中国和加拿大签署石油协议 特朗普措手不及

中国和加拿大签署石油协议——特朗普措手不及，美国被排除在外！电动汽车、电动汽车、关税

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

Trans Mountain 输油管道的扩建为加拿大石油提供了一条通往亚洲的直达路线，但随后出现了意外。特朗普总统提议对加拿大石油和天然气征收 10% 的关税。
就在那时，中国的荣祥石化突然出现，在卡尔加里开设了一家办事处，并与 Suncor 达成了原油交易。看似贸易注脚的举动可能标志着全球能源的大规模动力系统转变。

系好安全带。我们正在深入研究重塑燃料游戏的关键举措。第一：中国加大油门——荣盛的加拿大剧本。
1??.中国加大油门——荣盛的加拿大剧本。荣祥石化是一家炼油巨头，日产 80 万桶原油，如今已将目光投向北美。在渥太华和华盛顿之间日益紧张的关系中，
荣祥石化已将目光投向北美。
在其他人犹豫不决之际，卡尔加里已成为他们最新的指挥所所在地。
他们的首秀是与加拿大顶级能源公司 Suncor 达成原油供应协议。首批货物已确定于 6 月运抵中国。但不要误以为这是一次性错误
与 Cenovus、
加拿大自然资源公司、英国石油公司、壳牌和康菲石油等重量级公司建立联系。
真正的关键在于，这些不是标准交易。
错了。
荣祥依靠 FOB 船上交货合同，
让他们能够灵活地随时更改货物路线。
翻译他们不仅在购买石油，还在掌舵油轮。
领导这次能源攻势的是石油老将王佳，他之前曾创办过中石油的加拿大贸易部门。
在他掌舵下，荣翔并没有在那里试水，而是深入加拿大能源领域，引擎轰鸣。
说到大动作，
如果没有基础设施的重大转变，这是不可能的。
让我们来看看加拿大改变游戏规则的管道项目。
2??.Trans Mountain 扩建——加拿大东部的石油高速公路。第二名：Trans Mountain 扩建——加拿大东部的石油高速公路。整个能源枢纽的核心是 Trans Mountain 扩建。TMX 项目于 2024 年初完工。TMX 的产能从每天 30 万桶增加了两倍，达到每天 89 万桶，横跨近 1200 公里，从阿尔伯塔省延伸到不列颠哥伦比亚省的太平洋海岸。
这条管道终于让加拿大生产商能够触及亚洲。几十年来，加拿大一直被锁定在一个主要客户身上。美国超过 95% 的原油出口都流向了南方。这种过度依赖使得渥太华容易受到定价政策变化和关税的影响。
但 TMX 凭借直接进入港口改变了游戏规则。
加拿大生产商现在可以直接将石油输送到中国、日本和韩国，这些国家都喜欢加拿大的重质酸性原油，这非常适合他们的炼油厂设置。是的，确实存在阻力。环保组织和一些土著社区对生态风险和协商差距表示担忧。但联邦政府于 2018 年从 Kinder Morgan 手中收购了 TMX，向该项目投入了数十亿美元并继续推进。
现在这条管道已经投入使用并引起了轰动。
一条新的石油高速公路。
改写加拿大的全球物流剧本。
但基础设施只是等式的一部分。
政策变化和关税威胁迫使
加拿大重新计算其整个出口战略。
让我们谈谈转向亚洲。
在我们深入探讨之前，请帮我们一个忙，点击那个喜欢和订阅按钮。
这有助于我们接触到更多像您一样的汽车爱好者。
现在让我们换个话题，转向下一个话题。
第三点：加拿大重新计算——从美国
3??.加拿大重新计算——从对美国的依赖到对亚洲的加速。对亚洲的加速依赖。
为什么加拿大对亚洲的热情高涨？一个词就是关税。特朗普政府威胁对加拿大石油和天然气征收 10% 的税不仅仅是政策。这对加拿大在 2020 年敲响了警钟，因为加拿大出口了大约 1762 亿加元的能源。其中 97% 的能源流向了美国。
这种依赖让渥太华暴露无遗。应对措施是什么？多元化和快速。联邦政府推出了一项 65 亿美元的支持计划，其中 50 亿美元帮助出口商进入全球市场，10 亿美元用于农业。但行业领袖没有等待，TMX 管道现已投入运营。荣兴等中国炼油商正成为稳定买家。天然气也加入到液化天然气的行列。加拿大有望在 2025 年底实现出口，开辟通往亚洲蓬勃发展的能源市场的新贸易通道。跨党派政客都支持这一转变。保守党领袖皮埃尔·波利耶夫尔正在重启能源东部和北方门户等搁置的项目，而总理马克·卡尼则着眼于北极航线以满足欧洲需求。这一信息很明确，加拿大的能源未来不再仅仅与美国挂钩。它正在转向高在全球舞台上，加拿大正在改变策略。当加拿大在全球范围内改变策略时，北美的紧张局势正在升温。让我们来分析一下贸易压力和权力斗争。第四点：能源作为杠杆——北美的石油拉锯战。
4??能源作为杠杆——北美的石油拉锯战。
加拿大与中国的能源关系日益密切，而北美贸易正面临越来越大的压力。关税、政治姿态和针锋相对的措施已经把石油变成了一种战略资产，而不仅仅是一种商品。多年来，美国炼油厂，尤其是墨西哥湾沿岸和中西部的炼油厂，依赖加拿大的重质原油，每天进口近 400 万桶。但特朗普的关税威胁可能会危及这一供应。加拿大官员警告称，如果贸易壁垒出现，美国汽油价格可能上涨 0.75 美元/加仑，迫使美国炼油厂争相寻找更昂贵的替代品。
这对整个经济产生了连锁反应。具有讽刺意味的是，尽管加拿大和中国在电动汽车、钢铁和农业方面发生冲突，但石油却未受到制裁的影响。这对两个经济体来说都太重要了。原油已成为紧张关系中罕见的中立区，业务正在蓬勃发展。2024 年，中国将其加拿大原油进口量增加了 22%，达到每天 184,000 桶。随着液化天然气项目的加速和新贸易渠道的形成，加拿大正在重新定位自己，不仅是美国的供应国，而且是崛起的全球能源参与者。平衡商业与地缘政治博弈。
但石油并不是加拿大唯一的王牌。
让我们转向这个不断发展的能源组合中的下一个强大参与者。天然气。第 5 位：液化天然气及其他——加拿大的下一个能源篇章。
5??.LNG 及其他 – 加拿大的下一个能源篇章。
如果石油是
头条新闻，那么天然气就是加拿大的突破之作。
位于不列颠哥伦比亚省基蒂马特的 LNG Canada 大型项目
正在加速推进，计划在 2025 年底前完成首批出口。
在壳牌和中石油等强大联盟的支持下，该项目是加拿大进入亚洲快速增长的天然气市场的重磅举措。目前，加拿大每天出口近 86 亿立方英尺的天然气，几乎全部出口到美国。但随着 LNG Canada 管道的建设（双关语）以及其他针对北极和大西洋航线的潜在项目，这种情况即将改变。
加拿大终于准备好以自己的方式服务全球市场。它不仅是悄无声息地使用化石燃料，而且力量强大。加拿大的水力发电省份认为魁北克、安大略和不列颠哥伦比亚省是最佳选择。 2024 年向美国出口了超过 40 太瓦时的清洁电力。这些电力足以为数百万户家庭供电。这使加拿大不仅是石油和天然气的销售商，而且是全方位多元化能源的领导者。从远处看，这一切都与印度-太平洋地区的更大图景有关，该地区的经济规模为 47.9 万亿美元，人口超过 40 亿。加拿大的眼光不只是短期交易。它正在为后美国贸易模式制定能源蓝图。现在，让我们进入最后阶段，所有这些转变都将汇聚成一个新的全球能源地图。最后的装备——加拿大能源的全球重塑。最后的装备——加拿大能源的全球重塑。这不仅仅是关于石油交易或新管道。这是一场全球能源重组。随着荣翔在卡尔加里扎根，TMX 向西输送，液化天然气准备出口。加拿大正在从能源世界的跟班变成领跑者。美国可能很快会面临油价上涨，而亚洲将获得一个可靠的供应商。
加拿大。它正在争取胜利。所以让我们听听你的声音。
加拿大真的准备好走向全球能源了吗？
中国会取代美国成为其最大客户吗？
关税是帮助还是伤害这些伙伴关系？
液化天然气能成为加拿大的长期能源吗？
加拿大应该如何平衡能源雄心和环境责任？
在评论中分享你的想法。
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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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