Group 1 - The Shanghai Gold Exchange will establish a delivery vault in Saudi Arabia, with plans for additional vaults in Hong Kong, Singapore, and Switzerland, allowing global citizens to exchange their RMB for gold [1] - The internationalization of the RMB is accelerating, with the first version of the Bretton Woods system introduced in 2018, allowing oil-exporting countries to exchange RMB for gold at the Shanghai Gold Exchange [3] - The transition from "petrodollar" to "petro-RMB" is underway, with Saudi Arabia beginning to accept RMB for oil purchases, marking a significant shift in currency dynamics [5] Group 2 - The establishment of a delivery vault in Saudi Arabia addresses concerns about the accessibility of gold, enabling immediate exchange of RMB for physical gold without leaving Saudi borders [5] - The internationalization of the RMB is entering a fast track, potentially positioning it as a major global payment currency, especially as the U.S. faces significant debt pressures [7] - The decoupling of Chinese assets from the U.S. dollar is expected to enhance China's pricing power in global markets, reducing reliance on the dollar [7]

Group 1 - The article discusses the assassination of President Kennedy and its connection to the control of the U.S. dollar issuance, suggesting that he attempted to reclaim monetary sovereignty through Executive Order 11110, which allowed the Treasury to issue silver certificates without Federal Reserve involvement [2] - It draws parallels with President Lincoln, who issued "greenbacks" during the Civil War, and was assassinated shortly after, implying a pattern of presidential assassinations linked to monetary reform efforts [4] - The Federal Reserve, established in 1913, is described as a consortium of private banks that profits from government debt, with data indicating that for every dollar collected in taxes, 30 cents goes to pay interest to the Federal Reserve [5] Group 2 - Following Kennedy's assassination, the issuance of silver certificates was immediately halted by his successor, Lyndon Johnson, indicating a power struggle behind the scenes [7] - The article outlines a timeline of events post-1971, including the establishment of the petrodollar system and military interventions in oil-rich regions, suggesting a financial warfare strategy [9] - It highlights the influence of the Freemasons in controlling media and educational institutions, with a significant presence in major media boards and funding for think tanks [11] Group 3 - The article asserts that modern empires do not require territorial conquest but can destabilize nations through monetary control, exemplified by the collapse of the Soviet Union following IMF intervention [13] - It concludes that the tragedies of Kennedy and Lincoln are not coincidences but rather a reflection of a systemic issue where presidents are mere temporary figures, while the true power remains hidden [15]

结构性软实力：供应格局调整引导市场平衡。全球石油供应端的结构性调整，反映产油国通过战略博弈 重塑市场权力格局的能力。欧佩克减产与美国制裁伊朗：欧佩克通过内部协调（4月日产量下降3万桶） 主动调节供应，美国则借制裁伊朗（硬实力）强化对石油贸易规则的掌控，二者共同形成供应端紧缩预 期，支撑油价。非欧佩克增产对冲风险：美国、圭亚那等国的产量增长（日增92万桶）展现其资源性软 实力，通过技术创新与产能扩张增强市场话语权。结构性软实力的动态平衡，既制约了价格暴涨，又避 免市场陷入无序竞争。 全球原油市场迎来转机：中美贸易缓和与英美新协议提振信心，油价应声上涨。若周末高层会谈释放利 好，油价每桶或再涨2~3美元。供应端欧佩克减产与美国增产形成微妙平衡，地缘风险仍需警惕。软实 力正深度重塑石油价值格局——协同性修复需求、结构性优化供应、认知性锚定预期。 邓正红软实力表示，全球两大原油消费国之间的贸易紧张局势现缓和迹象，且英国宣布与美国达成"突 破性"贸易协议，市场供需前景改善，石油软实力势能向上释放，周五（5月9日）国际油价走高。截至 收盘，纽约商品期货交易所西得克萨斯轻质原油6月期货结算价每桶跌涨1.11美元至61.02 ...

贝克休斯油服：美国石油钻井数量降至今年一月以来的最低水平。石油/天然气钻井数量降至今年一月 以来的最低水平。 ...

贝克休斯油服：美国钻探公司连续第二周削减石油和天然气钻机数量。 ...

美国5月9日当周石油钻井数 474，前值 479。 ...

美国至5月9日当周石油钻井总数将于十分钟后公布。 ...

"人民币对美元汇率又创新高！"朋友兴奋地告诉我，"是不是该赶紧换点美元？"我反问他："你知道这波涨势背后，其实是中美两国的政策在暗中 较劲吗？" 美联储加息与中国稳汇率的拉锯战 2023年以来，美联储连续11次加息，将联邦基金利率推高至5.25%-5.5%的22年高位。这把"美元镰刀"每次挥舞，都让全球货币市场颤抖。但令人 意外的是，人民币展现出超强韧性，这背后是中国央行一系列精准调控的结果。 中国通过下调外汇存款准备金率、重启逆周期因子、发行离岸央票等组合拳，为人民币构筑起"防波堤"。更关键的是，中国保持货币政策独立 性，没有盲目跟随加息，而是通过结构性工具支持实体经济，这种"以我为主"的定力，成为人民币稳定的压舱石。 美国对中国商品加征的关税至今仍未取消，但人民币汇率却成为新的博弈焦点。美方一直施压人民币升值，表面是要求"公平贸易"，实则是想削 弱中国出口竞争力。但中国央行明确表示"汇率不是工具"，坚持市场供求决定的基本原则。 贸易战2.0时代的汇率暗战 有趣的是，在科技战背景下，中国芯片进口成本因人民币适度贬值而降低，反而缓解了部分"卡脖子"压力。这种"以贬值对冲制裁"的巧妙应对， 让美国始料未及。汇率 ...

Core Viewpoint - Indonesia will suspend oil imports from Singapore for six months, indicating a significant shift in its energy procurement strategy [1] Group 1 - The suspension of oil imports is expected to impact the supply chain dynamics in the Southeast Asian region [1] - This decision may lead to increased domestic oil production efforts within Indonesia [1] - The move could also affect pricing and availability of oil in the regional market [1]

分析机构的市场权力构建：花旗预测模型的软实力维度。花旗分析师下调短期油价预期却维持长期预 测，展现了金融机构通过预测模型影响市场的特殊软实力。风险定价话语权，将美伊核协议概率量化为 20美元价差，把地缘政治不确定性转化为可交易的金融变量。预期双峰引导：构建每桶50~70美元的波 动区间，既为衍生品交易创造空间，又为政策制定者提供决策参考坐标系。叙事框架设定：通过强 调"协议达成与否"的二元选项，简化市场对复杂地缘关系的认知路径，强化机构分析的市场指导地位。 软实力评语：软实力共振下的石油定价新范式。当前油价波动揭示出战略资源定价权竞争的三个新特 征：一是协议杠杆效应，局部贸易突破产生的信心乘数远大于实际贸易量，协议文本的符号价值高于经 济价值。二是制裁弹性系数，制裁措施的市场影响不再线性取决于执行力度，更取决于政策对象国构建 替代体系的软实力。三是预期嵌套结构，短期供需分析与长期地缘预判形成双重嵌套，掌握预期分层解 释权的行为体主导价格形成机制。这种演变表明，石油软实力的竞争焦点已从资源控制转向规则制定、 从产能博弈转向预期管理、从地缘对抗转向政策创新。未来能源权力的重构，将更取决于行为体能否将 硬实力资源转 ...