委内瑞拉回归，美国会抛弃加拿大石油吗？为什么美国炼油厂离不开加拿大油砂？Why U.S. Refineries Are Locked Into Canadian Oil by History

Описание: 最近有消息称，委内瑞拉总统马杜罗被捕，委内瑞拉石油可能重新回到国际市场。很多人第一反应是：加拿大石油要完了。
毕竟，委内瑞拉是全球石油储量第一的国家，而加拿大只排第四；更关键的是，两国的石油类型高度相似，都是高硫、高杂质、需要深度加工的重质石油，而美国的炼油厂，恰恰就是为这种石油量身打造的。

问题来了：
👉 如果委内瑞拉重新向美国全面开放石油出口
👉 如果美国石油公司重新进入委内瑞拉
👉 加拿大高度依赖美国的油砂产业，会不会被直接“替代”？

这期视频，我们不讲情绪、不讲立场，只拆结构。

我会带你从三个层面，把这件事彻底讲清楚：

美国炼油厂为什么明明本土产轻质油，却偏偏需要重质油

加拿大油砂产业，为什么从一诞生开始就被美国炼油体系锁死

委内瑞拉的石油，为什么在短期内并不会对加拿大造成实质性冲击

你会发现，加拿大石油的问题，从来不只是“储量排名”，而是一个几十年前就已经被决定好的产业结构问题。

After reports that Venezuelan President Maduro has been arrested, Venezuela’s massive oil reserves may be returning to the global market. Many people immediately jumped to one conclusion: Canadian oil is doomed.

After all, Venezuela holds the world’s largest proven oil reserves, while Canada ranks fourth. Even more importantly, their oil is very similar — both are heavy, high-sulfur crude that requires complex refining. And U.S. refineries? They were built precisely for this kind of oil.

So the key question is:
👉 If Venezuela fully reopens oil exports to the U.S.
👉 If American oil companies regain control of Venezuelan production
👉 Will Canadian oil sands be replaced?

In this video, we strip away the noise and focus on structure.

We’ll break down:

Why U.S. refineries need heavy crude even though America now produces mostly light oil

Why Canada’s oil sands industry has been structurally tied to U.S. refineries from day one

Why Venezuelan oil is unlikely to pose a serious short-term threat to Canadian oil sands

This isn’t about opinions or headlines — it’s about history, infrastructure, and incentives that were locked in decades ago.