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出大事了,切断中俄石油贸易,美国射出毒箭,包机将直飞北京
Sou Hu Cai Jing·2025-08-02 00:57

Core Viewpoint - The article discusses the significant geopolitical shifts in the energy sector, particularly in response to Trump's ultimatum regarding Russian oil imports, highlighting the end of the old energy order and the emergence of new alliances and trade practices [1][10]. Group 1: U.S. Sanctions and Global Reactions - Trump's ultimatum threatens a 100% tariff on countries purchasing Russian oil if a ceasefire is not reached within 10 days, targeting primarily China and India, which account for 85% of Russian oil exports [1][3]. - The market reacted sharply, with Brent crude oil prices surging by 4.3% and the Russian ruble hitting a four-month low, prompting the Russian central bank to raise interest rates by 200 basis points [3]. - The U.S. sanctions have led to fractures within its own alliances, as India reduced its Russian oil imports by 15% and Germany sought to maintain energy supplies through Russian LNG [4]. Group 2: China-Russia Energy Cooperation - China and Russia have shifted 95% of their trade to be settled in yuan and rubles, with significant developments in energy infrastructure, such as the Power of Siberia-2 gas pipeline and advanced cold-resistant storage technology [3][8]. - A fleet of 270 "ghost tankers" is being used to disguise Russian oil shipments, indicating a sophisticated approach to circumvent sanctions [3]. - China's strategic oil reserves of 120 million tons can sustain its consumption for 90 days, and it is diversifying its energy imports away from the U.S. towards Canada and Brazil [3]. Group 3: Emerging Energy Alliances - The geopolitical landscape is shifting, with Saudi Arabia and the UAE exploring oil pricing in yuan, challenging the dominance of the U.S. dollar [8]. - Russia, Iran, and Venezuela are planning to establish a joint energy exchange to bypass the dollar settlement system, indicating a move towards alternative currencies [8]. - China's export controls on rare earth elements are impacting U.S. defense production, showcasing the interconnectedness of energy and technology in geopolitical strategies [8]. Group 4: Future Implications - The ongoing tensions and responses to U.S. sanctions are reshaping the global energy order, with new pipelines and trade routes being established between Beijing and Moscow [10]. - The article suggests that the traditional energy order is collapsing, as evidenced by various countries' responses to U.S. sanctions and the emergence of new trading practices [10].