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俄巴跨境大宗商品交易将落地 小麦、大米率先试点
Xin Lang Cai Jing· 2025-09-18 08:55
Core Viewpoint - The St. Petersburg International Commodity Exchange has signed a memorandum of understanding with Pakistan's KMAK Group to promote exchange trading following a meeting of the Russia-Pakistan Trade and Investment Working Group [1] Group 1: Trade Developments - Wheat has been identified as one of the first export commodities for Russia, while rice is set to be one of the first import commodities for Pakistan [1] - Other potential commodities for cross-border trading between Russia and Pakistan include energy, other agricultural products, mineral fertilizers, forest products, and primary metallurgical products [1] Group 2: Certification Process - KMAK Group is currently undergoing the qualification certification process with the St. Petersburg Exchange [1] - Upon successful certification, KMAK Group will be granted the status of "non-resident broker," allowing it to represent the interests of Pakistani enterprises in pilot exchange trading [1]
德媒:欧盟拒绝美国对中印征100%关税提议!
Sou Hu Cai Jing· 2025-09-17 08:24
Group 1 - The G7 finance ministers held an emergency video meeting where the US proposed imposing punitive tariffs of up to 100% on goods from China and India to pressure Russia, but the EU rejected this idea [1][3] - The EU is currently negotiating a free trade agreement with India, making the imposition of tariffs counterproductive to their interests [1][3] - The proposed 100% tariffs could lead to a doubling of prices for essential goods, significantly impacting the cost of living in Europe amid already high inflation [3][10] Group 2 - The EU's traditional approach to trade is to follow WTO rules and implement gradual measures, making the proposed drastic tariffs inconsistent with their usual practices [6][10] - There is a lack of consensus among EU member states regarding the imposition of tariffs, particularly from countries still reliant on Russian energy [6][10] - The EU is considering a new mechanism targeting individuals and entities that help Russia evade sanctions, which could be more flexible and focused than broad tariffs [8][10] Group 3 - The US aims to replace Russia as Europe's main energy supplier, increasing its LNG exports while pressuring Europe to buy American gas [3][11] - The EU's response to the US proposal reflects a pragmatic approach, prioritizing its economic stability and avoiding self-harm while still seeking to support Ukraine [10][11] - The EU is exploring targeted sanctions on the Russian oil export chain rather than broad tariffs, aiming for precision in their measures [10]
交易已清零,中方不肯掏钱买了!特朗普也无能为力,叫嚣要拉上27国对中国加税100%
Sou Hu Cai Jing· 2025-09-15 04:56
Core Viewpoint - The recent data indicates a significant decline in energy trade between China and the United States, with Chinese imports of U.S. energy products dropping to nearly zero, raising questions about the reasons behind China's sudden withdrawal from the U.S. energy market [1][3]. Group 1: Trade Dynamics - In July, China's imports of U.S. energy products, including liquefied natural gas (LNG), crude oil, and coal, hit a five-year low, totaling less than one ton, which is a stark contrast to previous volumes [1][3]. - This is not the first instance of China reducing U.S. energy imports; a similar situation occurred during the height of the trade war in 2019, but the current context shows a more permanent shift in energy trade dynamics [3][5]. - Since March, China has ceased purchasing U.S. LNG, and by June, crude oil orders from the U.S. also dropped to zero, with coal imports plummeting from millions of tons to less than one ton per month [3][5]. Group 2: Strategic Shifts - China is actively diversifying its energy supply sources, significantly increasing imports from Russia and Central Asia, while also engaging with suppliers from Saudi Arabia, Qatar, Australia, and Africa [5][7]. - The U.S. energy sector is facing a shrinking market share in China, as the latter has gained control over its energy security and is no longer reliant on U.S. imports [5][7]. - Despite attempts by the U.S. to impose sanctions and tariffs, China's energy procurement strategy remains unaffected, with U.S. energy companies struggling to find alternative markets to compensate for the loss of Chinese demand [5][7]. Group 3: Market Reactions - U.S. energy firms are experiencing significant challenges, with new LNG projects and crude oil export plans being delayed due to the absence of the Chinese market, which is described as an "unfillable gap" [5][7]. - The ongoing situation is expected to have long-term detrimental effects on the U.S. energy industry, as acknowledged by U.S. media and analysts [5][7]. - Internal divisions within the U.S. regarding energy sanctions against China are evident, with European countries hesitant to align with U.S. policies that could jeopardize their own energy needs [7].
交易清零!中方的态度很明确,特朗普这下也没办法,叫嚣要拉上27国对中国加税100%
Sou Hu Cai Jing· 2025-09-14 01:59
据报道,中国对美国能源的采购几乎归零。无论是原油、天然气,还是煤炭,中方的"清零"策略不再是 一个简单的贸易反应,而是一次深刻的战略调整,标志着中国能源供应的多元化已经成功超越了美国的 控制。就在此时,美国总统特朗普在多个公开场合发出了威胁:要求欧盟27国也要对中国施压,加税 100%! 如果说此前中美之间的贸易摩擦更多是围绕着消费品、技术产品、农产品等领域展开,那么如今的能 源"清零"意味着中国的供应链多元化战略已经全面打响。中国几乎完全停止了从美国进口液化天然气 (LNG),6月起没有再购买美国原油,而从年初开始,中国的煤炭进口量也从百万吨级骤降至几乎为 零。这不仅是中美之间贸易冲突的结果,更是中国在全球能源战略上的深远布局。 这一策略并非一时情绪所致,而是经过精密计算的战略举措。中国通过加速能源供应的多元化,不仅消 除了对美能源依赖的隐患,还将其自身的能源供应链从美国的掌控中解放出来。沙特、俄罗斯、卡塔 尔、澳大利亚等国成为了中国的主要能源供应国,而美国则被远远甩在了后头。 美国在中国市场的能源份额已经被俄罗斯等国家取而代之。中国不仅仅是全球最大能源消费国之一,它 在全球能源供需链中的位置愈发重要。在这 ...
交易已清零,中方不肯掏钱买了!特朗普毫无办法,叫嚣要拉上27国对中国加税100%
Sou Hu Cai Jing· 2025-09-13 03:34
据报道,最近全球能源市场变天了。中国对美国能源的进口量,居然直接掉到几乎为零。原油、液化天 然气、煤炭这些大宗商品,连"象征性"的采购都没了。外界惊呼,这不是短期波动,而是中美贸易战下 的"结构性脱敏"——中国主动把美国能源完全排除在外。面对这种局面,特朗普气急败坏,不但自己扬 言要对中国加征100%关税,还开始拉拢27个盟友国家一起对中国下狠手。 7月的海关统计一出来,多少人都傻了眼。中国对美国能源的采购,创下五年以来的新低。液化天然 气、原油和煤炭加起来,不足一吨。连"个位数"都快凑不齐了。现在直接归零,等于给美国能源出口商 当头一棒。 其实,这并不是第一次中国对美能源采购清零。2019年那次贸易战高峰期,也出现过零采购。可那时中 美还有缓和的余地,双方一签协议,数据立马反弹。如今不一样了。整个能源贸易格局,已经发生了质 的转变。 这轮"清零"背后,根本不只是情绪波动。各类权威数据显示,自3月起中国就没再买美国LNG,6月起美 国原油订单也归零。煤炭进口量从年初的百万吨级,直落到每月不到一吨。经济账、战略账都算得明明 白白。 分析机构都指出,这次中国是有备而来。不是一时冲动,而是战略决心。中国能源进口体系 ...
上合组织成员国元首理事会关于能源可持续发展的声明
Xin Hua Wang· 2025-09-02 04:02
Core Viewpoint - The Shanghai Cooperation Organization (SCO) member states emphasize the need for sustainable energy development and call for expanded cooperation in various areas to enhance energy security and promote fair energy transition [3][4]. Group 1: Practical Cooperation - Member states advocate for the implementation of joint projects in the energy sector, including the construction of new energy infrastructure and the upgrading of existing facilities, based on mutually beneficial conditions [3][4]. Group 2: Technological Innovation Cooperation - There is a push for the development and application of advanced energy technologies, with a focus on attracting research institutions from SCO member states to engage in studies related to energy resource exploration, development, trade, and project investment [4] . Group 3: Capacity Building - The member states emphasize the importance of strengthening cooperation in professional talent training, creating favorable conditions for the exchange of experiences, knowledge, best practices, and technological achievements in the energy sector [4].
135万吨降到1吨!中美谈了三次白谈,特朗普手里的牌反而越来越少
Sou Hu Cai Jing· 2025-09-01 07:43
Group 1 - Recent data shows that China's energy imports from the U.S. have nearly dropped to zero, with no liquefied natural gas imports since March and crude oil imports ceasing since June, while coal imports plummeted from 1.35 million tons in January to less than 1 ton per month after May [1] - The imposition of tariffs by the U.S. on Chinese goods in February led China to retaliate with tariffs on U.S. energy products, eliminating the price advantage of U.S. energy in the Chinese market [1][2] - The negotiations between the U.S. and China have not yielded any concessions from China on energy issues, as China prioritizes long-term energy security over short-term political gains sought by the U.S. [1] Group 2 - China has diversified its energy supply sources, purchasing crude oil from Russia and increasing domestic production, which has allowed it to maintain a strong position despite U.S. tariffs [1] - The U.S. is facing challenges in finding alternative buyers for its energy exports, as markets like Japan and South Korea are stable but have limited growth, while Southeast Asian countries are primarily coal users and price-sensitive [2] - The current state of U.S.-China energy trade is likely to persist unless tariffs are completely lifted, which poses a dilemma for the U.S. administration as it would undermine their negotiating position [2]
美国彻底被印度逼疯,输得很彻底,没想到这些国家真成大赢家
Sou Hu Cai Jing· 2025-08-30 05:33
Core Viewpoint - India has adopted an unprecedented tough stance against the U.S., particularly regarding tariff disputes, emphasizing that it will not compromise its national interests for trade negotiations [1][2]. Group 1: U.S.-India Trade Relations - India's External Affairs Minister, S. Jaishankar, stated that if the U.S. has issues with India's oil purchases, they should simply refrain from buying, indicating a firm stance against U.S. tariffs [1]. - The U.S. imposed a 25% tariff on Indian exports starting August 27, 2025, leading to an overall tax burden of 50% on Indian goods, justified by claims that India profits from processing Russian oil [1][2]. - India criticized the U.S. for its double standards, pointing out that the U.S. initially encouraged Indian imports of Russian oil to stabilize global energy markets [1][2]. Group 2: Domestic Economic Adjustments - In response to external pressures, the Indian government has made several domestic economic policy adjustments, including reducing the types of goods and services tax and providing support for export industries like textiles and jewelry [2]. - The "Make in India 2025" initiative is being accelerated to encourage multinational companies to set up manufacturing in India, increasing local production rates and reducing dependency on external supply chains [2]. Group 3: Trade Diversification Efforts - India is actively seeking to diversify its trade relationships, reducing reliance on single markets by deepening energy cooperation with Russia and promoting the internationalization of the rupee [4]. - India is negotiating free trade agreements with the EU and working to lower tariff barriers with ASEAN countries, while also exploring markets in Africa and Latin America [4]. Group 4: Impact of U.S. Tariffs - The U.S. tariffs have led to some foreign capital withdrawal from the Indian stock market and challenges for certain manufacturing sectors, yet India remains resolute in its stance against the U.S. [6]. - The U.S. tariff strategy may inadvertently increase domestic production and living costs in the U.S., potentially leading to inflationary pressures that affect American consumers and businesses [8]. Group 5: Geopolitical Implications - The U.S. strategy in the Indo-Pacific region is being undermined as India shifts from a cooperative to a confrontational stance, impacting U.S. regional influence [8]. - China's position may be strengthened as it capitalizes on the situation, reinforcing its economic ties through initiatives like the Belt and Road [8].
中国从美国能源进口几乎归零
3 6 Ke· 2025-08-27 04:13
Core Viewpoint - China's energy imports from the United States have nearly reached zero, indicating a long-term trend of "de-Americanization" in energy sourcing, which may impact international market dynamics and pricing in the future [1][2][6] Group 1: Energy Import Data - In July, China imported less than 1 ton of crude oil, liquefied natural gas (LNG), and coal from the U.S., marking the lowest level since December 2019 [1] - Since March, LNG imports from the U.S. have been zero, and crude oil imports have also been zero since June [1] - Coal imports from the U.S. dropped significantly from approximately 1.35 million tons per month to less than 1 ton after May [1] Group 2: Trade Relations and Tariffs - The ongoing stalemate in U.S.-China trade negotiations has contributed to the sustained "de-Americanization" trend, with tariffs on Chinese goods being extended [2][4] - China's retaliatory tariffs on U.S. LNG, coal, and crude oil remain unchanged due to the "fentanyl tariffs" imposed by the U.S. [4] Group 3: Alternative Energy Sources - China's domestic natural gas production increased to 21.6 billion cubic meters in July, a year-on-year growth of 7.6%, while pipeline imports from Russia and Central Asia rose by 4.8% [5] - The import of Russian crude oil increased by 16.8% year-on-year in July, driven by the lower prices of Russian oil due to Western sanctions [5] Group 4: Market Implications - China's shift away from high-priced LNG has contributed to a decrease in LNG prices in Asia, with October futures hovering around $11 per million BTU, down approximately 20% from late June [6] - Long-term price pressures may arise due to delayed investment decisions in new U.S. LNG projects, potentially affecting future supply post-2033 [6]
中国从美国能源进口几乎归零
日经中文网· 2025-08-27 03:20
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].