President Trump said Witkoff could negotiate with Iran, but he currently does not see that happening.

總統特朗普今日在安卡拉參加北約峯會期間發表強硬言論，宣稱美伊《伊斯蘭堡諒解備忘錄》“已經結束”，並斥責伊朗政權爲“病態的人”。這一表態標誌着僅實施 20 天的 60 天美伊停火談判框架面臨破裂，中東地緣政治危機驟然升級。 首先此舉有望再次爲通脹預期添把火，此前由巴基斯坦斡旋的 14 點框架協議曾短暫恢復了伊朗每日數百萬桶的粗油出口。隨着特朗普定性“協議終結”並撤銷制裁豁免，全球原油供給再度面臨系統性縮減，直接強化了 WTI 原油站穩 70 美元以上的通脹復燃預期。 如果封鎖重現，意味着航運溢價或將飆升。 針對昨日卡塔爾 LNG 油輪在霍爾木茲海峽遭遇的突發襲擊，美軍已開啓報復性空襲。美伊重回“不談即打”的對抗邏輯，不僅徹底關閉了停火窗口，更意味着霍爾木茲海峽和阿曼灣再度陷入無限期軍事封鎖的邊緣，全球航運保費與能源生命線將迎來新一輪強風險溢價的狂暴洗禮。

At the NATO summit in Ankara, Trump told reporters he had instructed Treasury Secretary Bessent to immediately cut all trade and commercial ties with Spain, calling Spain a poor NATO partner that does not participate in operations or meet funding obligations. Spain's prime minister's office dismissed the threat as 'business as usual', saying Madrid will maintain its excellent social, cultural and economic relations with the United States and does not intend to change them.