全球能源市场碎片化
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万万没想到!白宫今天凌晨宣布最重磅制裁!不允许任何国家或企业从伊朗购买石油
Sou Hu Cai Jing· 2025-05-04 09:14
Group 1 - The U.S. has announced the "most severe" secondary sanctions on Iranian oil, targeting all countries and companies engaged in energy transactions with Tehran, effectively creating a "choose one" dilemma for global oil trade [1] - The sanctions aim to cut off Iran's annual oil revenue of $60 billion, which is intended to disrupt its nuclear program and military expansion while reshaping global energy pricing power [1] - The sanctions could lead to a global oil supply gap of 1.5 million barrels per day, equivalent to three days' demand from all European refineries [1] Group 2 - Iran is responding by establishing an "energy eastern corridor" through Russia and deepening trade mechanisms with India and Pakistan, with non-dollar trade accounting for 78% of its transactions in the first four months of the year [3] - The sanctions are pushing the global energy market towards fragmentation, with potential diesel supply shortages in Europe and energy poverty crises in developing Asian countries if sanctions persist [3] - Historical evidence suggests that unilateral sanctions often escalate conflicts rather than resolve issues, indicating that cooperation based on mutual benefit is essential for peace and stability [3]