美国终于低头？美财长表态可取消对华关税，但前提条件苛刻

Core Viewpoint - The U.S. Treasury Secretary's recent comments suggest a potential shift in U.S. policy regarding tariffs on Russian oil imports from China, contingent on European actions, indicating a complex geopolitical strategy at play [2][4][9]. Group 1: U.S. Strategy and Conditions - The U.S. is considering not imposing high tariffs on Chinese imports of Russian oil, but only if European countries take action first, which places pressure on Europe [2][4]. - The U.S. has already imposed a 25% tariff on Indian goods and is seeking to coordinate with Europe on tariffs against China, reflecting a continuation of the "America First" policy [4][5]. - The U.S. strategy appears to be one of leveraging European allies to share the burden of economic sanctions against Russia while avoiding direct repercussions on the U.S. economy [5][9]. Group 2: European Dilemma - Europe faces a challenging situation where imposing tariffs on China could harm its own economy due to high trade dependency, yet failing to comply with U.S. demands risks exclusion from the Western alliance [5][15]. - Key European leaders express concerns that tariffs could severely impact their industries, particularly the automotive sector, highlighting the internal divisions within the EU regarding U.S. directives [15][16]. - The EU's decision-making process is complicated by the need for unanimous agreement among member states, which is difficult given differing national interests [16]. Group 3: China's Response - China has responded to U.S. tariffs by emphasizing principles of mutual benefit and opposing the politicization of trade issues, showcasing a mature diplomatic stance [11][12]. - The Chinese government has indicated that its imports of Russian oil are based on market demand and are a matter of national sovereignty, rejecting U.S. pressure as overreach [11][12]. - China's diplomatic strategy aims to maintain open channels for cooperation while firmly standing by its principles, indicating a long-term view in negotiations [13][18]. Group 4: Global Market Implications - The ongoing situation reveals significant fractures within the Western alliance, as countries like India and China resist being drawn into U.S.-led sanctions against Russia [16][18]. - The potential for a tariff standoff could lead to increased volatility in global energy markets, as evidenced by recent fluctuations in Russian oil prices [15][16]. - The upcoming tariff negotiations in November are seen as a critical juncture that could either ease tensions or exacerbate trade conflicts, with the U.S. strategy facing challenges from domestic economic pressures [16][18].