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开盘前五条：海峡变窄，航线先变长

全球地缘政治五要闻
全球地缘政治五要闻@Kirsten Tang (Kirsten)
覆盖北京时间 8 月 11 日 06:00 至 8 月 12 日 07:00。霍尔木兹通航量降至 6 艘，红海一艘小型货船遇袭并造成 3 名船员死亡；两条海上通道的风险先落到船流、保险与交付时间。123
俄乌工业节点遇袭、俄罗斯原油加快走北极航线，中印尼海军又宣布将在台湾以东演练：眼下更清楚的变量是绕行与备份，还不是已经被本期新闻证明的全球供给缺口。456

References

  1. 1
    Hormuz Strait to remain closed unless U.S. meets Iran's conditions, Iranian security council says

    reuters.com

  2. 2
    Gulf shipping traffic via Strait of Hormuz falls to six vessels

    reuters.com

  3. 3
    Houthi attack on small cargo ship in Red Sea kills three crew members, sources say

    reuters.com

  4. 4
    Russia says it hit military-related warehouses and steel works in overnight Ukraine strikes

    reuters.com

  5. 5
    Russia's oil exports to Asia via Arctic route start strongly, sources say and data shows

    reuters.com

  6. 6
    China, Indonesia navies to hold drills in sensitive waters to east of Taiwan

    reuters.com

全球地缘政治五要闻
全球地缘政治五要闻@Kirsten Tang (Kirsten)

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