特朗普称伊朗无人机袭击违反霍尔木兹停火协议

Bloomberg Audio Studios, podcasts, radio, news. You're listening to the Bloomberg Balance of Power podcast. Catch us live weekdays at noon and 5:00 p.m. Eastern on Apple CarPlay and Android Auto with the Bloomberg Business App. Listen on demand wherever you get your podcasts or watch us live on YouTube. So, it does seem to be a sleepy Friday overall. Although you are seeing some material action in the oil market as Joe and I and Amy were mentioning with prices lower despite the fact that the president is accusing Iran of violating the ceasefire uh in the straight of Hormuz as he says the US shot down three one-way attack drones but of course a fourth what hit a ship that was still able to continue on uh but nonetheless reignited some concern yesterday over the ability for ships to transit the straight of muse after it of course had been declared open via this memorandum of understanding and we still have Major outstanding questions as well, Joe, about whether or not fees or tolls are going to be imposed by Iran and Oman. The different sides are saying uh different things about that in particular. >> That's for sure. Fees the the word that Iran likes to use here. Service fees, I think is what we're calling >> administration. >> Yeah, it's like when you check into the hotel, who made that reference?

You get the spa charge whether you use it or not. There are three routes that are emerging here in the straight and the US is trying to keep uh its own under control here. But this is an indefinite presence of our military it seems in that part of the world. >> Yeah. And for how long is that going to be deemed sustainable when of course the Pentagon is already requesting tens of billions of dollars more in funding from Congress for what has already taken place in the Middle East as we question the future. >> Heard about this from President Trump. Uh he was speaking at the Rose Garden Club just last evening about the status of talks. before the truth post earlier today. Listen, >> they want to make a deal with us very badly and uh we probably will. I think we will, but the straight is open. Uh yesterday they took out 19 million barrels of oil. That's the most in the history of the straight and the oil prices are dropping like a rock. And you know, as goes oil, so goes everything else. >> That's the idea. And oil is lower. $69 for WTI. And that's despite the news here with the president saying, quote, "This is a foolish violation of our ceasefire agreement." Bloomberg, Washington correspondent Tyler Kendall joins us right now in studio here in Washington with the latest. Tyler, is this a one-off post or could there be a change here in the straight?

>> We're going to have to see how it evolves because this does mark the first such attack that we've seen since the memorandum of understanding was signed. President Trump giving us a little bit more details here beyond what we had been tracking last night when this news broke. He says that the US was able to intercept three out of four of these drones, but that one ultimately hit this vessel, though damage was sustained. It was still able to continue transiting through. But you hit on a really key point, Joe, that I've been following closely here, which is that this attack happened in one of those routes that's considered to be the safer route. It's that corridor that hugs uh the Oman coast where the US really has some uh leverage and control over. So, uh, in some regard, this has perhaps undermined some of the confidence. Bloomberg News was able to review a message that one major oil company did send its vessels to say, "Hold put for now." We saw the UN's global shipper say that they're going to for now suspend evacuation operations in the wake of this. But still, the data analyzed is showing us that it's not really having that big of an impact. Ships are still making their way ultimately through the straight. Well, and of course there's the question on whether in order to guarantee safe transit through the straight ships eventually are going to have to pay. Bloomberg is reporting that Oman is telling uh European officials that there's no way of going back to the pre-war status quo in the straight of four news and that transiting ships may have to be charged some fees. You questioned the president about this directly at the G7 and he made it pretty clear he did not want fees associated. The secretary of state has said the same thing. So where's the disconnect here?

>> I was going to bring that up just last night. We had Marco Rubio reiterating to reporters that that's not going to be ultimately an option. But it's very clear that it's top of mind for Iran earlier this week. It really came to the forefront because we saw Iran released this joint statement with Oman saying that they were working out some sort of fee structure, navigational fees, environmental fees along those lines. I think the Secretary of State said ultimately it would be semantics in his words, but any such charging of passage wouldn't be acceptable. But pair that with the Wall Street Journal report that I know we spoke yesterday about on this program that Iran's estimating it could bring in $40 billion worth of revenue each year. But not only that, they're potentially going to pitch this to other countries in the Middle East, maybe even China to share in on the costs, but also the profit of operating such a system. It leaves a lot of big open questions. Maybe that's the most contentious point right now. But then also, as you both know, we're tracking very closely President Trump last night doubling down that unfrozen Iranian assets are going to go towards US farmers. That's the latest that we've also heard from Iran disputing that that's something on the table. >> Fascinating. Uh before we bring in the Congresswoman Tyler, what's going on with this latest tariff threat?

Uh European countries discussing he says the imminent implementation of a digital services tax on American companies. To Kay's point, some already have this. uh let this statement serve to represent any country imposing such attacks will immediately be met with a 100% tariff on everything. On what grounds would that be made?

>> If I could uh take an educated guess here, I would assume that the president is teeing up something under section 301. We know the administration actually already has investigations from the first Trump term under section 301, which is investigation into alleged unfair trade practices. and we've seen them before pull on investigations from the first Trump term and essentially repurpose them here. Typically, these investigations take nine months, but they're able to uh essentially expedite that process if the work has already been done. Section 301 is a very malleable tariff. I think it's fair to say it can go up to 100%. There's no cap and it also can be done indefinitely. You have to review it every four years. But would make sense maybe he's leaning towards that whether or not this is a negotiating tactic. I mean, you mentioned I was at the G7 last week. He said 100% tariffs on French wine if France doesn't drop it. Quickly, I will add once we have seen a country drop it. That was Canada last year during the negotiations. They chose not to collect revenue. So, >> wow, fascinating. >> Maybe it'll work. >> All right. Well, I guess we'll see. We've seen 100% tariffs threatened before and they never actually became reality. So, uh, to some extent, we have to keep history in mind here. Bloomberg's Tyler Kendall, our Washington correspondent. Thank you very much. And for another perspective, now we turn to Democratic Congresswoman Maline Dean, who represents Pennsylvania's fourth district and serves on the House Foreign Affairs and Appropriations Committees. Congresswoman, welcome back to Balance of Power. I would love to begin with you on uh what we were just discussing with Tyler regarding the president accusing Iran of violating the ceasefire in a way th