Supply Shock
Venezuelan crude flows into China have collapsed by ~75% (≈440K barrels/day), triggering a quiet scramble behind the scenes. For refiners dependent on heavy crude, the supply tap has effectively been turned off.
⚡ What’s unfolding
Venezuelan shipments have nearly stalled
Heavy crude shortages are tightening margins
Alternative sourcing is being rushed, not planned
Canada is emerging as a potential fallback supplier
No formal agreements yet — only urgency
⚠️ Why it matters Energy flows tend to shift before the headlines catch up. When supply chains rewire under pressure, markets often react early.
This is less about panic — and more about forced adaptation.
#MarketRebound #ChinaEconomy #Chinanews #ChinaTrade #USNews
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