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特朗普对华下黑手时,恐怕没想到,这一刀会先落在美国的大动脉上
Sou Hu Cai Jing·2025-06-10 08:19

Group 1 - The Trump administration's intervention in the export of ethane to China has led to significant challenges for U.S. ethane producers and exporters, as many applications for export licenses have been denied [1][11] - The U.S. is a major global exporter of ethane, with China being the largest buyer, accounting for 46% of U.S. ethane exports, which amounts to approximately 227,000 barrels per day [9][11] - The restrictions imposed by the Trump administration are seen as a strategic move in the ongoing trade tensions, aiming to leverage China's dependency on ethane to gain negotiating power [7][19] Group 2 - The U.S. ethane industry is facing severe repercussions due to the export restrictions, with major exporters experiencing stock price declines and operational challenges related to storage costs for unsold ethane [13][19] - In response to U.S. actions, China has diversified its import channels, engaging with Middle Eastern countries to secure alternative ethane supplies and investing in domestic ethane extraction technologies [15][17] - Chinese petrochemical companies are adapting their production processes to reduce reliance on ethane, with significant investments made to modify cracking facilities to utilize alternative raw materials [17][19]