Core Viewpoint - The meeting between the Chinese and U.S. leaders in Busan highlighted the importance of energy cooperation, which was unexpected by many observers, indicating significant potential for collaboration in the energy sector between the two largest economies in the world [1]. Energy Trade - The U.S. and China have formed a structurally complementary relationship in oil and gas trade, with China importing 963.97 thousand tons of crude oil from the U.S. in 2024, accounting for 1.74% of its total imports, and 415.84 thousand tons of liquefied natural gas, making up 5.43% [3][4]. - The U.S. is the world's largest oil and gas producer, with natural gas production and LNG exports representing approximately 26.6% and 17.3% of global totals, respectively [5]. - China's energy resources are characterized by a lack of oil and gas, necessitating significant imports from abroad [6]. - The trade structure shows that while the U.S. has a trade deficit, deepening oil and gas trade cooperation could diversify China's import channels and reduce costs while helping the U.S. expand exports and create jobs [7]. New Energy Cooperation - In the new energy sector, the interdependence between the U.S. and China is profound, with China being the largest manufacturer of clean energy equipment, producing over 80% of global solar and wind energy components [9]. - Several commercial orders and cooperation projects have emerged this year, including significant shipments of energy storage systems and equipment to the U.S. from Chinese companies [10][11]. Opportunities and Challenges - The meeting has created new opportunities for energy cooperation, including the potential for restarting policy communication mechanisms that could reduce policy misjudgments and provide certainty for corporate collaboration [15]. - Both countries have strong complementary advantages in energy technology and supply chains, which could lead to mutual benefits through localized manufacturing and technological cooperation [16]. - However, challenges remain, particularly due to the uncertainty of U.S. domestic policies, which could disrupt the stability of cooperation [16].

两说 Business Insights 《波》 美国第12任能源部部ł 1997年诺贝尔物理学奖获得者 10\29 22:30 11\01 22:00 从实验室到白宫，从原子捕捉到能源革命，第12任美国能源部部长、1997年诺贝尔物理学奖得 主朱棣文深度对话中国著名经济学家姚洋。他如何通过"意外发现"获得诺贝尔奖？又为何毅然加入 奥巴马政府，成为美国首位担任内阁部长的华裔科学家？从能源转型到中美关系，他如何看待人类 共同的气候变化挑战？本期对话，让我们共同倾听跨界大师朱棣文畅谈教育、创新、中美能源合作 与气候变化的挑战。 更多精彩内容，敬请关注10月29日周三晚22:30 东方卫视 《两说》节目， 第一财经 11月1日周六晚22:00 播出。 姚洋 著名经济学家 上海财经大学滴水湖高级金融学院院长 东方卫视首播 第一财经播出 ...