关税传来利空消息，当地时间18日，美国扩大钢铝关税范围的措施正式生效。 当地时间8月15日，美国特朗普政府宣布扩大对钢铁和铝进口征收50%关税的范围，将数百种衍生产品纳入加征关税清单。 此外，加密货币市场也全线下跌，比特币跌破115000美元，近24小时跌幅近3%，以太坊更是大跌超6%，截至发稿跌破4300美元。 | 总爆仓 | | | | | --- | --- | --- | --- | | 1小时爆仓 | 4小时爆仓 | $5702.59万 | $302.67万 | | 参東 | 念車 | $4227.66万 | $225.37万 | | 空車 | 空車 | $77.29万 | $1474.93万 | | 12小时爆仓 | $4.27亿 | 24小时爆仓 | $5.50亿 | | 念車 | 念車 | $3.98 乙 | $4.86 Z | | 空单 | 空車 | $2900.91万 | $6388.76万 | | 最近24小时,全球共有130.773人被爆仓,爆仓总全额为$5.50 亿 | | | | 数据显示最近24小时内加密货币共有超13万人被爆仓。 综合自央视新闻 美国商务部在当天晚间发布的《联邦 ...

Group 1 - The U.S. Department of Commerce announced on August 15 that it will expand the list of products subject to a 50% import tariff on steel and aluminum, adding hundreds of derivative products [1] - The Federal Register published by the Department of Commerce indicates that the Bureau of Industry and Security will add 407 tariff codes to identify products that require additional tariffs due to containing steel or aluminum components [1] - The expanded tariff list will officially take effect on August 18 [1]

韩国总统办公室：未讨论钢铝关税。 ...

Group 1 - The S&P 500 index ended a six-day winning streak, while European stocks rose [1] - Novo Nordisk's stock dropped by 28% after the appointment of a new CEO and a downward revision of its annual guidance, with sales of the weight-loss drug Wegovy falling short of expectations [1] - Crude oil prices surged over 3%, with a peak increase of more than 4% during intraday trading [1] Group 2 - The U.S.-China trade talks are ongoing in Stockholm, with both sides aiming to extend the paused 24% tariffs and corresponding countermeasures for an additional 90 days [1] - The U.S. Commerce Secretary indicated that there is still much "bargaining" to be done with the EU, focusing on digital services tax and steel and aluminum tariffs [1] - The IMF has slightly raised its global economic growth forecast, along with improved economic outlooks for both the U.S. and China [1]

Core Viewpoint - The European Union is keen to continue discussions regarding the tariffs on steel and aluminum imposed by the United States [1] Group 1 - The EU's interest in ongoing discussions indicates a potential for negotiation and adjustment of current trade policies [1]

日本首席谈判代表、经济再生大臣赤泽亮正：协议不包括钢铝关税。 ...

日本内阁官房长官林芳正：将继续与美国就钢铝关税进行谈判。 ...

Core Viewpoint - The US-Japan trade negotiations are at a standstill, with Japan facing potential increases in tariffs on its exports, particularly in the automotive sector, as the deadline for a trade agreement approaches [1][5][6] Group 1: Negotiation Status - Japan's Economic Revitalization Minister, Akira Amari, has made multiple trips to the US but has not achieved any progress in negotiations [1] - The US has set a 24% tariff rate on Japan, while Japan seeks to bundle this with the removal of tariffs on automobiles and steel [2] - The Japanese government emphasizes its contributions to the US economy through investments and job creation, seeking to leverage this for tariff reductions [2] Group 2: Key Issues in Negotiations - The automotive sector is a major sticking point, with Japan exporting 1.37 million vehicles to the US in 2024, valued at 7.2 trillion yen, which constitutes 34% of Japan's total exports to the US [3] - A 25% tariff on Japanese automobiles could lead to a potential loss of 13 trillion yen for Japan's economy, affecting over 5.58 million jobs across related industries [3] - The US aims to reduce its trade deficit with Japan, but American cars have struggled to gain traction in the Japanese market due to size and fuel efficiency issues [3] Group 3: Agricultural Concerns - Agriculture is another contentious area, with Japan's ruling Liberal Democratic Party (LDP) facing pressure to protect domestic agricultural interests ahead of the upcoming Senate elections [4] - The Japanese government is unwilling to sacrifice agricultural protections for concessions on automotive tariffs, emphasizing the need to maintain national interests [4] Group 4: Outlook and Implications - The negotiations are increasingly uncertain, with President Trump expressing skepticism about reaching an agreement and hinting at raising tariffs to 30-35% if no deal is made [5][6] - If tariffs are implemented as proposed, Japan's actual GDP could decrease by 0.9% over five years [6]

Core Insights - Despite the rising costs due to steel and aluminum tariffs, U.S. LNG developers remain confident in making final investment decisions for new facilities this year, with at least seven projects aiming for approval [1] - If these projects proceed, U.S. LNG export capacity could double by 2030 [1] - Developers are actively seeking to mitigate tariff impacts by selling stakes to infrastructure funds and securing long-term LNG purchase agreements [1] Group 1: Company Developments - Woodside is the first company to make a final investment decision on a U.S. export project this year, approving the Louisiana LNG project, previously acquired for $1.2 billion [2] - Woodside sold 40% of its stake in the Louisiana LNG project to Stonepeak, which is expected to provide $5.7 billion in capital expenditure for the facility [2] - Market expectations indicate that more U.S. LNG export projects will make final investment decisions this year, with Cheniere Energy expressing confidence in obtaining necessary regulatory approvals for its expansion projects [2] Group 2: Project Timelines and Strategies - Sempra plans to make a final investment decision on the Arthur Port LNG Phase 2 project by the end of 2025, while acknowledging macroeconomic uncertainties [3] - Energy Transfer aims to finalize investment for its Charles Lake LNG export project in Louisiana by the end of this year, as it works on securing LNG purchase volumes [3] - Venture Global is urging the Federal Energy Regulatory Commission (FERC) to approve its third liquefaction plant, CP2, in Louisiana by mid-year, indicating a supportive regulatory environment for the U.S. LNG industry [3]

Core Viewpoint - The increase of tariffs on imported steel and aluminum from 25% to 50% is expected to significantly raise costs for various industries in the U.S., leading to higher prices for consumers and potential job losses in sectors reliant on these materials [4][10][25]. Group 1: Impact on Industries - The steel cable industry, represented by companies like Walz's, faces severe challenges due to increased raw material costs and competition from foreign products [1]. - The manufacturing sector, particularly metal manufacturing, is projected to incur an additional cost of $22.4 billion for imported steel and aluminum, with derivative product costs rising by $29 billion [7]. - The construction industry anticipates an increase in average new home costs by over $10,000 due to the tariffs, exacerbating existing pressures from high housing prices and mortgage rates [16][18]. Group 2: Consumer Impact - The tariffs are expected to raise prices across a wide range of consumer goods, including automobiles, household appliances, and canned foods, disproportionately affecting low-income households [10][14]. - The cost of essential items, such as canned foods and housing, is likely to rise significantly, impacting affordability for ordinary families [14][16]. Group 3: Employment Effects - The tariffs may lead to a net loss of jobs, with estimates suggesting that while the steel industry could gain around 1,000 jobs, other sectors like manufacturing and construction could lose approximately 75,000 jobs [25][29]. - The overall economic outlook is pessimistic, with recent data showing a slowdown in job creation, indicating that the tariffs may be counterproductive to the goal of protecting American jobs [22][25].