TraderS | 缺德道人
TraderS | 缺德道人|Jul 14, 2026 07:56
This rise in crude oil is mainly due to the issue of strait charges, because according to Trump's statement, it will become a road toll. The only difference is whether Iran collects it or Oman collects it on behalf of the United States. If we really charge 20%, the price of oil will jump by more than 20%. What's even more frightening is that Israel hasn't even joined the war again. But looking in the positive direction, this may be a deliberate effort by both sides to control the escalation of the conflict. After all, the basis for discussing while playing still revolves around the memorandum. Trump said that this 20% is purely a smart way to please the basic market to show its strength, but it is not feasible in fact. Is 20% charged according to the payment for goods or the toll? The feasibility of this plan is even less reliable than the previously rumored Iran adding $1 per barrel to passing ships. However, according to the consistent performance of Trump's tariff war, 20% of the price is exorbitant. Later, he expects the exporter and importer to pay him back. However, the charging behavior of both the US and Iran is actually harmful to their respective allies, essentially increasing the production costs of industrialized countries and exacerbating global inflation. From the performance of various countries since the outbreak of the war on February 28th, the impact of rising oil prices on China is much smaller than that on Japan, South Korea, and Europe. If oil prices continue to rise like this, conspiracy theories about the joint dominance of China, the United States, and Russia will definitely resurface. The impact of high oil prices on US inflation will return, and interest rate hikes will continue to rise. The financial market will continue to be under pressure. If the toll on the Strait of Hormuz is eventually recognized by various countries, the global geopolitical landscape will be rewritten. Should Malacca accept it? Should other straits be closed? The consequences of the anti globalization trend of countries around the world turning their neighbors into enemies would be unimaginable once it starts. This content is sponsored by @ BITstocks_CN. Buy BIT-16000+US stocks and ETFs on the US stock market, hold real positions, and enjoy dividends.
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