然而不到24小时，特朗普的矛头突然调转。7月31日，他公开向印度下达"最后通牒"：8月1日前必须签署贸易协议，否则将面临最高25%的关税惩罚。 这种戏剧性转向让新德里外交圈震动——就在数小时前，特朗普还在称赞中国"公平务实"，转眼却对"战略伙伴"印度挥起大棒。 特朗普对印度的不满积蓄已久。五轮谈判中，双方在三个领域陷入死循环：农业市场准入、乳制品开放和俄罗斯石油采购。美国要求印度全面开放农产品市 场，允许进口美国转基因大豆和玉米，同时停止购买俄罗斯原油。 而莫迪政府无法让步：近六成印度人口依赖农业，开放市场将冲击农民生计；能源安全更不容妥协，印度80%原油依赖进口，俄罗斯供应占三成以上。 当特朗普8月初正式签署25%附加关税令时，印度外交部发表了一份克制的抗议，指出欧美同样购买俄罗斯石油却未受制裁。 然而真正信号来自莫迪8月15日独立日演讲。在德里红堡飘扬的国旗前，他宣布两项重大决策：年底量产国产半导体芯片，10月前完成全面税制改革。台下 掌声雷动，背后是印度面对贸易战的战略转身。 8月17日，美国贸易代表办公室悄然取消原定于8月25日至29日访问新德里的行程。这一决定让印度政府措手不及——五天后的8月27日 ...

【环球时报驻美国特约记者 李致 环球时报记者 任伊然】7日，美国对瑞士设定的39%的惩罚性关税正 式生效，使瑞士成为西方国家中面临美方最高关税的国家之一。 综合彭博社、路透社等媒体7日的报道，美国这一举动震惊瑞士各界，也引发当地对瑞士联邦主席凯勒- 祖特尔谈判策略的广泛质疑。瑞士政界人士呼吁取消从美国购买F-35战斗机的数十亿美元协议，以回应 美国新近实施的关税。 此次高税率涵盖瑞士出口至美国的大部分工业产品，包括奢侈腕表、医疗器械等。有分析认为，美国的 关税可能会使瑞士的国内生产总值（GDP）减少0.3%到1%。瑞士媒体称，尽管瑞士早前认为与美方已 达成10%的初步税率框架，但美国总统特朗普在7月底与凯勒-祖特尔通话后，情况突变，特朗普宣布将 针对瑞士的关税提高至39%。 为避免关税落地，凯勒-祖特尔与瑞士联邦副主席帕姆兰5日紧急出发访问华盛顿。路透社称，尽管凯 勒-祖特尔与美国国务卿鲁比奥进行了"非常好的会谈"，但她并未能与特朗普或任何贸易决策高层直接 会面。美国政府方面最终拒绝了瑞士提出的10%的关税方案。 凯勒-祖特尔此次"空手而归"，在瑞士国内引发巨大争议。瑞士报纸《Blick》批评她"太天真"，瑞 ...

Core Viewpoint - The article discusses the implications of the Trump administration's "security for economy" strategy, using South Korea as a case study, highlighting how economic concessions were made under the pressure of security threats from the U.S. [1][18] Economic Concessions - South Korea agreed to a 15% tariff on exports to the U.S., which, although lower than the initially threatened 25%, still undermines the competitiveness of South Korean companies in the U.S. market [3] - South Korea was compelled to invest $350 billion in the U.S., with $150 billion specifically allocated for the U.S. shipbuilding industry, adversely affecting South Korea's own leading shipbuilding sector [3] - An additional $100 billion in U.S. liquefied natural gas purchases was mandated, leading to significant capital outflow and compromising South Korea's energy security strategy [3] Security Pressure - The U.S. military's potential withdrawal of 4,500 troops from South Korea created significant political turmoil, leading to heightened fears beyond mere economic threats [5] - The U.S. justified the troop withdrawal as a strategic adjustment to reduce vulnerability in front-line deployments, which was perceived as a form of extreme pressure on South Korea [8] Global Trade Dynamics - South Korea's concessions are part of a broader trend where allies have succumbed to U.S. pressure under the "America First" policy, with other countries like the UK, Japan, and the EU also making significant economic sacrifices [10][12] - Countries like Canada, India, and China have adopted different strategies in response to U.S. pressure, with Canada taking a hard stance, India employing delay tactics, and China successfully forcing concessions from the U.S. [14] Long-term Implications - The compromises made by South Korea reflect a successful implementation of the Trump administration's strategy, which, while yielding short-term economic benefits for the U.S., risks eroding long-standing alliances and trust among allies [18]

这位欧盟委员会主席认为，欧盟各国"仍然购买了过多的俄罗斯天然气"，俄罗斯的石油产品"仍通过后 门流入欧盟"。她声称，欧盟"似乎不再需要俄罗斯资源"，并表示美国的液化天然气"要好得多"。 她解释道："我们还将扩大能源合作。购入美国能源将实现我们油气供应来源的多元化，并为欧洲能源 安全作出贡献。我们将通过大规模购买美国的液化天然气和核燃料来替代俄罗斯的天然气和石油。" 冯德莱恩表示，欧盟国家仍在继续购买过量的俄罗斯天然气，而俄罗斯的石油依旧通过"旁门左道"进入 欧盟。她宣称，欧盟不再需要俄罗斯的能源。 7月29日消息，据国外媒体报道称，欧盟为换取美国降低关税，将彻底放弃进口俄罗斯石油和天然气， 转而使用美国的液化天然气和核燃料。 报道称，欧盟委员会主席指出，欧盟与美国达成的协议包括大批量采购美国液化天然气和核燃料，同时 完全放弃俄罗斯油气。 ...

行情回顾： 国际黄金周四（6月26日）震荡收跌，开盘价3325.78美元/盎司，最高价3350.34美元/盎司，最低价3309.91美元/ 盎司，收盘价3324.81美元/盎司。 消息面： 周四公布的美国至6月21日当周初请失业金人数录得23.6万人，低于市场预期24.5万人，前值为24.5万人；美国 第一季度实际GDP年化季率终值录得-0.5%，低于市场预期-0.2%，前值为-0.2%；美国第一季度核心PCE物价指 数年化季率终值录得3.5%，高于市场预期3.4%，前值为3.4%；美国第一季度实际个人消费支出季率终值录得 0.5%，低于市场预期1.2%，前值为1.2%。 评论称，美国上周初请失业救济金的人数下降，但6月失业率可能上升，因为更多的失业者难以找到工作。劳 工部周四公布，截至6月21日当周初请失业金人数减少1万人至23.6万人，低于预期。这些数据包括上周的美国 独立日假期，在公共假期期间申请往往不稳定。尽管如此，裁员潮仍在加剧，经济学家称特朗普总统的广泛进 口关税正令企业难以规划前景。当前裁员规模仍处历史低位，但招聘持续疲软，使失业者更难觅得新机会。在 截至6月14日的一周内，续请失业金人数增加了 ...

Core Viewpoint - The cancellation of approximately 12,000 tons of U.S. pork orders by China reflects a broader shift in the U.S.-China trade landscape, highlighting issues with U.S. trade policies and China's firm stance in trade negotiations [1] Group 1: U.S.-China Trade Dynamics - China was a significant buyer of U.S. pork, importing about 475,000 tons in the first four months of 2024, which accounted for 22% of total U.S. pork exports, down from 35% before the trade war in 2018 [1] - The increase in tariffs, with China imposing a 172% tariff on U.S. pork, has drastically reduced the price competitiveness of U.S. pork in the Chinese market, leading to decreased purchases [1] Group 2: Energy Sector Developments - China has reduced its dependence on U.S. energy imports, with reports indicating that up to seven ships carrying U.S. liquefied petroleum gas (LPG) have redirected to India and Southeast Asia [3] - In 2024, China's LPG imports reached 35.68 million tons, with over half coming from the U.S., but China has not imported U.S. liquefied natural gas (LNG) for nearly 80 days [3][5] Group 3: U.S. Trade Policy Impact - The U.S. trade policies have not only harmed its own agricultural sector, with American farmers facing unsold products due to reduced Chinese imports, but have also led to a crisis in the U.S. natural gas industry [3][5] - Trump's trade policies have inadvertently united many countries with China, as they seek alternatives to U.S. markets [5] Group 4: China's Strategic Response - China has initiated legal actions through the WTO against U.S. tariffs, claiming they violate trade agreements, while also adjusting its economic structure to boost domestic demand, which contributed over 65% to economic growth in 2024 [7] - The "dual circulation" strategy aims to reduce reliance on U.S. technology by increasing investments in sectors like semiconductors and artificial intelligence [7] Group 5: Global Trade Position - China is becoming increasingly significant in global trade, being the largest goods trader and the second-largest service trader, contributing to global economic recovery [7] - In the first quarter of 2024, China's GDP grew by 5.4%, with record high import and export volumes, showcasing its economic resilience [7] Group 6: Future Trade Relations - For the U.S. to alter the current trade situation, it must abandon unilateralism and unreasonable tariff policies, while China will continue to protect its trade rights and pursue high-level openness [8]

时隔七个月 美国液化天然气亚洲套利窗口重启 金十数据4月23日讯，根据分析公司斯帕克大宗商品（Spark Commodities）的数据，液化天然气交易商 将美国液化天然气货物销往亚洲所获得的利润，会比销往欧洲更高，这是七个月来首次出现的盈利机 会。美国与亚洲之间的天然气套利窗口得以开启，是因为亚洲地区出现了一系列的生产中断情况，导致 太平洋盆地的短期天然气供应减少，受影响的地区包括马来西亚、文莱和澳大利亚。与此同时，由于天 然气库存得到补充以及需求疲软，欧洲的天然气价格已经有所回落。 ...

美国总统特朗普：与韩国代理总统进行了良好的通话，谈到了关税、购买美国液化天然气以及在阿拉斯 加的合资管道项目。 ...