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Cato_KT
Cato_KT
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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!
Latest updates on the US and Iran on August 20: Trump has repeatedly emphasized economic sanctions, showing his reluctance to go all-in. The US is currently in a passive phase! 1. According to Axios releases, the U.S. has established a secret channel in the Strait of Hormuz to assist empty tankers in loading oil in the Persian Gulf. Currently, this mechanism can achieve an average daily output of 10 million barrels. The U.S. is trying to ease pressure on the energy market by releasing this news. #黄金重回4500美元, institutional divisions are intensifying. 2. Trump announced the launch of an unprecedented economic war and isolation against Iran, using economic sanctions to pressure Iran in an attempt to force Tehran back into negotiations. 3. Iran's foreign minister responded by saying Iran has not closed the negotiation window, but negotiations do not represent a head. 4. The latest Kpler data shows that only 9 trackable merchant ships passed through the strait on Wednesday, the same as on Tuesday. The number of ships in the Bab el-Mandeb Strait has dropped from 32 to 27, clearly indicating that transport across the strait remains at a disadvantage. 5. Oman and Japan have both emphasized the need to push for a final agreement to ease regional tensions, meaning the final agreement between Oman and Iran remains unresolved. Summary of this stage: From the current situation, it can be seen that Trump has recently repeatedly warned about economic sanctions against Iran, but has not reiterated military strikes. Diplomatic pressure has already softened relatively well. At the same time, I believe this means Trump is reluctant to let the postwar revival happen with the midterm elections approaching U.S. media released secret U.S. passages through anonymous officials through the Strait of Hormuz, aiming to convince the market that Hall's approach was to be trusted

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