Market Talk: Russia-Ukraine Conflict, and US-China Development

ជម្លោះរុស្ស៊ី-អ៊ុយក្រែន

ភាពតានតឹងបានកើនឡើងបន្ទាប់ពីប្រធានាធិបតី Donald Trump បានដាក់ពន្ធទៅលើរោងចក្រចម្រាញ់ប្រេងកំពូលពីររបស់រុស្ស៊ី ដែលមន្ត្រីរុស្ស៊ី Dmitry Medvedev ហៅវាថាជា “​ការបង្កសង្គ្រាម”។

ប្រធានាធិបតី Vladimir Putin បានព្រមានថា  ពន្ធទាំងនេះមិនត្រឹមតែធ្វើឱ្យប៉ះពាល់ដល់សេដ្ឋកិច្ចរបស់រុស្ស៊ីប៉ុណ្ណោះទេ ប៉ុន្តែថែមទាំងធ្វើឱ្យតម្លៃប្រេងសកលកើនឡើងថែមទៀតផង ដោយវានឹងនាំឱ្យមានអតិផរណាកើនឡើង។ ពោលគឺរុស្ស៊ី និងអារ៉ាប៊ីសាអូឌីត ជាអ្នកនាំចេញសំខាន់ៗ។

ការផ្គត់ផ្គង់ប្រេងទាប → តម្លៃនឹងកើនឡើង ប្រសិនបើតម្រូវការនៅតែបន្តមាន។

ទន្ទឹមនឹងនេះ សេតវិមានក៏បានបញ្ជាក់ផងដែរថា “វាអាស្រ័យលើលោក Trump ដោយលើកឡើងថាការដាក់ពន្ធនេះអាចនឹងមានច្រើនជាងនេះទៀត”។ នេះបានបង្ហាញថា ប្រសិនបើរុស្ស៊ីបន្តបដិសេធកិច្ចព្រមព្រៀងឈប់បាញ់ ប្រធានាធិបតីអាមេរិក Donald Trump នឹងបន្តដាក់សម្ពាធតាមរយៈការដាក់ពន្ធនេះទៀត។ ជាលទ្ធផល កិច្ចប្រជុំកំពូលអាមេរិក-រុស្ស៊ី ដែលបានគ្រោងទុកត្រូវបានពន្យារពេលដោយភាគីទាំងពីរ។

ទន្ទឹមនឹងនេះ សហភាពអឺរ៉ុបមានការពេញចិត្តយ៉ាងខ្លាំងចំពោះការសម្រេចចិត្តរបស់លោក Trump នៅពេលនេះ ខណៈដែលប្រធានាធិបតីអ៊ុយក្រែន Volodymyr Zelensky ឥឡូវនេះកំពុងស្វែងរកអាវុធរយៈចម្ងាយឆ្ងាយពីមេដឹកនាំសហភាពអឺរ៉ុប និងការប្រើប្រាស់ទ្រព្យសម្បត្តិរបស់រុស្ស៊ីដែលត្រូវបានបង្កក ដើម្បីជំរុញការផលិតអាវុធ។

សហរដ្ឋអាមេរិក-ចិន

មិនមានការវិវឌ្ឍច្រើនលើសង្គ្រាមពាណិជ្ជកម្មនេះទេ លើកលែងតែការបញ្ជាក់ឡើងវិញអំពីកាលបរិច្ឆេទនៃកិច្ចប្រជុំ ដែលទាំងប្រធានាធិបតីអាមេរិក Donald Trump និងប្រធានាធិបតីចិន Xi Jinping ត្រូវបានគ្រោងធ្វើនៅថ្ងៃព្រហស្បតិ៍ក្រោយ។

សង្ខេបអំពីពន្ធគយផ្សេងទៀតរបស់លោក Donald Trump

  • សហរដ្ឋអាមេរិក-ឥណ្ឌា៖ កាត់បន្ថយពន្ធគយរបស់សហរដ្ឋអាមេរិកលើទំនិញឥណ្ឌាពី 50% បច្ចុប្បន្នមកត្រឹម 15-16%។
  • សេតវិមានកំពុងបន្ធូរបន្ថយពន្ធគយលើឧស្សាហកម្មរថយន្តអាមេរិក ទោះបីជាពន្ធគយមួយចំនួននឹងនៅតែមានប្រសិទ្ធភាពនៅថ្ងៃទី 01 ខែតុលា ដូចជាទូផ្ទះបាយ/តុសម្អាង និងឈើ/ផលិតផលឈើក៏ដោយ។

|English Version|

Russia-Ukraine Conflict: Sanctions & Oil Prices

Tensions have risen after President Donald Trump imposed sanctions on Russia’s top two oil refineries, which Russian official Dmitry Medvedev called an “act of war.”

President Vladimir Putin warned that the sanctions would not just harm Russia’s economy but would also cause global oil prices to spike, leading to inflation, as Russia and Saudi Arabia are major exporters.

  • Lower oil supplies → Price will increase if the demand persists. 

Meanwhile, the White House also stated that “It is up to Trump if there will be more,” saying that if Russia continues to reject the ceasefire agreement, US President Donald Trump will continue to pressure through sanctions. As a result, the planned U.S.-Russia summit meeting was postponed by both parties. 

Meanwhile, the EU is very happy with Trump’s decisions this time, while Ukrainian President Volodymyr Zelensky is now seeking long-range weaponry from the EU leaders and the use of frozen Russian assets to boost weapons production.

US-China

There is not much development on this trade war, except for reclarifying the meeting date, which both US President Donald Trump and Chinese President Xi Jinping are scheduled for next Thursday. 

Recap other Trump’s tariffs

  • US-India: slash US tariffs on Indian goods from the current 50% to 15-16%. 
  • The White House is easing tariffs on the US auto industry, albeit some tariffs will still be in effect on October 01st, such as kitchen cabinets/vanities and timber/wood products.

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