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埃克森美孚(XOM.US):欧洲已成美LNG最重要市场 预计下一步重点将锁定长约
智通财经网· 2025-09-10 06:57
Core Viewpoint - ExxonMobil is expected to sign a long-term natural gas supply contract with the EU, aligning with the EU's commitment to purchase billions of dollars worth of U.S. energy products [1] Group 1: Contract and Commitment - The EU has pledged to purchase $750 billion worth of U.S. energy products by 2028 as part of a broader trade agreement with the U.S. [1] - ExxonMobil's LNG business senior vice president, Peter Clarke, stated that the expanding LNG infrastructure in Europe makes long-term supply commitments "logical" [1] Group 2: Market Dynamics - Europe is currently the most significant export market for U.S. LNG, with a focus on determining how to support long-term contracts [1] - According to Eurostat, the U.S. supplied 50% of the EU's LNG imports in 2024, along with 17% of oil and 35% of coal [1] Group 3: Growth Trends - Clarke noted a substantial year-on-year increase in Europe's LNG imports, with a growth rate of approximately 20%, and 55% of these imports coming from the U.S. [1]