Core Viewpoint - The recent data indicates a significant decline in energy trade between China and the United States, with Chinese imports of U.S. energy products dropping to nearly zero, raising questions about the reasons behind China's sudden withdrawal from the U.S. energy market [1][3]. Group 1: Trade Dynamics - In July, China's imports of U.S. energy products, including liquefied natural gas (LNG), crude oil, and coal, hit a five-year low, totaling less than one ton, which is a stark contrast to previous volumes [1][3]. - This is not the first instance of China reducing U.S. energy imports; a similar situation occurred during the height of the trade war in 2019, but the current context shows a more permanent shift in energy trade dynamics [3][5]. - Since March, China has ceased purchasing U.S. LNG, and by June, crude oil orders from the U.S. also dropped to zero, with coal imports plummeting from millions of tons to less than one ton per month [3][5]. Group 2: Strategic Shifts - China is actively diversifying its energy supply sources, significantly increasing imports from Russia and Central Asia, while also engaging with suppliers from Saudi Arabia, Qatar, Australia, and Africa [5][7]. - The U.S. energy sector is facing a shrinking market share in China, as the latter has gained control over its energy security and is no longer reliant on U.S. imports [5][7]. - Despite attempts by the U.S. to impose sanctions and tariffs, China's energy procurement strategy remains unaffected, with U.S. energy companies struggling to find alternative markets to compensate for the loss of Chinese demand [5][7]. Group 3: Market Reactions - U.S. energy firms are experiencing significant challenges, with new LNG projects and crude oil export plans being delayed due to the absence of the Chinese market, which is described as an "unfillable gap" [5][7]. - The ongoing situation is expected to have long-term detrimental effects on the U.S. energy industry, as acknowledged by U.S. media and analysts [5][7]. - Internal divisions within the U.S. regarding energy sanctions against China are evident, with European countries hesitant to align with U.S. policies that could jeopardize their own energy needs [7].
交易已清零,中方不肯掏钱买了!特朗普也无能为力,叫嚣要拉上27国对中国加税100%
Sou Hu Cai Jing·2025-09-15 04:56