中國和加拿大簽署石油協議 特朗普措手不及

中國和加拿大簽署石油協議——特朗普措手不及，美國被排除在外！電動汽車、電動汽車、關稅

Piston Pundit 2025 年 3 月 39 日
https://www.youtube.com/watch?v=oqpT7KEl19E

Trans Mountain 輸油管道的擴建為加拿大石油提供了一條通往亞洲的直達路線，但隨後出現了意外。特朗普總統提議對加拿大石油和天然氣征收 10% 的關稅。
就在那時，中國的榮祥石化突然出現，在卡爾加裏開設了一家辦事處，並與 Suncor 達成了原油交易。看似貿易注腳的舉動可能標誌著全球能源的大規模動力係統轉變。

係好安全帶。我們正在深入研究重塑燃料遊戲的關鍵舉措。第一：中國加大油門——榮盛的加拿大劇本。
1??.中國加大油門——榮盛的加拿大劇本。榮祥石化是一家煉油巨頭，日產 80 萬桶原油，如今已將目光投向北美。在渥太華和華盛頓之間日益緊張的關係中，
榮祥石化已將目光投向北美。
在其他人猶豫不決之際，卡爾加裏已成為他們最新的指揮所所在地。
他們的首秀是與加拿大頂級能源公司 Suncor 達成原油供應協議。首批貨物已確定於 6 月運抵中國。但不要誤以為這是一次性錯誤
與 Cenovus、
加拿大自然資源公司、英國石油公司、殼牌和康菲石油等重量級公司建立聯係。
真正的關鍵在於，這些不是標準交易。
錯了。
榮祥依靠 FOB 船上交貨合同，
讓他們能夠靈活地隨時更改貨物路線。
翻譯他們不僅在購買石油，還在掌舵油輪。
領導這次能源攻勢的是石油老將王佳，他之前曾創辦過中石油的加拿大貿易部門。
在他掌舵下，榮翔並沒有在那裏試水，而是深入加拿大能源領域，引擎轟鳴。
說到大動作，
如果沒有基礎設施的重大轉變，這是不可能的。
讓我們來看看加拿大改變遊戲規則的管道項目。
2??.Trans Mountain 擴建——加拿大東部的石油高速公路。第二名：Trans Mountain 擴建——加拿大東部的石油高速公路。整個能源樞紐的核心是 Trans Mountain 擴建。TMX 項目於 2024 年初完工。TMX 的產能從每天 30 萬桶增加了兩倍，達到每天 89 萬桶，橫跨近 1200 公裏，從阿爾伯塔省延伸到不列顛哥倫比亞省的太平洋海岸。
這條管道終於讓加拿大生產商能夠觸及亞洲。幾十年來，加拿大一直被鎖定在一個主要客戶身上。美國超過 95% 的原油出口都流向了南方。這種過度依賴使得渥太華容易受到定價政策變化和關稅的影響。
但 TMX 憑借直接進入港口改變了遊戲規則。
加拿大生產商現在可以直接將石油輸送到中國、日本和韓國，這些國家都喜歡加拿大的重質酸性原油，這非常適合他們的煉油廠設置。是的，確實存在阻力。環保組織和一些土著社區對生態風險和協商差距表示擔憂。但聯邦政府於 2018 年從 Kinder Morgan 手中收購了 TMX，向該項目投入了數十億美元並繼續推進。
現在這條管道已經投入使用並引起了轟動。
一條新的石油高速公路。
改寫加拿大的全球物流劇本。
但基礎設施隻是等式的一部分。
政策變化和關稅威脅迫使
加拿大重新計算其整個出口戰略。
讓我們談談轉向亞洲。
在我們深入探討之前，請幫我們一個忙，點擊那個喜歡和訂閱按鈕。
這有助於我們接觸到更多像您一樣的汽車愛好者。
現在讓我們換個話題，轉向下一個話題。
第三點：加拿大重新計算——從美國
3??.加拿大重新計算——從對美國的依賴到對亞洲的加速。對亞洲的加速依賴。
為什麽加拿大對亞洲的熱情高漲？一個詞就是關稅。特朗普政府威脅對加拿大石油和天然氣征收 10% 的稅不僅僅是政策。這對加拿大在 2020 年敲響了警鍾，因為加拿大出口了大約 1762 億加元的能源。其中 97% 的能源流向了美國。
這種依賴讓渥太華暴露無遺。應對措施是什麽？多元化和快速。聯邦政府推出了一項 65 億美元的支持計劃，其中 50 億美元幫助出口商進入全球市場，10 億美元用於農業。但行業領袖沒有等待，TMX 管道現已投入運營。榮興等中國煉油商正成為穩定買家。天然氣也加入到液化天然氣的行列。加拿大有望在 2025 年底實現出口，開辟通往亞洲蓬勃發展的能源市場的新貿易通道。跨黨派政客都支持這一轉變。保守黨領袖皮埃爾·波利耶夫爾正在重啟能源東部和北方門戶等擱置的項目，而總理馬克·卡尼則著眼於北極航線以滿足歐洲需求。這一信息很明確，加拿大的能源未來不再僅僅與美國掛鉤。它正在轉向高在全球舞台上，加拿大正在改變策略。當加拿大在全球範圍內改變策略時，北美的緊張局勢正在升溫。讓我們來分析一下貿易壓力和權力鬥爭。第四點：能源作為杠杆——北美的石油拉鋸戰。
4??能源作為杠杆——北美的石油拉鋸戰。
加拿大與中國的能源關係日益密切，而北美貿易正麵臨越來越大的壓力。關稅、政治姿態和針鋒相對的措施已經把石油變成了一種戰略資產，而不僅僅是一種商品。多年來，美國煉油廠，尤其是墨西哥灣沿岸和中西部的煉油廠，依賴加拿大的重質原油，每天進口近 400 萬桶。但特朗普的關稅威脅可能會危及這一供應。加拿大官員警告稱，如果貿易壁壘出現，美國汽油價格可能上漲 0.75 美元/加侖，迫使美國煉油廠爭相尋找更昂貴的替代品。
這對整個經濟產生了連鎖反應。具有諷刺意味的是，盡管加拿大和中國在電動汽車、鋼鐵和農業方麵發生衝突，但石油卻未受到製裁的影響。這對兩個經濟體來說都太重要了。原油已成為緊張關係中罕見的中立區，業務正在蓬勃發展。2024 年，中國將其加拿大原油進口量增加了 22%，達到每天 184,000 桶。隨著液化天然氣項目的加速和新貿易渠道的形成，加拿大正在重新定位自己，不僅是美國的供應國，而且是崛起的全球能源參與者。平衡商業與地緣政治博弈。
但石油並不是加拿大唯一的王牌。
讓我們轉向這個不斷發展的能源組合中的下一個強大參與者。天然氣。第 5 位：液化天然氣及其他——加拿大的下一個能源篇章。
5??.LNG 及其他 – 加拿大的下一個能源篇章。
如果石油是
頭條新聞，那麽天然氣就是加拿大的突破之作。
位於不列顛哥倫比亞省基蒂馬特的 LNG Canada 大型項目
正在加速推進，計劃在 2025 年底前完成首批出口。
在殼牌和中石油等強大聯盟的支持下，該項目是加拿大進入亞洲快速增長的天然氣市場的重磅舉措。目前，加拿大每天出口近 86 億立方英尺的天然氣，幾乎全部出口到美國。但隨著 LNG Canada 管道的建設（雙關語）以及其他針對北極和大西洋航線的潛在項目，這種情況即將改變。
加拿大終於準備好以自己的方式服務全球市場。它不僅是悄無聲息地使用化石燃料，而且力量強大。加拿大的水力發電省份認為魁北克、安大略和不列顛哥倫比亞省是最佳選擇。 2024 年向美國出口了超過 40 太瓦時的清潔電力。這些電力足以為數百萬戶家庭供電。這使加拿大不僅是石油和天然氣的銷售商，而且是全方位多元化能源的領導者。從遠處看，這一切都與印度-太平洋地區的更大圖景有關，該地區的經濟規模為 47.9 萬億美元，人口超過 40 億。加拿大的眼光不隻是短期交易。它正在為後美國貿易模式製定能源藍圖。現在，讓我們進入最後階段，所有這些轉變都將匯聚成一個新的全球能源地圖。最後的裝備——加拿大能源的全球重塑。最後的裝備——加拿大能源的全球重塑。這不僅僅是關於石油交易或新管道。這是一場全球能源重組。隨著榮翔在卡爾加裏紮根，TMX 向西輸送，液化天然氣準備出口。加拿大正在從能源世界的跟班變成領跑者。美國可能很快會麵臨油價上漲，而亞洲將獲得一個可靠的供應商。
加拿大。它正在爭取勝利。所以讓我們聽聽你的聲音。
加拿大真的準備好走向全球能源了嗎？
中國會取代美國成為其最大客戶嗎？
關稅是幫助還是傷害這些夥伴關係？
液化天然氣能成為加拿大的長期能源嗎？
加拿大應該如何平衡能源雄心和環境責任？
在評論中分享你的想法。
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China and Canada Sign Oil Deal – Trump Blindsided as U.S. Left Out! Electric Vehicles, EV, Tariffs

Piston Pundit 2025年3月39日
https://www.youtube.com/watch?v=oqpT7KEl19E

Piston Pundit where Engines Meet Energy Geopolitics in 2024. The Trans Mountain Pipeline expansion gave Canadian oil a direct route to Asia, but then came a curveball. President Trump proposed a 10% tariff on Canadian oil and gas.
That's when China's Rong Xiang Petrochemical swooped in opening a Calgary office and sealing a crude deal with Suncor. What looked like a trade footnote could mark a massive power train shift in global energy.

Buckle up. We're diving into the pivotal movesreshaping the fuel game. Number 1: China’s Foot on the Gas – Rongsheng’s Canadian Playbook.
1??.China’s Foot on the Gas – Rongsheng’s Canadian Playbook.
Rong Xiang Petrochemical, the refinery powerhouse cranking through
800,000 barrels per day, just set its sights on North America.
And Calgary is now home to their newest command post
in the midst of rising tensions between Ottawa and Washington,
Rong Xiang moved in while others hesitated.
Their debut move, a crude oil supply
deal with Suncor one of Canada's top energy players.
The first shipments already locked in for a June arrival in China.
But don't mistake this for a one and done
wrong things forming bonds with heavyweights like Cenovus,
Canadian Natural Resources, BP, Shell and ConocoPhillips.
The real kicker These aren't standard deals.
Wrong.
Xiang is leaning on FOB free on board contracts,
giving them flexibility to reroute cargo on the fly.
Translation They're not just buying oil, they're steering the tanker.
Leading this energy offensive is Wang Jia, an oil veteran
who previously launched Petrochina's Canadian trading arm.
With him at the helm, Rong Xiang isn't testing the waters
there, diving deep into Canada's energy sector, engine roaring.
And speaking of big moves,
this wouldn't be possible without a major shift in infrastructure.
Let's look under the hood of Canada's game changing pipeline project.
2??.Trans Mountain Expansion – Canada’s Oil Highway to the East.
Number 2: Trans Mountain Expansion – Canada’s Oil Highway to the East.
The heart of
this entire energy pivot is the Trans Mountain expansion.
TMX project finished in early 2024.
TMX has tripled its capacity from 300,000
to a hefty 890,000 barrels per day, spanning
nearly 1200 kilometers from Alberta to the Pacific coast of British Columbia.
This pipeline finally puts Asia within arm's reach for Canadian producers.
For decades, Canada was locked into one major customer.
The U.S.
over 95% of its crude exports headed south.
That overreliance made Ottawa vulnerable to pricing
policy changes and now tariffs.
But TMX changes the game with direct access to ports.
Canadian producers can now send oil straight to China, Japan and South Korea,
all countries that favor Canada's heavy sour crude,
which suits their refinery setups like a glove.
Yes, there was pushback.
Environmental groups and some indigenous communities
voiced concerns about ecological risks and consultation gaps.
But the federal government, which bought TMX from Kinder Morgan
in 2018, pumped billions into the project and pressed forward.
And now that pipeline is live and loud.
A new superhighway for oil.
Rewriting Canada's Global Logistics Playbook.
But infrastructure is just one part of the equation.
Policy shifts and tariff threats have forced
Canada to recalculate its entire export strategy.
Let's talk about the pivot to Asia.
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Now let's shift gears and steer towards our next point.
Number 3: Canada Recalculates – From U.S.
3??.Canada Recalculates – From U.S. Reliance to Asian Acceleration.
Reliance to Asian Acceleration.
Why is Canada warming up to Asia?
One word tariffs.
The Trump administration's threat of a 10% tax on Canadian
oil and gas wasn't just policy.
It was a wake up call in 2020 for Canada exported
roughly 176.2 billion CAD in energy.
With a staggering 97% going to the U.S..
That kind of reliance left Ottawa exposed.
The response?
Diversify and fast.
The federal government launched a $6.5 billion support plan with $5 billion
helping exporters tap into global markets and $1 billion aimed at agriculture.
But industry leaders didn't wait with the TMX pipeline now operational.
Chinese refiners like Rong Xing are lining up as consistent buyers.
Natural gas is joining the action to LNG.
Canada is on track for exports by late 2025, cracking
open new trade lanes to Asia's booming energy markets.
Politicians across party lines are backing the shift.
Conservative leader Pierre Poilievre is reviving shelved
projects like Energy East and Northern Gateway, while Prime Minister
Mark Carney is eyeing Arctic bound routes to reach European demand.
The message is clear Canada's energy future is no longer hitched
solely to the U.S.
It's shifting into high gear on the global stage.
And while Canada shifts gears
globally, tensions across North America are heating up.
Let's break down the trade pressure and power plays at work.
Number 4: Energy as Leverage – North America’s Oil Tug-of-War.
4??.Energy as Leverage – North America’s Oil Tug-of-War.
Canada's growing energy ties
with China come as North American trade faces mounting pressure.
Tariffs, political posturing and tit for tat measures
have turned oil into a strategic asset, not just a commodity.
For years, U.S.
refineries,
especially along the Gulf Coast and in the Midwest, depended on Canada's
heavy crude, importing nearly 4 million barrels per day.
But Trump's tariff threats could put that supply in jeopardy.
Canadian officials warn U.S.
gas prices could jump by $0.75 per gallon if barriers hit,
forcing American refineries to scramble for more expensive alternatives.
With ripple effects across the economy.
Ironically, while Canada and China clash over EVs,
steel and agriculture, oil remains untouched by sanctions.
It's simply too crucial to both economies.
Crude has become a rare, neutral zone
in an otherwise tense relationship, and business is booming.
In 2024, China ramped up its Canadian crude imports
by 22%, reaching 184,000 barrels per day.
With LNG projects ramping up and new trade channels forming,
Canada is repositioning itself not just as a supplier
to the U.S., but as a rising global energy player.
Balancing business with geopolitical chess.
But oil isn't Canada's only ace.
Let's shift to the next power player in this evolving energy portfolio.
Natural gas.
Number 5: LNG and Beyond – Canada’s Next Energy Chapter.
5??.LNG and Beyond – Canada’s Next Energy Chapter.
If oil is the
headliner, natural gas is Canada's breakout act.
The LNG Canada megaproject, anchored in Kitimat British Columbia,
is revving up to ship its first exports by late 2025.
Backed by a powerhouse alliance, including Shell and Petro China,
the project is Canada's big ticket entry into Asia's rapidly growing gas markets.
Right now, Canada exports nearly 8.6 billion
cubic feet of natural gas daily, almost all of it to the U.S..
But that's about to change with LNG Canada in the pipeline, pun intended,
and other potential projects aimed at Arctic and Atlantic routes.
Canada is finally gearing up to serve global markets on its own terms.
And it's not just fossil fuels quietly but powerfully.
Canada's hydro electric provinces think Quebec, Ontario and B.C.
exported over 40 terawatt hours of clean electricity to the U.S.
in 2024.
That's enough juice to power millions of homes.
This positions Canada as not just a seller of oil and gas,
but a diversified energy leader across the board.
Zooming out, this all plays into a bigger picture
the Indo-Pacific, with its $47.9
trillion economy and over 4 billion people.
Canada is eyeing more than short term deals.
It's laying down an energy blueprint for a post-American trade model.
And now let's hit the final stretch where all these shifts
converge into a new global energy map.
Final Gear – The Global Rewire of Canadian Energy.
Final Gear – The Global Rewire of Canadian Energy.
This isn't just about oil deals or new pipelines.
It's a global energy realignment.
With Rong Xiang planting roots in Calgary, TMX pumping
westward, and LNG gearing up for export.
Canada is shifting from sidekick to frontrunner in the energy world.
The U.S.
may soon face pricier barrels, while Asia gains a dependable supplier.
Canada. It's playing to win.
So let's hear from you.
Is Canada truly ready to go global with energy?
Will China overtake the U.S.
as its top customer?
Are tariffs helping or hurting these partnerships?
Can LNG become Canada's long term energy?
How should Canada balance energy ambition with environmental duty?
Share your thoughts in the comments.
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deep dives and industry insights.
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