当地时间9月24日，巴拿马总统穆利诺在第80届联合国大会一般性辩论上发言时，坚定重申对《关于巴 拿马运河永久中立和经营的条约》的承诺。 穆利诺表示，中立是保护巴拿马运河安全的最佳方式，这是一项全球公共财富。穆利诺说，中立、开放 于世界、促进更加一体化国际贸易的巴拿马运河，将永远属于巴拿马。 此外，穆利诺表示，联合国不仅肩负着防止全球战争的根本使命，还面临着推动实现可持续发展目标的 紧迫挑战。当前世界正面临三场毁灭性危机：气候危机、污染危机和生物多样性丧失，而合作局面却日 益支离破碎，对这些危机的应对必须迅速而团结。 （文章来源：央视新闻客户端） ...

Core Viewpoint - The United States and China are engaged in a dispute over the influence of China in the Panama Canal, with the U.S. claiming it poses a threat to international trade and global security, while China refutes these claims as baseless attacks [1][3][4]. Group 1: U.S. Position - The U.S. has intensified pressure on the Panamanian government regarding China's influence over the Panama Canal since Trump's return to the White House [3]. - U.S. Secretary of State Rubio demanded that Panama "immediately change" its relationship with China concerning the canal during a visit in February [3]. - The U.S. has plans to acquire significant shares of the Panama Canal port operations through a consortium led by BlackRock [3]. Group 2: China's Response - China firmly opposes U.S. accusations, asserting that the Panama Canal is fully operated by Panamanians and that there is no increasing Chinese control [3][4]. - China's permanent representative to the UN emphasized respect for Panama's sovereignty over the canal and criticized U.S. unilateralism and hegemonic behavior as escalating global maritime security risks [4]. - China has called for the U.S. to reflect on its responsibilities as a major power and cease its fabrications regarding the Panama Canal [4]. Group 3: Maritime Security Concerns - The UN Security Council meeting highlighted multiple maritime security threats, including piracy, armed robbery, transnational crime, and increasing cyber-attack risks [1]. - The Secretary-General of Interpol warned that criminals might exploit artificial intelligence to target ports with the weakest cybersecurity, posing significant challenges to global port operations and shipping safety [1].

Core Insights - The average number of vessels transiting the Panama Canal in May has decreased to 31.4 ships per day [1] Industry Summary - The Panama Canal Authority reported a decline in the average daily vessel traffic, indicating potential shifts in shipping patterns or demand [1]

Core Viewpoint - Panama's Deputy Foreign Minister reaffirmed the country's commitment to maintaining the neutrality of the Panama Canal for all vessels during both peace and wartime [1] Group 1 - The Panama Canal will permanently remain neutral, ensuring safe passage for global shipping under equal and non-discriminatory conditions [1] - The Deputy Foreign Minister highlighted the increasing complexity of threats and challenges to international maritime security [1] - Emphasis was placed on the need to enhance maritime security based on the protection of navigation freedom, safety of human life at sea, and marine environmental protection [1]

Core Viewpoint - The statements made by U.S. President Trump regarding free passage for American ships through the Panama and Suez Canals highlight the strategic and economic significance of the Suez Canal, which is a vital international shipping route connecting Europe, Asia, and Africa [1][2][3]. Group 1: Strategic Importance of the Suez Canal - The Suez Canal is a crucial maritime route located in Egypt, stretching 193 kilometers and connecting the Mediterranean Sea to the Red Sea, facilitating global trade and energy security [3][4]. - Approximately 12%-15% of global trade and about 30% of container shipping pass through the Suez Canal, with an annual cargo value exceeding $1 trillion [4]. - The canal handles around 9% of global maritime oil and 8% of liquefied natural gas, with daily traffic of 50-60 vessels carrying goods valued between $3 billion to $9 billion [4]. Group 2: Economic Impact and Revenue - The Suez Canal Authority projected a revenue of $4 billion for 2024, significantly lower than the historical peak of $10.3 billion in 2023, with a 50% decrease in the number of vessels passing through compared to the previous year [5]. - The canal's revenue, along with tourism and remittances, has been a major source of foreign exchange for Egypt [5]. Group 3: Geopolitical Context - Trump's demands reflect a broader U.S. strategy to exert influence over key global trade routes, with historical precedents of geopolitical conflicts surrounding the Suez Canal [6][8]. - The canal's nationalization by Egypt in 1956 marked a significant moment in the country's anti-colonial struggle, reinforcing its sovereignty over this vital waterway [10][11]. Group 4: Reactions and Implications - Trump's proposal has sparked widespread anger among Egyptians, who view it as an infringement on national sovereignty and a challenge to their historical rights over the canal [10][12]. - Legal experts emphasize that the demand for free passage contradicts principles of national sovereignty and international law, asserting Egypt's right to charge fees for passage through the canal [11].

Core Viewpoint - The article discusses the potential implications of the Trump administration's recent statement regarding the free passage of U.S. military and commercial vessels through the Suez and Panama Canals, suggesting that this could represent a significant shift in U.S. foreign policy and a threat to global trade, particularly for China [1][3][5]. Group 1: U.S. Policy and Intentions - Trump's statement about allowing U.S. vessels free passage through the Suez and Panama Canals indicates a formal U.S. policy shift, as it involves Secretary of State Rubio handling the matter [3][5]. - The role of the Secretary of State has evolved into a key position for U.S. foreign policy, suggesting that this initiative may be part of a broader strategy to exert control over global trade routes [5][11]. Group 2: Importance of the Suez Canal - The Suez Canal is crucial for international shipping, connecting the Red Sea and the Mediterranean, and is vital for trade between Europe and Asia, saving significant travel time for vessels [9][11]. - The canal handles approximately 70% of oil exports from the Middle East and accounts for nearly one-fifth of global shipping traffic, underscoring its strategic importance [9][11]. Group 3: Potential Consequences for China - If the U.S. gains special privileges in the Suez Canal, it could lead to increased costs for Chinese shipping and potential direct actions against Chinese vessels, reminiscent of historical diplomatic humiliations [13][15]. - The U.S. could leverage its military presence to enforce its interests in the canal, which would have severe implications for China's trade routes and economic interests [15][17]. Group 4: China's Response and Strategy - In response to U.S. maneuvers, China has been strengthening its diplomatic ties with Egypt and increasing its influence in the Middle East to counteract U.S. dominance [19][21]. - Recent military exercises between China and Egypt, such as the "Civilization Eagle-2025," indicate China's proactive approach to safeguard its interests against U.S. encroachment [21].

Core Viewpoint - The comments made by U.S. President Trump regarding the Suez Canal have drawn widespread condemnation from various sectors in Egypt, including political figures, legal experts, and the general public [1] Group 1 - Trump stated that U.S. ships, including military and commercial vessels, should be allowed free passage through the Panama and Suez Canals [1] - He claimed that without the United States, neither of these canals would exist [1] - Trump has requested the U.S. Secretary of State to address this matter immediately [1]

Core Points - The Suez Canal's revenue decreased by 60% last year due to the Red Sea crisis, resulting in a loss of $7 billion, significantly impacting Egypt's economy and exacerbating its debt crisis caused by dollar shortages [1][5]. Group 1: Suez Canal and Economic Impact - The Suez Canal is a crucial maritime route connecting the Mediterranean and the Red Sea, facilitating 10% of global maritime trade before the Red Sea crisis [3]. - The crisis has led to a reduction in ship traffic and toll revenues, prompting Egypt to implement discounts to attract vessels, which have not sufficiently alleviated safety concerns among shipping companies [3][5]. - The Suez Canal's revenue is a major source of Egypt's national budget and foreign exchange reserves, contributing $9.4 billion in the 2022-2023 fiscal year [5]. Group 2: U.S. Involvement and Global Trade - Former President Trump has made claims regarding U.S. entitlement to free passage through the Suez Canal, despite the canal's historical development being independent of U.S. involvement [3]. - The ongoing conflict in the Middle East, including attacks by Houthi forces, has led to approximately 75% of U.S. and U.K. associated vessels avoiding the Red Sea, with 60% of EU vessels also rerouting [4]. - The Suez Canal and Panama Canal are identified as key chokepoints in global supply chains, with disruptions in either potentially causing significant impacts on global trade [6].

Group 1 - Trump demands that U.S. commercial and military vessels be allowed to pass through the Panama Canal and Suez Canal for free, emphasizing their importance for global trade and military mobility [1] - The Panama Canal Authority regulates the tolls for the Panama Canal, and there are no agreements contrary to this regulation, as stated by the Panamanian president [1] - The U.S. and China are the two main users of the Panama Canal, while the Suez Canal is crucial for connecting Europe and Asia, handling about 10% of global maritime trade [3] Group 2 - Egypt reported a significant decline in Suez Canal revenues by 60%, amounting to a loss of $7 billion [4] - The U.S. military has been conducting attacks against Houthi positions since January 2024, with operations intensifying during Trump's presidency, aimed at mitigating threats to maritime shipping [4]

巴拿马运河之后，特朗普又盯上了苏伊士运河。 来源|中国基金报 4月27日，美国总统唐纳德·特朗普表示，美国的军用和商用船只应该被允许免费通行巴拿马运河和苏伊士运河。 特朗普在Truth Social上发文称："我已经要求国务卿马可·卢比奥立即处理并正式记录这一情况。" 巴拿马运河横跨连接北美和南美的地峡最狭窄处，使船只能更快捷地往返于大西洋和太平洋之间。每年大约有40%的美国集装箱运输通过该运河。 美国在20世纪初完成了巴拿马运河的建设，但在1999年将这条具有战略意义水道的控制权交还给了巴拿马。 特朗普曾多次表示，他希望"夺回"巴拿马运河。在今年1月就任总统之前，他曾对记者表示，不排除使用经济或军事手段重新掌控这条运河。 【 热门视频推荐 】 与此同时，美国国防部长皮特·海格塞斯本月访问巴拿马城时表示，美国正在寻求一项协议，使其军舰能够"优先且免费"通过巴拿马运河。他还提出 美国军队重返巴拿马以"保障"运河安全的设想，但这一提议很快遭到巴拿马政府明确否决。 在全球航运方面，埃及的苏伊士运河作为连接欧洲与亚洲的重要水道，在也门胡塞武装袭击红海和亚丁湾航道前，约占全球海运贸易量的10%。 点击在 看 持续关注↓ ...