中国和加拿大的令人震惊的石油协议——电动汽车和能源战争升温，美国被甩在身后！
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
中国和加拿大的令人震惊的石油协议——电动汽车和能源战争升温，美国被甩在身后！加拿大的能源行业正处于十字路口，因为耗资340亿美元的跨山输油管道扩建项目（TMX）于2024年5月完工，打开了通往亚洲的太平洋门户，打破了美国数十年来对其石油出口的主导地位。受特朗普提议对加拿大石油和天然气征收10%关税的刺激，中国荣盛石化已进军卡尔加里，与Suncor Energy达成原油交易，并希望与Cenovus和CNRL等巨头达成更多交易。随着 TMX 每天产出 89 万桶石油、LNG Canada 计划到 2025 年出口天然气以及水力发电的激增，加拿大正在实现能源组合多元化，并在全球市场上大举投资。本篇深入探索揭示了地缘政治博弈、经济利益和环境紧张局势，这些因素推动着加拿大从对北美的依赖转向在世界舞台上扮演大胆的新角色。
2025 年 4 月 2 日将永远被铭记为美国工业重生的一天，美国命运被重新夺回的一天，我们开始让美国再次富裕起来的一天，虽然比计划落后了几年，预算超出了数百亿美元，但石油现在正流经联邦政府在 2018 年购买的 Trans Mountain 输油管道扩建工程，现在，新任加拿大总理马克·卡尼正在谈论特朗普总统的关税，听听他刚才说了什么?
一条数十年来梦想的巨型管道终于从加拿大石油浸泡的腹地蜿蜒而来，延伸到狂野的太平洋海岸，像一个长期密封的保险库一样打开了亚洲广阔的市场，Trans Mountain 输油管道扩建工程是一头价值 340 亿美元的野兽，于 2024 年 5 月释放，承诺改写加拿大的能源命运，将其原油从山姆大叔的铁腕中解放出来，山姆大叔一直霸占着加拿大的石油多年来，加拿大一直是加拿大石油产量的 98%，但就在石油开始流动时，一枚重磅炸弹落下，唐纳德·特朗普 (Donald Trump) 瞄准了白宫，卷土重来，对加拿大石油和天然气征收 10% 的关税，就像一把断头台，悬在渥太华经济的脖子上，混乱迫在眉睫，直到中国的让尚化工 (Rang Shang prochemical)，一家每天需求量达 80 万桶的炼油巨头，像国际象棋大师一样，嗅到了水中的血腥味，它在卡尔加里插上了一面旗帜，阿尔伯塔省跳动的石油心脏，并与 Suncor Energy 达成了原油协议，加拿大重量级生产商锁定了 2025 年 6 月从新开采的太平洋龙头发货量，看似平静的贸易战可能只是全球能源动荡的开端，加拿大正在远远超越其边界展示新发现的力量，系好安全带，这场游戏昨天才刚刚开始这是特朗普总统为重塑国际贸易体系而推出的一系列前所未有的美国关税中的最新一项。
Rang Shang prochemical 在北美的首次亮相并非小菜一碟。该公司是浙江兰根控股集团的子公司，经营着中国最大的单列炼油厂之一，对重质原油有着极大的需求。据路透社报道，加拿大的油砂正是这种原油。Rang Shengs 在卡尔加里设立的分公司位于市中心一座时尚的塔楼内，旨在确保长期供应链，因为中国正寻求在地缘政治动荡中摆脱对中东石油的依赖。这是该公司的第一步。与 Suncor 签订的多年期合同将每月从本拿比运往 Zang 20 万桶原油。彭博社报道称，首批货物已经在非常大的原油运输船上预订，但 RS 并没有止步于此。环球邮报的消息人士表示，该公司正在争取其他艾伯塔省的重量级人物比如 Senovis Energy，它在 2024 年日产 80 万桶原油，还有加拿大自然资源有限公司，以及 BP 和 Shell 等持有油砂股份的全球企业，这些交易都以离岸价为条件，这是一项精明的举措，让 Rangshen 能够控制石油的装载，防止油轮改道运往日本或印度的买家，如果油价飙升，根据标准普尔全球的数据，这种灵活性可以让他们每桶获得 2 到 3 美元的套利利润，这是一件大事，我们已经等待了很多年，很难修建大型管道，虽然修建成本很高，而且延误了很多，但最终还是可以进入加拿大市场，加拿大是世界上最大的石油生产国之一，掌舵这项业务的是 Wongja，他是一位拥有 20 年石油从业经验的资深人士，他在 2000 年代建立了中石油的加拿大贸易部门，带来了深厚的联系和在黄的领导下，Rang Shang 正在与 Auror 一起进军加拿大能源领域，目标是到 2026 年锁定 TMX 10% 的产能，业内人士告诉 Energy Intelligence，“Trans Mountain 扩建项目 TMX 是这一转变的关键。” 在将其产能增加三倍至每天 890,000 桶（足以填满 50 个奥林匹克游泳池）后，tmx 于 2024 年 5 月 1 日开始商业运营，此前经历了十年的法律纠纷和成本超支，从最初的 74 亿美元飙升至据 CBC News 估计，自 2018 年以 45 亿美元从 Kinder Morgan 收购以来，TMX 一直归加拿大政府所有，遭到强烈反对，环保人士指出萨利希海存在泄漏风险，而 Slewatth Nation 和其他人则因协商不充分而提起诉讼，推迟了施工，直到 2022 年最高法院的裁决为该项目扫清了道路，目前拥有 20 个新储罐和升级的 Westridge 海运码头，TMX 将艾伯塔省的内陆石油与亚洲的炼油厂连接起来，这些炼油厂重视加拿大的重质酸性原油，因为它与复杂的工厂兼容，根据国际能源署的数据，几十年来，加拿大每天出口的 380 万桶原油被美国墨西哥湾沿岸和中西部炼油厂所控制，由于管道瓶颈，这些炼油厂通常以每桶 15 美元的折扣价出售，TMX 改变了这一剧本，早期的出货量已经到达韩国的 GS Calteex，2024 年 8 月，根据 Capler 的油轮跟踪数据，渥太华认为这是每年 200 亿美元的经济提振，但批评人士警告称，一次漏油事故就可能摧毁不列颠哥伦比亚省海岸。政府将拨出 15 亿美元应对漏油事件。特朗普的关税威胁点燃了加拿大 2023 年多元化计划的火焰。加拿大统计局称，加拿大对美国的能源出口达到 2000 亿加元，但 10% 的征税可能会使生产商利润每年减少 100 亿加元。加拿大石油生产商协会估计，每天加工 390 万桶加拿大原油的美国炼油厂将面临压力。高盛预测美国油价可能上涨 80 美分/加仑。选举年的政治第三轨。加拿大在 2024 年 6 月并没有闲着。贾斯汀·特鲁多总理公布了一项 65 亿美元的全球市场加速器计划，其中 50 亿美元用于帮助石油和天然气出口商开拓亚洲市场，10 亿美元用于帮助受美国贸易争端影响的农民。行业发展更快。Suncor 的 Wrong Sheng 交易几周后签署。天然气也在发挥作用。液化天然气加拿大壳牌和 ProChina 牵头的位于卑诗省 Kittyat 的 400 亿美元项目将从 2025 年底开始每年运送 1400 万吨天然气，目标是日本和中国，这两个国家对天然气的需求每年增长 8%，根据国际能源署保守党领袖 Pierre Palev 正在推动恢复 Energy East 管道，为加拿大东部和欧洲提供天然气，而特鲁多则着眼于北极地区，为德国提供液化天然气。加拿大的能源指南针正在远离美国，瞄准亚洲 15 万亿美元的能源市场。北美的石油关系正在破裂，因为加拿大的亚洲重心加速，美国依赖加拿大供应 60% 的原油进口面临清算，关税可能会适得其反，促使加拿大向中国运送更多原油。中国称，2024 年，中国每天进口 184,000 桶原油，比 2023 年增长 22%。海关数据显示，美国炼油厂可能会转向价格更高的沙特或委内瑞拉石油，成本上涨 5 美元至每桶 10 美元，Wood McKenzie 分析师警告称，尽管在华为和油菜籽问题上发生冲突，加拿大和中国仍将石油作为务实的生命线。彭博社指出，没有制裁触及原油，这对两国来说都至关重要，TMX 正在流动，加拿大液化天然气即将推出。加拿大正在重新定位为全球能源参与者，而不仅仅是美国供应商。阿尔伯塔省省长 Danielle Smith 在 2024 年 9 月的一次演讲中称，这是能源主权，预计到 2035 年将实现 5000 亿美元的出口收入，石油是明星，但天然气和水电是加拿大的王牌，液化天然气加拿大的第一批货物预计于 2025 年 12 月运往亚洲，ProChina 持有 15% 的股份，路透社报道，加拿大每天向美国出口的 86 亿立方英尺天然气将多样化，因为液化天然气将在 2027 年打通大西洋和北极航线欧洲后俄罗斯天然气争夺战 与此同时，魁北克水电公司和安大略发电公司在 2024 年向美国出口了 42 太瓦时的水电，足以为 400 万户家庭提供电力，每户家庭平均收入 20 亿美元。加拿大自然资源部这三重奏将加拿大定位为一个多才多艺的能源巨头，着眼于印度太平洋地区 47.9 万亿美元的经济，以建立后美国贸易模式。加拿大的能源格局正在经历一场彻底的变革，这是对曾经牢牢锚定在其南部邻国 RS 的高风险重新绘制。Prochemical 在卡尔加里的大胆新枢纽 Trans Mountain 扩张计划源源不断地向太平洋港口输送原油，以及加拿大液化天然气即将在全球推进，这不仅仅是渐进的步骤，更是对数十年来美国主导地位的决定性突破。多年来，美国几乎消耗了加拿大所有的石油出口，但现在潮流正在发生变化随着 TMX 每天向西部输送 89 万桶石油，LNG 也准备在 2025 年底前将天然气运往亚洲，美国面临着油价上涨的前景，纷纷用更昂贵的替代品取代加拿大的重质原油，与此同时，以中国贪得无厌的炼油厂为首的亚洲获得了加拿大这个可靠的长期供应商，一个将其经济未来押注于这一大胆转变的国家，赌注再高不过了，问题也迫在眉睫，加拿大能否抓住时机成为真正的全球能源领袖，中国凭借雄厚的资金和战略饥渴，能否超越美国成为加拿大的最大客户？
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
