澳大利亚传来好消息,中国出手,人民币深入美元腹地,美十分难受
Sou Hu Cai Jing·2025-10-07 08:40

Group 1 - Australia's recent decision to accept RMB for iron ore transactions with China signifies a shift in its economic strategy, reflecting its reliance on the Chinese market for iron ore exports [1][3][9] - China is the world's largest iron ore buyer, importing 1.237 billion tons annually, which constitutes 75% of global sea trade, making it a critical market for Australia [3][5] - The Australian government, under Prime Minister Albanese, aims to stabilize relations with China, moving away from previous hawkish policies and recognizing the unreliability of the U.S. [9][11] Group 2 - The conflict arose when BHP insisted on a 15% price increase for long-term contracts and insisted on USD settlements, prompting China to halt all dollar-denominated purchases from BHP [5][19] - China's diversification of iron ore sources has led to over 50% of its imports coming from non-Australian countries, reducing its dependency on Australia [7][21] - The introduction of RMB-denominated financial instruments, such as the "RMB sea-floating iron ore swap" by Hainan International Clearing House, enhances China's position in global iron ore trade [15][17] Group 3 - The shift towards RMB settlements in iron ore trade poses a significant challenge to the U.S. dollar's dominance, as it disrupts the traditional dollar-based commodity pricing system [13][22] - China's growing influence in the iron ore market is evidenced by the increasing percentage of trade with Russia being settled in RMB, which has risen to 45% [17][19] - The potential for RMB to become a dominant currency in commodity trading could lead to a dilution of the dollar's status as the world's reserve currency [19][22]