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总结
据多家外媒报道，唐纳德·特朗普针对委内瑞拉的政策动作引发市场担忧，可能影响委内瑞拉原油对外供应及相关跨境结算安排，从而对中国炼厂的原油进口结构与在委资产安全形成不确定性。消息称中国主要油企正向北京寻求应对指引，交易商预计部分缺口可能由伊朗等替代原油填补。若限制进一步升级，或推高合规与运输成本，并加剧中美在能源与对外政策议题上的摩擦。
正文
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