中国从美国能源进口几乎归零

Core Viewpoint - China has significantly reduced its imports of major energy resources from the United States, indicating a long-term trend towards "de-Americanization" in energy procurement, which may impact international market dynamics and pricing [2][4][5]. Group 1: Energy Import Data - In July, China's imports of crude oil, liquefied natural gas (LNG), and coal from the U.S. totaled less than 1 ton, marking the lowest level since December 2019 [2][4]. - Since March, LNG imports from the U.S. have been zero, and crude oil imports have also ceased since June [4]. - Coal imports from the U.S. dropped from approximately 1.35 million tons per month to less than 1 ton after May [4]. Group 2: Reasons for "De-Americanization" - The current stalemate in U.S.-China trade negotiations is a primary reason for the ongoing reduction in energy imports from the U.S. [5]. - China's focus on energy security has intensified due to rising fuel prices following the Russia-Ukraine conflict, prompting a diversification of energy procurement sources [7]. Group 3: Impact on Energy Prices - China's shift away from U.S. energy resources has contributed to downward pressure on international LNG prices, which have decreased by about 20% from their June highs [8]. - However, there are concerns that long-term supply issues may arise due to delayed investment decisions in new U.S. LNG projects, potentially leading to upward price pressures in the future [8][9].