继强掳委内瑞拉总统马杜罗及其夫人之后，特朗普再一次转变方向，对伊朗发出公开的武力威胁。而在这些看似针对中东地区的举动背后，实则隐藏着一场 关乎中国的全球战略调整。根据俄媒卫星社1月13号的报道，特朗普在其社交媒体平台上发布声明，宣布从即日起，任何与伊朗有贸易往来的国家，将在与 美国的任何商业活动中遭遇高达25%的关税。这一言辞激烈的声明，被特朗普形容为最终版的明确命令。消息一出，国际舆论立即沸腾，引发了广泛的震惊 与讨论。舆论的震惊，一方面源于特朗普再次对全球挥起了关税大棒。尽管长期的美国制裁已经使伊朗的国际贸易量大幅萎缩，但伊朗仍与超过100个国家 保持着一定程度的贸易往来。除了伊朗的最大贸易伙伴——中国之外，印度、土耳其、阿联酋等国也与伊朗有着密切的经贸关系，甚至俄罗斯也在去年与伊 朗签订了新的自由贸易协议。从这一角度看，特朗普此举无异于再度掀起全球关税战的序幕。另一方面，人们也惊讶于特朗普能够发布这样含糊不清的命 令。虽然全文提到征税，但具体的征税方式、目标国家、是否仅限于商品贸易等关键细节却一概未有披露。甚至连白宫方面也未给出更多解释。这使得这番 言论看上去更像是特朗普的一次情绪化宣泄，而非严肃的政策 ...

Core Insights - The article discusses the challenges and uncertainties surrounding the U.S. interest in Venezuelan oil, highlighting that achieving control over these resources within three years is unlikely due to the unstable social environment in Venezuela [1] Group 1: U.S. Interest in Venezuelan Oil - President Trump mentioned "oil" 26 times during a press conference, indicating a strong interest in Venezuelan oil resources, which are the largest proven reserves globally [1] - Experts suggest that the U.S. may not be able to monopolize Venezuelan oil, drawing parallels to the situation in Iraq post-Saddam, where the U.S. did not gain exclusive access to oil resources [1] Group 2: Investment Risks - U.S. oil companies are hesitant to invest heavily in Venezuela due to significant risks and uncertainties, making it difficult to predict when investments would become profitable [1] - The need for a stable social environment for oil infrastructure investment is emphasized, with experts predicting that Trump's ambitions regarding Venezuelan oil are unlikely to materialize within the next three years [1] Group 3: China's Position - Venezuela is a key partner for China in oil production and supply chains, with substantial Chinese investments in exploration and refining [1] - In 2025, Venezuelan oil is expected to account for 4% of China's oil imports, indicating its importance despite the small percentage [1] - Experts note that Venezuela's oil resources are crucial for ensuring China's energy supply chain security and promoting the internationalization of the Renminbi [1]

格隆汇12月12日丨中远海能(600026.SH)公布，2025年12月12日，本公司及附属公司（作为买方）分别 与关联方中远海运重工附属船厂（作为卖方）签订十九艘船舶的建造合同，含税合同船价总额为人民币 78.8198亿元。为进一步提升能源供应链韧性与安全保障能力、优化公司船队结构与市场竞争力，本集 团拟开展多船型清洁燃料船舶的投资建造。 ...

Group 1 - The new chairman of the Export-Import Bank of the United States, John Gavano, announced a commitment of $100 billion to ensure the security of the U.S. supply chain for critical minerals, nuclear energy, and liquefied natural gas [1] - The initial transactions will involve projects in Egypt, Pakistan, and Europe, focusing on delivering U.S. energy globally and addressing over-reliance on critical mineral supply chains [1] - The bank's early transactions include a $4 billion credit insurance guarantee for Hartree Partners' natural gas delivery to Egypt and a $1.25 billion loan for Barrick Gold's development of the Reko Diq copper-gold mine in Pakistan [1] Group 2 - In the 12 months ending September 30, the bank approved new transactions totaling $8.7 billion, excluding a previously approved $4.7 billion loan for TotalEnergies' liquefied natural gas project in Mozambique [1] - The Export-Import Bank is increasingly focusing on supporting liquefied natural gas exports and energy security, marking a shift in its priorities under the Biden administration [1] - The bank's support for green energy projects reached $1.6 billion in 2024, a 74% increase from 2023 [1] Group 3 - Nuclear energy will be a focal point for the new leadership, with active discussions on several nuclear power projects in Southeast Europe, where U.S. companies like Westinghouse Electric are seeking to invest [2]

英国首相斯塔默最近的公开声明，把这场博弈的军事层面进一步推向了公众视野。他明确表示，英国正 在加速向乌克兰交付5000多枚轻型多用途导弹（LMM），并且把原本的交付周期缩短了约五个月，目 标就是在冬季到来之前，迅速增强乌克兰的防空能力。 更值得关注的是，除了5000多枚主计划导弹外，北爱尔兰贝尔法斯特的泰雷兹集团工厂还在紧急加产 140枚LMM导弹，专门用于乌克兰的冬季防空应急储备。 可能有些人会问，这种导弹到底能起什么作用？军事专家分析指出，当前乌克兰面临的一个大难题是俄 罗斯使用的仿制伊朗喷气式自杀无人机。这些无人机的射程可达2500公里，专门攻击电力、供暖等民生 设施，成了冬季防空的头号威胁。LMM导弹的精准打击特性正好能够应对这一问题，配合RapidRanger 遥控武器站系统使用，不仅能快速部署，还能灵活作战，恰好弥补了乌军在中近程防空的空缺。 刚传出英国要紧急向乌克兰提供5000多枚导弹后，紧接着又有消息爆出，30个国家联合起来计划把俄罗 斯的能源逐步从全球市场剔除。这一系列的操作，看似是在援助乌克兰对抗俄罗斯，实则更像是一连串 针对俄罗斯的联合攻击。 令人疑惑的是，欧洲和美国主导的这一博弈，怎么 ...