Where China Buys Oil

China is thirsty for oil and has a fat wallet.

Just last month, China signed a $20 billion deal with Venezuela to finance more exploration and production in the country’s Orinoco Belt. It’s a win-win deal – Venezuela badly needs the capital to restore its depleting fields and China badly needs the resource.

Counting this one, since 2005 China has made 27 international deals worth more than $60 billion involving 19 countries and every continent but Antarctica. The graphic below shows who China is dealing with and how much oil it is getting for its money.

China’s demand for oil already exceeds its domestic production, and the country’s rapid growth will only widen that gap. Over the past 20 years, China’s oil consumption has jumped more than 5 million barrels a day while production has only increased by a little more than 1 million.

This strong demand will likely withstand any economic slowdown. More than 1.2 million passenger cars were sold in China in March, up 63 percent from the previous year. The country is currently on pace to sell 14 million autos in 2010, which would be tops in the world for a second straight year.

The brisk pace of vehicle growth in China should ensure that the pace of oil deals also remains brisk.

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About Frank Holmes 282 Articles

Affiliation: U.S. Global Investors

Frank Holmes is CEO and chief investment officer of U.S. Global Investors, Inc., which manages a diversified family of mutual funds and hedge funds specializing in natural resources, emerging markets and infrastructure.

The company’s funds have earned more than two dozen Lipper Fund Awards and certificates since 2000. The Global Resources Fund (PSPFX) was Lipper’s top-performing global natural resources fund in 2010. In 2009, the World Precious Minerals Fund (UNWPX) was Lipper’s top-performing gold fund, the second time in four years for that achievement. In addition, both funds received 2007 and 2008 Lipper Fund Awards as the best overall funds in their respective categories.

Mr. Holmes was 2006 mining fund manager of the year for Mining Journal, a leading publication for the global resources industry, and he is co-author of “The Goldwatcher: Demystifying Gold Investing.”

He is also an advisor to the International Crisis Group, which works to resolve global conflict, and the William J. Clinton Foundation on sustainable development in nations with resource-based economies.

Mr. Holmes is a much-sought-after conference speaker and a regular commentator on financial television. He has been profiled by Fortune, Barron’s, The Financial Times and other publications.

Visit: U.S. Global Investors

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