维持可能反而影响到本国页岩油产业，所以并不太愿意投钱增产。 其次，委内瑞拉石油基础设施多年受制裁、投资不足，老化严重，要想大幅提升产量，得投入好几百亿美元和好几年时间重建。 在低油价环境下，吸引投资非常困难。 为了落实这个计划，美国一直在和雪佛龙、埃克森美孚等石油巨头，还有摩科瑞这样的大型贸易公司商量具体操作。 白宫声称这么做能让美国能源产业、消费者以及委内瑞拉民众都"受益"，并准备为此"有选择地"取消部分对委制裁。 美国方面更是直接透露，他们打算把卖委内瑞拉石油赚来的钱，先打到美国控制的账户里，再进行分配。 这几乎等于美国想直接监管委内瑞拉的石油收入。 这么做的盘算不少：经济上，靠增加供应压低全球油价，缓解美国通胀，为大选铺路； 国际地 ...

Core Viewpoint - Venezuela, despite facing severe sanctions from the U.S. and the West, is pivoting towards China for oil exports, which has become crucial for its economy and oil production recovery [3][10]. Group 1: Oil Reserves and Production - Venezuela has proven oil reserves exceeding 300 billion barrels, maintaining the world's largest reserves [1]. - Oil production has drastically declined from over 3 million barrels per day to only a few hundred thousand due to sanctions, but recent cooperation with China has led to a recovery, with production reaching 1.031 million barrels per day in January 2025, marking a significant increase [3][8]. Group 2: China-Venezuela Cooperation - China has become Venezuela's primary oil export destination, with imports reaching 463,000 barrels per day by mid-2025, accounting for 90% of Venezuela's total oil exports [3]. - Chinese companies, such as Concord Resources, are investing over $1 billion in Venezuelan oil fields, aiming to increase production significantly by the end of 2026 [6]. - The cooperation model includes a "oil-for-loans" arrangement, allowing Venezuela to repay loans with oil, which helps mitigate the impact of U.S. sanctions [6][11]. Group 3: U.S. Sanctions and Global Impact - The U.S. has imposed a 25% tariff on countries importing Venezuelan oil, which has led to increased tensions in the global energy market [4]. - Despite sanctions, Venezuela's oil exports have seen a resurgence, surpassing 1 million barrels per day in September 2025, although they fell to 808,000 barrels per day in October due to inventory issues [8]. - The sanctions have inadvertently strengthened Venezuela's ties with other global South countries, allowing for a more diversified energy market and reducing reliance on traditional oil powers like the U.S., Russia, and Saudi Arabia [10]. Group 4: Challenges Ahead - The cooperation between China and Venezuela faces challenges, including potential U.S. military threats and the possibility of sanctions against Chinese companies involved in Venezuelan oil [10]. - Venezuela's internal issues, such as high inflation, unemployment, and political instability, continue to pose risks to the progress of cooperation [10][11].

Core Viewpoint - The U.S. Treasury Secretary, Bessent, emphasizes that China is both the largest economic and military competitor to the U.S., differing fundamentally in economic policies aimed at job creation compared to Western and Asian democratic nations [2][12][13]. Group 1: Economic Policies - The Trump administration's economic policies are built on three pillars: tax reform, trade, and deregulation, with the "Big and Beautiful Act" (OBBB) being passed at record speed [4]. - The trade policy shift towards tariffs aims to rebalance international payments, as the U.S. has lost many manufacturing jobs and production bases to overseas locations [5][12]. - The U.S. is a proponent of free trade, and the goal of changing trade policies is to bring manufacturing jobs back to the U.S. and promote fair trade [5][12]. Group 2: Trade Relations - If progress is made in reducing trade deficits, there is a possibility of reducing or eliminating reciprocal tariffs over time [6]. - The U.S. and Japan have agreed to reduce Japanese auto tariffs from 27.5% to 15%, with implementation expected to take around 50 days [8][9]. - Economic security is viewed as synonymous with national security, and the U.S.-Japan trade and investment agreement is seen as a central axis for economic growth and security for both nations [11]. Group 3: International Imbalances - China is identified as the primary cause of international economic imbalances, with many of its products sold below production costs due to significant government support [12]. - The U.S. Treasury Secretary expresses concerns about China's increasing production capacity, particularly in the context of the COVID-19 pandemic [14]. - The U.S. aims to address the issue of international imbalances, which may take years to resolve, depending on each country's situation [7]. Group 4: Currency and Monetary Policy - The concept of a "strong dollar" is defined not by nominal exchange rates but by maintaining the dollar's status as the world's reserve currency through sound economic policies [17]. - The OBBB Act aims to attract foreign capital and make the U.S. the most attractive place for investment, which includes both securities and direct investments in manufacturing [18]. - The next Federal Reserve Chair must be capable of gaining market trust and analyzing complex economic data, with a focus on maintaining the independence of monetary policy [19].