伊朗提出重开霍尔木兹海峡新条件,美伊谈判仍陷僵局
Bloomberg This Weekend | Iran’s New Hormuz Demands, How OpenAI Agents Broke Out, PR’s Water Crisis
地缘政治重大升级,直接影响原油运输通道,建议关注原油及相关资产波动风险。
CHRISTINA: COMING UP ONCHRISTINA: "BLOOMBERG THIS WEEKEND," IRAN SAYS IT WANTS CONCESSIONS FROM THE U.S. TO REOPEN THE STRAIT.
WE ARE REALLY IN THE MIDDLE OF THE GAME HERE. THIS THING IS NOT OVER. CHRISTINA: WHERE NEGOTIATIONS STAND, AND IS AMERICA PART OF THE CONVERSATION? DAVID: NEW DETAILS ABOUT HOW OPENAI'S AGENTS ESCAPED A TEST ENVIRONMENT.
THIS IS NOT YOUR NORMAL SECURITY INCIDENT. DAVID: WHY THE COMPANY SAYS THIS IS A WATERSHED MOMENT FOR SECURITY. CHRISTINA: BUS, WORSENING CRISIS IN PUERTO RICO AS TENS OF THOUSANDS OF AMERICANS WAKE UP WITH NO RUNNING WATER. WE SPEAK WITH PUERTO RICO'S REPRESENTATIVE ABOUT HOW A DROUGHT AND AGING INFRASTRUCTURE ARE CONTRIBUTE INTO THE CRISIS. -- ARE CONTRIBUTING TO THE CRISIS. DAVID: WELCOME TO "BLOOMBERG THIS WEEKEND," COMING TO YOU LIVE FROM BLOOMBERG'S WORLD HEADQUARTERS IN NEW YORK CITY.
I'M DAVID GURA. CHRISTINA: I'M CHRISTINA RUFFINI. WELCOME TO OUR LISTENERS AND VIEWERS ACROSS ALL OF OUR PLATFORMS, RADIO, TO BECOME A STREAMING, ON BLOOMBERG.COM AND THE BUSINESS APP. HAVE YOU EVER HEARD THE PHRASE BEVERAGE GOBLIN? DAVID: I DO HAVE A LOT OF BEVERAGES IN FRONT OF ME. TEAS, COFFEES, AND WATERS. I AM READY TO PACE MYSELF. THANK YOU FOR OBSERVING THAT. CHRISTINA: I WANT OUR RADIO LISTENERS TO UNDERSTAND HOW MANY CUPS ARE ON OUR TABLE.
WE ALSO HAVE LISA'S PROTEIN BAR. WE ARE READY TO GO. HOPEFULLY THAT WILL FUEL YOU FOR THE HEADLINES. GET US UPDATED. LISA: LET'S START WITH WHAT IS GOING ON IN THE WAR IN IRAN. IRAN'S FOREIGN MINISTER SAYS DIRECT TALKS WITH THE U.S. ARE CURRENTLY IMPOSSIBLE. THIS COMES AFTER IRAN SAID IT IS VERY CLOSE TO A DEAL WITH OMAN AND A NEW SHIPPING ROUTE IN THE STRAIT OF HORMUZ. THEY WERE IN ANY AGREEMENT IS SUBJECT TO OTHER ISSUES.
IRAN ALSO WANTS THE U.S. TO LIFT THE NAVAL BLOCKADE, WITHDRAW MILITARY FORCES FROM AROUND IRAN, AND REMOVE U.S. SANCTIONS AND RELEASE FROZEN ASSETS. YESTERDAY, VICE PRESIDENT JD VANCE TOLD FOXNEWS SOME PROGRESS HAS BEEN MADE IN RECENT TALKS.
WHAT WE ARE REALLY WORKING THROUGH NOW IS HOW YOU COULD ACTUALLY SET UP A TRAFFIC SCHEME SO THAT THE SHIPS THAT PASS CAN PASS THROUGH SAFELY. THAT INCLUDES OF COURSE DE-MINING. THAT ALSO INCLUDES A COMMITMENT FROM THE IRANIANS THAT THEY WILL NOT FIRE AT COMMERCIAL VESSELS. LISA: VANCE ADDED THE U.S. EXPECTS THE SAME AMOUNT OF OIL AND GAS COMING OUT OF THAT GULF AS BEFORE THE CONFLICT, AND THAT IS WHAT THE IRANIANS TOLD US THEY WERE GOING TO DO.
THE PENTAGON'S NUMBER TWO OFFICIAL HAS ASKED MAJOR U.S. DEFENSE COMPANIES TO FAST TRACKED EFFORTS TO PRODUCE AND DELIVER KEY WEAPONS SYSTEMS. IT COMES AT A TIME OF CONCERN OF SHORTAGES. THE DEPUTY SECRETARY OF DEFENSE CITED INCLUDES AREA SURVEILLANCE, DEFENSE INTERCEPTORS, AND MISSILE TRACKING SYSTEMS. THE REQUEST WAS MADE IN A LETTER SEEN BY BLOOMBERG TO MAJOR DEFENSE COMPANIES INCLUDING BOEING, LOCKHEED MARTIN, AND RT X CORP.
TYPHOON DOLPHIN HAS MADE LANDFALL. IT COMES AFTER THE COUNTRY ISSUED ITS HIGHEST STORM ALERT. MORE THAN 1000 FLIGHTS WERE CANCELED AND SOME RAIL SERVICE ALSO SUSPENDED. THE CHINA METEOROLOGICAL ASSOCIATION FORECAST HEAVY TO TORRENTIAL RAINS FROM SUNDAY TO WEDNESDAY. BRITISH COLUMBIA UNDER A STATE OF EMERGENCY AS A FAST-MOVING WILDFIRE FORCED MORE THAN 20,000 PEOPLE FROM COMMUNITIES IN WESTERN CANADA. IT IS ONE OF THE COUNTRY'S TOP WINE PRODUCING REGIONS.
MORE THAN 100 WILDFIRES HAVE BURNED ACROSS THE PROVINCE DUE TO HOT WINDY WEATHER AND PROLONGED DROUGHT. TENS OF THOUSANDS OF PEOPLE IN PUERTO RICO LINING UP FOR WATER DELIVERED IN TANKERS AS NEW RATIONING PROGRAMS CONTINUE. THE ISLAND HAS BEEN UNDER SEVERE DROUGHT FOR MONTHS. SAN JUAN AND OTHER MAJOR MUNICIPALITIES HAVE IMPLEMENTED 48 HOUR WATER RESTRICTIONS FOR HUNDREDS OF THOUSANDS OF RESIDENTS. COMING UP LATER THIS HOUR, FREDERICO'S REPRESENTATIVE JOINS US LIVE TO TALK ABOUT WHAT IS HAPPENING ON THE ISLAND.
DAVID: A DIRE SITUATION THERE. THE RATIONING IS SOMETHING WE WILL WATCH PLAY OUT. CHRISTINA: IT'S CRAZY. WE WENT THROUGH THIS IN PLACES LIKE FLINT IN THE U.S.. IT IS NOT SEXING TO REPLACE THIS INFRASTRUCTURE SO IT IS HARD TO TAKE CREDIT FOR IT, BUT VERY IMPORTANT AND EXPENSIVE. THIS MORNING, TEHRAN HAS A NEW LIST OF DEMANDS FOR THE U.S. TO MEET BEFORE IRAN SAYS IT WOULD OPEN THE STRAIT OF HORMUZ, EVEN AS IRAN AND OMAN SIGNAL THEY ARE CLOSER TO A DEAL.
IRAN SAYS AMERICA NEEDS TO "CORRECT ITS BEHAVIOR," AS VICE PRESIDENT JD VANCE SAYS THERE'S PROGRESS BUT IT IS AN OVER.
I TRY TO REMIND PEOPLE WE ARE IN THE MIDDLE OF THE GAME HERE. THIS THING IS NOT OVER. IT IS OBVIOUSLY NOT AT THE BEGINNING. WE ARE IN THE MIDDLE OF THE GAME AND WE ARE APPLYING A WHOLE HOST OF TOOLS, DIPLOMATIC, ECONOMIC, MILITARY TOOLS TO ENSURE WE GET THE BEST OUTCOME FOR THE AMERICAN PEOPLE. I FEEL QUITE CONFIDENT WE WILL GET THERE BUT WE ARE STILL A BIT IN THE MIDDLE OF THE GAME. DAVID: WE ARE JOINED NOW BY SKYLER WOODHOUSE AND ABEER ABU OMAR.
LET ME PICK UP ON THE METAPHOR USED BY THE VICE PRESIDENT THAT WE ARE IN THE MIDDLE OF THIS GAME. GET US UP TO SPEED ON WHAT HAS HAPPENED RECENTLY. WE HAVE AN ATTACK ON SAUDI ARABIA, ON SAUDI ARAMCO'S OIL REFINERY. ONE OF THE VESSELS WAS TARGETED WHILE TRANSITING HORMUZ ON SATURDAY. IT HAS BEEN ANOTHER BUSY WEEK, PROVIDING THE BACKDROP OF THIS POTENTIAL CONVERSATION BETWEEN THE U.S. AND IRAN. ABEER: GOOD MORNING. A BUSY WEEK, AS A MATTER OF FACT.
WE HAVE BEEN REPORTING ON THIS DEAL THAT WAS TAKING PLACE, OR THE DISCUSSIONS ON THIS DEAL, TO ESSENTIALLY REOPEN THE STRAIT OF HORMUZ. BUT A FEW CAVEATS TO BEAR IN MIND. FROM THE IRANIAN SIDE, THEY SAY THIS REOPENING IS TEMPORARY. THEY AUDIT THEIR -- THEY ADDED THEIR OWN CAVEAT, SAYING THEY WILL NOT ALLOW U.S. AND ISRAELI FLAGGED SHIPS TO PASS THROUGH THE STRAIT OF HORMUZ AND THEY WILL START CHARGING TOOLS TO COUNTRIES THEY DEEM HOSTILE.
A LOT OF TRADERS HAD VIEWED THAT TERM HOSTILE AS REFERRING TO COUNTRIES FROM THE GCC. OVER THE WEEKEND, AS YOU MENTIONED, WE SAW AN ADNOC FLAG TO CARRIER, THAT IS THE NATIONAL OIL COMPANY IN ABU DHABI, BEING HIT. ADNOC REPORTED ONE FATALITY HAD HAPPENED IN OVER A DOZEN INJURIES. WE ALSO SAW THAT THE HOUTHIS HAD CLAIMED THEY HAD ATTACKED AND ARAMCO FACILITY. ARAMCO DID NOT RESPOND TO REQUESTS FOR COMMENT BUT THEY DID CONFIRM THERE WAS A FIRE AT AND ARAMCO FACILITY.
YOU ARE SEEING THIS ESCALATION IN THE REGION OVER AND OVER AND NO RESOLUTION IN SIGHT. THIS DEAL WE HAVE BEEN TALKING ABOUT ABOUT THE REOPENING OF THE STRAIT OF HORMUZ, OR THE INTERIM OPENING OF THE STRAIT OF HORMUZ, THAT IS WHAT IT IS ALL ABOUT RIGHT NOW. WE ARE NOT TALKING ABOUT A RETURN TO THE MOU. WE ARE NOT TALKING ABOUT A RETURN TO THOSE MAJOR CONCESSIONS THAT WERE REACHED IN SWITZERLAND. SOME HARDLINERS ARE SAYING THE U.S.
NEEDS TO COMPENSATE IRAN. AND WE SAW A RETURN TO THOSE CONCESSIONS, INCLUDING THE BLOCKED ASSETS, THE OIL SANCTIONS AS WELL BEING LIFTED. BUT THAT IS NOT THE OFFICIAL LINE WE ARE GETTING FROM THE DIPLOMATS OR THE OFFICIALS IN IRAN THAT WE HAVE BEEN HEARING FROM SINCE THE BEGINNING OF THIS WORK. THAT INCLUDES THE FOREIGN MINISTER, THE SPOKESPERSON FOR THE FOREIGN MINISTRY. SO, IT LOOKS LIKE IT COLUMNS DOWN AND ESCALATES AGAIN.
BUT ONE THING IS FOR SURE. I WAS LISTENING TO JD VANCE SPEAKING. IRAN MAINTAINS THAT WASHINGTON IS NOT A PART OF THOSE DISCUSSIONS, DESPITE WHAT WE'VE HEARD FROM PRESIDENT TRUMP AND THE VICE PRESIDENT ABOUT THEM BEING PART OF THOSE DISCUSSIONS. IRAN MAINTAINS THAT MEDIATORS, ASSUMING QATAR ARE THE ONES DELIVERING MESSAGES. WE ALSO UNDERSTAND THAT QATAR IS DOING ITS OWN DRAFT TO START MEDIATING TO HAVE THOSE WIDER DISCUSSIONS.
BUT FOR THE TIME BEING, HORMUZ STAYS PARALYZED. ATTACKS CONTINUE TO HAPPEN AND WE DON'T HAVE A FORMALIZED DRAFT ABOUT THAT DEAL. CHRISTINA: I WANT TO ASK YOU ABOUT EXACTLY THAT. IT SEEMS LIKE THE U.S. IS SAYING THEY ARE MONITORING TALKS AND YOU'RE GETTING THAT MESSAGING FROM THE WHITE HOUSE, BUT FOLKS I HAVE TALKED TO IN REPORTING DON'T SEEM TO BE IN THE ROOM. IS THE U.S. INVOLVED? IT SEEMS LIKE A BILATERAL DISCUSSION BETWEEN IRAN AND OMAN.
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