中國和加拿大的令人震驚的石油協議

 

中國和加拿大的令人震驚的石油協議——電動汽車和能源戰爭升溫，美國被甩在身後！

China and Canada's Shocking Oil Pact – Leaving U S in the Dust as EVs and Energy Wars Heat Up!

2025年4月5日 https://www.youtube.com/watch?v=xB-XphWW_yI

中國和加拿大的令人震驚的石油協議——電動汽車和能源戰爭升溫，美國被甩在身後！加拿大的能源行業正處於十字路口，因為耗資340億美元的跨山輸油管道擴建項目（TMX）於2024年5月完工，打開了通往亞洲的太平洋門戶，打破了美國數十年來對其石油出口的主導地位。受特朗普提議對加拿大石油和天然氣征收10%關稅的刺激，中國榮盛石化已進軍卡爾加裏，與Suncor Energy達成原油交易，並希望與Cenovus和CNRL等巨頭達成更多交易。隨著 TMX 每天產出 89 萬桶石油、LNG Canada 計劃到 2025 年出口天然氣以及水力發電的激增，加拿大正在實現能源組合多元化，並在全球市場上大舉投資。本篇深入探索揭示了地緣政治博弈、經濟利益和環境緊張局勢，這些因素推動著加拿大從對北美的依賴轉向在世界舞台上扮演大膽的新角色。

2025 年 4 月 2 日將永遠被銘記為美國工業重生的一天，美國命運被重新奪回的一天，我們開始讓美國再次富裕起來的一天，雖然比計劃落後了幾年，預算超出了數百億美元，但石油現在正流經聯邦政府在 2018 年購買的 Trans Mountain 輸油管道擴建工程，現在，新任加拿大總理馬克·卡尼正在談論特朗普總統的關稅，聽聽他剛才說了什麽?

一條數十年來夢想的巨型管道終於從加拿大石油浸泡的腹地蜿蜒而來，延伸到狂野的太平洋海岸，像一個長期密封的保險庫一樣打開了亞洲廣闊的市場，Trans Mountain 輸油管道擴建工程是一頭價值 340 億美元的野獸，於 2024 年 5 月釋放，承諾改寫加拿大的能源命運，將其原油從山姆大叔的鐵腕中解放出來，山姆大叔一直霸占著加拿大的石油多年來，加拿大一直是加拿大石油產量的 98%，但就在石油開始流動時，一枚重磅炸彈落下，唐納德·特朗普 (Donald Trump) 瞄準了白宮，卷土重來，對加拿大石油和天然氣征收 10% 的關稅，就像一把斷頭台，懸在渥太華經濟的脖子上，混亂迫在眉睫，直到中國的讓尚化工 (Rang Shang prochemical)，一家每天需求量達 80 萬桶的煉油巨頭，像國際象棋大師一樣，嗅到了水中的血腥味，它在卡爾加裏插上了一麵旗幟，阿爾伯塔省跳動的石油心髒，並與 Suncor Energy 達成了原油協議，加拿大重量級生產商鎖定了 2025 年 6 月從新開采的太平洋龍頭發貨量，看似平靜的貿易戰可能隻是全球能源動蕩的開端，加拿大正在遠遠超越其邊界展示新發現的力量，係好安全帶，這場遊戲昨天才剛剛開始這是特朗普總統為重塑國際貿易體係而推出的一係列前所未有的美國關稅中的最新一項。

Rang Shang prochemical 在北美的首次亮相並非小菜一碟。該公司是浙江蘭根控股集團的子公司，經營著中國最大的單列煉油廠之一，對重質原油有著極大的需求。據路透社報道，加拿大的油砂正是這種原油。Rang Shengs 在卡爾加裏設立的分公司位於市中心一座時尚的塔樓內，旨在確保長期供應鏈，因為中國正尋求在地緣政治動蕩中擺脫對中東石油的依賴。這是該公司的第一步。與 Suncor 簽訂的多年期合同將每月從本拿比運往 Zang 20 萬桶原油。彭博社報道稱，首批貨物已經在非常大的原油運輸船上預訂，但 RS 並沒有止步於此。環球郵報的消息人士表示，該公司正在爭取其他艾伯塔省的重量級人物比如 Senovis Energy，它在 2024 年日產 80 萬桶原油，還有加拿大自然資源有限公司，以及 BP 和 Shell 等持有油砂股份的全球企業，這些交易都以離岸價為條件，這是一項精明的舉措，讓 Rangshen 能夠控製石油的裝載，防止油輪改道運往日本或印度的買家，如果油價飆升，根據標準普爾全球的數據，這種靈活性可以讓他們每桶獲得 2 到 3 美元的套利利潤，這是一件大事，我們已經等待了很多年，很難修建大型管道，雖然修建成本很高，而且延誤了很多，但最終還是可以進入加拿大市場，加拿大是世界上最大的石油生產國之一，掌舵這項業務的是 Wongja，他是一位擁有 20 年石油從業經驗的資深人士，他在 2000 年代建立了中石油的加拿大貿易部門，帶來了深厚的聯係和在黃的領導下，Rang Shang 正在與 Auror 一起進軍加拿大能源領域，目標是到 2026 年鎖定 TMX 10% 的產能，業內人士告訴 Energy Intelligence，“Trans Mountain 擴建項目 TMX 是這一轉變的關鍵。” 在將其產能增加三倍至每天 890,000 桶（足以填滿 50 個奧林匹克遊泳池）後，tmx 於 2024 年 5 月 1 日開始商業運營，此前經曆了十年的法律糾紛和成本超支，從最初的 74 億美元飆升至據 CBC News 估計，自 2018 年以 45 億美元從 Kinder Morgan 收購以來，TMX 一直歸加拿大政府所有，遭到強烈反對，環保人士指出薩利希海存在泄漏風險，而 Slewatth Nation 和其他人則因協商不充分而提起訴訟，推遲了施工，直到 2022 年最高法院的裁決為該項目掃清了道路，目前擁有 20 個新儲罐和升級的 Westridge 海運碼頭，TMX 將艾伯塔省的內陸石油與亞洲的煉油廠連接起來，這些煉油廠重視加拿大的重質酸性原油，因為它與複雜的工廠兼容，根據國際能源署的數據，幾十年來，加拿大每天出口的 380 萬桶原油被美國墨西哥灣沿岸和中西部煉油廠所控製，由於管道瓶頸，這些煉油廠通常以每桶 15 美元的折扣價出售，TMX 改變了這一劇本，早期的出貨量已經到達韓國的 GS Calteex，2024 年 8 月，根據 Capler 的油輪跟蹤數據，渥太華認為這是每年 200 億美元的經濟提振，但批評人士警告稱，一次漏油事故就可能摧毀不列顛哥倫比亞省海岸。政府將撥出 15 億美元應對漏油事件。特朗普的關稅威脅點燃了加拿大 2023 年多元化計劃的火焰。加拿大統計局稱，加拿大對美國的能源出口達到 2000 億加元，但 10% 的征稅可能會使生產商利潤每年減少 100 億加元。加拿大石油生產商協會估計，每天加工 390 萬桶加拿大原油的美國煉油廠將麵臨壓力。高盛預測美國油價可能上漲 80 美分/加侖。選舉年的政治第三軌。加拿大在 2024 年 6 月並沒有閑著。賈斯汀·特魯多總理公布了一項 65 億美元的全球市場加速器計劃，其中 50 億美元用於幫助石油和天然氣出口商開拓亞洲市場，10 億美元用於幫助受美國貿易爭端影響的農民。行業發展更快。Suncor 的 Wrong Sheng 交易幾周後簽署。天然氣也在發揮作用。液化天然氣加拿大殼牌和 ProChina 牽頭的位於卑詩省 Kittyat 的 400 億美元項目將從 2025 年底開始每年運送 1400 萬噸天然氣，目標是日本和中國，這兩個國家對天然氣的需求每年增長 8%，根據國際能源署保守黨領袖 Pierre Palev 正在推動恢複 Energy East 管道，為加拿大東部和歐洲提供天然氣，而特魯多則著眼於北極地區，為德國提供液化天然氣。加拿大的能源指南針正在遠離美國，瞄準亞洲 15 萬億美元的能源市場。北美的石油關係正在破裂，因為加拿大的亞洲重心加速，美國依賴加拿大供應 60% 的原油進口麵臨清算，關稅可能會適得其反，促使加拿大向中國運送更多原油。中國稱，2024 年，中國每天進口 184,000 桶原油，比 2023 年增長 22%。海關數據顯示，美國煉油廠可能會轉向價格更高的沙特或委內瑞拉石油，成本上漲 5 美元至每桶 10 美元，Wood McKenzie 分析師警告稱，盡管在華為和油菜籽問題上發生衝突，加拿大和中國仍將石油作為務實的生命線。彭博社指出，沒有製裁觸及原油，這對兩國來說都至關重要，TMX 正在流動，加拿大液化天然氣即將推出。加拿大正在重新定位為全球能源參與者，而不僅僅是美國供應商。阿爾伯塔省省長 Danielle Smith 在 2024 年 9 月的一次演講中稱，這是能源主權，預計到 2035 年將實現 5000 億美元的出口收入，石油是明星，但天然氣和水電是加拿大的王牌，液化天然氣加拿大的第一批貨物預計於 2025 年 12 月運往亞洲，ProChina 持有 15% 的股份，路透社報道，加拿大每天向美國出口的 86 億立方英尺天然氣將多樣化，因為液化天然氣將在 2027 年打通大西洋和北極航線歐洲後俄羅斯天然氣爭奪戰 與此同時，魁北克水電公司和安大略發電公司在 2024 年向美國出口了 42 太瓦時的水電，足以為 400 萬戶家庭提供電力，每戶家庭平均收入 20 億美元。加拿大自然資源部這三重奏將加拿大定位為一個多才多藝的能源巨頭，著眼於印度太平洋地區 47.9 萬億美元的經濟，以建立後美國貿易模式。加拿大的能源格局正在經曆一場徹底的變革，這是對曾經牢牢錨定在其南部鄰國 RS 的高風險重新繪製。Prochemical 在卡爾加裏的大膽新樞紐 Trans Mountain 擴張計劃源源不斷地向太平洋港口輸送原油，以及加拿大液化天然氣即將在全球推進，這不僅僅是漸進的步驟，更是對數十年來美國主導地位的決定性突破。多年來，美國幾乎消耗了加拿大所有的石油出口，但現在潮流正在發生變化隨著 TMX 每天向西部輸送 89 萬桶石油，LNG 也準備在 2025 年底前將天然氣運往亞洲，美國麵臨著油價上漲的前景，紛紛用更昂貴的替代品取代加拿大的重質原油，與此同時，以中國貪得無厭的煉油廠為首的亞洲獲得了加拿大這個可靠的長期供應商，一個將其經濟未來押注於這一大膽轉變的國家，賭注再高不過了，問題也迫在眉睫，加拿大能否抓住時機成為真正的全球能源領袖，中國憑借雄厚的資金和戰略饑渴，能否超越美國成為加拿大的最大客戶？

China and Canada's Shocking Oil Pact – Leaving U S in the Dust as EVs and Energy Wars Heat Up!

2025年4月5日
https://www.youtube.com/watch?v=xB-XphWW_yI

China and Canada’s Shocking Oil Pact – Leaving U S  in the Dust as EVs and Energy Wars Heat Up! Canada’s energy sector is at a crossroads as the $34 billion Trans Mountain Pipeline expansion (TMX), completed in May 2024, opens a Pacific gateway to Asia, breaking decades of U.S. dominance over its oil exports. Triggered by Trump’s proposed 10% tariff on Canadian oil and gas, China’s Rongsheng Petrochemical has swooped into Calgary, securing a crude deal with Suncor Energy and eyeing more with giants like Cenovus and CNRL. With TMX pumping 890,000 barrels daily, LNG Canada set to export gas by 2025, and hydropower surging, Canada is diversifying its energy portfolio and betting big on global markets. This in-depth exploration unpacks the geopolitical chess match, economic stakes, and environmental tensions driving Canada’s pivot from North American reliance to a bold new role on the world stage.

April 2nd 2025 will forever be remembered as the day American industry
was reborn the day America's destiny was
reclaimed and the day that we began to
make America wealthy again it's years
behind schedule and tens of billions of
dollars over budget but oil is now
flowing through the Trans Mountain
pipeline expansion which the federal
government bought in 2018 right now the
new Canadian Prime Minister Mark Carney
is speaking to about President Trump's
tariffs listen to what he just said a
colossal pipeline decades in the
dreaming finally snakes its way from
Canada's oil soaked heartland to the
wild Pacific coast cracking open Asia's
vast markets like a long sealed vault
the Trans Mountain pipeline expansion a
$34 billion beast unleashed in May 2024
promised to rewrite Canada's energy
destiny freeing its crude from the iron
grip of Uncle Sam who'd been hogging 98%
of it for years but just as the oil
started flowing a bombshell dropped
donald Trump eyeing a White House
comeback dangled a 10% tariff on
Canadian oil and gas like a guillotine
over Ottawa's economic neck chaos loomed
until China's Rang Shang prochemical a
refining juggernaut with an 800,000
barrel a day appetite smelled blood in
the water with the stealth of a chess
grandmaster it planted a flag in Calgary
Alberta's beating oil heart and clinched
a crude deal with Suncor Energy Canada's
heavy-hitting producer locking in June
2025 shipments from the freshly tapped
Pacific spigot what looks like a quiet
trade play might just be the opening
tremor of a global energy upheaval with
Canada flexing newfound muscle far
beyond its borders buckle up this game's
just getting started yesterday marked
the latest in President Trump's unprecedented series of US tariffs that
are designed to reshape the international trading system rangen's
North American debut is no small fry the
company a subsidiary of Zjiang Rangen
Holding Group operates one of China's
largest single train refineries and has
a voracious appetite for heavy crude
precisely the type Canada's oil sands
churn out according to Reuters Rang
Shengs Calgary Outpost established in a
sleek downtown Tower aims to secure
long-term supply chains as China seeks
to diversify away from Middle Eastern
oil amid geopolitical volatility its
first move a multi-year contract with
Suncor will see 200,000 barrels per
month shipped from Burnaby to Zang with
Bloomberg reporting that initial cargos
are already booked on very large crude
carriers but RS isn't stopping there
sources from the Globe and Mail indicate
the firm is courting other Alberta
heavyweights like Senovis Energy which
produced 800,000 barrels daily in 2024
and Canadian Natural Resources Limited
alongside global players like BP and
Shell with stakes in the oil sands these
deals lean on FOB terms a savvy play
that lets Rangshen control the oil from
loading rerouting tankers to buyers in
Japan or India if prices spike a
flexibility that per S&P Global could
net them $2 to $3 per barrel in
arbitrage profits it's a big deal we've
been waiting for this for many years
it's hard to build big pipelines and
getting this done although it's been
very expensive and very delayed is
finally something that's going to give
market access to Canada which is one of
the bigger oil producers in the world
steering this operation is Wongja a
20-year oil veteran who built Petrochina's Canadian trading arm in the
2000s bringing deep ties and dealmaking
prowess with Wong's leadership Rang
Shang is diving into Canada's energy
sector with Auror aiming to lock in 10%
of TMX's capacity by 2026 industry
insiders told Energy Intelligence "The
Trans Mountain Expansion TMX is the
lynchpin of this shift." After tripling
its capacity to 890,000 barrels per day
enough to fill 50 Olympiciz swimming
pools daily tmx began commercial
operations on May 1st 2024 following a
decade of legal battles and cost
overruns that ballooned from an initial
7.4 billion estimate per CBC News owned
by the Canadian government since its
$4.5 billion purchase from Kinder Morgan
in 2018 tmx endured fierce opposition
environmentalists cited spill risks in
the Salish Sea while the Slewatth Nation
and others sued over inadequate
consultation delaying construction until
a 2022 Supreme Court ruling cleared the
path now with 20 new storage tanks and
an upgraded Westridge marine terminal
TMX connects Alberta's landlocked oil to
Asia's refineries which prize Canada's
heavy sour crude for its compatibility
with complex plants according to the
International Energy Agency for decades
Canada's 3.8 8 million barrels of daily
exports were captive to US Gulf Coast
and Midwest refiners often sold at a $15
per barrel discount due to pipeline
bottlenecks tmx flips that script with
early shipments already reaching South
Korea's GS Calteex in August 2024 per
tanker tracking data from Capler ottawa
sees this as a 20 billion annual
economic boost but critics warn a single
spill could devastate BC's coast a risk
the government counters with a $1.5
billion spill response fund trump's
tariff threat lit a fire under Canada's
diversification drive in 2023 energy
exports to the US hit 200 billion
Canadian dollars per Statistics Canada
but a 10% levy could slash producer
profits by 10 billion annually the
Canadian Association of Petroleum
Producers estimates us refiners
processing 3.9 million barrels of
Canadian crude daily would face a
squeeze goldman Sachs predicts US pump
prices could rise 80 cents per gallon a
political third rail in an election year
canada didn't sit idle in June 2024
Prime Minister Justin Trudeau unveiled a
$6.5 billion global markets accelerator
plan with $5 billion to help oil and gas
exporters tap Asia and $1 billion for
farmers hit by US trade spats industry
moved faster suncor's Wrong Sheng deal
was inked weeks later natural gas is
also in play lng Canada a $40 billion
project in Kittyat BC led by Shell and
ProChina will ship 14 million tons
annually starting late 2025 targeting
Japan and China where gas demand is up
8% yearly per the IEA conservative
leader Pierre Palev is pushing to revive
the Energy East pipeline to supply
Eastern Canada and Europe while Trudeau
eyes Arctic roots for LNG to Germany
canada's energy compass is spinning away
from the US with Asia's $15 trillion
energy market in its sights North
America's oil ties are fraying as
Canada's Asian pivot accelerates the US
relying on Canada for 60% of its crude
imports faces a reckoning tariffs could
backfire driving Canada to ship more to
China which imported 184,000 barrels
daily in 2024 up 22% from 2023 per China
customs data us refineries might turn to
pricier Saudi or Venezuelan oil hiking
costs by $5 to $10 per barrel analysts
at Wood McKenzie warn yet Canada and
China despite clashes over Huawei and
canola keep oil as a pragmatic lifeline
bloomberg notes no sanctions touch crude
too vital for both with TMX flowing and
LNG Canada nearing launch Canada's
repositioning as a global energy player
not just a US supplier is underway
alberta Premier Danielle Smith in a
September 2024 speech touted this as
energy sovereignty projecting $500
billion in export revenue by 2035 oil's
the star but natural gas and hydro are
Canada's wild cards lng Canada's first
shipment expected December 2025 will
carry 2 million tons to Asia with
ProChina holding a 15% stake per Reuters
canada's 8.6 6 billion cubic feet of
daily gas exports all USbound will
diversify as LNG opens Atlantic and
Arctic routes by 2027 targeting Europe's
post-Russia gas scramble meanwhile Hydro
Quebec and Ontario Power generation
exported 42 terowatt hours of hydro
power to the US in 2024 enough for 4
million homes raking in $2 billion per
Natural Resources Canada this trifecta
positions Canada as a versatile energy
titan eyeing the Indo-Pacific's 47.9
trillion economy for a post US trade
model canada's energy landscape is
undergoing a radical transformation a
high stakes redraw of a map once firmly
anchored to its southern neighbor RS
Prochemical's bold new hub in Calgary
the Trans Mountain expansion's steady
stream of crude coursing toward Pacific
ports and the imminent global thrust of
LNG Canada are not just incremental
steps they're a decisive rupture from
decades of US dominance for years the
United States guzzled nearly all of
Canada's oil exports but now the tides
are shifting as TMX pumps 890,000
barrels daily westward and LNG gears up
to ship gas to Asia by late 2025 the US
faces the prospect of pricier barrels
scrambling to replace Canada's heavy
crude with costlier alternatives
meanwhile Asia led by China's insatiable
refineries gains a reliable long-term
supplier in Canada a nation betting its
economic future on this daring pivot the
stakes couldn't be higher and the
questions loom large can Canada seize
this moment to emerge as a true global
energy leader will China with its deep
pockets and strategic hunger eclipse the
US as Canada's top customer and are
Trump's looming tariffs the spark
igniting this shift or a wrench
threatening to jam the gears what's your
take on this unfolding power play