The straight of Hormuz is a narrow stretch of water that links the Persian Gulf to the rest of the world. About a fifth of the world's oil flows through it. That's the world's produced oil, the world's consumed oil.It has to go through that waterway. It's largely unavoidable. And so any kind of material disruption would be a big issue.Iran has always said that it could close the straits if threatened, if the situation demanded it. It would be very difficult for Iran to do that and certainly very difficult f ...

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EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

要点 如果油价持续保持在85美元/桶的水平以上，在亚洲地，泰国、韩国、台湾和ⷅ 度将因油气逆差更大而面临相对更大的增长下行风险。从宏观稳定性的角度来 看，我们预计通胀不会成为挑战，但菲律宾、ⷅ度和ⷅ尼的经济可能面临经常账 户赤字扩大的ⷭⱱ。 June 18, 2025 08:55 AM GMT 亚洲经济研究 | Asia Pacific M Idea 观点：油价上涨将于何时开始 影响亚洲？ 对供应短缺的担忧导致油价飙升，但鉴于石油负担比以前低 且通胀温和，对亚洲的影响应该是可控的。然而，如果油价 进一步上升至85美元/桶以上，并且美元持续走强，则可能导 致降息推迟。 Exhibit 1: 泰国、韩国和台湾的石油和 天然气贸易逆差最大 -6.7% -5.1% -4.0% -3.6% -3.2% -3.1% -3.0% -2.1% -1.4% -1.3% 1.0% 1.0% -8.0% -6.0% -4.0% -2.0% 0.0% 2.0% Thailand Korea Taiwan India Philippines Japan Hong Kong China Indonesia Singapore Malay ...

Group 1 - The sector is experiencing a comeback due to structural reasons and rising oil prices on the macro front [1] - The increase in oil prices is highlighted as a significant factor influencing the industry's recovery [1]

Well, let's dig into all of this. Joining us now is Cassan Garammani, president and CEO of SGH Macro Advisors. Cassan, it's great to have you back on the show.Welcome. Thanks for having me on, Morgan and John. You know, we talk about we talk about strategic ambiguity as policy as it relates to Taiwan.I wonder if we're seeing a version of that play out right now in real time in terms of US decision making around leveraging this moment to get Iran to the table for more extensive nuclear negotiations versus th ...

All right, now let's talk about the oil and gas aspect to this story and try to make sense of all of it with Kevin Book. He is managing director of research at Clear View Energy Partners. And uh Kevin, good to see you.There was a fascinating article in the Financial Times today kind of about how the oil market's a little bit vexed by what's going on. I mean, theoretically, if you told me there were missiles flying over Tehran into Tel Aviv back and forth, I would tell you oil is probably going to be $90 to ...

Welcome to Wealth. I'm Ally Canel and this is Yahoo Finance's guide to building your financial footprint. Our community of experts will give you the resources, tools, tips, and tricks you need to grow your money.On today's show, policy whiplash causing investor fatigue. One portfolio manager explains where to find opportunity and how you can position for the summer. And the majority of Americans are concerned about how tariffs could impact their finances.We have tips to help consumers navigate the current e ...

Joining us now is our former vice chair, Alan Blinder. Allan, good to have you. Uh, tariffs going to be what would one would imagine an important sort of focus certainly in the press conference.Where do you stand in terms of the inflationary impact of tariffs, which we have yet to really see in any significance. Is it still coming. I I think it's still coming.I I stand exactly where you are that we haven't seen much from the tariffs yet. The tariffs have been announced, unannounced, announced, unannounced. ...

Joining us now to talk about the market implications of uh the war between Israel and Iran. Marco Papich, macro and geopolitical analyst at BCA research. So far, not not even in the oil markets, not a huge uh um effect at this point. What could that change, Marco? What would change that? Well, I think the only thing that really matters is Iran's level of willingness to interdict energy supply transiting through Straits of Hormuz. That is ultimately the only thing that investors are watching. So whether US a ...