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特朗普服软了?全球石油行业巨变,俄罗斯石油出口管制减弱?
Sou Hu Cai Jing· 2025-11-09 09:59
Core Viewpoint - The meeting at the White House on November 7 highlighted the complex geopolitical dynamics surrounding Hungary's energy dependence on Russia, with Trump suggesting a potential exemption for Hungary to continue purchasing Russian oil, which could undermine the collective sanctions imposed by the US and EU against Russia [1][16]. Group 1: Hungary's Energy Dependency - Hungary is heavily reliant on Russian energy, with 74% of its natural gas and 86% of its oil sourced from Russia, making it one of the EU's most dependent countries on Russian energy [3][4]. - The lack of a seaport severely limits Hungary's ability to import alternative energy sources, as its industrial infrastructure is designed to process Russian crude oil, making a switch to other sources technically challenging and costly [3][4]. Group 2: Geopolitical Implications - The recent sanctions imposed by the US and EU on Russian oil and liquefied natural gas have led to a spike in international oil prices, which has not significantly harmed Russia but has put pressure on European allies like Hungary [4][11]. - Trump's comments suggest that Hungary's situation is not unique, with other landlocked countries like Slovakia facing similar dilemmas regarding energy supply and reliance on Russian resources [4][11]. Group 3: Strategic Calculations - Trump's willingness to consider an exemption for Hungary appears to be a strategic move to maintain alliances and pressure other European nations to align with US policies regarding Russian energy [6][7]. - Hungary's energy crisis has prompted it to develop infrastructure that could position it as a key player in the Central European energy market, potentially replacing Austria as a distribution hub for natural gas [7][14]. Group 4: Future Considerations - The exemption for Hungary is not guaranteed, as it may come with conditions, such as purchasing $6 billion worth of US liquefied natural gas, indicating a transactional nature to the arrangement [8][12]. - The potential for other countries to seek similar exemptions could create further fractures in the EU's collective sanctions strategy against Russia, undermining the intended pressure on the Kremlin [12][13].