135万吨→1吨！中美能源战真相：特朗普关税砸自家饭碗

Core Insights - The U.S. energy companies have experienced a dramatic decline in their market presence in China, with coal imports dropping from 1.35 million tons per month to less than 1 ton within a year [3][5] - Tariffs have significantly eroded the price competitiveness of U.S. energy products, with shale oil production costs being approximately 30% higher than Russian oil [3][5] - The U.S. energy policy's inconsistency has led to a loss of trust among Chinese companies, prompting them to seek more stable supply sources [5][7] Group 1: Market Dynamics - In July, Russian oil accounted for 47% of China's total imports, marking a 16.8% year-on-year increase [7] - The "Power of Siberia" gas pipeline's annual gas supply to China surged by 20%, fulfilling 41% of China's natural gas demand [7] - China has signed long-term agreements with Middle Eastern oil-producing countries, including a $250 billion deal with Saudi Arabia for a decade of oil supply [7] Group 2: U.S. Energy Sector Crisis - A report from the Dallas Federal Reserve indicates that nearly 100 shale oil companies may face bankruptcy risks by mid-2025, with significant layoffs occurring in Texas oil fields [8] - Ethane exporters, heavily reliant on the Chinese market, are experiencing inventory buildup due to halted exports [8] - The U.S. is attempting to push its allies to purchase $750 billion worth of energy over three years, but European nations are resistant due to high U.S. energy prices [8][9] Group 3: Geopolitical Implications - Despite three rounds of trade negotiations, the energy deadlock between the U.S. and China remains unresolved, with tariffs still a major sticking point [9] - The U.S. Treasury Secretary's threats to impose secondary tariffs on Chinese purchases of Russian oil have backfired, accelerating the de-dollarization process in energy transactions [9][11] - China's control over 90% of global rare earth refining capacity poses a significant leverage point against U.S. military and tech industries, which are heavily dependent on these supplies [11][13]