7500亿能源大单只是空头支票？分析师警告：美欧贸易协议恐生变

Core Viewpoint - The large-scale energy agreement between the U.S. and the EU is likely to face implementation challenges, potentially leading to future conflicts over tariffs and trade issues [1] Group 1: Agreement Details - The EU has agreed to purchase $750 billion worth of U.S. energy products by 2028 and invest $600 billion in the U.S. in exchange for a 15% tariff on EU goods, which is half of the previously threatened 30% [2] - The commitment to invest $600 billion is not legally binding for EU member states or companies, as it is merely an expression of interest [2][3] - The energy purchases are expected to occur in phases, with an annual target of $250 billion, covering the remainder of Trump's term [3] Group 2: Feasibility Concerns - Analysts warn that the scale of energy procurement outlined in the agreement is unrealistic due to market and political constraints [2] - To meet the annual procurement target of $250 billion, the EU would need to double its current energy purchases from the U.S., which were approximately $80 billion in 2024 [3] - Increasing U.S. oil exports to the EU is challenging due to stagnant production levels and declining refining capacity in Europe [4] Group 3: Strategic Implications - The EU's commitment to cease imports of Russian energy by 2028 creates a significant supply gap that the U.S. could potentially fill, indicating a mutual interest in expanding energy trade [5] - The agreement reflects a strategic alignment between U.S. and EU interests, despite the practical challenges of implementation [5]