- 18 hours ago
八点最热报 | 美伊战争打了一个多月，全球油价狂飙。但政府给国人的BUDI95补贴，还维持在RM1.99到底能撑多久？除了石油，困在霍尔木兹海峡的中东化肥出不来，导致粮食供应紧张，更是一场躲不开的“粮食通胀战”。（主播：萧慧敏）
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00:00Seize the opportunity
00:01Unified Business and Internet
00:02Helping enterprises take off in all aspects
00:05The US-Iran war has raged for over a month.
00:08On the surface, the markets in various sectors of Malaysia are still operating normally.
00:11However, the price system itself may have already begun to experience a power outage.
00:15my country's gasoline prices are unfavorable due to subsidies for 95-octane gasoline.
00:18It remains at RM1.99.
00:19However, gasoline subsidies are like bulletproof vests the government puts on its citizens.
00:25Deflect the bullet outside the body
00:27But the bullet didn't actually disappear.
00:29Just stay there
00:31How long can a bulletproof vest be worn?
00:33The government said it would be through May.
00:35What about after May?
00:36If the subsidies can't hold up
00:38Will prices surge like a floodgate opening?
00:40They're bursting forth with all the pent-up costs they've been holding back!
00:44The prices we see now are the real prices.
00:47Prices are still being suppressed.
00:49That's the real inflation bill
00:51They're already on the road, waiting for each of us to carry them.
00:53And are you ready?
00:56The risk of Iran blocking the Strait of Hormuz
00:59Like a knife hanging over the global economy
01:02The ground attack actually struck during the time difference in the attacking phase.
01:07Lin Fuyan, a professor in the Department of Economics at Northern University, said in an interview that
01:10RM1.993 in Malaysia
01:12Not the real price of gasoline
01:14It is a buffer
01:15It is a man-made time barrier
01:19This subsidized bulletproof vest costs RM1.993.
01:23At most, it blocked the impact of ground waves.
01:26As for the second cut
01:27Li Rongchang, Assistant Professor of Economics at Summer University, believes
01:30Actually, it was hidden in the inventory.
01:34Most of the goods on the market now are still from old costs.
01:37It creates a kind of illusion
01:39It seems like prices haven't changed.
01:41But this is precisely the most dangerous stage.
01:44Because once the inventory runs out...
01:46The new batch of goods came in based on high oil prices.
01:50Prices won't rise gradually.
01:51Instead, they all jumped.
01:53More importantly
01:55Inflation is a one-way staircase
01:57It's easy for you to go up, but hard to come down.
02:00Once the price is accepted by the market
02:02This will solidify and become the new normal.
02:04That merchant won't easily lower the price.
02:06Consumers will also be forced to adapt to higher living costs.
02:12The US has been fighting Iran for over a month.
02:14Oil prices soar
02:15Prime Minister Anwar said
02:17With subsidies, the RON957 can last until May.
02:20But what about after May?
02:22If this defensive line can't hold...
02:24Will prices drop like a kite with a broken string?
02:26He flew directly into the sky.
02:28This 1.99 is the luckiest place in Malaysia.
02:32Therefore, we should indeed expel people in this regard.
02:35At least this allowance is like a person
02:37The global economy we are talking about now...
02:40It is a double-strike attack
02:41Then all countries were affected.
02:43More and less
02:44Why are there more of these?
02:46Why are some less?
02:46Relatively few like Malaysia
02:48Why?
02:49Because when we fell
02:50We wore that protective suit
02:52One of our protective suits is...
02:54Our oil allowance system
02:56Therefore, its impact on my country's economy
02:58It won't appear so soon.
03:00So you see, neighboring countries
03:01other countries
03:02Long queues for oil
03:04This has happened in many countries.
03:06Because oil prices have been rising
03:07Everyone thinks
03:08Wow, it's best to go first!
03:09No incident occurred in Malaysia
03:10It's because of this mechanism
03:12Therefore we need to expel people.
03:13However, this mechanism cannot provide protection indefinitely.
03:15Malaysians wore protective clothing
03:17Temporary luck
03:18But this protective suit
03:20It can't last forever
03:21Although petrol costs RM1.993
03:23Still blocking
03:24But it only blocks what's in front of you.
03:26The torrent behind
03:28Diesel logistics industrial costs
03:30It is already accumulating and surging.
03:31Diesel fuel is more commonly used by industrial users.
03:34Therefore, the government subsidizes diesel fuel.
03:36right
03:36However, some industries are still not included.
03:39Therefore, that industry still has to bear this high cost.
03:42Then in Shang Yan Shang
03:44A company can't possibly share this cost with you so tightly.
03:47It must be moved out.
03:48Therefore, its transfer out will raise prices.
03:51Because inflation is like this.
03:52If you raise the price
03:54It will be very difficult for it to go back down.
03:55Even if oil prices fall back later
03:58Prices have increased
03:59Market prices have increased
04:00It's very difficult to assemble.
04:02Because of the inflation we are talking about
04:03It has an adhesive property.
04:06Li Rongchang reminded
04:07Inflation is sticky
04:08Once prices go up, they are very difficult to bring down.
04:11And now everyone is watching gas stations.
04:13I thought RM1.993 could temporarily stabilize the situation.
04:17People haven't felt the real inflationary pressure yet.
04:20That's because of the inventory held by the merchants.
04:23It was built up using old costs.
04:25Then when the inventory is used up
04:27The cost of new purchases has increased.
04:29The price increase is coming.
04:30If we do business
04:32It has inventory.
04:34I'm currently using my existing inventory.
04:36There is no need to use new inventory yet.
04:38The new inventory may already be affected by the high oil price.
04:42This led to an increase in prices.
04:44Costs increased
04:45This price must be adjusted.
04:47So why do we seem to feel...
04:50No problem
04:51Because the price is still the same.
04:52But what happens when these inventories are used up?
04:54Manufacturers
04:55Or the merchants
04:56The price at which it purchased the goods
04:58The reason for this cost is that it was incurred afterward.
05:01When added
05:02They were then asked to raise prices.
05:04At that time
05:05We consumers
05:06Only then will you feel the pressure of inflation.
05:08Just like the United States
05:09The United States at the beginning
05:10When import taxes are levied worldwide
05:13Terry
05:13There is also no inflationary pressure in the United States.
05:16After some time
05:17They are the ones who face inflationary pressures.
05:19So that's why
05:20Its inflation will take time to manifest.
05:24The fact that prices haven't risen yet doesn't mean everything is fine.
05:26Once it starts to rise
05:27It won't just feel like it's a little too much.
05:30Rather, it's the inflationary pressure that everyone has to bear together.
05:32At best, this is just buying time.
05:35Besides oil
05:37The real problem is being trapped in the Strait of Hormuz.
05:39Fertilizer from the Middle East cannot be exported
05:41Food supply shortage
05:42In the end
05:43This energy crisis is very likely
05:45It will directly lead to food being dumped on the dining tables of millions of households around the world.
05:49An unavoidable war on food inflation
05:52And Malaysia will certainly not be spared.
05:54Global food supplies will be affected.
05:56Why?
05:57Because grain is rather strange.
05:59You need to produce some food.
06:01It is unlike industrial products
06:02Industrial products are...
06:04My machine is on 24 hours a day.
06:05I can produce it as soon as possible.
06:07You can't weave that durian tree.
06:10Speak faster, give birth faster
06:11Impossible
06:12It needs that time to be born.
06:14Therefore, the machine can
06:15That agriculture cannot
06:16It takes time to produce.
06:18Therefore, it also has a fixed point.
06:20It needs to be fertilized.
06:21Which spot do you not fertilize?
06:23That production will be affected.
06:25Then you need to solve it.
06:26It wasn't that powerful.
06:27Because of its alternatives
06:29Agricultural products are often described as a type of...
06:31It has few substitutes.
06:32This fertilizer is not affecting...
06:34It only affects rice.
06:35Then it had no effect on the corn.
06:37Its impact is everything.
06:38It treats everyone the same.
06:39Simultaneous strikes
06:40So it became
06:42We have no substitutes at all.
06:43We have very few alternatives.
06:44Therefore, it has a significant impact on inflation.
06:47Moreover, it is a necessity.
06:48Food is a necessity
06:50The Italian-American war is not a distant news headline.
06:53From the start of the fight
06:53It has been gradually...
06:56It has seeped into our oil prices
06:57Vegetable prices
06:58Even every meal
07:00RM1.9937 petrol price
07:02It's a temporary pain relief and comfort.
07:04But the flood of inflation
07:05It has been accumulating higher and higher in the dark.
07:07Logistics costs rise
07:08Cost per liter
07:09Food shortage
07:10These seemingly fragmented changes
07:13They are actually the same signal.
07:15That means the tide is already rising.
07:17We are currently standing in a place that has not yet been flooded.
07:25If oil prices are just the first wave of impact...
07:27Then food supplies will be the second, even more deadly blow.
07:31The Strait of Hormuz is more than just an oil route.
07:34It is also the lifeline of fertilizer exports from the Middle East.
07:37If the disruption does not affect a specific industry
07:40Rather, it's the global agricultural production cycle.
07:43There is a window of opportunity for fertilization.
07:45Missing out would mean losing an entire season.
07:48The losses from this season will be felt several months later.
07:50This is directly reflected in the grain armor.
07:53More famous is
07:54There are no substitutes for food.
07:56Then you don't have to buy a car.
07:57You can choose not to change your phone
07:58But you can't go without eating.
08:00what does that mean
08:01This means the next wave of inflation
08:03Not a consumption upgrade
08:04Rather, it's the rising cost of living.
08:07One ringgit 993
08:09Not a painkiller
08:11Not a cure
08:12From gas stations to logistics
08:14Then the three lines at the dining table
08:16When tightening at the same time
08:17This is not ordinary inflation.
08:19It was a complete and utter...
08:21Cost of Living Campaign
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