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cover of episode Tesla’s Robotaxis Have Arrived & Oil Prices Jump After US Strikes Iran

Tesla’s Robotaxis Have Arrived & Oil Prices Jump After US Strikes Iran

2025/6/23
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Neil Freiman
T
Toby Howell
播客主持人，专注于新闻分析和评论
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Neil Freiman: 我认为美国袭击伊朗核设施后，全球经济风险加剧。虽然目前市场反应平静，但石油价格的上涨可能推高全球通货膨胀，并阻止中央银行降低利率。现在球在伊朗手中，他们可能采取多种措施报复美国和以色列，其中一些措施可能对经济造成毁灭性打击。最极端的措施是切断霍尔木兹海峡，这将对全球石油供应产生重大影响。不过，最终经济的命运将取决于美国对伊朗的袭击是开启地区冲突的新篇章，还是加速当前冲突的结束。 Toby Howell: 我认为石油市场参与者普遍认为，伊朗试图封锁霍尔木兹海峡不会是长期的。如果不想完全关闭海峡，伊朗可以骚扰通过霍尔木兹海峡的船只，例如干扰 GPS 信号。伊朗不希望激怒中国，因为中国从伊朗购买大量石油。如果伊朗真的关闭海峡，OPEC 成员国沙特阿拉伯和阿联酋可能会介入并提高产能，但他们没有太多选择来将石油运出市场。不过，世界主要石油消费国目前储备了至少 58 亿桶原油，足以应对霍尔木兹海峡中断的影响。

Deep Dive

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The US air strike on Iranian nuclear sites has heightened global economic risks. While immediate market reactions were calm, the potential for Iranian retaliation, especially disrupting oil flow through the Strait of Hormuz, looms large. The situation's impact hinges on Iran's response and whether the conflict escalates or de-escalates.
  • US air strike on Iranian nuclear sites
  • Potential for Iranian retaliation
  • Disruption of oil flow through Strait of Hormuz
  • Global economic uncertainty

Shownotes Transcript

Episode 610: Neal and Toby recap the markets’ reactions across the world from the major escalations happening in the Middle East. Then, after months of teasing the launch of Tesla’s robotaxi, it finally makes its debut in Austin, Texas. Also, a Republican-led push to put up acres of public land across the US for sale has interest groups from across the spectrum wondering if this is a smart move by the Trump Administration. Meanwhile, the 50th anniversary of ‘Jaws’ and the LA Lakers sale are the long weekend’s winners. Lastly, the biggest news you need to know in the week ahead.

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