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Cato_KT
Cato_KT
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沙特能源设施实际受损设备上调,能源输出环境更加恶劣。另一方面沙特寻求从阿曼苏哈尔港口转运方案,目前方案扩大至6000万桶 沙特在努力弥补目前的能源输出紧张局面,但是短期无法缓解能源市场的压力,霍尔木兹海峡的袭击还在继续 凌晨特朗普对A社释放对伊朗重大选择的信号,政治表态的意图明显,毕竟下周就要与海湾六国会晤,会晤前必须要彰显美国的强势地位,所以短期言论上有所升级。 我个人的判断,这种言论升级可能更多是虚张声势,Brent短期虽然下跌但是还未走出100美元的危险区,所以此时还是要忽略各种媒体噪音,关注海峡实际通航量,关注能源实际装载量 至于美伊局势上,短期的言论升级可以忽略,焦点是下周中美首脑会晤会释放什么信号!#柴油价格创新高,原油降温难传导
Cato_KT
Cato_KT
After Iran's visit to China, Saudi Arabia requested China's intervention to pressure Iran in hopes of restraining the Houthi militia's interference in the Red Sea's Mandeb Strait! It is obvious that China's importance in mediating in the Middle East has significantly increased recently. After Iran's visit to China, Foreign Minister Wang Yi's speech also demonstrated China's diplomatic stance, which effectively provides Saudi Arabia with a new option. Originally, Iran mediated through Pakistan to engage in dialogue with Iran, but it is clear that Pakistan's mediation ability is limited. Now, after Iran's visit to China, China's diplomatic stance is seen by Saudi Arabia as the best "lifeline" currently. Of course, Saudi Arabia's request has not yet received an official response from China. However, Foreign Minister Wang Yi clearly mentioned the Middle East situation in his conversation with Rubio today, which I believe is an important signal that China is about to escalate its diplomatic mediation in the Middle East. At the same time, Trump's tough stance toward Agency A, besides politically paving the way for the Gulf Six summit next Tuesday, feels like a precursor to TACO. If Chinese leaders visit the US and offer a way out, Trump can obviously back down gracefully, and given China's influence, this way out is indeed better! #沙特管道修复预期压低油价

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