据环球网报道，虎标万金油是运动员和关节炎患者常用的薄荷油软膏，在美国市场，该产品只有一家美国分销商和一家中国工厂，这使得 它尤其容易遭受中美关税对峙的影响。在美国，一瓶约18克虎标万金油的售价通常为8美元左右。但随着美国政府将对华关税提高到 145%，这种软膏的零售价格可能很快就会上涨。该分销商负责人说，面向美国市场的虎标万金油由一家中国工厂生产，按照目前的关税， 预计今年这款产品的关税成本将高达300万美元至500万美元。 当你走进如今的美国超市后，你会发现货架上那些"中国制造"的商品已被美国人一扫而空，来晚的美国人望着空空如也的货架只能捶胸顿 足，失望地离开。在纽约的一家大超市里，从中国来的毛巾、塑料盒以及玩具，一下子变成了大受欢迎的"宝贝"，在沃尔玛超市的结账 处，队伍从收银台一直排到停车场，空气中弥漫着紧张和不安。从洛杉矶到波士顿，抢购狂潮如同病毒一样蔓延，美国人民用手推车来表 示自己对特朗普政策的回应。 前不久，外交部长王毅应约同英国外交大臣拉米通电话。美国以关税为武器对各国进行无差别攻击，公然违反世贸组织规则，损害各国正 当权益。这种将国与国交往倒退回丛林法则的作法是开历史倒车，不得人心，不可持续 ...

澳大利亚能源公司Woodside围绕美国路易斯安那州175亿美元规模的液化天然气（LNG）开发项目做最 终投资决定（FID）。 ...

API担心，未来美国政府可能采取进一步措施，使用类似的贸易手段来暂停出口许可证。该组织在信中 警告称，这些规则只会损害美国生产商在液化天然气行业的主导地位，并且不利于美国"巩固全球能源 超级大国地位"的战略。 中国船舶集团旗下沪东中华建造的液化天然气船"传奇太阳"号视觉中国 API负责企业政策的副总裁亚伦·帕迪利亚（Aaron Padilla）告诉《金融时报》，API理解提振美国造船业 的重要性，但对特朗普政府的规定感到担忧。帕迪利亚说："我们会继续与美国贸易代表办公室和能源 部合作，支持使消费者受益并促进美国能源主导地位的可行且持久的政策。" 美国液化天然气行业还要求特朗普政府免除汽油、液化石油气等原油及成品油产品的海运关税，他们认 为，此类费用将破坏供应链并打击行业竞争力。 【文/观察者网 陈思佳】美国贸易代表办公室办公室上周发布公告，宣布要对中国建造和运营的船只征 收高额"港口费"，相关措施将从今年10月中旬起生效。由于全球主要航运公司的船队普遍使用中国建造 的船舶，此举引发美国多个行业的担忧。 据英国《金融时报》4月27日报道，美国液化天然气行业近日对特朗普政府发出警告称，目前美国没有 能力建造液化天 ...

据《湖南日报》援引新加坡媒体报道，在农产品贸易领域，大豆作为美国对华出口的核心产品之一，一直占 据着重要地位，去年还占到美国对华出口农产品的28% 。然而，特朗普政府显然低估了中国应对贸易挑战的 决心和能力。 除了大豆市场，美国在其他领域的对华出口也遭受重创。在能源领域，2025年3月，中国对美液化天然气进 口"清零"，这是自2022年6月以来的首次。曾经作为中国LNG市场"五大供应国"之一的美国，出口量锐减，而 中国则加大从印尼、澳大利亚和文莱等国的采购力度，还与阿联酋签署了15年、每年100万吨的液化天然气 大单。在汽车领域，特朗普以"国家安全"为由对中国汽车加征关税，结果却为德国、日本和韩国等国的汽车 企业腾出了市场空间。 特朗普（资料图） 如今，美国空出来的市场份额已被其他国家迅速填补。阿联酋、巴西、澳大利亚、印尼、阿根廷等国与中国 构建起长期、稳定、非政治化的贸易关系网络，而美国在这个网络之外逐渐被边缘化。业内人士指出，留给 美国企业的时间已经不多，如果中美迟迟无法达成协议，等到市场被完全瓜分，美国企业想要重回中国市场 将难上加难。就像澳大利亚，其牛肉在2019年因莫里森政府的遏华政策几乎"百分百退 ...

Core Viewpoint - The Trump administration's new "port fee" policy, effective from mid-October, imposes high charges on ships built and operated by China, raising concerns particularly in the liquefied natural gas (LNG) sector, which may undermine the U.S. energy strategy and economic stability [1][3][5]. LNG Industry Impact - The policy sets a fee of $50 per net ton for Chinese shipowners and operators, while other countries using Chinese-built vessels will incur charges of $18 per net ton or $120 per container [3]. - This will lead to increased transportation costs for the U.S. LNG industry, which is already facing challenges in maintaining its competitive edge globally [3][5]. - The American Petroleum Institute (API) has expressed strong opposition, highlighting the lack of sufficient U.S. shipbuilding capacity to meet LNG vessel demand, projecting that even with investment, U.S. shipyards cannot fulfill needs before 2029 [3][5]. Long-term Contract Stability - The new fees may disrupt existing long-term contracts and threaten the U.S.'s leadership in the global LNG market, increasing procurement costs for global buyers and destabilizing supply chains [5][7]. - The policy could exacerbate risks to the U.S. energy strategy, especially as the country has recently become the largest LNG exporter [5][7]. Shipbuilding Capacity Concerns - The requirement for using U.S.-built and flagged vessels for transporting U.S. LNG is deemed unrealistic, as current U.S. shipyards lack the technology and experience to construct LNG vessels in the short term [7]. - Experts believe that it would take decades for U.S. shipyards to meet market demands for LNG vessel construction, indicating a severe misjudgment by the Trump administration regarding the capabilities of the domestic shipbuilding industry [7][8]. Economic Consequences - The "port fee" policy is characterized as a "self-harming" decision that fails to address the underlying issues of the U.S. shipbuilding industry, potentially leading to more severe economic repercussions [8]. - A more open and cooperative role in the global economy is suggested as a more effective approach for long-term domestic economic growth, rather than imposing protective tariffs like the "port fee" [8].

日经中文网 https://cn.nikkei.com 与此前的报复措施一样，中方此次也结合了关税以外的对抗手段。中国政府于4月4日将用于纯电 动汽车（EV）的金属镝等7种稀土列为出口管制对象。除非获得中国政府许可，出口商等将无法 进行出口。 日本经济新闻（中文版：日经中文网） 盐崎健太郎 北京 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 作为对美国特朗普政府公布的"对等关税"的报复措施，加征与美国相同税率的关税。中方此次也 结合了关税以外的对抗手段，针对稀土…… 中国政府于4月4日宣布，对原产于美国的所有进口商品，在现行适用关税税率基础上加征34%关 税。作为对美国特朗普政府公布的"对等关税"的报复措施，加征与美国相同税率的关税。该措施 将于4月10日中午12点01分（日本时间10日13点01分）起生效。 中国此前曾于2月和3月分别作为对美报复措施实施了10%至15%的追加关税。本次是在现阶段已 成为追加关税对象的美国产石油、液化天然气（LNG）、农产品等的现行税率基础上进一步加 征。中国国务院（政府）关税税则委员会在声明中批判称："美方做法不符合国际贸易规则，严重 损害中方的 ...

Financial Data and Key Metrics Changes - For the full-year 2024, Excelerate Energy delivered record adjusted EBITDA of $348 million, exceeding the high end of guidance [10] - Net income for 2024 was $153 million, reflecting a 21% increase year-over-year [10][29] - Total debt, including finance leases, was $696 million, with cash and cash equivalents of $538 million, resulting in net debt of $158 million [30][31] Business Line Data and Key Metrics Changes - The earnings growth was attributed to successful recontracting of FSRUs at elevated market rates and optimization of the core regasification business [11] - The company recorded a reliability of 99.9% across its fleet for the full year, marking the highest reliability in its history [13] Market Data and Key Metrics Changes - The supply/demand balance for FSRUs is expected to remain tight due to ongoing geoeconomic uncertainties, particularly in Europe [19][62] - The company delivered 272 cargoes of LNG in 2024, averaging about 2.5 billion cubic feet of natural gas per day [16] Company Strategy and Development Direction - Excelerate Energy aims to expand its fleet and invest in core regasification while pursuing strategic initiatives for value creation [18][24] - The company is focused on broadening its market presence through investments in LNG import terminals and complementary downstream infrastructure [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength of the core business and the ability to capture LNG supply optimization opportunities for 2025 [35] - The anticipated tightness in the supply/demand balance for FSRUs is expected to drive demand for LNG imports, particularly in Europe [62] Other Important Information - The company announced a quarterly cash dividend of $0.06 per share, consistent with previous dividends [33] - A $50 million share repurchase program was fully utilized, with plans to consider new authorizations in the future [32][80] Q&A Session Summary Question: Insights on 2025 adjusted EBITDA guidance - Management indicated that the guidance does not include other growth opportunities outside of the FSRU fleet [44] Question: Details on the LNG carrier acquisition - Management is assessing multiple vessels for acquisition, focusing on near-term needs for cargo optimization [47] Question: Financial outlook for 2025 maintenance CapEx - All maintenance CapEx for 2025 is expected to be capitalized, with specific amounts guided [52] Question: Updates on Vietnam and Alaska projects - Management remains optimistic about opportunities in both regions, with ongoing discussions [73][70] Question: Stock repurchase plans - Management is pleased with the previous repurchase program and is considering future options for returning value to shareholders [80] Question: LNG optimization during Q4 - Two LNG optimization deals contributed positively to the fourth-quarter results, with expectations for continued optimization in 2025 [84]