特朗普称伊朗冲突为“小角色”并派特使赴俄,油价飙升
Bloomberg This Weekend | Trump Calls Iran “Small Potatoes”, US Envoys in Russia
地缘冲突升级直接推高能源成本,影响全球通胀预期与物流成本,投资者需密切关注原油及成品油价格走势对宏观基本面的冲击。
COMING UP ON BLOOMBERG THIS WEEKEND --
A LOT OF PEOPLE DON'T CALL IT A WAR. I CALL IT A MILITARY CONFLICT BECAUSE IT'S SMALL POTATOES FOR US.
PRESIDENT TRUMP DOWNPLAYS THE SCOPE OF THE IRAN WAR AFTER MONTHS OF CONFLICT AND AMERICAN DEATHS. AND AMERICANS PAY THE MOST FOR GAS ON A LABOR DAY WEEKEND EVER.
FRESH EFFORTS TO REVIVE RUSSIA-UKRAINE PEACE TALKS. JARED KUSHNER AND STEVE WITKOFF ARE REPORTEDLY ON THE GROUND IN MOSCOW.
MOVE OVER, DR. DOOLITTLE. RAPID DEVELOPMENTS IN ARTIFICIAL INTELLIGENCE COULD CHANGE THE WAY WE TALK TO ANIMALS.
THE POTENTIAL TO DO WHAT THEY PREVIOUSLY THOUGHT WAS IMPOSSIBLE. [INTRO MUSIC]
HAPPY SATURDAY, WELCOME TO BLOOMBERG THIS WEEKEND COMING TO YOU FROM OUR WORLD HEADQUARTERS IN NEW YORK. I AM CHRISTINA RUFFINI. I AM JEFF MASON IN FOR DAVID GURA. WELCOME TO OUR LISTENERS AND VIEWERS ACROSS BLOOMBERG PLATFORMS ON RADIO, TV, STREAMING ON BLOOMBERG.COM, AND THE BLOOMBERG BUSINESS APP. CHRISTINA: JEFF MASON, WE HAVE KIDNAPPED YOU FROM THE WHITE HOUSE. I HATE READING THE DATE AND I MAKE DAVID GURA DO IT AND TODAY I MADE YOU DO IT.
EXCELLENT WORK. 30 SECONDS IN, WE ARE GOING TO NOW OUR LISA MATEO WILL UPDATE US ON HEADLINES. LISA: PRESIDENT TRUMP SAYS HE IS SENDING HIS TWO GREAT NEGOTIATORS TO RUSSIA THIS WEEKEND. HE TOLD REPORTERS IN THE OVAL OFFICE THEY ARE BRINGING A PROPOSAL TO INTO THE WAR. PRES. TRUMP: STEVE WITKOFF, JARED KUSHNER, THE TWO GREAT NEGOTIATORS COME THEY HAVE DONE A GREAT JOB, WE SENT THEM OVER TO SEE WHETHER OR NOT WE CAN GET SOMETHING DONE.
LISA: THE CONFLICT IN THE MIDDLE EAST, THE PRESIDENT SAID HE AGREED WITH VICE PRESIDENT JD VANCE'S COMMENTS THAT HE WOULD NOT DESCRIBE HOSTILITIES AS A "WAR." PRES. TRUMP: I HEARD WHAT HE SAID. IT'S INTERESTING BECAUSE THERE'S A LOT OF TRUTH. WE ARE NOT FIGHTING RIGHT NOW. THERE IS NO FIGHTING. WE ARE TAKING A LOT OF OIL. WE CONTROL THE HORMUZ STRAIT AND WE CONTROL IT VERY STRONGLY. LISA: TRUMP CALLED IT A MILITARY CONFLICT AND SAID IT IS VERY INTERMITTENT AND IT IS "SMALL POTATOES" COMPARED TO THE WAR IN VIETNAM AND AFGHANISTAN.
THE CONFLICT HAS LASTED MORE THAN SIX MONTHS, COST OVER 37.5 BILLION DOLLARS, AND 18 SERVICE MEMBERS' LIVES. THE WERE ALSO SPIKED ENERGY PRICES FOR AMERICANS. THE CURRENT PRICE OF DIESEL HAS HAD A RECORD OF HER TIME OF $5.88 A GALLON AND HIGHER DIESEL PRICES MEANS HIGHER TRANSPORTATION COSTS FOR A LONG LIST OF EVERYDAY GOODS. GAS PRICES HAVE ALSO RISEN AN AVERAGE OF FOUR DOLLARS 14 CENTS A GALLON. THIS DRIVER FROM PHILADELPHIA SAID SHE HAD TO RETHINK HER TRAVEL PLANS.
BECAUSE GUESS HAS BEEN SO EXPENSIVE WE'VE BEEN STAYING HOME MORE. WE HAVEN'T FELT AS COMFORTABLE TO TRAVEL AS MUCH AS BEFORE. BEFORE COMING YOU KNOW, GUESS SKYROCKETED THIS YEAR, WE WEREN'T DOING MORE, LIKE, WEEKEND TRIPS. LISA: MASSACHUSETTS JUDGE DECLARED A MISTRIAL IN THE MURDER CASE AGAINST LINDSAY CLANCY. JURORS CANNOT AGREE IF SHE WAS CRIMINALLY RESPONSIBLE WHEN SHE STRANGLED HER THREE YOUNG CHILDREN IN 2023.
THE MISTRIAL WILL ALLOW PROSECUTORS TO TRY CLANCY AGAIN. SHE FACED LIFE IN PRISON WITHOUT PAROLE IF CONVICTED OF FIRST-DEGREE MURDER. MEMBERS OF HER LEGAL TEAM VALLOW TO PURSUE A CIVIL CASE AGAINST HER MEDICAL PROVIDERS.
WE NEED TO MAKE THINGS RIGHT. WE NEED TO MAKE SURE WHEN THERE IS -- OF THESE DOCTORS ARE NOT LISTENING TO WOMEN. LISA: CLANCY REMAINS CHARGED WITH MURDER AND WILL CONTINUE TO BE HELD IN A PSYCHIATRIC HOSPITAL UNTIL THE CASE IS RESOLVED. CHRISTINA: REALLY STRONG OPINIONS ON THAT CASE EVEN THROUGHOUT OUR TEAM. PRESIDENT TRUMP, AS WE MENTIONED, IS DOWNPLAYING THE CONFLICT. OVERNIGHT IRANIAN NEWS OUTLETS REPORTED NEW EXPLOSIONS IN OIL PRICES CLIMBED TO WELL OVER $90 A BARREL.
DIESEL EXTENDED ITS RECORD HIGH, NOW AT FIVE DOLLARS 88 CENTS A GALLON, REGULAR GAS, OF COURSE, IS ALMOST ONE DOLLAR HIGHER THAN A YEAR AGO. JEFF: HERE'S MORE OF WHAT THE PRESIDENT SAID IN THE OVAL OFFICE. PRES. TRUMP: THERE IS NO FIGHTING. WE ARE TAKING OUT A LOT OF OIL. WE CONTROL THE HORMUZ STRAIT AND WE CONTROL IT VERY STRONGLY. WE DID A HIT ON CERTAIN AREAS AROUND THE HORMUZ STRAIT, WE TOOK OUT THE RADAR, AS YOU KNOW, YOU KNOW THAT VERY WELL.
WE TOOK OUT SOME AIRCRAFT. WITH TAKE OUT SOME OTHER THINGS THAT PROTECT FOR THEM -- USED TO PROTECT THE HORMUZ STRAIT WHEN THEY HAD IT UNDER TIGHT CONTROL. BUT NOW WE CONTROL IT AND WE ARE TAKING -- LAST NIGHT WE TOOK OUT A LOT OF BOATS. A LOT OF SHIPS COME THROUGH AND THEY COME THROUGH EVERY DAY. JEFF: WITH US IS THE BLOOMBERG MIDDLE EAST CORRESPONDENT AND BLOOMBERG OIL PRODUCTS REPORTER. LET'S KICK IT OFF WITH YOU.
CAN YOU TELL US, DO WE HAVE ANY CONFIRMATION OF THE STRIKES NEAR KHARG ISLAND LAST NIGHT? ABEER: GOOD MORNING, JEFF. PERHAPS WILL CAN SPEAK MORE ABOUT WHAT'S HAPPENING IN THE STRAIT OF HORMUZ, BUT THOSE ARE CONFIRMED ATTACKS. EXPLOSIONS WERE HEARD NEAR THE KHARG ISLAND IN THE STRAIT OF HORMUZ. THIS IS THE MAIN EXPORT HUB OF IRANIAN CRUDE EXPORTS, ESSENTIALLY, THAT THE U.S. NAVAL BLOCKADE HAS BEEN MAINTAINED OVER THE COURSE OF THE PAST SIX MONTHS OR SO.
YOU GO BACK TO WHAT HAS HAPPENED OVER THE COURSE OF THE PAST WEEK. THAT IS ESSENTIALLY A RETURN TO MILITARY ESCALATIONS HERE IN THE REGION THAT THE U.S. -- PRESIDENT TRUMP STARTING ATTACKS AGAINST IRAN BECAUSE HE SAID THEY HAD ATTEMPTED TO PUT MINES IN THE STRAIT OF HORMUZ AGAIN. IRAN RETALIATING AGAINST COUNTRIES IN THE REGION, SIMILAR TO THE ACTION IT HAD CONDUCTED OVER THE COURSE OF THIS WAR. YOU SAW THE UNITED ARAB EMIRATES, KUWAIT, JORDAN, 10 MISSILES WERE INTERCEPTED OVER TOWARD SKIES.
THAT IS WHAT WE KEPT AN EYE ON OVER THE COURSE OF THE PAST WEEK. THAT RETURN TO KINETIC WARFARE WAS SLIGHTLY CONCERNING. THEN YOU SAW A LITTLE BIT OF DE-ESCALATION. JD VANCE, PRESIDENT TRUMP DOWNPLAYING THE PROSPECT OF THIS WAR, CALLING IT A CONFLICT, NOT EVEN A WAR. THAT, WE DON'T KNOW HOW IT WILL SETTLE WITH THE 18 TROUPE MEMBERS WHO WERE KILLED FROM THE UNITED STATES. HUNDREDS OF OTHERS INJURED. 35 HUNDRED IRANIAN CASUALTIES, INCLUDING SOME THAT HAVE DIED OVER THE COURSE OF THE PAST WEEK.
WE ARE SEEING SOME KIND OF ESCALATION IN THE REGION, SIGNS OF CONCERN, JEFF, AND REALLY, NO END IN SIGHT WHEN IT COMES TO A RETURN TO THOSE DIPLOMACY TALKS, EVEN WITH THE MEDIATOR STILL VERY MUCH INVOLVED. CHRISTINA: WE HAVE BEEN SEEING WHAT I'VE BEEN CALLING INDEFINABLE OPTIMISM. ANYTIME THERE IS AN INKLING THAT COULD BE A DEAL OR NEGOTIATIONS WE SEE MARKETS REACTED OIL PRICES GO DOWN. I WONDER FOR REACHING THE END OF THAT PATIENCE AND WHY WE ARE SEEING DIESEL ESPECIALLY -- WHY THOSE PRICES ARE SPIKING SO DRAMATICALLY THIS WEEK AFTER SIX MONTHS OF THIS BACK-AND-FORTH?
WILL: I WOULD NEVER UNDERESTIMATE INVESTOR'S ABILITY TO BE OPTIMISTIC. DIESEL HAS BEEN NOT ONLY BECAUSE OF IRAN BUT WHAT IS GOING ON IN RUSSIA. UKRAINE HAS BEEN STRIKING REFINERIES. RUSSIA HAS BEEN AN EXPORT OF DIESEL. THAT LEAVES ALMOST THE WHOLE WORLD IN A PRECARIOUS POSITION. THE WORLD BEFORE THIS, TYPE STRUCTURING REFINERY CAPACITY TO MAKE THE ZOZOS ALREADY A PRECARIOUS SITUATION. YEAH, NOT REALLY SEEING A STOP ANYTIME SOON AND I THINK MARKETS HAVE CAUGHT UP TO THE IDEA THAT WE ARE IN A DISTILLATE CRISIS AS PEAK DEMAND SEASON KICKS OFF IN THE FALL.
JEFF: THE PRESIDENT LIKES TO SAY THE U.S. CONTROLS THE STREET. IS THAT ACCURATE? ABEER: THAT IS A GOOD QUESTION. IT IS REALLY NOT CLEAR. I WAS EXCITED TO ENTER THAT DIESEL QUESTION BECAUSE WE WERE REPORTING ON IT ALL WEEK. WHO CONTROLS THE STRAIT OF HORMUZ? IT IS A MIXED PICTURE. OF COURSE, THE U.S. NAVAL BLOCKADE HAS BEEN VERY SUCCESSFUL THAT LIMITING DOWN THOSE IRANIAN CRUDE EXPORTS, BUT IRAN STILL MAINTAINS SOME KIND OF DOMINANCE OVER THE STRAIT.
WE REPORTED THAT DEAL BETWEEN OMAN AND IRAN OVER THE COURSE OF THE PAST MONTH TO ASSERT SOME KIND OF DOMINANCE OVER THE STRAIT OF HORMUZ TO START CHARGING TOLLS GOING FORWARD. IT'S NOT JUST THAT. IT'S THE THREAT THAT IRAN CONTINUES TO POSE OVER THE MOVEMENT OF THESE SHIPS AND TANKERS. WE WERE REPORTING LAST WEEK ABOUT SHIPS BEING HIT, SUPERTANKERS LINKED TO GULF COUNTRIES HIT BY AN UNIDENTIFIED PROJECTILE OR THE
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