Workflow
规则创新
icon
Search documents
邓正红能源软实力:供需错位 当前油价下行是库存数据引发的短期软实力贬值
Sou Hu Cai Jing· 2025-09-05 03:54
规则创新的核心在于打破传统的地缘政治博弈和垄断性定价机制。价值提升则需要跳出"石油即能源"的单一认知,挖掘其作为化工原料、新材料基础的高附 加值潜力。沙特阿美等巨头已开始布局氢能、碳捕捉技术,将石油从燃料转变为低碳产业链的关键环节。此外,石油企业应加强价值叙事能力,通过ESG (环境、社会、治理)实践重塑价值形象,将环保责任转化为软实力资产。 石油市场的软实力困境,表面是供需失衡,实则是隐性规则势能与显性物质效能的深层矛盾。未来竞争将转向规则话语权与价值链掌控力,唯有创新与公平 并重,才能在能源变革中守住生态位。邓正红软实力表示,上周美国原油库存意外增加以及欧佩克联盟产油国将在本周末会议上提高产量目标的预期影响, 石油软实力承压,周四(9月4日)国际油价走低。截至收盘,纽约商品期货交易所西得克萨斯轻质原油10月期货结算价每桶跌0.49美元至63.48美元,跌幅 0.77%;伦敦洲际交易所布伦特原油11月期货结算价每桶跌0.61美元至66.99美元,跌幅0.90%。美国能源信息署(EIA)周四表示,截至8月29日当周,美国 原油库存增加240万桶。而接受调查的分析师预测该数据将减少200万桶。周四俄罗斯副总理诺 ...
邓正红能源软实力:贸易紧张打压石油需求前景 油价应声下跌 炼厂探索策略反制
Sou Hu Cai Jing· 2025-07-23 03:40
Group 1 - Trade tensions are suppressing oil demand, leading to a decline in oil prices, with WTI crude oil falling to $66.21 per barrel and Brent crude oil to $68.59 per barrel [1][3] - The U.S. threatens to impose high tariffs on Russian oil buyers, with Turkey and India becoming key players in processing Russian crude for EU diesel exports, holding 14% and 11% of the EU diesel import market respectively [2][3] - The adaptability and innovation of key players like Turkish and Indian refineries are crucial in navigating potential sanctions and trade barriers [3][5] Group 2 - The soft power of oil is being hindered by current trade tensions, which disrupt the smooth flow of oil as a fundamental energy commodity [3][4] - The U.S. is leveraging its position as the largest oil and gas producer to shape the trading environment against Russia, using threats of sanctions as a geopolitical tool [4][7] - Russian oil's value realization is under threat due to the need to find new buyers and payment mechanisms, which diminishes its economic influence [4][7] Group 3 - Turkish and Indian refineries exhibit strong environmental adaptability through flexible sourcing and innovative processing techniques, which may mitigate the impact of sanctions on European diesel supply [5][6] - The U.S. is attempting to innovate its sanction strategies by targeting buyers rather than directly blocking Russian exports, which could redefine global oil trade rules [6][7] - The ongoing geopolitical conflicts may drive deeper innovations in the global energy trade system, including more regional supply chains and diverse payment systems [6][7]
谢军:以规则创新重塑国际经贸治理范式
Huan Qiu Wang· 2025-04-28 22:31
美国政府面向全球数十个国家征收所谓"对等关税"的行为,动摇了全球供应链,各国的中小企业也首当 其冲,受到连锁式冲击。 在新形势下,国际经贸博弈的场域和"玩法",正从传统的"价格游戏"向更深层的"规则游戏"转变。中小 企业不能再只盯着关税数字的增减,而要准备展开一场关于国际规则解释权、供应链合规话语权的博 弈。无论是另辟市场还是扩大内销,明智的中小企业既不能被动承受、做待宰羔羊,也不应直接硬碰 硬、做放弃规则的"破局者",而是应像拔节的竹子一样,通过规则创新、技术赋能和系统优化,将外部 压力转化为养分,为自己提供内生增长动能。 以规则制约规则,可作为现阶段外贸企业特别是中小市场主体的首选方式。面对美国的滥施关税,一些 中国企业通过精密组合法律工具,应对颇有章法。例如,针对美国以"国家安全"为由滥用GATT第21 条"安全例外"条款的行为,这些企业通过援引WTO争端解决机制中的相关规则,根据自身所受贸易损 害程度等多方面因素合理确定反制措施,既避免了过度报复带来的法律风险,又形成了有效的威慑平 衡。 再以某跨境电商平台为例,该平台在遭遇美国"数字关税"狙击后,创造性地运用《区域全面经济伙伴关 系协定》(RCEP) ...