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EP83 石油之地:为什么中东总是世界火药桶

March 6, 2026 · 59 min

Show notes

02:06 中东战争的核心问题:资源掠夺与地缘政治的交织

04:52 中东国家的石油战略:控制产量与油价的影响力

09:43 全球油价背后的原油品类:布伦特和WTI的差异与联系

14:38 中东石油的生命线:窄峡下的全球供应风险

19:30 伊朗核问题:美国在中东的挑战与战略调整

24:24 伊朗革命卫队宣布全面封锁霍尔木兹海峡,特朗普军事打击引发国际社会震惊

29:15 油运市场的需求与供应:运力不足和老船问题

34:08 全球油运市场的重大变局与挑战:中国面临的困境

39:02 中国在中东局势中的角色:炼油行业的需求与挑战

43:54 市场上靠谱的资产越来越少,普京的意外之举引发全球震动!

48:47 全球经济增长与油价攀升:通胀风险与地缘政治的不确定性

53:41 人民币走势与油价:强绑定的关系引发关注


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