隨著俄羅斯填補空白，中國遠離美國天然氣

來自美國的液化天然氣已經從中國港口消失了，這表明世界上兩個最大經濟體之間的能源關係新鮮破裂。

In a fresh setback to U.S.-China economic ties, no liquefied natural gas (LNG) from the States has entered China since early February, sources familiar with the matter reveal.

熟悉此事的消息人士表明，在對美國 - 中國經濟聯繫的新挫折中，沒有來自各州的液化天然氣（LNG）進入中國。

The development signals a substantial shift in energy trade dynamics between the world’s two largest economies.

該發展標誌著世界上兩個最大經濟體之間能源貿易動態的重大轉變。

Earlier this year, Beijing raised import duties on U.S. LNG to 49%, compared to 11% on other suppliers.

今年早些時候，北京將美國液化天然氣的進口關稅提高到49％，而其他供應商為11％。

The move, which took effect in mid-January, follows a period of heightened trade friction and reduced U.S. energy imports into China—a trend linked to political tensions.

此舉在1月中旬生效，是在貿易摩擦加劇的時期，並減少了美國的能源進口到中國，這是與政治緊張局勢有關的趨勢。

As a new tariff deadline passed this week, one U.S. LNG tanker was seen diverting from Fujian province to Bangladesh.

隨著本週新的關稅截止日期的過去，看到一名美國液化天然氣油輪從福建省轉移到孟加拉國。

At least two other vessels, loaded with American gas, are expected to shift course in the coming days to avoid paying the high duties.

預計至少有兩艘裝有美國天然氣的船隻將在接下來的幾天內改變路線，以避免繳納高關稅。

The move will further freeze multi-billion-dollar deals between Chinese and U.S. firms, which had been sealed over the past two years.

此舉將進一步凍結中國和美國公司之間數十億美元的交易，這些交易在過去兩年中已被密封。

Several sources disclosed that those contracts, mainly with PetroChina and Sinopec, are now largely in stasis, with notional volumes largely unclaimed.

幾個消息來源透露，這些合同主要與Petrochina和Sinopec的合同現在大部分處於停滯狀態，其名義量在很大程度上是無人認領的。

The calculus changed drastically in early 2023 when Beijing raised tariffs on U.S. LNG to 49%, a measure viewed as retaliation for Trump-era duties on Chinese goods.

演算在2023年初發生了巨大變化，當時北京將美國LNG的關稅提高到49％，這一措施被認為是對中國商品關稅的報復。

The shift in duties is set to price out U.S. LNG from China, effectively shutting out American gas for the second time in recent years.

關稅的轉變將使我們從中國升級我們的液化天然氣，近年來第二次有效地關閉了美國天然氣。

During the 2018-2020 U.S.-China trade standoff, U.S. LNG was absent from Chinese ports for two years, before returning in 2021 following a trade truce.

在2018 - 2020年美國 - 中國貿易對峙中，美國液化天然氣在中國港口缺席了兩年，然後在貿易停戰之後於2021年返回。

However, this time, the absence of U.S. gas in China could last far longer, and the consequences could be more permanent.

但是，這次，美國在中國的缺乏可能持續更長的時間，而後果可能會更加永久。

Several U.S. suppliers confirmed that they are in talks with Chinese buyers to adjust terms on long-term contracts.

美國幾家供應商確認他們正在與中國買家進行談判，以調整長期合同的條款。

The move comes amid rising inflation in the U.S., which has led to increased costs for producers of LNG, a natural gas derivative, in the Gulf of Mexico.

此舉是由於美國通貨膨脹率不斷上升，這導致墨西哥灣的液化天然氣生產商的成本增加。

At the same time, overall Asian LNG consumption has slowed in response to mild weather and a post-Covid recovery slowdown in China.

同時，在中國的溫和天氣和旋轉後的恢復後，亞洲液化天然氣的整體消費量也減慢了。

The combination of factors could lead to a scenario of excess LNG supply in the global market, which may in turn put downward pressure on European gas prices.

因素的結合可能會導致全球市場中液化天然氣供應過多的情況，這反過來又可能對歐洲天然氣價格施加下降壓力。

While China historically sourced a relatively small share of LNG from the U.S., the current halt underscores how quickly geopolitical tensions can redraw global energy flows.

儘管中國歷史上從美國獲得了相對較小的液化天然氣，但目前的停頓強調了地緣政治緊張局勢可以迅速重新繪製全球能源的流動。

In contrast, access to Russian gas is widening. The two countries are in talks to expand the Power of Siberia 2 pipeline and increase liquefied gas trade.

相比之下，獲得俄羅斯天然氣的機會正在擴大。兩國正在進行談判，以擴大西伯利亞2管道的力量並增加液化天然氣貿易。