随着俄罗斯填补空白，中国远离美国天然气

来自美国的液化天然气已经从中国港口消失了，这表明世界上两个最大经济体之间的能源关系新鲜破裂。

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，在对美国 - 中国经济联系的新挫折中，没有来自各州的液化天然气（LNG）进入中国。

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

该发展标志着世界上两个最大经济体之间能源贸易动态的重大转变。

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

今年早些时候，北京将美国液化天然气的进口关税提高到49％，而其他供应商为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.

此举在1月中旬生效，是在贸易摩擦加剧的时期，并减少了美国的能源进口到中国，这是与政治紧张局势有关的趋势。

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

随着本周新的关税截止日期的过去，看到一名美国液化天然气油轮从福建省转移到孟加拉国。

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

预计至少有两艘装有美国天然气的船只将在接下来的几天内改变路线，以避免缴纳高关税。

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

此举将进一步冻结中国和美国公司之间数十亿美元的交易，这些交易在过去两年中已被密封。

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

几个消息来源透露，这些合同主要与Petrochina和Sinopec的合同现在大部分处于停滞状态，其名义量在很大程度上是无人认领的。

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年初发生了巨大变化，当时北京将美国LNG的关税提高到49％，这一措施被认为是对中国商品关税的报复。

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.

关税的转变将使我们从中国升级我们的液化天然气，近年来第二次有效地关闭了美国天然气。

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年美国 - 中国贸易对峙中，美国液化天然气在中国港口缺席了两年，然后在贸易停战之后于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，这次，美国在中国的缺乏可能持续更长的时间，而后果可能会更加永久。

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

美国几家供应商确认他们正在与中国买家进行谈判，以调整长期合同的条款。

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.

此举是由于美国通货膨胀率不断上升，这导致墨西哥湾的液化天然气生产商的成本增加。

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

同时，在中国的温和天气和旋转后的恢复后，亚洲液化天然气的整体消费量也减慢了。

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.

因素的结合可能会导致全球市场中液化天然气供应过多的情况，这反过来又可能对欧洲天然气价格施加下降压力。

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.

尽管中国历史上从美国获得了相对较小的液化天然气，但目前的停顿强调了地缘政治紧张局势可以迅速重新绘制全球能源的流动。

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，获得俄罗斯天然气的机会正在扩大。两国正在进行谈判，以扩大西伯利亚2管道的力量并增加液化天然气贸易。