Fortune | FORTUNE 21小时前
France bemoans ‘dark day’ as Trump wins EU trade deal at his golf course in Scotland
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文章探讨了欧洲在当前地缘政治动荡,特别是俄乌冲突背景下,对美国的深度依赖。尽管美国总统特朗普实施了提高欧洲出口关税的政策,但欧洲领导人为了维护安全、稳定和贸易关系,选择接受并称之为“巨额”协议。欧洲不仅在贸易上依赖美国,更在安全领域,尤其是在防范俄罗斯威胁方面,高度依赖北约和美国的军事存在。文章指出,欧洲正努力减少对俄罗斯能源的依赖,但同时也在努力摆脱对美国安全保障的依赖,这使得欧洲在应对外部压力时,不得不做出艰难的权衡和妥协,即使这意味着付出经济代价。

🌍 欧洲在安全和贸易方面对美国存在显著依赖。文章指出,欧洲国家将美国视为其安全保障的关键,尤其是在俄罗斯入侵乌克兰的背景下,欧洲国家担心俄罗斯可能的目标指向北约成员国,因此购买美国武器并依赖美军在欧洲的部署。这种依赖性使得欧洲在面对美国贸易政策(如提高关税)时,难以强硬对抗,即使这些政策看似不合理。

🤝 欧洲领导人选择接受美国提出的贸易协议,以换取战略稳定。面对特朗普政府可能加征30%关税的威胁,以及欧洲面临的俄乌战争带来的不确定性,欧盟贸易专员表示,即使提高关税至15%是“巨大的”,并且是“有史以来最大的贸易协议”,也比全面贸易冲突要好。这种选择反映了欧洲在维护与美国关系和地缘政治稳定方面的优先考量。

💡 欧洲正寻求能源来源多元化,但安全依赖仍是挑战。文章提到,欧洲正在努力减少对俄罗斯能源的依赖,并通过购买美国液化天然气、石油和核燃料来多元化能源供应。然而,这种能源上的“断奶”并未能完全解决欧洲在安全上对美国的依赖问题,两者是并行的挑战,共同塑造了欧洲的外交和经济决策。

🇺🇸 美国战略重心转移可能加剧欧洲的担忧。文章暗示,特朗普政府已将战略重心转向亚洲、中东和美国边境,这可能意味着美国对欧洲安全承诺的削弱。欧洲国家在北约峰会上同意未来十年增加国防开支,部分原因是为了自身的安全,也为了确保美国继续留在其阵营中,这反映了欧洲对美国战略调整的警惕。

💰 欧洲认为接受美国关税要求是“必须支付的代价”。尽管提高关税对欧盟经济有负面影响,但与能源危机或新冠疫情相比,其经济影响被认为是“可控的”。文章引用专家观点,认为欧洲选择不与美国进行大规模对抗,是出于对当前地缘政治环境的考量,认为15%的关税是一个相对较低的代价,以避免更严重的经济和安全后果。

The trouble is, Europe depends mightily on the United States, and not just for trade.

Mirroring Trump, Von der Leyen gushed that the arrangement she endorsed over the weekend to set U.S. tariff levels on most European exports to 15%, which is 10% higher than currently, was “huge.” Her staff texted reporters insisting that the pact, which starts to enter force on Friday, is the “biggest trade deal ever.”

A month after NATO Secretary-General Mark Rutte ingratiated himself with Trump by referring to him as “daddy,” the Europeans had again conceded that swallowing the costs and praising an unpredictable president is more palatable than losing America.

“It’s not only about the trade. It’s about security. It’s about Ukraine. It’s about current geopolitical volatility. I cannot go into all the details,” EU Trade Commissioner Maroš Šefčovič told reporters Monday.

“I can assure you it was not only about the trade,” he insisted, a day after “the deal” was sealed in an hour-long meeting once Trump finished playing a round of golf with his son at the course he owns in Scotland.

The state of Europe’s security dependency

Indeed, Europe depends on the U.S. for its security and that security is anything but a game, especially since Russia invaded Ukraine. U.S. allies are convinced that, should he win, President Vladimir Putin is likely to take aim at one of them next.

So high are these fears that European countries are buying U.S. weapons to help Ukraine to defend itself. Some are prepared to send their own air defense systems and replace them with U.S. equipment, once it can be delivered.

“We’re going to be sending now military equipment and other equipment to NATO, and they’ll be doing what they want, but I guess it’s for the most part working with Ukraine,” Trump said Sunday, sounding ambivalent about America’s role in the alliance.

The Europeans also are wary about a U.S. troop drawdown, which the Pentagon is expected to announce by October. Around 84,000 U.S. personnel are based in Europe, and they guarantee NATO’s deterrent effect against an adversary like Russia.

At the same time, Trump is slapping duties on America’s own NATO partners, ostensibly due to concerns about U.S. security interests, using Section 232 of the Trade Expansion Act, a logic that seems absurd from across the Atlantic.

Weaning Europe off foreign suppliers

“The EU is in a difficult situation because we’re very dependent on the U.S. for security,” said Niclas Poitiers at the Bruegel research institution in Brussels. “Ukraine is a very big part of that, but also generally our defense is underwritten by NATO.”

“I think there was not a big willingness to pick a major fight, which is the one (the EU) might have needed with the U.S.” to better position itself on trade, Poitiers told The Associated Press about key reasons for von der Leyen to accept the tariff demands.

Part of the agreement involves a commitment to buy American oil and gas. Over the course of the Russia-Ukraine war, now in its fourth year, most of the EU has slashed its dependence on unreliable energy supplies from Russia, but Hungary and Slovakia still have not.

“Purchases of U.S. energy products will diversify our sources of supply and contribute to Europe’s energy security. We will replace Russian gas and oil with significant purchases of U.S. LNG, oil and nuclear fuels,” von der Leyen said in Scotland on Sunday.

In essence, as Europe slowly weans itself off Russian energy it is also struggling to end its reliance on the United States for its security. The Trump administration has warned its priorities now lie elsewhere, in Asia, the Middle East and on its own borders.

That was why European allies agreed at NATO’s summit last month to spend hundreds of billions of dollars more on defense over the next decade. Primarily for their own security, but also to keep America among their ranks.

The diplomacy involved was not always elegant.

“Europe is going to pay in a BIG way, as they should, and it will be your win,” Rutte wrote in a private text message to Trump, which the U.S. leader promptly posted on social media.

Rutte brushed off questions about potential embarrassment or concern that Trump had aired it, saying: “I have absolutely no trouble or problem with that because there’s nothing in it which had to stay secret.”

A price Europe feels it must pay

Von der Leyen did not appear obsequious in her meeting with Trump. She often stared at the floor or smiled politely. She did not rebut Trump when he said that only America is sending aid to Gaza. The EU is world’s biggest supplier of aid to the Palestinians.

With Trump’s threat of 30% tariffs hanging over European exports — whether real or brinksmanship is hard to say — and facing the prospect of a full-blown trade dispute while Europe’s biggest war in decades rages, 15% may have been a cheap price to pay.

“In terms of the economic impact on the EU economy itself, it will be negative,” Poitiers said. “But it’s not something that is on a comparable magnitude like the energy crisis after the Russian invasion of Ukraine, or even COVID.”

“This is a negative shock for our economy, but it is something that’s very manageable,” he said.

It remains an open question as to how long this entente will last.

___

Mark Carlson in Brussels contributed to this report.

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欧洲 美国 贸易 安全 地缘政治
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