Group 1 - The core viewpoint is that the energy trade between China and the U.S. has experienced a dramatic decline, with imports dropping from millions of tons to less than one ton per month, highlighting a deep crisis in the U.S. energy industry [3][7]. - In July, China's energy imports from the U.S. fell below one ton, marking the lowest level since 2018, with a significant drop in liquefied natural gas purchases starting in March and a complete halt in crude oil orders by June [7][11]. - The U.S. energy sector is facing a chain crisis as China diversifies its energy supply sources, taking advantage of discounted Russian energy and establishing stable partnerships with countries like Saudi Arabia and Qatar [11][13]. Group 2 - The Trump administration has resorted to imposing tariffs, threatening to raise tariffs on all Chinese goods by 100% and considering a 200% tariff if China restricts rare earth exports, while attempting to form a tariff alliance with the EU [15][17]. - Internal divisions within the EU regarding the implementation of U.S. tariffs on China are evident, with countries like Hungary and Poland opposing the move, and Germany and France expressing concerns over their economic dependencies on the Chinese market [15][17]. - The assessment indicates that if the EU follows the U.S. in imposing tariffs, it could lead to devastating impacts on key sectors such as the automotive and aviation industries in Germany and France, reinforcing the impracticality of decoupling from China [17].
交易已清零,中方不肯买了!特朗普叫嚣,要拉27国对华加税100%!
Sou Hu Cai Jing·2025-09-17 09:02