Eric Yeung
Eric Yeung@KingKong9888 on X, not investment advice
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 12 | Subscribers | Read | kingkong9888.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Hormuz Crisis Is Supercharging a Quiet Shift Away From the U.S. Dollar
Foreign governments are dumping U.S. Treasuries to stockpile gold, oil and commodities amid the latest Middle East meltdown—potentially weakening the greenback and importing fresh inflation to American shores.
U.S. LNG Export Boom Offers Limited Relief to Nation’s Mounting Fiscal Pressures
Despite record domestic energy production and a surging role as the world’s top liquefied natural gas supplier, the United States continues to run significant net imports of crude oil, underscoring the limits of its energy trade position in...
人民币石油循环：中国与伊朗如何构建抗制裁能源贸易架构
随着中东紧张局势持续升级——美伊冲突加剧、霍尔木兹海峡面临威胁——中国为进口伊朗石油搭建的隐秘金融基础设施，再度引发关注。这一绕开美元的支付与资产循环体系，不仅帮助伊朗维持了石油出口（中国目前吸纳了伊朗超过八成海运原油），也稳步推进了北京的去美元化战略。
The Chinese RMB Yuan-for-Oil Loop: How China and Iran Built a Sanctions-Proof Energy Trade Architecture
Amid escalating tensions in the Middle East—including the ongoing U.S.-Iran conflict and threats around the Strait of Hormuz—China’s quiet financial infrastructure for Iranian oil imports has come under renewed scrutiny. At the center is a ...
Authors
The writers behind this newsletter.
@KingKong9888 on X, not investment advice
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