We're sunsetting PodQuest on 2025-07-28. Thank you for your support!

Will he or won't he?

2025/6/19

Marketplace Morning Report

AI Deep Dive AI Chapters Transcript

People

Duang Chai

Ed Butler

Jane Sydenham

Rayon Kitapol

Topics

Jane Sydenham: 我认为美国介入或促成和平谈判会对油价产生不同的影响。目前油价上涨主要是因为市场担心霍尔木兹海峡关闭，这条狭窄的航运要道承载着全球约20%的石油运输。虽然自1972年以来情况没有改变，但这种担忧推动了短期油价上涨。在冲突威胁之前，由于欧佩克增产和美国石油储备充足，油价实际上略有走弱。真正推动油价上涨的是对冲突的担忧，而非实际情况。如果特朗普表示将介入冲突，预计油价会上涨，因为市场会对不确定性做出负面反应。最终结果很大程度上取决于该地区航运的情况。油价的影响备受关注，因为它会影响我们日常购买的许多其他商品的价格。能源价格是整体经济的重要投入，甚至有人认为经济增长就是能源转化。能源价格是全球经济的投入成本。我们对于阻止中东冲突的发生无能为力。但欧佩克可以增产石油，且美国现在是比以往更大的石油生产国，并向世界出口石油，这改善了中东以外的能源供应。

Deep Dive

Shownotes Transcript

From the BBC World Service: Oil prices influence the prices of many goods that we buy. Now, mixed signals from President Donald Trump about whether to get involved in the conflict between Israel and Iran are causing volatility in global oil prices and adding to overall economic uncertainty. And, we'll look at how key industries in Thailand are feeling about the prospect of steep U.S. tariffs.

Will he or won't he? 07:29 Share

Marketplace Morning Report

Deep Dive

Shownotes Transcript

Will he or won't he?