-- 伊朗议会议长穆罕默德·巴格尔·加利巴夫周三表示,伊朗暗示,只要美国继续实施海上封锁,重新开放霍尔木兹海峡的可能性就不大。 加利巴夫在X网站上发帖称:“只有在海上封锁和世界经济不被破坏的情况下,全面停火才有意义。” 他表示,必须停止多条战线上的军事行动,并补充说:“在如此公然违反停火协议的情况下,重新开放霍尔木兹海峡是不可能的。” 加利巴夫说:“他们没有通过军事侵略实现他们的目标,也不会通过欺凌实现。”他还补充说,取得进展取决于承认伊朗的国家权利。 据媒体报道,伊朗军队周三向商船开火并扣押了多艘商船,扰乱了霍尔木兹海峡的交通。 报道补充说,伊朗伊斯兰革命卫队扣押了“MSC Francesca”号和“Epaminondas”号两艘船只,声称它们试图秘密驶出霍尔木兹海峡。 美国总统唐纳德·特朗普周二宣布停火,但前提是伊朗提交一份方案。不过,他表示美国对伊朗港口和船只的封锁将继续有效。 与此同时,特朗普周三在Truth Social网站上发帖称:“我刚刚得知,原定今晚在伊朗被处决的八名女性抗议者将不会被处决。” 他还补充说,其中四人将被立即释放,其余四人将被判处一个月监禁。 特朗普对这一进展表示欢迎,他说:“我非常感谢伊朗及其领导人尊重我的请求。” 特朗普周二在Truth Social网站上表示,他曾敦促伊朗领导人在谈判前释放这些女性,称这是一个“良好的开端”,并要求不要伤害她们。
Related Articles
Crude Oil Prices Rise on Stalled U.S.-Iran Peace Talks
Crude oil prices rose on Monday as talks to end the war between the U.S. and Iran remain frozen and flows through the crucial Strait of Hormuz continue to be disrupted.Brent crude at last look gained 2.7% to US$108.17/barrel and West Texas Intermediate crude climbed 2.4% to $96.63/barrel. The U.S. and Iran appear to still be far apart on issues including Iran's nuclear ambitions and the reopening of the strait, Reuters said in a Monday report."The diplomatic stand-off means that every day 10-13 million barrels of oil fail to get to the international market, worsening an already tight oil balance. Therefore, there is only one direction for oil prices to go," Reuters quoted PVM Oil Associates analyst Tamas Varga as saying.Goldman Sachs raised its fourth-quarter oil price forecasts to $90/barrel for Brent and $83/barrel for WTI, citing reduced output from the Middle East, the report said.
Japan Resorts to More Coal, Nuclear During Energy Crisis Sidelines Renewables, Says IEEFA
Japan is leaning on higher nuclear output and ramping up use of coal in power generation as contingency measures in the face of the global energy crisis, but these measures are simultaneously smothering renewables, the Institute for Energy Economics and Financial Analysis said on Monday.Temporary increased use of coal was decided upon to reduce the need for now-scarce LNG while the restart of some nuclear power plants is also providing additional resilience to supply shocks which have hit Asian nations hardest.IEEFA said this risks displacing domestic renewable energy which can supply just as much energy security but lower cost and it could also increase curtailment and undermine investment in more renewables, up-ending progress on decarbonization.Most of Japan's coal imports, about 71%, come from Australia, making it a safe option that reduces exposure to disrupted Middle Eastern logistics, the IEEFA report noted.But a shortage of diesel for plant operations at J-Power's Matsuura 2 gigawatt coal-fired power station slashed its output by 50% while the JFE Steel Fukuyama facility was halted over a shortage of heavy oil, underscoring that coal is not fully detached from oil and gas's geopolitical risk.Japan typically imports 4 million tons of LNG that pass through the Strait of Hormuz each year, representing about 6% of its total imports.As of March, 15 of Japan's 36 nuclear reactors were operating, as that sector recovers from the multiple impacts of the Fukushima disaster.They generate a combined 37 GW. Bringing the remainder online could cut Japan's LNG needs by 12.5 million tonnes, IEEFA said. Regulatory changes in early April were introduced, facilitating more restarts.Backing up its argument that more coal and nuclear, both less flexible power sources, could increase curtailment of renewables, IEEFA said that each nuclear restart in Japan has been followed by a reduction in renewables generation.Curtailments in Japan have risen to 1.9 terrawatt hours by 2023, up from 100 GWh in 2018. In the first half of 2025, curtailments were faster still at 1.7 terrawatt hours for a six-month period.The fact that output from coal and nuclear can not rapidly be increased or slowed means it can be difficult to make room for renewable supply on the grid when its output rises.IEEFA said that limitations in Japan's grid infrastructure is an additional constraint that limits absorption of renewable power and led to a situation in March where it curtailed renewables while importing power from abroad.IEEFA suggests that the addition of battery storage to the grid could go some way to boosting its flexibility.Curtailment of renewables output has another inherent problem in that it leads to a less favourable economic case for later additions of zero carbon generation capacity, the report said, all the more so because Japan does not compensate renewables suppliers for curtailments, a practice common in Europe.Developers are adding battery storage as a work-around to that, securing contracts that remunerate battery-discharged electricity instead of directly generated then consumed electricity.The addition of batteries adds to project costs however at a time when investor interest has yet to turn into large scale deployment, with erosion of revenue support measures a further deterrent, IEEFA said.
UOB Kay Hian Upgrades Hana Microelectronics to Buy from Hold; Price Target is THB38
Hana Microelectronics (BKK:HANA) has an average rating of overweight and mean price target of 25.44 Thai baht, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)