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Cato_KT
Cato_KT
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伊朗也是一点也忍不了了,直接宣布霍尔木兹海峡管控,这是对近期美沙勾肩搭背,以及美以相关动作的回应 说实话,中东局势已经逐渐复杂,如果此次爆发大规模战争像3月那样,很容易失控,而且地缘风险很容易外溢 现在是考验双方政治默契的时候,如何在有限的对抗之下不让局势失控,这属于走钢丝玩法,稍有不慎,万劫不复,先不说美国深陷中东地缘,全球市场都要恐慌 接下来还是关注两条线 沙特是否推进加入《亚伯拉罕》协议,美国是否对伊朗的控制海峡进行新的军事打击。 马上进入8月,距离9月份中期大选冲刺时间不多,双方都在有限时间内加大博弈强度,神仙打架,殃及池鱼说的就是我们!#美伊报复循环加速,油价月内累涨20%
Cato_KT
Cato_KT
Trump's recent frequent "shoulder-to-shoulder" interactions with Saudi Arabia are fundamentally about building a new Middle East order led by the United States. This is beneficial for the US and Iran in the short term but will plunge the Arab region into greater chaos in the medium to long term! 1. Previously, the US promised to provide Saudi Arabia with civilian nuclear technology and required Saudi Arabia to join the Abraham Accords, forming a new regional alliance led by the US, which also eased tensions between Israel and Saudi Arabia. 2. In this week's US-Iran military conflict, although Saudi Arabia did not deeply cooperate, there was coordinated combat between the US and Saudi forces on the Iraq battlefield, jointly attacking Iranian-backed Iraqi armed forces. This is a sensitive signal; although Saudi Arabia did not directly attack Iran, the strategic coordination with the US in the region is becoming increasingly apparent. 3. Previously, Trump tried to get Saudi Arabia to join the Abraham Accords, but Saudi Arabia did not respond directly, mainly due to multiple factors, the most important being the issue of Palestinian statehood and Gaza, where Saudi Arabia has deep conflicts with Israel. 4. According to the latest news, Trump announced the complete disarmament of Hamas, the Israeli army's withdrawal from Gaza, and the Palestinian new government taking over Gaza. This move aims to suppress Israel, ease Israel-Saudi tensions, and promote Saudi Arabia's joining the regional alliance, thereby forming a new Arab regional strategic alliance. 5. Once Saudi Arabia joins the alliance, it will be unfavorable to Iran and other resistance groups, and the alliance will limit the development of anti-American coalitions. 6. However, in the short term, the US's attempt to suppress Iran by supporting new allies is good for the current US-Iran situation, indicating Trump’s reluctance to engage in direct or all-in conflict with Iran. But in the medium to long term, given the complex religious, interest, military, and diplomatic relations in the Arab region, Saudi Arabia’s siding will mean even greater chaos in the region. 7. Next, two clues need to be watched: a. Whether Hamas disarms and withdraws, whether Israel withdraws troops, and whether Saudi Arabia considers joining the Abraham Accords; b. Whether military conflicts between the US and Iran continue, whether military actions persist in the Strait, and when bilateral negotiations will resume. 8. Currently, the short-term rebound in international energy prices has slowed, but overall it has not exited the danger zone. Continued attention is needed on whether the subsequent dual-track dynamics can promote easing of tensions. #美伊报复循环加速,油价月内累涨20%

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