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副总统万斯:与印度不一同,中国购买俄油气不属“资俄”行为!
Sou Hu Cai Jing· 2025-08-18 18:57
俄乌战争三年多来,我国一直秉持着和平的原则,正常开展对俄乌双方的正常贸易,并根据自身的需要,大量购买了俄罗斯的油气资源。同时,印度也在购 买俄油气资源的过程中获得了大量的经济利益。 但这一正常的贸易行为,却被美西方国家诬为"资助"俄罗斯侵略乌克兰,并不断扬言要对中、印等国进行制裁。 最近,美西方国家正在把这一扬言付诸行动,以购买俄罗斯油气资源、"资助"俄罗斯为由,以提高关税的方式对印度进行了严厉制裁。 对此,有记者问美国副总统万斯,中国购买俄罗斯的油气资源比印度还多,特朗普总统是否也"考虑"对中国征收关税进行制裁?万斯回答说,中国的情 况"比较复杂",因此而加征中国关税,会影响"很多与俄罗斯局势无关的事情";且印度购买俄油气资源多为转口获利,而中国是自用为主。 从万斯的讲话可以看出,尽管美国以购买俄油气为由对印度进行了制裁,但至少近期不会以此为由对中国进行同样的制裁。 是美国对中国的态度突然改变?理解了这是中国的国家主权行为?是符合国际法的正常贸易行为?非也!而是象万斯所说的,中美关系太复杂了,牵扯到方 方面面太多了,可谓是牵一发而动全身;而且中国面对美国的各种无理制裁,有太多的应对办法,与"对等关税"一样, ...
美国对华能源关税重压,中国多元化战略如何破局?
Sou Hu Cai Jing· 2025-07-26 14:50
Core Viewpoint - Recent fluctuations in domestic oil prices in China are largely attributed to the new tariff policy announced by the U.S. on July 24, which imposes tariffs of up to 500% on energy products imported from certain "non-friendly" countries, aiming to increase China's energy purchasing costs [1][3]. Group 1: Impact on Domestic Economy - The rise in oil prices has significantly affected the daily expenses of the public, particularly impacting drivers and transportation costs for businesses [1]. - A truck driver expressed that the continuous increase in oil prices has pushed his transportation costs close to the brink of loss [1]. Group 2: International Reactions - U.S. energy companies have expressed concerns that the tariff policy may lead to a loss of market share and jobs due to potential withdrawal of Chinese buyers [3]. - A Texas oil executive highlighted that China is a crucial customer, and the tariff policy could severely damage their business [3]. Group 3: China's Response and Strategies - China has actively pursued a diversification strategy for energy imports, establishing multiple supply channels from regions including the Middle East, Africa, Russia, and South America [4]. - Notable projects include a cross-border pipeline from Myanmar and new transportation routes in the Arctic with Russia, enhancing China's energy security and ability to counter external pressures [4]. Group 4: Developments in Renewable Energy - In the renewable energy sector, Chinese companies have responded swiftly to U.S. tariffs on solar panels and hydrogen equipment by securing large orders with an EU country and planning new factories in Southeast Asia to bypass tariff barriers [6]. - China has also made progress in regional energy cooperation, exemplified by a meeting with ASEAN energy ministers to expedite the construction of a natural gas pipeline expected to be operational by the end of 2024, which will supply significant natural gas resources to southern China [6]. Group 5: Future Outlook - China's energy import diversification strategy has shown significant results, with non-U.S. channel imports exceeding 70%, indicating substantial future growth potential [8]. - China's position in the global crude oil import market remains strong, suggesting that any attempts to undermine China's energy security through tariffs will face serious challenges [8].
雪佛龙(CVX.US)圭亚那仲裁击败埃克森美孚(XOM.US),扫清收购赫斯(HES.US)障碍
Zhi Tong Cai Jing· 2025-07-18 12:56
Group 1 - Chevron (CVX.US) won an arbitration battle against ExxonMobil (XOM.US), clearing a key obstacle for its $53 billion acquisition of Hess (HES.US) [1] - The arbitration, lasting over 20 months, concluded with an international chamber expert group supporting Chevron and Hess, ruling that ExxonMobil does not have a right of first refusal on a 30% stake in the Stabroek block offshore Guyana [1][2] - Following the arbitration result, Hess's stock surged 7.67% in pre-market trading, while Chevron's stock rose 3.7%, indicating positive market sentiment towards the deal [1] Group 2 - The Stabroek block has proven recoverable reserves exceeding 11 billion barrels of oil equivalent, with production surpassing 600,000 barrels per day, making it one of the fastest-growing oil and gas production bases globally [2] - The arbitration victory ended a period of strategic uncertainty for Chevron, which had faced stock pressure due to legal risks [2] - The U.S. Federal Trade Commission (FTC) also lifted a ban on Hess founder John Hess joining Chevron's board, further facilitating the transaction [2] Group 3 - The resolution of this arbitration marks a significant outcome in the commercial competition among North America's three major energy giants, allowing Chevron to solidify its asset base in Guyana [3] - This case provides an important precedent for defining rights in global oil and gas industry mergers and acquisitions [3]