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]

巴副外长在安理会重申巴拿马运河中立立场 智通财经5月21日电，巴拿马副外长霍约斯当地时间5月20日在联合国安理会辩论中重申，该国将恪守巴 拿马运河在全球和平与战争时期对所有船只保持中立的承诺。霍约斯强调，作为巴拿马运河的主权管理 者，巴拿马庄严宣告这条国际通航水道将永久保持中立，无论和平或战争时期，运河都将在完全平等且 无任何歧视的条件下，持续安全开放供全球船只和平通行。霍约斯表示，国际海事安全正面临日益复杂 的威胁与挑战。必须在保护航行自由、海上人命安全、海洋环境保护和污染防治的基础上加强海上安 全，促进各国和谐发展。 ...

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]

因红海危机，苏伊士运河去年收入锐减60%。 自巴拿马运河之后，美国总统特朗普又盯上了另一个"海上咽喉"。 "美国船只，包括军舰和商船，应获准免费通行巴拿马运河和苏伊士运河！"特朗普在其个人社交媒 体"真实社交"平台上这样写道。"没有美国，这两条运河就不会存在。" 据新华社报道，特朗普表示已指示国务卿鲁比奥"立即"运作此事。特朗普对巴拿马运河提要求并不是新 鲜事，在他当选美国总统后就反复炒作此事，不过将同样的诉求施加到苏伊士运河上，还是第一次。 上海外国语大学中东研究所副教授赵军向第一财经记者表示，红海危机导致苏伊士运河船流量缩减，进 而导致通行费减少，已对埃及经济构成重大影响，加剧由美元短缺造成的债务危机。 咽喉要道 联合国《世界投资报告》前主编詹晓宁此前向第一财经记者表示，苏伊士运河和巴拿马运河等属于全球 供应链的五大咽喉要道。五大咽喉要道可直接影响全球三分之二以上的海运贸易，所以只要其中两三个 出问题，就会对全球贸易和供应链造成严重影响。 现代的苏伊士运河19世纪50年代由法国工程师设计，1869年建成通航，经历法国和英国两国殖民势力控 制，到1956年被埃及政府收归国有，从头到尾并无美国人力、物力、财力 ...

据《卫报》报道，特朗普要求美国的商用和军用船只能够免费通行巴拿马运河和苏伊士运河，并责令他 的国务卿"立即"在这方面取得进展。 数月以来，特朗普一直呼吁美国掌控巴拿马运河，但他上周末在社交媒体上的发文也将关注点转移到了 至关重要的苏伊士运河航线上。特朗普上周六发文称："美国的船只，无论是军用还是商用，都应该被 允许免费通过巴拿马运河和苏伊士运河！" 特朗普一再批评巴拿马对通过该国的运河的管理，并提出了收回水道的计划，拒绝排除使用军事力量的 可能性。这条运河由美国于1900年代初建造，并于1977年割让给巴拿马。 美国和中国是巴拿马运河的两大主要使用国。 埃及的苏伊士运河是连接欧洲和亚洲的关键水道，在也门胡塞武装对红海和亚丁湾的航运路线发动袭击 之前，该运河承担了全球约10%的海上贸易。 在以色列与加沙的战争爆发后，得到伊朗支持的胡塞武装开始以声援巴勒斯坦人未有将船只作为袭击目 标。这迫使船只不得不绕行非洲南端，导致航程漫长且成本高昂。 埃及在2024年表示，其运河收入大幅下降了60%，损失达70亿美元。 自2024年1月以来，美国军方一直在攻击胡塞武装的阵地，这些攻击在特朗普执政期间有所加剧，过去 的一个月里 ...

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↓ ...

特朗普要求巴拿马运河和埃及苏伊士运河让美国舰船免费通行 沈敏 美国总统唐纳德·特朗普26日对分属巴拿马、埃及的两大海上交通要道的通航权"提要求"。 "美国船只，包括军舰和商船，应获准免费通行巴拿马运河和苏伊士运河！"特朗普在其个人社交媒 体"真实社交"平台上这样写道。"没有美国，这两条运河就不会存在。" 特朗普表示已指示国务卿马尔科·鲁比奥"立即"运作此事。 【强占之心】 巴拿马总统何塞·劳尔·穆利诺26日在社交媒体平台疑似对特朗普上述言论作出"不点名"回应，表示巴拿 马运河通行费事务由巴拿马运河管理局掌控，"不存在与之相悖的协议"。 特朗普没有解释苏伊士运河的"存在"和美国有何关系。现代的苏伊士运河19世纪50年代由法国工程师设 计，1869年建成通航，经历法国和英国两国殖民势力控制，到1956年被埃及政府收归国有，从头到尾并 无美国人力、物力、财力的参与。 不过，美国深度介入的中东地缘政治紧张局势正危及这条运河的航行安全。 新一轮巴以冲突爆发以来，各方力量裹挟其中，中东地区局势持续动荡，也门胡塞武装在红海等水域 对"关联以色列"船只的袭击以及美英军队的报复持续加剧地区水域航行安全风险，沟通地中海与红海的 ...