Core Viewpoint - The announcement of a 25% tariff on all countries trading with Iran by the U.S. is aimed at economically isolating Iran, particularly targeting its key trade partners, China and Russia, to achieve a strategic goal of cutting off Iran's external trade [1][3][21]. Group 1: Economic Impact - The tariff represents an escalation of unilateral sanctions to a "global collective punishment," forcing countries to choose between the Iranian and U.S. markets [3][21]. - The sudden announcement bypassed traditional legislative processes, establishing a new trade rule that imposes a 25% fee on any goods entering the U.S. market that are linked to Iran [9][11]. - The complexity of international trade means that many companies may unknowingly have ties to Iran, creating a climate of fear and uncertainty rather than just compliance costs [13][30]. Group 2: Geopolitical Implications - The tariff is not merely a trade issue but a geopolitical maneuver aimed at disrupting the economic arteries of Eurasia, particularly affecting China's westward expansion and Russia's southern access [7][21]. - The relationship between Iran, China, and Russia is evolving, with trade increasingly conducted in local currencies and bypassing the U.S. dollar, indicating a shift away from the traditional dollar-dominated system [23][37]. - The U.S. strategy may backfire, as countries like China and Russia have developed resilience against U.S. sanctions, potentially leading to a parallel trade system that undermines U.S. economic influence [30][38]. Group 3: Market Reactions - The announcement has already caused immediate reactions in global shipping insurance rates, highlighting the swift impact of U.S. policy changes on international markets [5]. - The emergence of a "ghost fleet" of ships operating outside Western insurance systems is a direct response to U.S. sanctions, indicating a shift in how global trade is conducted [25][30]. - The potential for rising oil prices due to supply chain disruptions could lead to renewed inflationary pressures in the U.S., reminiscent of past oil crises [28][30].
美国对伊朗所有贸易伙伴加税25%,对中俄的精准打击!欲锁死伊朗
Sou Hu Cai Jing·2026-01-13 07:46