Group 1 - Taiwan plans to increase procurement from the U.S., including natural gas and oil, to address trade deficits, which is a key focus in upcoming tariff negotiations [1] - The push for energy independence and resilience in Taiwan is expected to lead to significant construction of natural gas receiving stations, potentially increasing carbon emissions [1] - The impact of the ongoing U.S.-China trade war is severe on Taiwan's traditional industries, with an estimated 100,000 workers affected [1] Group 2 - Past actions, such as selling TSMC and purchasing U.S. weapons and LNG, have not improved Taiwan's negotiating position with the U.S., indicating a miscalculation by Taiwan's leadership [2] - Since February, China has halted imports of U.S. LNG, with significant drops in volumes imported, reflecting the broader impact of tariffs on energy trade [2] - The U.S. energy sector, particularly shale gas, is facing challenges due to the loss of the Chinese market, with profit margins for Texas shale oil companies plummeting [5] Group 3 - China's response to the trade war has shifted to a more proactive stance, targeting service trade sectors for retaliation, indicating a strategic adjustment in its approach [7] - The diversification of China's energy imports, including a significant increase from Canada, highlights the changing dynamics in global energy supply chains [5]
我国前脚停止购买美国天然气,万万没想到,赖清德亮出大手笔
Sou Hu Cai Jing·2025-05-05 19:51