Post

Cato_KT
Cato_KT
Influential Creator
Show original
美国对伊经济施压进入执行前奏,中国直接被点名,二级关税制裁威胁的背后是特朗普想要裹挟中国来帮助斡旋伊朗 根据贝森特的发言下周一就要对伊朗的“史上最严厉的制裁”就要公布具体措施了,这显然是结合海上封锁对伊朗进一步形成经济封锁,意图从内部给伊朗政权施压 另一方面,贝森特直接点名中国,成中国一半能源来自海湾,同时购买了伊朗大量的海运石油 记者提问是否美国是否会因为中伊贸易关系针对中国,贝森特显然没有否定,这无异于增加了可能存在对伊朗石油的二级贸易制裁 当然,距离中国领导人访美不足一个月的时间,我不太相信美国直接对中国进行伊朗石油的二级制裁,贝森特的态度更让我觉得是想要裹挟中国来帮助美国斡旋美伊问题。#成品油价差破百,能源通胀会否回升
Cato_KT
Cato_KT
Summary and analysis of the latest US-Iran developments on August 20: Trump repeatedly emphasized economic sanctions, highlighting his reluctance to go all in. The US is currently in a passive stage!
August 20th US-Iran latest developments summary and analysis: Trump repeatedly emphasized economic sanctions, showing his reluctance to go all in; the US is currently in a passive stage! 1. According to Axios, the US has established a secret channel in the Strait of Hormuz to assist empty oil tankers entering the Persian Gulf to load oil. This mechanism currently enables an output of 10 million barrels per day. The US is trying to ease pressure on the energy market by releasing this information. #黄金重回4500美元,机构分歧加剧 2. Trump announced an unprecedented economic war and isolation against Iran, applying pressure through economic sanctions in an attempt to force Tehran back to negotiations. 3. Iran's foreign minister responded, stating that Iran has not closed the negotiation window, but negotiations do not represent capitulation. 4. The latest Kpler data shows that on Wednesday only 9 trackable commercial vessels passed through the strait, the same as Tuesday; the Mandeb Strait decreased from 32 vessels to 27, clearly indicating that strait transportation remains in an unfavorable situation. 5. Oman and Japan simultaneously emphasized the need to push for a final agreement to ease regional tensions, meaning the final agreement on the strait between Oman and Iran remains unresolved. Summary of this phase: From the current situation, it can be seen that Trump has recently continuously hinted at economic sanctions on Iran but has not reiterated military strikes. Diplomatic pressure has relatively softened, and I believe this means Trump, approaching the midterm elections, does not dare to let the war reignite. US media, through anonymous officials, released information about the US secret channel in the Strait of Hormuz, aiming to make the market believe that Hormuz

Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more

Replies

No comments yet. Be the first to reply!