据智通财经报道，据大宗商品咨询机构金联创消息，自今年2月中国对美国液化天然气(LNG)征收15%的反制性关税以来，中国已近两个半月没有进口美 国LNG。海关总署数据显示，今年2月中国自美国进口LNG为6.57万吨，环比1月的19.42万吨减少12.85万吨，同比去年的6.95万吨相对持平。今年3月，中 国自美国进口LNG为0，去年同期为41.25万吨。据金联创船期数据，4月美国LNG到货量也为0。 美国总统特朗普（资料图） 此前，据路透社19日报道，世界贸易组织（WTO）的文件显示，美国代表团已通知中国和加拿大，准备与两国将美国新关税措施诉诸WTO争端解决机制 展开磋商。然而，美国一方面准备在WTO框架下与中加两国展开磋商，另一方面仍在不遗余力破坏全球经贸秩序，企图将出口管制纳入贸易协定，以遏 制中国科技产业发展，同时预告将在下月初对各国施加"对等关税"。这种策略表面上看似关税协商，实质上可能仍然是一种贸易施压手段。 中国新能源电力投融资联盟秘书长彭澎此前接受《中国能源报》采访时表示，我国天然气的供应渠道多元，并不单一依赖于美国。中国正致力于提高国内 天然气的产量，以强化能源安全保障。国家统计局数据显示，今年 ...

Group 1 - Golar's Q1 2025 results will be released before NASDAQ opens on May 27, 2025, due to a scheduled official State visit to the GTA Hub in Mauritania and Senegal [1] - A webcast presentation will take place at 1:00 P.M (London Time) on the same day, and it will be available for download from the Investor Relations section of the company's website [1] - Participants are encouraged to join the conference call via the live webcast link, with a recommendation to connect 10 minutes prior to the call start [1] Group 2 - For the teleconference, participants must register to obtain dial-in and passcode details, which helps eliminate wait times [3] - Participants can join the call by dialing in with provided numbers and their unique PIN or by using the "Call me" option for instant connection [3] - Presentation materials can be downloaded from the company's website to view while listening to the conference [4] Group 3 - A replay of the event audio will be available for a limited time on the company's website for those unable to listen live [4] - The information is subject to disclosure requirements under the Norwegian Securities Trading Act [4]

Group 1 - Japan is facing a challenging task of balancing economic and security interests while negotiating tariffs with the Trump administration [1] - In April, Trump imposed a 24% tariff on most goods produced in Japan, which was later reduced to 10% for a 90-day period [1] - The manufacturing output in Japan has declined by 1.1% due to the tariffs imposed on imports of automobiles, steel, and aluminum [1] Group 2 - Japan is being pressured to invest in U.S. liquefied natural gas (LNG) projects, including the $44 billion Alaska LNG project, which has faced delays for 60 years [1][2] - The development cost of the Alaska LNG project is expected to be twice that of traditional LNG projects, raising concerns about its economic feasibility among potential buyers [2] - Investing in high-cost LNG contracts could compromise Japan's energy independence and hinder investments in cheaper, more reliable renewable energy sources [2] Group 3 - The construction of new LNG projects, including the Alaska project, is incompatible with global climate goals, with emissions equivalent to 949 years of current carbon emissions from Alaska [2] - Local communities near LNG projects face severe health impacts, including increased rates of cancer and respiratory diseases, due to investments made by Japanese government and corporate investors [2]

Stabilis Solutions (SLNG) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Andy Puhala - SVP, CFO & SecretaryCasey Crenshaw - Executive Chairman, Interim President & CEOMarty W. Malloy - Director of Research Conference Call Participants Tate Sullivan - Senior Research Analyst Operator Welcome to the Stabilis Solutions First Quarter twenty twenty five Earnings Conference Call. At this time, all participants have been placed in a listen only mode and the floor will be opened for your questi ...

Financial Data and Key Metrics Changes - In Q1 2025, the company reported adjusted EBITDA of $100 million, an increase of $9 million or approximately 10% compared to the previous quarter [19] - Adjusted net income for the first quarter was $56 million, a sequential increase of $10 million or up 20% compared to Q4 2024 [19] - Total debt, including finance leases, was $677 million, with cash and cash equivalents of $619 million as of March 31 [20] Business Line Data and Key Metrics Changes - The strong financial results were primarily driven by the core regasification infrastructure business, supported by a high-quality take-or-pay customer contract portfolio, which represents over 90% of the estimated full-year adjusted EBITDA [10][19] - Operational reliability remained above 99.9%, exceeding all primary safety targets [11][12] Market Data and Key Metrics Changes - The company is expanding its LNG terminal presence in key natural gas markets globally, with ongoing discussions regarding the deployment of the new FSRU under construction [6][13] - The acquisition of the integrated LNG infrastructure and power platform in Jamaica is expected to enhance long-term contract revenue and margins while diversifying geographic exposure [15][16] Company Strategy and Development Direction - The company is focused on optimizing and expanding its fleet asset strategy, with the construction of Hull 3407 on track for delivery in mid-2026 [13] - The acquisition in Jamaica is a significant step in the execution of the downstream growth strategy, expected to be immediately accretive to EPS and enhance operating cash flow [15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position and the opportunities ahead, emphasizing the resilience of the business model amid macroeconomic uncertainties [18][75] - The company is seeing increased interest in LNG imports from countries looking to balance trade deficits, indicating a favorable environment for growth [70][71] Other Important Information - The company completed an equity offering of 8 million shares at $26.5 per share, raising $212 million, and closed an $800 million offering of senior unsecured notes [22] - The adjusted EBITDA guidance for 2025 has been increased to a range of $345 million to $365 million, excluding any incremental EBITDA from the Jamaica acquisition [23] Q&A Session Summary Question: What are the remaining steps to close the Jamaica transaction? - Management indicated that they are well into the closing process, with routine deliverables and consents expected to be completed without major impediments [29] Question: What are the growth opportunities for the Jamaica assets? - Management highlighted lower hanging opportunities for growth and incremental gas and LNG sales post-acquisition, leveraging Jamaica's geographical location as a hub [30][32] Question: Update on Hull 3407 and market dynamics? - Management noted serious discussions regarding Hull 3407, emphasizing its best-in-class features and the interest from various counterparties [34][35] Question: How does U.S. international diplomacy impact growth opportunities? - Management stated that the company is largely tariff-proof and sees increasing demand for LNG imports from countries needing to rebalance trade deficits [68][70] Question: Updates on LNG vessel conversion plans? - Management confirmed ongoing discussions and engineering advancements for LNG vessel conversions, with plans to acquire an asset this year [80][81]

贸易格局之变 在全球经济一体化的浪潮中，国际贸易格局始终处于动态变化之中。中美两国作为世界两大经济体，双 边贸易关系长期备受瞩目。曾经，美国商品凭借其技术、品牌等优势，在中国进口市场占据着重要地 位。然而，近年来，一个显著的变化悄然发生——中国进口的美国商品正逐渐被其他国家的商品所替 代。 二、集成供应链视角下的原因探究 （一）成本与关税因素 在集成供应链中，成本是影响采购决策的核心要素之一，而关税则是成本的重要变量。以大豆贸易为 例，巴西大豆能够大规模替代美国大豆，成本与关税因素起到了决定性作用。从生产成本看，巴西的土 地资源丰富，农业规模化、机械化程度不断提高，使得大豆种植成本相对较低。美国农业部数据显示， 巴西大豆的种植成本比美国低15%左右，这使得巴西大豆在国际市场上具备天然的价格优势。 关税政策的影响更为显著。中美贸易摩擦期间，中国对美国大豆加征27.5%的惩罚性关税，这一举措直 接抬高了美国大豆进入中国市场的门槛。原本价格相差不大的两国大豆，在关税的作用下，价格差距被 进一步拉大。而巴西与中国保持着良好的贸易关系，巴西大豆出口到中国享受零关税待遇。这使得中国 企业在采购大豆时，从成本效益角度出发， ...

众所周知，特朗普十分"爱美元"，甚至威胁如果哪个国家敢"去美元化"，就提高关税，在大方向层面这 属于提振美元资产价值。 例如，美国从未建造过由多个部件组成的不锈钢化学品船，用于运输不同的化学品。自20世纪80年代中 期以来，集装箱船的尺寸已远远超过3600标准箱的运力，而美国目前还没有建造能够运载超过3600标准 箱的集装箱船的计划。 如果硬搞，美国内部认为要让美国汽车业恢复昔日的辉煌，需要10至20年的时间，才能获得必要的劳动 力、现代车队技术和专业知识，并承诺提供税收激励(或补贴)，以保持销售成本在全球的竞争力。 与此同时，他还特备喜欢关税，认为国与国之间的利益主要是关税，为此他的货币政策重点在于让非货 币升值，加大美国出口。 市场不禁会问：那美元该贬值还是该升值呢? 事实上，在对外策略上，特朗普的经济策略矛盾点不仅这个-特朗普发动关税战，尤其是针对中国的， 致使货物进口大降，货架商品奇缺，这在未来最大的隐患是通胀再燃。 但他也签署了另一个法案，基本上和中国船有关的货只要停靠美国，就要收费，而且是阶梯型的，这个 问题如果长期执行，势必会极大影响美国出口，那么自己的货只能自己吃，这又在催生通缩。 这么看来， ...

智通财经5月1日电，卡塔尔能源正与日本液化天然气进口商就大型长期供应协议进行洽谈。 ...

据彭博社报道，今年3月，中国从加拿大进口730万桶原油创纪录。这一动作背后，是中美贸易博弈下能 源格局的剧烈震荡，也让特朗普坐不住了。 液化天然气（资料图） 可加拿大在拿到中国订单后，态度却让人捉摸不透。加拿大一边靠着中国的订单发展经济，另一边却在 政治上向美国靠拢。加拿大总理卡尼在竞选辩论中宣称中国是"加拿大最大的安全威胁"，还指责中国在 俄乌冲突中"与俄罗斯结盟"。加拿大财政部也宣布对满足特定条件的美国商品免征关税，想借此恢复本 土制造业活力。这种又想赚钱又要抹黑的做法，显然是自相矛盾。 中国和阿联酋的合作也在同步推进。中国和阿联酋签了为期15年、总金额预计达7000亿元人民币的液化 天然气协议，每年运输100万吨液化天然气，而且部分采用人民币结算。这不仅是中阿建交以来最大规 模的能源合作，更是对美元霸权的挑战，推动人民币国际化迈出一大步。同时，中阿合作还带来技术溢 出效应，助力中国能源产业绿色转型。 中美关税战升级，能源贸易首当其冲。特朗普政府对中国加征125%的额外关税，想借此压制中国能源 需求。但中国迅速做出反应，大幅削减从美国的原油和液化天然气进口。数据显示，中国从美国进口的 液化天然气直接降至零 ...

多名分析师表示LNG生产商难以按照USTR的标准运输商品。"标普全球"网站称，他们指出的理由是， 与海外造船厂相比，美国造船成本更高，还有其他因素。哥伦比亚大学全球能源政策中心研究员约瑟夫 表示，美国想要在近几年建造一艘LNG运输船是"痴人说梦"，船厂没有建造LNG运输船的经验和技术。 (环球时报) ...