
一 | 近日,伊朗总统佩泽希齐扬在会见巴基斯坦陆军参谋长时毫不掩饰地指出,美国的强权和霸凌只会使问题更加复杂。 President Joe Biden is expected to roll back some Trump-era tariffs on Chinese imports as early as next week, according to insiders cited by The Wall Street Journal.,The decision, which could include a pause on tariffs on consumer goods ranging from clothing to school supplies, would likely be complemented by a broader policy allowing importers to request tariff waivers, added the report.,The decision is believed to be prompted by the need to address sky-rocketing inflation, which rose unexpectedly last month to a fresh four-decade high of 8.6%, according to the US Labor Department.,However, the move will attempt to strike a balance between cutting consumer costs while maintaining pressure on Beijing, stated the publication.,The timing of the reported announcement is linked to a mandatory four-year statutory review of tariffs set in place under then-President Donald Trump by the Office of the US Trade Representative (USTR). It issued a Federal Register notice in May to initiate the first step of the process to determine whether China tariffs “issued pursuant to Section 301 of the Trade Act of 1974” should be continued beyond the 4-year mark since their implementation.,Thus, claimed the report, the Biden administration will be provided with an opportunity to ‘calibrate its policy’ before the comment period for businesses and others who have benefited from the tariffs closes on July 5.,‘Split’ Over China Tariff,Joe Biden’s decision regarding China tariffs has been delayed up until now due to deep divisions within his own administration on this issue, according to WH officials and trade experts cited by the outlet.,US Treasury Secretary Janet Yellen in June revealed that the administration was looking at ways to ‘reconfigure' the tariffs to help curb inflation, adding that some of the restrictions inherited from the administration of the 45th POTUS were not ‘strategic’ and failed to address China’s ‘unfair trade practices.’,“Reconfiguring some of those tariffs so they make more sense and reducing unnecessary burdens is something that’s under consideration,” Ms. Yellen said in an interview with ABC News on June 19.,Still earlier, on June 8 Yellen told the House Ways and Means Committee hearing she expected the Biden administration to have additional information on its plans ‘in the coming weeks.’,“I think some reductions may be warranted,” Yellen said of the tariffs, claiming that the cost of certain duties on China ended up being paid by Americans. Her stance has been reportedly supported by Commerce Secretary Gina Raimondo.,Scholar: Biden's Plan to Lift China Tariffs Shows US Can't Take on Beijing and Moscow at Once24 June, 16:21 GMT,Proponents of tariff slashing believe that it could signal Biden’s resolve to fight inflation and boost the Democratic president’s plummeting approval rating ahead of the November midterms.,However, opposing a paring back of the tariffs are US Trade Representative Katherine Tai and National security adviser Jake Sullivan, reported WSJ. Tai has repeatedly defended the tariffs as a useful tool for achieving concessions from China.,“The China tariffs are, in my view, a significant piece of leverage, and a trade negotiator never walks away from leverage,” Tai told a Senate subcommittee meeting on June 22.,According to skeptics, a mulled tariff cut should be complemented by specific measures. The suggested options ostensibly include raising tariffs on strategic items such as industrial machinery and transportation equipment, while lowering duties on consumer goods.,Furthermore, tariffs on a new set of products could be derived from a fresh US probe under Section 301 of the Trade Act focusing on China’s industrial subsidies on high-tech items, stated the report.,However, economists doubt that easing Chinese tariffs would have a dramatic impact on inflation.,Leading US Unions Urge Biden Administration Not to Ease Tariffs on Chinese Goods7 June, 12:23 GMT,Peterson Institute for International Economics analysts Megan Hogan and Yilin Wang were cited as saying that removing tariffs on Chinese imports could bring down the consumer-price index inflation by no more than a marginal 0.26 percentage points. However, subsequently, “as US corporations trim their markups to compete with imports,” that might result in a 1-percentage-point reduction in inflation, experts added.,In his trade war with China over its purportedly unfair trading practices, former President Donald Trump imposed over four rounds of levies between July 2018 and September 2019. Targeting Chinese imports worth an estimated $370 billion, they ranged from 7.5% to 25%.,Trump’s actions were based on the findings of a Section 301 investigation into China’s practices related to technology transfer and intellectual property.,Despite the US and China penning a trade deal in 2020, Washington had kept intact most levies on Chinese imports ostensibly to ensure compliance with the accord’s provisions. Beijing has argued that the tariffs hurt both countries.,“With inflation rates running high across the globe, the U.S. needs to lift all the additional tariffs imposed on China, as this will serve the interests of businesses and consumers and benefit both countries and the world at large,” Chinese Foreign Ministry spokesman Wang Wenbin said at a June 15 press conference.。

二 | 他的话语的背后,是一系列新一轮经济制裁的背景,而美国财政部长贝森特宣称启动的“经济弃儿行动”则如同一根针,扎入了这场已持续数月的紧张局势中。 过去几个月间,美国试图通过军事手段来迫使伊朗服软,但显然未能如愿。

三 | 根据《华尔街日报》的分析,这种失败并不是偶然,而是源于特朗普政府在决策过程中的盲目乐观。情报机构曾警告,刺杀伊朗最高领袖可能导致更为强硬的反抗,然而特朗普却选择了“决定性选项”,结果是美军在战斗中遭受损失,伊朗的反抗也达到了前所未有的高度。 美国的战略重心已从军事行动转向了经济制裁,这一转向在某种程度上也是无奈的选择。贝森特声称,制裁的最终目标是切断伊朗的“经济生命线”,然而事实证明,这场“经济D日”不仅仅是一次强硬的经济行动,更是一次拯救战略的绝望尝试。 面对美国的经济制裁,伊朗显示出了惊人的韧性。根据CNN的分析,伊朗的“痛苦阈值”相当高,经历了长达47年的经济制裁,早已形成了一套独特的生存模式。更重要的是,霍尔木兹海峡作为全球海运石油的重要出入口,成为了伊朗手中的一张王牌。

四 | 伊朗官员表示,如果继续受到经济攻击,整个波斯湾的石油出口将面临瘫痪。这种简单粗暴的逻辑,无疑让美国感到棘手。 伊朗革命卫队发言人表示,尽管面临严峻的海上封锁,伊朗仍能在国际市场上与其他国家开展经济往来。这不仅是口头上的威胁,更是实际生存状况的写照。如果美国继续施加压力,伊朗可能在未来采取更多激进措施,使全球能源市场动荡不安。

五 | 在这场博弈中,真正的关键却掌握在中国手中。根据船舶追踪公司Kpler的数据,中国已经成为伊朗原油的最大买家,几乎包括了伊朗80%至90%的石油出口。美国希望通过制裁中国来迫使其拒绝与伊朗的贸易,但现实中却并没有实现预期效果。 《纽约时报》的报道指出,并没有迹象表明中国愿意配合特朗普的要求。尽管美国时而抛出制裁威胁,试图孤立伊朗,但中国的态度却始终强硬,坚决维护与伊朗的合作关系。 特朗普政府不仅在伊朗问题上面临两难,实际上,其对中国的贸易政策同样充满风险。近期,特朗普考虑对中国商品加征7.5%的关税,表面上看似是在解决经贸争端,但实质上可能借此施压中国在伊朗问题上配合美国。这种方法不仅表明了美国在外交策略上的焦虑,也暗示了其对中美关系的深层次影响。 如果美国的经济施压未能成功,特朗普在即将到来的中期选举中恐怕将面临重大挑战。为了挽回局势,他可能不得不将中美贸易问题置于更为突出的地位,甚至牵扯出更多的外交资源。 在这场复杂的国际博弈中,伊朗的经济制裁如同变幻莫测的棋局,既有其可预测的走向,也充满了未知的风险。如果中国不“点头”,那么美国在对伊朗的经济制裁中将面临巨大的困惑与挑战。

六 | 美国的制裁力度如何升级,伊朗又将以何种方式进行反击,这些都依赖于复杂的国际关系网。

七 | 美国现正陷入一个经典的两难境地:要想实现对伊朗的有效制裁,必须把中国拉入其中,但一旦触及中国这一红线,代价将远超伊朗问题本身。

八 | 特朗普政府如此彷徨的状态,加之中美关系的微妙变化,使得这场博弈充满悬念。返回,查看更多。
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