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geopolitical··severity 6

Соперничество США и Китая обнажается контрактом на углубление реки в Аргентине

Правительственный тендер в Аргентине подчеркнул напряженность между Вашингтоном и Пекином в Латинской Америке, поскольку администрация президента Хавьера Милея заключила 25-летний контракт на модернизацию ключевой торговой артерии до предприятия, имеющего историю связей с Китаем.

Сценарии цепочки

A

Escalation

50%

## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** China's state-owned enterprise, China National Offshore Oil Corporation (CNOOC), will publicly criticize the Argentine contract award, citing concerns about its impact on US-China trade relations in Latin America. This criticism escalates into a diplomatic standoff, with both countries issuing statements and potentially imposing sanctions on each other’s businesses operating in their respective territories. * **Confirmation indicators:** CNOOC publishes public statements criticizing the contract, followed by formal diplomatic protests from the US or China to Argentina's government. * **Time horizon:** 10-20 days **Scenario B (Status Quo): 38%** * **Chain:** The Argentine government maintains its stance on the contract award, citing economic benefits and national interests. The US continues to engage with Latin Ame

Индикаторы подтверждения: ** CNOOC publishes public statements criticizing the contract, followed by formal diplomatic protests from the US or China to Argentina's government., * **Time horizon:** 10, 20 days
B

Status Quo

38%

## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** China's state-owned enterprise, China National Offshore Oil Corporation (CNOOC), will publicly criticize the Argentine contract award, citing concerns about its impact on US-China trade relations in Latin America. This criticism escalates into a diplomatic standoff, with both countries issuing statements and potentially imposing sanctions on each other’s businesses operating in their respective territories. * **Confirmation indicators:** CNOOC publishes public statements criticizing the contract, followed by formal diplomatic protests from the US or China to Argentina's government. * **Time horizon:** 10-20 days **Scenario B (Status Quo): 38%** * **Chain:** The Argentine government maintains its stance on the contract award, citing economic benefits and national interests. The US continues to engage with Latin Ame

Индикаторы подтверждения: ** CNOOC publishes public statements criticizing the contract, followed by formal diplomatic protests from the US or China to Argentina's government., * **Time horizon:** 10, 20 days
C

De-escalation

13%

## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** China's state-owned enterprise, China National Offshore Oil Corporation (CNOOC), will publicly criticize the Argentine contract award, citing concerns about its impact on US-China trade relations in Latin America. This criticism escalates into a diplomatic standoff, with both countries issuing statements and potentially imposing sanctions on each other’s businesses operating in their respective territories. * **Confirmation indicators:** CNOOC publishes public statements criticizing the contract, followed by formal diplomatic protests from the US or China to Argentina's government. * **Time horizon:** 10-20 days **Scenario B (Status Quo): 38%** * **Chain:** The Argentine government maintains its stance on the contract award, citing economic benefits and national interests. The US continues to engage with Latin Ame

Индикаторы подтверждения: ** CNOOC publishes public statements criticizing the contract, followed by formal diplomatic protests from the US or China to Argentina's government., * **Time horizon:** 10, 20 days

Первичный источник: Bloomberg Markets

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