Trump threatens to end the Iranian regime and the United States and Iraq will go to war?

게시됨: May 21, 2019 15:19 (GMT+8)

First, Iran's economy has been completely blocked by the United States, marked by the fact that Iran has been kicked out of SWIFT. As early as November last year, US Deputy Treasury Secretary Mandeker announced that SWIFT had cut off links with sanctioned Iranian financial institutions, including the Central Bank of Iran. SWIFT, which covers more than 200 countries and more than 11000 financial institutions around the world, is a non-profit international cooperation organization headquartered in Europe. The United States also has a great influence on this system. After Iran was excluded, it was no longer able to participate in international financial transactions and trade, and the Iranian economy was forced to retreat to a "closed country" state.

Second, Iran, as a country whose economy is heavily dependent on oil exports, has been completely embargoed by the United States, and the eight countries that had been granted a six-month exemption period will no longer be exempted by the United States, marking the top level of US sanctions against Iran. Zamania, Iran's deputy oil minister, had previously said Iran had mobilized all its resources to sell oil in the "grey market" to circumvent illegal US sanctions against Iran. Iran's crude oil exports have been chopped again and again, as shown on the website of the Ministry of Commerce.

At the same time, inflation in Iran, which has recently exceeded 50%, is one of the worst performing currencies in the world.

In addition, on the first anniversary of the US withdrawal from the Iran nuclear deal, Trump signed another executive order banning countries from importing metals from Iran, which are said to account for 10 per cent of Iran's export earnings. Under such a heavy blow, Iran still did not give in. Iranian President Rouhani said strongly on the 20th that the United States and Iran are not suitable for negotiations under the current situation, and resistance is Iran's only option. On the evening of the 19th, US President Donald Trump threatened Iran with a tweet saying that if Iran wanted to fight, it would be the official end of Iran and never threaten the United States again!

However, Trump told the media on Monday that if they call, then of course we will start negotiations, but it is up to them to decide. If Iran is ready, I want them to call. At present, two US aircraft carrier strike groups have sailed into the waters of the Persian Gulf, and a large number of bombers are ready. Iran has repeatedly threatened to block the Strait of Hormuz, but it is clear that Iran has not dared to do it first, and the United States may be serious this time.

Is it possible for the United States and Iraq to go to war? Yes, but not very much. Trump, as a businessman president, is too aware of the gains and losses of the war. Fighting Iran is obviously not conducive to US national strength and economic construction. Trump will never start this war as a last resort. Negotiations are the best option at the moment. But if Iran takes the lead in provocation, as Mr Trump said, war may have to be fought. Now that it has been loaded and put on Iran, there are not many options for Iran.

데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.

문의 사항이 있거나 자세한 정보를 원하시면 아래로 연락해 주시기 바랍니다: lemonzhao@smm.cn
리서치 보고서 열람 방법에 대한 자세한 내용은 아래로 문의하시기 바랍니다:service.en@smm.cn
관련 뉴스
【Flash | Novametal’s Molybdenum Benchmark Rises, but 316 Surcharge Transmission Remains Limited】
1분 전
【Flash | Novametal’s Molybdenum Benchmark Rises, but 316 Surcharge Transmission Remains Limited】
더 보기
【Flash | Novametal’s Molybdenum Benchmark Rises, but 316 Surcharge Transmission Remains Limited】
【Flash | Novametal’s Molybdenum Benchmark Rises, but 316 Surcharge Transmission Remains Limited】
Novametal USA released its October 2026 raw-material surcharges for stainless steel cold-drawn wire. The molybdenum average increased 1.0% from US$33.2230/lb to US$33.5558/lb, equivalent to approximately US$73,244/t and US$73,978/t. However, nickel and chromium averages declined 1.9% and 1.2%, respectively. Consequently, the 316 alloy surcharge fell from US$1.94/lb to US$1.92/lb, while 316L declined from US$1.98/lb to US$1.97/lb. After the energy surcharge rose from US$0.10/lb to US$0.12/lb, the total 316 surcharge remained unchanged at US$2.04/lb and 316L edged up to US$2.09/lb. SMM analysis: weaker nickel and chromium partly offset higher molybdenum costs, limiting downstream price transmission.
1분 전
【속보 | 이튼 스틸, 10월 몰리브덴 할증료 인상】
2분 전
【속보 | 이튼 스틸, 10월 몰리브덴 할증료 인상】
더 보기
【속보 | 이튼 스틸, 10월 몰리브덴 할증료 인상】
【속보 | 이튼 스틸, 10월 몰리브덴 할증료 인상】
이튼 스틸 바 컴퍼니는 2026년 10월 스크랩 및 합금 할증료 일정을 발표하며, 목록에 포함된 모든 몰리브데넘 함유 강종의 몰리브데넘 성분을 인상했다. 4000계 강종의 몰리 할증료는 US$9.49/cwt에서 US$9.77/cwt로 인상되었으며, 이는 강재 톤당 약 US$209.22에서 US$215.39에 해당한다. 4600계는 US$15.18/cwt에서 US$15.64/cwt로 올랐고, 9260 강종은 US$3.64/cwt에서 US$3.81/cwt로 인상되었다. 인상 폭은 약 3.0%에서 4.7% 수준이었다. 스크랩 할증료는 US$14.50/cwt로 변동 없이 유지되었다. SMM 분석: 10월 인상은 주로 합금 성분에서 비롯되었으나, 이 할증료를 몰리브데넘 현물 가격의 직접적인 지표로 간주해서는 안 된다.
2분 전
KGHM과 South32, 시에라 고르다 확장에 7억 2,500만 달러 투자…구리 생산능력 26% 증대
2026년 10월 02일 16:31 (GMT+8)
KGHM과 South32, 시에라 고르다 확장에 7억 2,500만 달러 투자…구리 생산능력 26% 증대
더 보기
KGHM과 South32, 시에라 고르다 확장에 7억 2,500만 달러 투자…구리 생산능력 26% 증대
KGHM과 South32, 시에라 고르다 확장에 7억 2,500만 달러 투자…구리 생산능력 26% 증대
KGHM과 South32가 칠레 아타카마 지역의 시에라 고르다 구리-몰리브덴 광산에서 네 번째 분쇄 라인 건설에 착공했다. 7억 2,500만 달러 규모의 이번 확장 공사는 2027년 1월부터 3년간 진행되며, 2029년 말 완공 후 2030년 하반기에 전체 생산량에 도달할 예정이다. 광석 처리 능력은 하루 13만 1,000톤에서 16만 5,000톤으로 26% 증가한다. 연간 구리 생산량은 2025년 16만 5,000톤에서 19만 5,000톤으로 늘어날 전망이며, 부산물로 몰리브덴 6,000톤, 금 5만 8,000온스, 은 170만 온스가 생산된다. 이 프로젝트는 900개 이상의 직접 일자리를 창출하며, 운영 현금 흐름과 부채로 자금을 조달한다. 단위 운영 비용은 약 10% 감소할 것으로 예상된다.
2026년 10월 02일 16:31 (GMT+8)