全球能源大客户里，中方稳坐前排，这笔总账怎么算，绝对不是特朗普一句制裁威胁能解决的事。 这七个被美国提醒不准买油的国家有哪些？为什么特朗普突然在这个时候加大了对俄罗斯的制裁呢？ 不准7个主要买家再去买俄罗斯的油，美方还打算，要用立法的方式约束这七个国家。 特朗普十分直白，要加大对俄罗斯的制裁力度，尤其是重点强调了，不能再买俄罗斯石油。 这些订单要重新排队，优先权当然在美国手里。 日前，特朗普在对俄政策上狠狠踩了一脚油门。以前是各种行政命令、金融制裁，现在直接走立法路线，把针对俄罗斯的新一轮打压写进法案里。 这一次，目标并不局限在莫斯科，而是直指那些还大规模买俄石油的国家，其中就包括中国、印度、巴西在内的7个关键买家。 这一招的狠，首先体现在打的是"终端市场"。俄罗斯的外汇命脉很清楚，石油和天然气出口撑起了很大一块。 战后的制裁一轮一轮打下来，欧洲市场被切得差不多了，俄罗斯转头把重心放在亚洲和全球南方国家身上。 中国吸收了接近一半的俄出口石油，印度吃掉了大约四成，再加上几家中东、拉美和亚洲买家，构成了目前俄罗斯石油出口的主要支撑面。 特朗普认为，如果能逼这7国减少甚至转向，那俄罗斯的现金流就会遭遇真正的"断血" ...

Core Viewpoint - The recent halt of iron ore orders by China Mineral Resources Group from Australia signifies a shift in power dynamics in the iron ore market, indicating a potential change in pricing and supply chain control [1][5][12]. Group 1: Market Dynamics - In 2025, Australia's annual iron ore exports to China are valued at AUD 116 billion, yet the pricing power remains with Australian companies, highlighting a disparity in negotiation strength [3][5]. - Chinese steel mills have historically faced challenges due to fragmented purchasing strategies, allowing Australian miners to maintain control over pricing [3][5]. - The establishment of the China Mineral Resources Group in 2022 consolidated procurement, enhancing negotiation power and reducing the historical fragmentation among Chinese steel producers [5][12]. Group 2: Supply Chain Changes - China's iron ore imports from Australia exceeded 700 million tons in 2023, with similar expectations for 2025, indicating a strong bargaining position due to volume [5][6]. - New supply sources are emerging, such as the Simandou project in Guinea, which is expected to produce 120 million tons annually by the end of 2025, and increasing contributions from Brazil and Russia [6][9]. - The shift towards a diversified supply chain is gradually diminishing Australia's monopoly in the iron ore market [6][12]. Group 3: Currency and Settlement - The iron ore trade, valued at over USD 200 billion annually, has traditionally been settled in USD, but there is a growing push from China to use RMB, aiming to reduce reliance on the dollar [8][10]. - An agreement was reached on October 9, 2025, for 30% of spot trades to be settled in RMB, marking a significant shift in trade practices [9][10]. - The transition to RMB settlement could potentially save China USD 20 billion annually in exchange losses, reinforcing the domestic industrial chain [8][10]. Group 4: Historical Context and Future Outlook - The historical trade relationship between Australia and China, which began over a century ago, is at a turning point with the recent developments in trade practices and currency usage [1][12]. - The ongoing changes in the iron ore market reflect broader shifts in global commodity trading, with implications for future trade dynamics and currency preferences [10][12]. - The competitive landscape is evolving, and the ability to adapt to these changes will determine the future success of both Australian and Chinese stakeholders in the iron ore market [14].