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7-16 特朗普关于霍尔木兹海峡的新计划 | BBC全球新闻

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时间英文中文
0:00Welcome to the Global News podcast from the BBC World Service.欢迎收看英国广播公司世界服务的全球新闻播客。
0:03Today I'm joined by our今天我加入我们
0:05business editor, Simon Jack.商业编辑,西蒙杰克。
0:07Simon, Donald Trump effectively trying to exert more control西蒙,唐纳德·特朗普 有效地试图施加更多的控制
0:11over the Strait of Hormuz.在霍尔木兹海峡上空
0:13What impact has that had?这有什么影响?
0:14Well it's seen a decline in the number of ships getting through.舰只数量下降
0:20If we go back to the如果我们回到
0:20dark days of May when it was effectively totally shut, you used to see 60 to 80 vessels getting5月的黑暗日子,当它实际上完全关闭, 你过去看到60到80艘船
0:27through every day.每天都会这样
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序号英文中文
1Welcome to the Global News podcast from the BBC World Service.欢迎收看英国广播公司世界服务的全球新闻播客。
2Today I'm joined by our今天我加入我们
3business editor, Simon Jack.商业编辑,西蒙杰克。
4Simon, Donald Trump effectively trying to exert more control西蒙,唐纳德·特朗普 有效地试图施加更多的控制
5over the Strait of Hormuz.在霍尔木兹海峡上空
6What impact has that had?这有什么影响?
7Well it's seen a decline in the number of ships getting through.舰只数量下降
8If we go back to the如果我们回到
9dark days of May when it was effectively totally shut, you used to see 60 to 80 vessels getting5月的黑暗日子,当它实际上完全关闭, 你过去看到60到80艘船
10through every day.每天都会这样
11Now that went to almost zero and then when you had the so-called现在几乎是零 然后当你有了所谓的
12memorandum of understanding that crept up to about 30 to 50, we're back down in the谅解备忘录规定, 大约30到50年, 我们回到了
13single digits at the moment.目前为单位数.
14Having said that, it's quite hard to accurately monitor the说到这个 很难准确监控
15crossings.过境点。
16A lot of ships will turn off their transponder, their tracking devices, but certainly很多舰只会关闭他们的转发器 追踪装置 但当然
17Donald Trump's claim that oil is flowing like never before is pretty inaccurate.唐纳德·特朗普声称石油的流量从未像现在这样,这相当不准确.
18The result结果
19of that is that we've seen oil prices which went from the heights of $120 a barrel all石油价格从每桶120美元高点开始
20the way down to $70 and almost below and we're now at $86.下到70美元 下到几乎下,我们现在是86美元。
21For my money, it's pretty odd为了我的钱,这很奇怪
22that the oil price isn't actually higher than it is.油价并没有比现在高
23I think the reason for that is that我认为原因就是
24every time we get close to a real pinch point, there is some kind of backing off from the每次我们接近一个真正的临界点 都会有某种后退
25US President.美国总统。
26For example, he said he was going to reimpose the blockade.例如,他说他打算重新封锁。
27He was going他本来要去的
28to say anything that goes through, anything non-Iranian as well, would attract a 20% tariff.说出任何经过, 任何非伊朗人, 将吸引20%的关税。
29Well the world didn't like the look of that one bit and in fact he backtracked from that嗯,世界不喜欢那一点的外表 事实上,他从那回溯
30and said instead of doing that, he was going to basically secure trade deals with the Gulf并说,与其这样做, 他基本上 要保证交易 与海湾
31States which would compensate the US for helping to get their oil, their exports, their将补偿美国帮助获取其石油、出口、
32crucial currency that they need through the Gulf.关键货币 他们需要通过海湾。
33But all of this is pretty vague.但这一切都相当模糊。
34It这个
35changes on an hour-by-hour basis but at the moment oil price is not where it's been at时而变化,但此时油价已不在
36the height of the conflict but nevertheless elevated from when we saw the memorandum of冲突达到高峰,但从我们看到《谅解备忘录》之时起,冲突升级。
37understanding.谅解
38Yes, as you say, it was a sort of huge U-turn within the last 24 hours where he said there是的,就像你说的,这是一种巨大的U -转弯 在过去24小时内,他说在那里
39was going to be these 20% tariffs.将会是20%的关税。
40Then he backtracked and talked about these trade deals.然后他回过头来谈这些交易
41Are these trade deals real or are they just something that he's come up with without much这些交易是真实的 还是他想出来的
42consultation with officials?与官员磋商?
43I've got to tell you, no one really knows what he means by that.我得告诉你,没人真正知道他的意思
44Now there is no overarching现在没有了
45trade deal between the GCC, the group of Gulf countries.海湾合作委员会、海湾国家集团之间的贸易交易。
46There are some individual deals有些个人交易
47on things like AI chips and food with individual countries.比如人工智能芯片 和与个别国家的食品
48It's quite hard to see how big很难看它有多大
49trade deals come out of nowhere in the kind of time scale you would need to make an immediate贸易交易从哪里冒出来 时间尺度你需要 立即
50impact on what's going on.影响一切。
51Trade deals usually take a very long time to conclude.通常需要很长时间才能完成贸易交易。
52So there就这样
53are individual agreements with Gulf state countries but I think trying to pull together是和海湾国家单独签订的协议 但我想是想联合起来
54sort of massive trade deals which would compensate the US into the hundreds of billions of dollars一种大规模的贸易交易 可以补偿美国数千亿美元
55which is what he said I think is quite hard to conjure with and I don't know anyone who's这就是他说的 我觉得很难和谁一起
56told me the detail of how that would actually work.告诉了我如何实际运作的细节。
57As you say, very little oil seems to be getting through the Strait of Hormuz.正如你说的, 很少的石油 正在进入霍尔木兹海峡。
58People have人们有
59been burning through their stockpiles.被烧穿他们的储存。
60At some point they're going to reach the end在某个时候,他们会走到尽头
61aren't they?不是吗?
62There's going to be a crisis.会有危机的
63Well it's very interesting this because if we go back to sort of April May, you had the嗯,这很有趣 因为如果我们回去 某种四月的5月, 你得到了
64International Energy Agency saying that this crisis was going to be worse than all the国际能源机构说,这场危机将比所有
65before back in the early 70s and the 80s and the tank wars of 2008 and it was going在70年代和80年代 以及2008年的坦克战争中
66to cause a global economic crisis.引发全球经济危机。
67It didn't happen.没有发生
68Now what's very interesting about现在有趣的是
69that it turns out that the world energy supply network proved itself to be more resilient事实证明,世界能源供应网络具有更强的弹性
70than thought and that one another big factor which is perhaps under reported is the role和另一个重要因素 也许被报告 的作用
71of China in all of this.中国在这一切。
72Now China obviously a massive consumer of energy.现在中国显然是一个巨大的能源消费国.
73It managed to它设法
74draw down on its reserves as you say but also moderate demand in China in a way that hasn't照你说的削减储备 但中国也有温和的需求
75damaged its economy.破坏其经济。
76So I think if you want to read what's going to happen next I think所以我想如果你想读读接下来会发生什么
77that seeing what China does next with its own demand, what's happening with its reserves看看中国接下来会做什么 自己的需求, 和它的储备发生了什么
78is actually crucial to seeing whether we re-escalate to oil prices which actually create an economic实际上,对于我们是否重新攀升到油价,从而真正形成经济繁荣,至关重要。
79crisis.危机。
80It's not just oil remember that goes through the Strait of Hormuz.穿越霍尔木兹海峡的不仅仅是石油记忆.
81It's lots of这是很多
82other products like fertiliser for food and it is interesting that you've seen wheat prices其他产品,如食用肥料 有趣的是,你已经看到小麦价格
83begin to pick up again this week.这周又开始恢复了
84Now some of that is to do with Ukrainian attacks in现在,其中一些 与乌克兰的攻击
85the Black Sea on Russian ships, big exporter of wheat.俄罗斯船上的黑海 小麦大出口国
86But it's such a complex picture但这是这么复杂的画面
87but what is interesting is that this so-called worst crisis in oil supply in history according但有趣的是 历史上石油供应最严重的危机
88to the IEA did not translate yet at least into the kind of economic crisis that some对国际能源机构来说,至少尚未转化为某些经济体的经济危机。
89predicted and a lot of people have kind of got headline fatigue about this in the sense预言和很多人 有点头条疲劳 从这个意义上来说,
90that they're saying oh here we go, one day it's this, one day it's that, da da da.他们说,哦,我们走了,有一天,它是这个,有一天,是那个,达达达。
91So they're reluctant to react too violently to anything because they know it could be所以他们不愿意对任何事太激烈的反应 因为他们知道可能是
92reversed tomorrow.倒转明天。
93So I'm not saying that there is no potential economic crisis here,我不是说这里没有潜在的经济危机
94maybe there is but it hasn't materialised yet and the way the world supplies its oil也许有,但它还没有实现 和世界供应石油的方式
95what have you has proven pretty nimble, put it agile and pretty resilient to this point.你所证明的很敏捷 让它灵活灵活
96The Iranians have regarded the Strait of Hormuz pretty much as their trump card but they do伊朗人把霍尔木兹海峡看成是他们的王牌,但他们确实
97have potentially another card up their sleeve which they're starting to talk about which他们的袖子上还有一张牌 他们开始谈论
98is if they could persuade their allies the Houthi rebels to close the Bab al-Mandeb crossing.如果他们能说服盟友 胡塞叛军关闭曼德布过境点
99That could feed into this badly.这可能会很严重
100Yeah this could escalate things significantly because if you look at a map of the Middle是啊,这可能会让事情升级很大 因为如果你看一张地图
101East you've got Saudi Arabia if you like going down the middle with the Persian Gulf on its东边有沙特阿拉伯 如果你喜欢和波斯湾一起走
102right and the Red Sea on its left, Saudi Arabia has a coastline on both of those sides.沙特阿拉伯有两条海岸线,
103On打开
104the other side of the Red Sea is Yemen and Iran has proxy interests there in the Houthis红海的另一边是也门 伊朗在胡塞河有代理利益
105who over several years have been bombarding shipping from time to time and if you were几年来一直在轰炸 航运不时。
106to cut that off as well as that then Strait of Hormuz is about 20% then Red Sea and Bab以及那个霍尔木兹海峡 大约20% 然后红海和巴布
107al-Mandeb is maybe 8 to 10% then you've obviously got two important choke points.mandeb大概是8到10% 那么你显然有两个重要的窒息点
108What I would我会怎么做?
109say is that because of the repeated attacks over the last few years from Houthis on some说,因为过去几年中,胡塞斯一再袭击一些
110of that traffic a lot of people have found other ways to go through so they'll go north很多人已经找到其他途径 以便他们去北方
111rather than south from there so go north up towards the Suez Canal rather than south into而不是从那里往南,所以向北往苏伊士运河,而不是向南进入
112the Gulf of Aden's geography lesson here which we're all learning ourselves aren't we.亚丁湾的地理学课 我们学习的不是自己
113So这么说
114yes definitely a potential escalatory move they could make but as I say people have found是的,肯定是一个潜在的 升级动作,他们可以做 但我说人们已经发现
115themselves quite resilient and kind of got used to a little bit of trouble through that自己有很强的韧性 也习惯了通过这个小麻烦
116bit and have found other ways to go north rather than south.并且找到了其他方法去北方而不是南方。
117Mr Trump is a businessman川普先生是个商人
118he's written books on the art of negotiation.他写过谈判艺术的书
119Is his strategy working and what do we think他的策略可行吗?
120he actually wants because it depends what his objective is as to whether his strategy他实际上想要的 取决于他的目标是否是他的策略
121is working.正在运行。
122He's under a lot of pressure politically to prove that the net resilience他受到很多政治压力 来证明净应变能力
123result of this war is not to make Iran a more powerful player than it was before.这场战争的结果不是让伊朗成为比以前更强大的角色.
124Clearly很明显
125you've got one set of objectives about never having a nuclear weapon and we can talk about你有一个目标 永远没有核武器 我们可以谈谈
126that slightly different issue but a lot of people would say that Iran have had what they但很多人会说,伊朗拥有他们拥有的东西
127may have thought already but has certainly had it confirmed that they've got an incredibly也许已经想过了,但肯定已经确认 他们有一个惊人的
128powerful weapon in the control of the Strait of Hormuz and the worst political outcome控制霍尔木兹海峡的强大武器和最恶劣的政治结果
129for him is that the current regime stays in place, they don't get the enriched uranium对他来说,现在的政权是维持不变的 他们得不到浓缩铀
130and Iran emerges with a greater sense of its own economic power than it went in with.并且伊朗的出现 有着比它更强的经济实力感
131I一、导 言
132think that's why he's sort of if you like continuing to sort of keep up the rhetoric所以他才喜欢继续说这些
133that we control it.我们控制它。
134So really this Middle East thing has now become a battle of who所以说,这个中东的事情 现在已经成为 谁的战斗
135controls the Strait of Hormuz.控制霍尔木兹海峡.
136Iran is very clear that it's them.伊朗很清楚是他们
137The US can't allow美国不允许
138them to think that or let the rest of the world think that because politically that他们认为,或者让世界其他人认为,因为政治上
139would seem to be a very poor outcome from a war which has by the way had political implications战争的结果似乎非常糟糕 顺便说一句 这场战争有政治影响
140in the US.在美国
141Gasoline went up very significantly to sort of four or five dollars a barrel when汽油涨得非常大,每桶四五美元
142it used to be around sort of three and American motorists are super sensitive to gasoline以前大概有3个人 美国的摩托车手对汽油很敏感
143prices.价格。
144They see it as such a fundamental input and we all know and we've all learned他们视之为根本投入 我们都知道,我们都知道
145if we didn't know the pervasive inflationary impact of higher fuel prices because it's如果我们不知道高油价对通货膨胀的影响 因为它
146not just you know oil rigs and what have you.不只是你知道石油钻机 还有你有什么
147When it goes into sort of trucks and cars当它进入某种卡车和汽车
148then every single thing that goes to your local supermarket, your grocery, it goes into然后,每一件事情 到你的地方超市,你的杂货, 它去
149fertilizer, oil prices get into just about everything and push prices up.肥料,油价 进入了一切 并推高价格。
150When prices当价格
151go up, inflation goes up, that means interest rates sometimes have to go up and that has通货膨胀上升 意味着利率有时会上升
152the ability or the effect of raising prices, puncturing growth so it's an economic bad提高物价的能力或效果 刺激增长
153outcome for everyone.给每个人带来结果。
154The midterm elections are in November.中期选举于11月举行。
155It's not so far away.不远.
156Has有过
157Donald Trump got time to sort this out and turn the economy around before people go to唐纳德·特朗普有时间解决这个问题,在人们去之前扭转经济
158vote?投票?
159Well what we've seen after the memorandum of understanding is that oil prices snapped我们在谅解备忘录之后看到的是油价暴跌
160back pretty quickly.回来很快。
161They went from the highs of 120 down to 17 below in pretty short order.他们从120高低降到17低 时间很短
162Now there are supply chains and it will take a while for the bulge and the snake of these现在有供应链了 暴涨和蛇会花点时间
163higher prices to go right through global supply chains but if they can sort something out全球供应链价格的上涨,但如果他们能解决问题
164it is quite possible you get back on the track that I mean if Iran could be accepted back你完全有可能回到轨道上 我是说如果伊朗能被接受
165into the international community, free to sell its own oil, you know hostility sees进入国际社会,自由出售自己的石油,你知道敌对情绪
166Larry Fink, the boss of Blackrock told me just a couple of months ago, he thinks that布莱克洛克的老板拉里·芬克几个月前告诉我 他觉得
167oil could end up at 50, even 40 dollars a barrel so they could snap back but it seems石油每桶50美元,甚至40美元,这样它们就能回弹,但似乎
168to be you know the conflict with Iran and the war of words between the leadership in你们知道与伊朗的冲突 以及伊朗领导人之间的战争
169the White House and in Iran appears to be pretty intractable at the moment.目前,白宫和伊朗似乎相当棘手。
170You know你知道吗
171I'm in charge of the straightforward, no I am and it's hard to see a way through that我负责的直截了当的,不,我也是 很难看到一个方法通过
172in a way that can be resolved quickly enough before we start homing in on these midterm以足够快的方式解决 我们开始进入这些中期
173elections which are actually crucial for Republicans in the US.这些选举对美国共和党人至关重要
174So they'll be very mindful and所以他们会非常小心
175I think the Iranians will be very mindful that this is coming down the track as a political我认为伊朗人会非常清楚, 这会从政治角度进入轨道
176event for the US too.对美国来说也是
177The BBC's business editor, Simon Jack.BBC的商业编辑西蒙·杰克.
178Plenty more from the Global News podcast on the link更多来自全球新闻播客的链接
179below.见下文。
180Thanks for watching.谢谢你的观看。
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