中美贸易急转藏深意，740亿能源大单告吹引震动，特朗普为何访华

Core Viewpoint - The article discusses the significant decline in U.S. energy exports to China, resulting in a $74 billion deal collapsing, with U.S. energy exports to China dropping to zero by June 2025, highlighting the geopolitical and economic implications of this shift [1][3][5]. Group 1: U.S. Energy Export Decline - By June 2025, U.S. exports of crude oil, natural gas, and coal to China fell to zero, a stark contrast to nearly $800 million in business the previous year [3][5]. - The Texas oil fields faced severe repercussions, with layoffs and drilling platforms shutting down, and 30% of companies struggling for survival [3][5]. - Liquefied natural gas orders ceased for four consecutive months, and coal exports plummeted from $9 million to mere hundreds, indicating a drastic decline in U.S. energy market presence [3][5]. Group 2: Impact of Tariff Policies - The collapse of the energy deal is attributed to the tariff policies enacted during the Trump administration, which led to China imposing tariffs as high as 99% on U.S. energy products [5]. - U.S. shale oil production costs are around $60 per barrel, while Middle Eastern oil is below $20, making U.S. exports uncompetitive [5]. - Experts criticize the tariff strategy as self-destructive, effectively pushing away the largest customer for U.S. energy [5]. Group 3: China's Energy Strategy - China has diversified its energy sources, relying on cheaper oil from Russia, Saudi Arabia, and Iran, and has secured long-term contracts for natural gas [7]. - With an energy self-sufficiency rate exceeding 80% and a significant share of renewable energy, China is well-prepared to withstand the loss of U.S. energy imports [7]. - Analysts note that China's strategic approach has strengthened its position in the global energy market [7]. Group 4: Global Energy Market Shifts - The decline in U.S. energy exports is reshaping global energy dynamics, with countries like the EU, Japan, and South Korea seeking alternatives to U.S. oil and gas [9]. - The use of the U.S. dollar in energy transactions is decreasing, with 87% of energy trades between China and Russia now conducted in yuan [9]. - Research indicates a shift in the global energy trade center towards Asia, diminishing U.S. dominance in the market [9]. Group 5: U.S. Response and Internal Conflict - In response to the energy export crisis, Trump plans to visit Beijing in August 2025 to negotiate, amid pressure from Texas and West Virginia business owners [9][11]. - Internal conflicts within the U.S. administration are evident, with differing opinions on how to address the loss of the Chinese market [11]. - The situation reflects a complex interplay of economic and geopolitical factors, with both sides needing to navigate their strategies carefully [11]. Group 6: Future Outlook - Recent data shows U.S. energy exports at a two-year low, with a projected increase in trade deficit by $30 billion [13]. - The Asian energy consumption market is on the rise, indicating a long-term shift in global energy focus [13]. - The ongoing energy competition underscores the importance of self-reliance in energy security for nations [13].