中东战火的背后，是谁在一夜之间瘫痪了全球90%的商船？深度拆解西方海运金融绞肉机

合集 · 顶层猎杀 (9)

Description

当我们拥有世界第一的造船和制造业时，我们该如何保护它？

参考资料：
[01] 国家对成品油价格采取临时调控措施 / 中华人民共和国国家发展和改革委员会
[02] 2026年3月23日国内成品油价格调整 / 中华人民共和国国家发展和改革委员会
[03] CarteMonde Zonerisque Mars26 export / FAM 
[04] JWLA-033 / Joint War Committee
[05] AMBREY STRAIT OF HORMUZ TRANSIT STATUS / AMBREY
[06] JWLA-028 / Joint War Committee
[07] IG of P&IAssociations / The American Club
[08] Reinsurance 2026/27 Pool and GXL Reinsurance contract structure / The International Group of P&I Clubs
[09] Institute War and Strikes Clauses / Insurance and Reinsurance Brokers
[10] International Conventionon Civil Liability for Oil Pollution Damage, 1992 / Arctic Portal library
[11] International Convention on Civil Liability for Bunker Oil Pollution Damage, 2001 / UK Government
[12] The Nairobi International Convention on the Removal of Wrecks / UK Government
[13] LMA3100 / CNA Hardy
[14] Mamancochet Mining Limited v Aegis Managing Agency Limited and Other / Royal Courts of Justice 
[15] EWHC 2643 / THE HIGH COURT OF JUSTICE
[16] LMA3100A / nacora.at
[17] LMA3200 / pminsurancebrokers
[18] COUNCIL REGULATION (EU) No 267/2012 / Official Journal of the European Union 
[19] COUNCIL DECISION (CFSP) 2022/2369 / Official Journal of the European Union 
[20] 2023 CPI ANNUAL REPORT / 中国船东互保协会
[21] Iran War at Sea: How the Conflict Is Disrupting Global Trade and Energy / Windward
[22] Policy Year Renewal - 2026 / NorthStandard
[23] Made In China 2025’s Impact on Chinese Shipbuilding / CIMSEC
[24] Surprise: The World’s Biggest Shipping Power Isn’t China / Inbound Logistics
[25] P&I Clubs Poised For Another Round Of Rate Hikes / S&P Global
[26] Oil tanker traffic through Strait of Hormuz down 90%, trade monitor says / The Times of Isreal
[27] Middle East oil becomes most expensive in the world as war cuts supply / Reuters
[28] Marine insurance: growth under pressure / Atlas Magazine
[29] CLC - BCLC - Blue Card: Certificates for Marine Insurance / Marine Public

Comments

HILLZENG 2026-03-31

但是，我们必须注意到一点，西方海事金融霸权的底层逻辑，还是军力，在过去几百年，世界第一海军梯队，被英美垄断了，因为你不可能不给一战之前的皇家海军大舰队和二战之后的美国十个核动力航母编队尊重。但是，当西方不再拥有海军霸权，当它们腐朽的舰队连全球巡航和维护海外基地都做不到的时候，那之前所谓的海事金融霸权也不过是沙滩上的城堡一击即碎。所以，我们道阻且长，我们前途光明，我们才是构建未来海事体系的新玩家。[doge]

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