Core Viewpoint - Thailand's government, under pressure from the U.S. tariffs, has made significant concessions in trade negotiations to avoid a 36% tariff on key exports, indicating a shift in political dynamics and economic strategy [3][5][18]. Group 1: Economic Impact - The proposed 36% tariffs by the U.S. threaten Thailand's economy, particularly its automotive sector, which saw an 18.12% year-on-year decline in vehicle exports in early 2025 [5][6]. - The potential GDP loss for Thailand due to these tariffs is estimated at 4%, equating to approximately $240 billion, exacerbating the already fragile economic situation [5][6]. Group 2: Trade Concessions - Thailand's trade proposal includes increasing imports of U.S. energy (liquefied natural gas, crude oil), agricultural products (corn, soybeans, pork), and aircraft, as well as opening markets for U.S. fruits and animal feed [6][8]. - The Thai government is also taking measures to combat transshipment trade to prevent tariff evasion and is encouraging Thai businesses to invest in the U.S. [6][18]. Group 3: Political Dynamics - The political turmoil in Thailand, highlighted by the "phone call scandal" involving former Prime Minister Phaetongtarn, has led to a significant shift in power dynamics, with the conservative faction gaining strength [10][12][14]. - The resignation of Phaetongtarn has allowed the conservative party to regain political control, with the opposition party's support rising to 40%, compared to the ruling party's 10% [14][16]. Group 4: Strategic Gains for the U.S. - The U.S. has successfully leveraged tariffs to extract concessions from Thailand, enhancing its strategic position in the region, particularly in countering China's influence through Southeast Asia [18]. - Thailand's commitment to combat transshipment trade and encourage U.S. investments is seen as a boost to U.S. interests in the Indo-Pacific strategy [18].
代总理上台4天后,泰国对美国妥协,佩通坦想不到,真正赢家诞生
Sou Hu Cai Jing·2025-07-08 05:58