2026-01-04 18:25:34

The reallocation of capital under changing geopolitical situations is worth关注. The chain reaction caused by the adjustment of US energy strategy is reshaping global capital flows.

According to the latest policy developments, the US is推进 a new energy strategy: controlling key energy production areas to achieve coordinated development in defense, energy, infrastructure, and finance. Specifically, oil extraction revenue will be used to offset military deployment and post-war reconstruction costs—this "oil for support" logic is profoundly影响 the US dollar system and global capital allocation.

The underlying essence is capital-driven产业链整合: defense contractors, energy companies, infrastructure builders, and financial institutions form close利益联动. When policy confirms this方向, the capital flows in upstream and downstream产业链 will adjust accordingly.

For investors关注宏观经济和资产配置, such geopolitical policy changes often预示 the mid-term trends of commodities, energy sectors, and related financial assets, thereby影响 the overall pace of global capital market allocation.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

22 Likes

Reward
22
9
Repost
Share

Comment

0/400

RektRecorder

· 01-07 18:19

Here we go again with the old trick of using oil to support China... Only after the dollar can't be cut anymore do they come up with such a scheme?

View OriginalReply0

BoredApeResistance

· 01-07 17:34

Basically, it's just the US playing the "harvesting the chives" game again, using oil and gas revenue to cover military expenses... Truly impressive.

View OriginalReply0

AirdropHarvester

· 01-07 16:17

It's the same old story, energy control is just a tool of hegemony. The US's move here is so lackluster...

View OriginalReply0

unrekt.eth

· 01-04 18:55

It's the same old trick of "subsidizing with oil" again... Basically, it's the U.S. creating its own capital closed loop, with defense, energy, and infrastructure all in one package, leaving nothing behind.

View OriginalReply0

FarmHopper

· 01-04 18:54

Another new trick of dollar harvesting, need to keep a close eye on the energy sector's moves.

View OriginalReply0

GateUser-beba108d

· 01-04 18:52

It's the same old story again: controlling energy, controlling finance, controlling the narrative. In plain terms, it's dollar hegemony wearing a different mask to continue bleeding us dry.

View OriginalReply0

RugDocScientist

· 01-04 18:43

Here comes the old trick of "using oil profits to cover expenses"... Should the dollar harvest machine change direction?

View OriginalReply0

SellTheBounce

· 01-04 18:29

Here we go again with the stories. At this price level, you're still researching geopolitics? History has shown me there's always a lower point. When it rebounds, it's time to sell.

View OriginalReply0

CrashHotline

· 01-04 18:26

Here comes the harvest again. The energy strategic adjustment is just an adjustment; retail investors still have to look at Uncle Dollar's face to get by.

View OriginalReply0