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Cato_KT
Cato_KT
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伊朗一手外交+军事强硬威胁,一手积极推进伊朗与阿曼海峡协议,是斡旋策略吗? 以我目前的视角来看,伊朗积极推动新海峡协议核心目的还是建立规则,彰显海峡主权 毕竟海峡并不是特朗普在地图上画一画就可以算美国的,而是要看谁来管理,谁在保护安全,谁来负责维护 此前伊朗与阿曼协议中阿曼被视为美国代理人,但是特朗普前几天表示要炮轰阿曼,削弱了这个预期 试想一下,如果新的海峡规则建立在海湾国家自己手中,加上伊朗对海峡管理立法,那么美国将会在实际上航行权上失去霍尔木兹海峡的控制 如果阿曼不代表美国,那么一旦海峡规则建议并且被海湾国家承认,美国失去的就不仅仅是海峡,而是整个中东!#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 19: Facing increased diplomatic and military pressure from Iran, Trump has little time left. Is it all in? Or seeking compromise? There are not many options for Trump to mediate!
August 19 Latest US-Iran Developments Summary and Analysis: Facing escalating Iranian diplomatic and military pressure, Trump has little time left. Is it all in? Or seeking compromise? There are not many options for Trump to mediate! 1. Iran crossed UAE airspace to conduct cross-regional interference in the Strait, causing a missile to fall into UAE territorial waters, provoking UAE's dissatisfaction and leading to a temporary suspension of foreign trade, financial, and commercial activities with Iran. The US-Iran geopolitical risk clearly shows signs of spillover, increasing risks in overseas regions. #成品油价差破百,能源通胀会否回升 2. Qatar's diplomatic spokesperson for the first time clarified the precondition for US-Iran negotiations — the Iran-Oman Strait of Hormuz agreement. The spokesperson stated that the Iran-Oman Strait agreement is simpler than the US-Iran negotiations. 3. Following Saudi Arabia, Iraq officially established a mechanism to "bypass the Strait of Hormuz for crude oil exports." The actions of these two important Gulf countries undoubtedly heighten concerns about the US-Iran region, further lowering expectations that Strait navigation equals energy supply restoration. 4. Kpler data shows that on Tuesday, 6 cargo ships passed through the Strait, lower than Monday's 9 ships. However, the good news is that a VLCC large empty tanker passed through the Oman side into the Strait, meaning that although overall navigation is sluggish, large vessels are still tentatively entering. 5. Iran stated that if Trump expands military actions against Iran, Iran will retaliate against European US military bases. This is a typical escalation of military pressure, combined with Iran's recent statement shifting from a defensive to an offensive strategy, the whole

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