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中国在收紧稀土出口之后,又对浓缩铀出手了,这下欧美核电行业彻底坐不住了!
Sou Hu Cai Jing· 2025-10-09 13:18
四月份咱们宣布管制七类中重稀土,全球产业链都震了一下,没想到五月浓缩铀出口也大幅缩减。数据摆在眼前:卖给美国的浓缩铀从去年同期的33.8万吨 猛降到12.4万公斤,跌了六成多;交易额也从接近1.2亿美元缩水到只剩37%。 反应堆对燃料纯度要求极高,不是随便找替代就能解决的。美国军工也难受,核潜艇、航母用的高纯度铀燃料也跟着受影响。五角大楼内部报告显示,超千 种军事装备依赖中国稀土和铀材料。虽然美国能源部紧急拨了27亿美元打算建新厂,但有专家预估,从立项到投产至少要三年。 这边美国还在纠结标准跟生产线,中国"国铀一号"项目七月已在内蒙古投产,年产量上千吨,用地浸技术实现绿色高效生产。我国核电装机容量还在持续增 长,在建机组19台,规模超过2100万千瓦。一边是自家供给稳健上升,一边是对外供应收紧,全球能源博弈的棋局正在悄然改变。 浓缩铀是核电站的"口粮",但天然铀要经过提纯才能用。目前全球能大规模生产的国家没几个,美国自己的铀浓缩厂早就荒废,欧洲产能也跟不上,只有中 国近年产能持续爬升。美国核电有两成多电力靠核能,其中近三分之一浓缩铀靠中国供应。现在俄罗斯那边断了货,中国再一减量,美国核电站燃料供应立 马吃紧。 ...
中方获“唯一特赦”,把印度拿不下的“打折货”,一股脑都买了
Sou Hu Cai Jing· 2025-08-20 12:21
Core Insights - The global oil market is undergoing significant changes, with China emerging as the only major buyer exempt from secondary tariffs on Russian oil, leading to a surge in low-priced Russian oil flowing to China [1][5][25] - The geopolitical landscape is shifting, with the U.S., India, and Russia's interests intertwining, indicating a new international trade order [1][5] Group 1: Oil Trade Dynamics - In Q1 2025, Russian oil exports to China via pipelines surged by 43% year-on-year, reaching an average of 750,000 barrels per day [3][19] - Following the U.S. implementation of secondary tariffs on Russian oil, India faced a significant increase in tariffs, leading to a drastic reduction in its Russian oil imports from 1.18 million barrels per day to less than 400,000 barrels per day [5][7] - China's daily imports of Urals crude oil from Russia approached 75,000 barrels in August, nearly double the amount earlier in the year, with several coastal refineries placing new orders [7][19] Group 2: Market Reactions and Implications - The price differential between Urals crude and Brent crude has widened, with the cost of Urals crude imported by China being over 15% lower than Brent prices [9][19] - Chinese refineries are rapidly expanding their profit margins and capturing market share in South Asia, the Middle East, and Europe due to the low prices of Russian oil [9][21] - The U.S. is cautious about imposing tariffs on China due to the deep economic interdependence between the two nations, which complicates the potential impact of sanctions [11][17] Group 3: Geopolitical Considerations - The U.S. secondary tariffs on India are seen as a warning against India's strategic autonomy in the global energy landscape, while the U.S. maintains a more restrained approach towards China [11][15] - The European Union has expressed concerns over potential reductions in Chinese refined oil exports, fearing a rise in energy prices [15][25] - The ongoing geopolitical tensions and energy market dynamics are reshaping global supply chains and trade patterns, with China gaining significant influence [21][25] Group 4: Future Outlook - China's oil imports are projected to reach a historical high of over 600 million tons in 2025, while India is diversifying its energy sources to reduce reliance on Russian oil [19][25] - The global energy market is entering a new phase of multi-dimensional competition, with any actions taken by major players likely to trigger chain reactions [15][25] - The evolving energy landscape reflects a balance of power shift, with China leveraging its position to reshape global energy pricing and supply chains [21][25]
中国顶住美国压力,普京万没料到,莫迪跪得这么快,俄石油被放弃
Sou Hu Cai Jing· 2025-08-04 04:17
Core Insights - A significant shift in global energy dynamics is occurring, primarily influenced by the complex interplay between the U.S., Russia, and India, with India's abrupt change in stance on Russian oil imports drawing global attention [1][3][6] Group 1: U.S. Influence - U.S. President Trump's declaration that India has ceased importing Russian oil has sent shockwaves through the global market, highlighting the unexpected nature of India's pivot [3] - The U.S. has adopted a hardline approach, threatening secondary sanctions on countries engaging in energy trade with Russia, effectively using trade as a diplomatic tool [3][9] - The U.S. strategy aims to undermine Russia's economic stability while enhancing its own influence in the global energy market [9][11] Group 2: India's Position - India's response to the situation has been cautious and ambiguous, with official statements indicating adjustments based on market conditions without outright denying the reduction in Russian oil imports [4][6] - Major Indian state-owned oil companies have reportedly reduced or halted imports from Russia, influenced by escalating U.S. tariff threats and diminishing discounts on Russian oil [4][6] - This shift is seen as a strategic decision rather than a mere market reaction, reflecting India's balancing act between economic interests and geopolitical pressures [6][9] Group 3: Russia's Reaction - Russia is taken aback by India's sudden change, especially given India's previous role as a key buyer amidst Western sanctions [6][9] - The loss of India as a significant oil buyer could severely impact Russia's energy strategy and its efforts to establish a "de-Westernized" energy network [9][11] - The situation poses a potential domino effect in the global energy market, as other nations may reconsider their energy ties with Russia due to the risk of sanctions [9][12] Group 4: China's Stability - In contrast to India's indecision, China has maintained a stable energy partnership with Russia, demonstrating its strategic autonomy in energy security [7][11] - China's unwavering cooperation with Russia amidst U.S. pressures provides a counterbalance to the shifting dynamics involving India [7][11] Group 5: Future Implications - The ongoing energy turmoil is not just an economic issue but also a matter of global power rebalancing, with oil becoming a diplomatic leverage point [12] - The future trajectory of energy procurement by India, the implementation of U.S. sanctions, and China's evolving role will be critical factors in shaping the outcome of this geopolitical contest [11][12]