欧盟7500亿采购承诺形同虚设：对美能源进口不增反减！

Core Insights - Despite the EU's commitment to purchase $750 billion worth of U.S. energy over the next three years, its spending on U.S. oil and gas has decreased by 7% over the past four months [1][2]. Group 1: Trade Agreement and Spending - Since the trade agreement with the U.S. in August, the EU has increased its imports of U.S. liquefied natural gas (LNG), but overall spending has decreased due to falling oil and gas prices compared to the previous year [2]. - Kpler estimates that from September to December, the total value of U.S. LNG and crude oil imported by the EU was $29.6 billion [3]. - The non-binding trade agreement has had little effect on increasing EU purchases of U.S. energy products, according to Kpler's senior director [4]. Group 2: Economic Viability and Future Projections - The EU's annual energy imports from the U.S. amount to $73.7 billion, which is significantly less than the average annual target of $250 billion set by the agreement for 2026-2028 [5]. - Even if the EU were to replace all Russian gas with U.S. LNG, the average annual import value over the next three years would only be about $29 billion, which is just 23% of the agreement's requirement [8]. - To meet the trade targets by 2028, natural gas prices would need to rise to $37.3 per million British thermal units, a fourfold increase from current levels, which contradicts market expectations [8]. Group 3: Infrastructure and Capacity Challenges - Both the EU and the U.S. lack sufficient import and export infrastructure to significantly expand energy trade [10]. - To fulfill the trade agreement, the EU's import capacity would need to increase by over 50%, while U.S. export capacity would need to more than double [11]. - The agreement appears to lack economic rationale and may serve as a temporary measure for the EU to delay confrontation with the U.S. while strengthening defenses against Russia [11]. Group 4: Current Trends and Future Contracts - The EU has already procured approximately €200 billion ($236 billion) worth of U.S. energy products in the first 11 months of 2025, with an increase in oil and gas imports, particularly U.S. LNG [12]. - At least nine new long-term contracts for LNG have been signed by EU buyers with the U.S. this year, although it remains unclear how much of this future procurement is included in the total data reported [12].