近段时间，来自阿根廷、巴西的大豆陆陆续续通过中国海关，美国豆农哭天抢地，但谁都没想到，比大豆先崩的，居然是美国的原油。 日前，阿根廷政府宣布暂时取消谷物、牛肉、家禽肉等农产品的出口预扣税。趁着这股政策红利，中国买家又订购了至少10船大豆，每船约6.5万吨，计划 11月装运。 第一个就是特朗普政府的政策，自他重返白宫，就喊出了"国家能源紧急状态"的口号，鼓励美国大幅增产页岩油，以"巩固能源主导地位"，但这一施政恰好 碰上了欧佩克增产，一时间，大量石油涌入市场，供过于求的结果就是油价下跌。据英国《金融时报》9月25日报道称，今年1月以来，美国基准原油西得克 萨斯中质原油（WTI）已下跌18%。美国页岩油本来被视作"能源独立"支柱行业，但特朗普一顿操作猛如虎，直接把美国的生产商给干趴下了。 第二个原因是中国买家不买了。中国海关总署的数据显示，今年前八个月，中国原油进口量合计3.76亿吨，较去年同期增长2.50%，但这当中从美国进口的 原油量却较去年同期缩减了62.8%，尤其是6、7、8这三个月，中国连续三个月都没进口美国的原油。再往前的3、4、5月，情况也差不多糟糕。彭博社7月3 日发表过一篇报道称，美国官方调查数 ...

Group 1 - China has not imported any U.S. crude oil for three consecutive months, marking the longest streak since 2018, which significantly impacts U.S. shale oil producers already struggling with falling oil prices [1][3] - The U.S. oil exports have dropped to a two-year low, exacerbating the challenges faced by shale oil companies that rely on overseas orders to manage excess capacity [3] - The recent U.S. government actions, including lifting export restrictions on ethane and key aviation components, indicate a shift in strategy as the U.S. seeks to ease tensions with China amid ongoing trade disputes [5][7] Group 2 - The U.S. has allowed General Electric to resume exports of LEAP-1C engines to China, which are essential for the C919 aircraft, reflecting a significant concession in the ongoing trade conflict [5][9] - The lifting of restrictions on ethane exports to China is crucial as the Chinese market previously accounted for nearly half of U.S. ethane exports, highlighting the importance of this trade relationship [7] - The progress of China's CJ-1000A engine development for the C919 aircraft demonstrates China's commitment to achieving self-sufficiency in critical technologies, potentially undermining U.S. dominance in the aviation sector [9][12]