石油美元

Search documents
沙特与伊朗握手言和:中国促成历史性突破,引领石油人民币新时代
Sou Hu Cai Jing· 2025-10-08 19:44
黄沙里最怕的不是风暴,而是忽然闯进来的口号。冷战年代,苏联把中东当成能翻盘的棋盘,声音很响,手很硬;中国后来进场,没喊几句口号,却把桌面 上的筹码一点点换成了实惠。两条路走到今天,沙漠里的归宿很不一样。 要理解沙特的心思,得先回到1950年代的喧嚣。1952年,埃及的自由军官团推翻法鲁克国王,纳斯尔走到台前,苏联立刻送上军火和顾问,那阵势像在给一 场"新世界"的开幕式剪彩。六年后,1958年的伊拉克再响一枪,军官团干掉了费萨尔二世,苏联的坦克和大炮很快在港口卸箱,报纸和广播里全是"反帝"的 豪言。 君主的恐惧与革命的喧嚣 更远一点的伊朗,巴列维王朝也被盯上。苏联扶持左翼势力,想把地毯上的王座掀翻。对于沙特王室,这些不是遥远的新闻,而是逼近的脚步。它是典型的 保守君主国,家族统治依赖石油收入,社会结构以稳定为先,最忌讳火苗从邻居家窜到自家院子。那几年,沙特情报部门截获的电报里,赫然有苏联驻开罗 大使馆在派对上公开庆祝埃及变革的举动,还给伊朗和约旦的反对派许诺支持。这类细节,比任何公开声明都让人毛骨悚然:门口有人试着拆门框。 反应随之而来。沙特把安全线慢慢挪向华盛顿,采购美国战机和导弹的节奏加快起来。沙漠基地里, ...
东大用黄金加持人民币,西大用稳定币加固美元?
Hu Xiu· 2025-09-11 07:03
Core Viewpoint - The article discusses the emerging trend of linking the Chinese yuan to gold, allowing for overseas yuan to be exchanged for physical gold, which challenges the dominance of the petrodollar [1] Group 1 - The new mechanism of linking the yuan with gold is seen as a strategic move to disrupt the existing monetary order [1] - Historical patterns suggest that significant increases in gold prices indicate a shift in the global financial system [1] - The development reflects a broader trend of currency system restructuring, hinting at the potential decline of the old order and the rise of a new one [1]
AI时代,它成了最不可或缺的存在
Sou Hu Cai Jing· 2025-09-05 02:22
Group 1 - The article discusses the potential of the Chinese yuan, referred to as "electricity yuan," to challenge the dominance of the US dollar by leveraging the global demand for electricity [5][35][36] - China is establishing energy cooperation models in Belt and Road countries, where electricity agreements are settled in yuan instead of dollars, exemplified by a 500 MW wind power agreement with Uzbekistan [3][10] - The increasing global reliance on electricity, driven by the rise of electric vehicles and AI, positions electricity as a new anchor for currency, potentially providing a sustainable backing for the yuan [6][18][19] Group 2 - The article highlights the advantages of using yuan for electricity transactions, such as reduced costs and lower volatility compared to the dollar, benefiting countries that previously relied on dollar-denominated contracts [12][13] - China's competitive edge in renewable energy projects, including lower costs and a comprehensive service package, makes it an attractive partner for developing countries [21][23] - The article suggests that the "electricity yuan" strategy could grow in a fragmented global landscape, where countries seek alternatives to the dollar-dominated financial system [17][18] Group 3 - The US has begun to respond to China's initiatives with protective measures, such as tariffs on Chinese energy products and promoting domestic manufacturing through legislation [19][21] - Despite US efforts, China's comprehensive approach to energy projects and its ability to operate in challenging environments give it a significant advantage in the global energy market [24][26] - The potential shift towards "electricity yuan" could disrupt the existing financial order, allowing countries to bypass the dollar and establish a new currency framework based on electricity [35][36][38]
中国聚变公司成立,“人造太阳”要来了
3 6 Ke· 2025-08-04 23:16
Group 1 - The establishment of China Fusion Energy Co., Ltd. in Shanghai marks a significant step in the commercialization of China's "artificial sun" project, with a total investment of 11.492 billion yuan from seven state-owned enterprises [1] - The global competition in the controllable nuclear fusion industry is accelerating, with countries like Germany, Japan, and the UK making substantial investments in fusion energy research [3][4] - Nuclear fusion is considered a potential ultimate energy source, with the energy released from fusion of deuterium in seawater being equivalent to the total energy of all oil on Earth [4][6] Group 2 - The fuel for fusion energy, such as deuterium from seawater, is abundant and poses minimal radioactive hazards, making it a promising energy source for the future [7] - The potential of fusion energy could reshape various sectors, including industry, agriculture, and even address freshwater scarcity through cost-effective desalination [9][11] - The global race for fusion energy has seen significant advancements, with countries like the US and China making notable progress in their respective fusion projects [17][20] Group 3 - The formation of China Fusion Energy Co. is a strategic move in the national energy strategy, transitioning from a laboratory-based approach to a market-oriented model [23] - The company has a registered capital of 15 billion yuan, with investments from major state-owned enterprises, indicating a comprehensive support system for the commercialization of fusion energy [23][29] - Shanghai's role as a financial and trade center, along with its existing industrial ecosystem, positions it as a crucial hub for the development of fusion energy technologies [25][26]
我们的钱,被西方偷走了
Sou Hu Cai Jing· 2025-07-12 09:49
Core Insights - China's manufacturing sector holds over 30% of global manufacturing output, while G7 countries combined are roughly equal, yet the financial market's pricing power remains dominated by the West [2][4][8] - Despite being a major exporter, China earns disproportionately low profits compared to its manufacturing output due to the dominance of the US dollar in global trade and finance [4][5][10] Group 1: Trade and Economic Dynamics - China's share of global goods exports has consistently exceeded 14%, reaching nearly 18% post-pandemic, while the US maintains around 8% [2] - The majority of global oil transactions (over 95%) are conducted in US dollars, forcing China to convert its earnings into dollars for purchasing essential commodities [5] - The International Monetary Fund (IMF) voting power is heavily skewed, with the US holding 16.5% and China only 6.08%, reflecting the systemic financial rules that favor Western nations [5][7] Group 2: Financial System and Profitability - Chinese investments in US Treasury bonds yield returns that do not keep pace with inflation, effectively financing the US government's fiscal deficits [7] - The current financial system allows Western countries to extract profits from China's manufacturing efforts while placing inflationary pressures back onto China [4][12] - Chinese companies often accept low-profit margins to secure positions in global supply chains, resulting in a scenario where they perform high-value work but receive minimal financial returns [8][14] Group 3: Systemic Challenges and Future Outlook - The existing financial and trade systems are not merely a result of market evolution but are shaped by historical dependencies and institutional negotiations that favor Western powers [8][12] - Efforts by China to establish currency swaps and promote local currency settlements are limited in effectiveness as long as the dollar remains the primary currency for commodity transactions [10][12] - The potential for change exists, but it may arise from external pressures on the US financial system rather than proactive measures from China [16][18]
瞭望 | 美元能否造出新需求
Sou Hu Cai Jing· 2025-07-01 06:24
Group 1 - The core argument is that the dollar is facing a "anchor" crisis due to the diminishing effectiveness of its traditional backing, such as gold reserves and industrial production capacity, leading to a potential structural adjustment in the international monetary system [1][4][12] - The transition from the gold standard to the gold-exchange standard established a long-lasting credit system for the dollar, which was initially supported by abundant gold reserves [5][7] - The Bretton Woods system expanded the gold-exchange standard globally, with the dollar being pegged to gold, but this system eventually collapsed due to the Triffin dilemma, highlighting the limitations of gold as a backing for the dollar [8][10] Group 2 - The "petrodollar" system was established to create a new anchor for the dollar, linking it to oil trade, which significantly increased the demand for dollars in international transactions [11][12] - The current geopolitical landscape and the rise of alternative currencies, such as the euro and yuan, are challenging the dominance of the dollar, as countries seek to reduce reliance on it for trade [12][14] - The U.S. is attempting to find new anchors for the dollar, such as high-tech products and critical minerals, but faces significant challenges in establishing these as viable alternatives to the "petrodollar" [15][16] Group 3 - The emergence of stablecoins as a potential means to maintain dollar dominance raises questions about their stability and the underlying assets they are tied to, which may not provide a reliable foundation for the dollar's future [18][19] - The volatility of the underlying dollar assets poses risks to stablecoins, as seen during the Silicon Valley Bank crisis, which affected the value of stablecoins like USDC [18][19]
中俄日印等40国去美元化后,美国人提出恢复金本位,幕后推手出现
Sou Hu Cai Jing· 2025-06-29 07:01
Group 1 - The essence of currency is based on commodities and transactions, with credit currencies like paper money requiring actual transaction support to maintain value [1] - The dominance of the US dollar as a global reserve currency is primarily due to its pricing of commodities like oil and the US's control over international currency exchange systems [1] - The historical context of the gold standard established by Isaac Newton links currency value closely to gold, which has evolved over time, leading to the current challenges faced by the dollar [3] Group 2 - The trend of de-dollarization is accelerating, with countries like Germany, France, and Poland repatriating gold, reflecting deep concerns about the dollar system [5] - Japan and other US allies are increasing investments in Chinese bonds, indicating a challenge to the dollar's global status [5] - The US's excessive money printing to manage debt has led to a decline in the dollar's purchasing power and its global currency status [7] Group 3 - A proposed bill in the US aims to restore the gold standard, indicating a potential shift in monetary policy to curb dollar inflation [7] - The discussion around de-dollarization has become a significant international economic issue, with countries openly seeking alternatives to the dollar [8] - The rising US debt and inflation are prompting a reevaluation of the dollar's global currency status, with some economies considering pegging their currencies to gold or decentralized digital currencies [13] Group 4 - Approximately 40 representative countries, including China, India, Japan, and Russia, are advancing the de-dollarization process through various means [15] - The application of blockchain technology is accelerating the de-dollarization process, influenced by the Federal Reserve's monetary policy adjustments [15] - The former Governor of the Bank of England, Mark Carney, suggests that replacing the dollar with a globally recognized digital currency could address significant issues faced by non-US decision-makers [15] Group 5 - Investment figures like Jim Rogers warn that the decline of the dollar is an inevitable historical process, while reports indicate that the Federal Reserve's actions threaten the dollar's reserve currency status [17]
美国、中东与中国:油价、黄金走势
Sou Hu Cai Jing· 2025-06-17 23:19
Geopolitical and Economic Impact - The recent Israel-Iran conflict has significant implications for geopolitical and economic dynamics in the Middle East, with the U.S. actively increasing its influence in the region [1] - The conflict has led to a rise in oil prices, with prices moving from $40-$50 during Trump's presidency to $75-$85 under Biden, yet Middle Eastern oil-producing countries are hesitant to increase production due to uncertainties about future demand [2][4] Oil Market Dynamics - Trump's administration aimed to lower oil prices to alleviate inflation, which was achieved through increased U.S. energy supply, leading to a drop in oil prices from around $78 to below $60 [4][6] - The U.S. strategy includes maintaining the dominance of the U.S. dollar in oil transactions, countering China's proposal to use the yuan for energy trade, which poses a threat to U.S. hegemony [6][12] Military and Strategic Movements - The U.S. military has increased its presence in the Middle East, with aircraft and naval forces being deployed to support Israel and deter Iran, indicating a shift from economic to geopolitical concerns [9][12] - Israel's military actions against Iran are supported by the U.S., which seeks to maintain control over the region and its oil resources [9][18] Iran's Position and Response - Iran's military capabilities have been significantly weakened, leading to a lack of resolve in retaliation, and the country is seeking to de-escalate tensions through intermediaries [16][18] - The internal situation in Iran is precarious, with leadership showing signs of compromise, which may affect the duration and intensity of the conflict [16][18] Future Market Predictions - Oil prices are expected to rise temporarily due to the conflict but may stabilize or decrease if a resolution is reached with Iran, while gold prices are predicted to decline in the coming years [18]
石油终于涨了,波斯成了代价
Hu Xiu· 2025-06-13 13:00
Group 1 - The article discusses the implications of U.S. military actions and political maneuvers, suggesting that the military is cautious about engaging in conflicts that could lead to significant losses [1][3][4] - It highlights the historical context of U.S. military interventions, particularly under the Bush administration, which were driven by oil interests and resulted in increased national debt [4][20][38] - The article emphasizes the strategic importance of oil prices in U.S. economic policy, linking military actions in the Middle East to efforts to raise oil prices and manage national debt [16][21][38] Group 2 - The piece outlines the geopolitical dynamics involving the U.S., Russia, and Middle Eastern countries, particularly focusing on oil control and the impact on European economies [2][21][35] - It suggests that the U.S. is leveraging conflicts, such as those involving Iran, to manipulate oil prices for economic benefits, drawing parallels to past strategies [36][41] - The article concludes that the current U.S. administration may be repeating historical patterns of using military action to influence economic conditions, particularly in relation to oil and debt management [38][40][41]
从石油美元到算力霸权:料革命重构全球权力秩序的百年嬗变
Sou Hu Cai Jing· 2025-06-12 02:35
Group 1 - The article discusses the historical transition of power from gold to oil, emphasizing the establishment of the petrodollar system as a means to maintain U.S. dollar hegemony [1][2][11] - The strategic value of oil, which constitutes 31.2% of global energy consumption, is highlighted as a key factor in the U.S. dollar's role as a pricing anchor [2][3] - The 1974 U.S.-Saudi agreement is described as a pivotal moment that solidified the dollar's status in global oil transactions, with 80% of oil trade being dollar-denominated by 1975 [11][14] Group 2 - The article outlines the military and financial power dynamics involved in the U.S.-Saudi negotiations, where military support was exchanged for oil pricing rights [3][4] - The impact of the oil crisis on the global economy is noted, with oil prices soaring by 400% and Western GDPs declining by 6% within three months [2][3] - The emergence of financial instruments like oil futures in the 1980s is discussed as a means for the U.S. to exert influence over global economic cycles [3][14] Group 3 - The article addresses the challenges to the petrodollar system, including attempts by countries like Iraq and Libya to shift away from dollar-denominated oil transactions, which were met with military intervention [4][12] - The rise of alternative payment systems and digital currencies is noted as a potential threat to the dollar's dominance, with the dollar's share in global reserves dropping below 58% [7][12] - The shift towards multi-currency settlements by countries like Saudi Arabia signifies a growing skepticism towards U.S. military protection and dollar reliance [8][12]