Workflow
特朗普为何急于访华?最新贸易数据进白宫后,他终于低头了
Sou Hu Cai Jing·2025-08-04 23:04

Group 1 - The recent trade data reveals that the U.S. energy exports to China have dropped to zero for crude oil, LNG, and coal, marking a significant blow to the U.S. energy sector [1][3][4] - In June 2022, U.S. crude oil exports to China were valued at $800 million, but by June 2023, this figure fell to zero, the first occurrence in three years [3] - LNG exports to China ceased in March 2023, leading to a drop in utilization rates of U.S. LNG export terminals from 85% to 40% [3][10] Group 2 - The U.S. initially aimed to leverage energy exports to reduce China's trade surplus and boost its own energy sector, but underestimated China's adaptability [3][10] - China has diversified its energy import sources, strengthening ties with Russia and Middle Eastern countries, which has filled the market gap left by the U.S. [6][8] - China's domestic energy production, including shale gas and renewables, is rapidly increasing, reducing reliance on foreign energy and enhancing its negotiating power [8][10] Group 3 - The cessation of U.S. energy exports has led to significant economic losses, with the U.S. energy sector losing over $20 billion in the first half of 2023 [3][10] - U.S. shale oil companies are facing inventory buildup and are forced to cut jobs and reduce production due to the loss of Chinese orders [10][11] - The overall production costs in the U.S. have risen, making it difficult for manufacturing companies to return to the U.S. from overseas [11] Group 4 - Trump's recent signals of goodwill towards China, such as allowing GE to export engines for the C919 aircraft, indicate a shift in strategy under economic pressure [11][13] - The upcoming significant events, such as China's military parade, may provide a political opportunity for Trump to visit China, but he must demonstrate sincerity by addressing tariffs and corporate pressures [14][15] - The dynamics of U.S.-China trade relations are shifting, with the U.S. pressure tactics becoming less effective as China responds with more mature strategies [14][15]