2025年中国忽然大力的stock pile石油。A nation's strategic oil stockpile typically lasts for at least 90 days of import protection, a standard set by the International Energy Agency (IEA) for member countries. 国内的媒体曾经报道说过中国的标准比这个还高(超过90天)。但是奇怪的是,据全球最权威的石油市场(oilprice.com)的报道,2025年中国忽然疯狂的stock pile石油, 看看以下的报导(2026年三月一号的报道),难道中国预见到了什么吗,还是纯系巧合?
China's imports last year broke yet another record, despite talk of waning oil demand. Since the start of this year, the world’s biggest oil importer has continued buying crude at elevated rates, but this may be about to change as prices extend their rally.
Brent crude has been hovering around $70 per barrel for over a week now, and the outlook remains rather bullish compared to forecasts from the end of 2025, which could not foresee the latest geopolitical developments and their potential implications for supply security. China, while not as sensitive to international oil prices as its neighbor India, is still sensitive to these prices. And it has built up a nice inventory of crude.
Those record imports in 2025 averaged 11.55 million barrels daily. That was a 4.4% increase on the previous year, yet not all of that oil was refined. In fact, a lot of it was stockpiled. From March 2025 onwards, “we started to see a very impressive rate of stockpiling, like close to one million barrels per day,” Frederic Lasserre, global head of research and analysis at commodity trading giant Gunvor, said last September.
Not only was China stockpiling crude at elevated rates, but it was making steps to expand its oil inventory by building new storage sites—a total of 11 of these, with a combined capacity of as much as 169 million barrels. Now, some observers speculated at the time that China was stocking up on oil as it prepares to take Taiwan, in anticipation of a reaction from the U.S. but since nothing has happened around Taiwan for the time being, this remains only speculation.