规则熵 - 物质熵双变量模型
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邓正红软实力发布:2025年全球国家软实力100强 凸显规则重构能力的关键作用
Sou Hu Cai Jing· 2025-10-09 02:49
Core Insights - The 2025 Global Soft Power Index highlights the critical role of rule reconstruction in national competitiveness, with a total soft power value of $179,796.62 million, reflecting a 6.20% increase from 2024 [1][3] Summary by Categories Soft Power Value and Rankings - The total soft power value for the top 100 countries is $179,796.62 million, an increase of $10,489.58 million from 2024, marking a growth rate of 6.20% compared to a decline of 0.84% in 2024 [3][4] - The top three countries by soft power value are the United States ($64,581.95 million), China ($45,140.65 million), and India ($6,160.47 million) [4][9] - The top three countries by soft power index are Singapore (0.6216), China (0.6021), and the United States (0.5532) [5][9] Economic Trends - The global economy is showing slow recovery, with significant disparities among countries; the U.S. economy is growing strongly, while the Eurozone and Japan are struggling [4] - Trade growth is primarily driven by exports from China, the U.S., and India, while European trade growth is below expectations [4][6] - Emerging industries such as green energy and AI are experiencing strong trade growth [4] Theoretical Frameworks - The "Rule Entropy-Material Entropy" dual-variable model emphasizes the dynamic balance between soft and hard power as essential for future economic and technological competition [1][3] - The concept of "asymmetric competition" in soft power transformation is highlighted, particularly in the context of digital trade and international cooperation [6][7] Future Trends - Economic rule rebalancing is expected, with supply chains adopting a dual system of "physical hard connections + digital soft rules" [8] - In technology innovation, competition over standard-setting in quantum computing is anticipated, alongside ethical frameworks in biotechnology [8] - Global governance is undergoing rule reconstruction, with potential formations of "carbon rule clubs" and conflicts in digital tax regulations [8]
邓正红能源软实力:地缘溢价与供应过剩的角力持续 欧盟制裁推升合规成本溢价
Sou Hu Cai Jing· 2025-09-22 04:38
Core Viewpoint - The current oil market is experiencing a dual pressure from geopolitical premiums and supply-demand dynamics, with EU sanctions increasing compliance costs for Russian oil and Middle Eastern risks triggering safe-haven buying, while oversupply and weak demand are exerting counter-pressure [1][2][3]. Group 1: Geopolitical Factors - The EU's proposal to sanction foreign companies purchasing Russian oil is part of a broader strategy to increase economic pressure on Russia and its supporters [1][2]. - The geopolitical tensions in the Middle East, particularly the recognition of Palestine by four Western countries, have complicated the energy landscape and increased oil prices due to heightened risk perceptions [1][4]. - The Brent crude oil volatility index (OVX) surged by 18% in a week, indicating a shift in pricing power from oil-producing countries to traders amid rising geopolitical risks [2][3]. Group 2: Supply and Demand Dynamics - Despite geopolitical tensions supporting oil prices, the International Energy Agency (IEA) projects a daily increase in global oil supply of 2.5 million barrels by 2025, significantly outpacing the 740,000 barrels increase in demand [3][5]. - The compliance cost premium for non-Russian oil has reached $2 to $3 per barrel due to sanctions, with Urals crude oil trading at a discount of $20 per barrel compared to Brent [2][5]. - The U.S. shale oil production capacity utilization rate has reached 92%, indicating a potential increase in non-Russian oil supply in response to sanctions [5]. Group 3: Future Outlook - Short-term oil prices are expected to fluctuate around $70 per barrel, influenced by the timing of EU sanctions and the shipping situation in the Strait of Hormuz [6]. - In the medium to long term, if Russian oil fully shifts to Asian markets, it could reshape the global refining industry, while U.S. shale oil capital expenditures are likely to rise, putting a cap on oil prices [6].