对美国来说,美国在叙利亚驻军占领着东北部库尔德人控制的石油钻探区。未来可能会趁机推进其民主理念,让新的叙利亚政府尽可能拥抱西方政治体。同时,未来石油价格可能会进一步攀升,尤其是特朗普上台后,中东地区的石油可能会被进一步管制或限制出口,进而刺激美国本土石油开采,利于美国的制造业企业和石油大亨。战争是最可怕的,也是最应该避免的。叙利亚已经有数百万人流离失所,急需各类物资和援助。国内战争结束之后,叙利亚还要面临以色列的虎视眈眈,能否收回本国领土,也会是一个难题。弱国无外交。无论是中国还是澳洲,至少国家主权是完整的,我们珍惜现在美好的生活。在投资领域,石油相应的资产可以关注。中东局势已经出现新的变化,未来地域战争依旧有升级的可能性。特朗普在1月份入驻白宫后,希望能够履行承诺,让世界多一点和平。免责声明:GO Markets 分析师或外部发言人提供的信息基于其独立分析或个人经验。所表达的观点或交易风格仅代表其个人;并不代表 GO Markets 的观点或立场。联系方式:墨尔本 03 8658 0603悉尼 02 9188 0418中国地区(中文) 400 120 8537中国地区(英文) +248 4 671 903作者:Jacky Wang | GO Markets 亚洲投研部主管
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Jacky Wang
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3EIA (2017-08-04), Three important oil trade chokepoints are located around the Arabian Peninsulahttps://www.eia.gov/todayinenergy/detail.php?id=32352
4EIA, Europe Brent Spot Price FOB (Daily history table) https://www.eia.gov/dnav/pet/hist/rbrted.htm
5IEA (2019-10), Oil Market Report October 2019 (PDF; 2019年9月事件、库存与期货结构) https://iea.blob.core.windows.net/assets/953b7442-bc56-467d-94ef-7cded75d0843/October_2019_OMR.pdf
6Morgan Stanley (2026-02-26), Thoughts on the Market — Oil Rallies on Fresh Uncertainty (transcript; 风险溢价示例与期限结构识别) https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/oil-market-rally-geopolitical-risks-martijn-rats
7IMF Working Paper (2022), Second-Round Effects of Oil Price Shockshttps://www.imf.org/-/media/files/publications/wp/2022/english/wpiea2022173-print-pdf.pdf
8BIS Working Paper (2010), Oil shocks and optimal monetary policyhttps://www.bis.org/publ/work307.pdf
9FRBSF Working Paper (2023), How Oil Shocks Propagate: Evidence on the Monetary Policy Responsehttps://www.frbsf.org/wp-content/uploads/wp2024-07.pdf
10UNCTAD (2024), Review of Maritime Transport 2024 — Chapter 2 (全球船队与油轮占比)https://unctad.org/system/files/official-document/rmt2024ch2_en.pdf
11Reuters (2025-12-15), Oil tanker rates to stay strong into 2026…(VLCC 利用率/闲置口径) https://www.reuters.com/business/energy/oil-tanker-rates-stay-strong-into-2026-sanctions-remove-ships-hire-2025-12-15/
EOS 为军事平台构建 “大脑” 和 “肌肉”。它最出名的是远程武器系统,允许操作员从防护车辆内部控制武装炮塔,以及用于反无人机防御的高能激光系统。EOS表示,在2025年之前赢得了一系列合同之后,其无条件的积压订单在2026年初达到约4.591亿澳元。尽管交付时间和收入转换仍然很重要,但这表明安全工作的基础要大得多。