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特朗普对伊朗能源基础设施的威胁可能对区域石油生产的未来造成潜在灾难性后果(这对所有各方都是威胁),对发电站的攻击则存在将伊朗变成9200万绝望、缺水人口生活的失败国家的风险。
特朗普想要结束战争并防止大规模升级现在也已显而易见。事实是战争已达到边界,市场开始意识到这一点。这是一个积极的局面,市场也在做出相应反应。
市场对特朗普能否以控制海峡作为筹码,对一个动力十足的对手宣布胜利并抽身而退的可能性正当地表示怀疑。然而,决定金融世界路线图的价格发生了很大变化。布伦特原油徘徊在100美元附近,对央行以加息作出回应的担忧已经减少。