外媒与科技媒体长文、研究号文章。按时间排，不论是否入选精选。
A selloff in Bahrain's bonds is pushing its borrowing costs to levels last seen during the nation's 2018 crisis. The heavily indebted Gulf state is grappling with the fallout from the Iran war just as surging US Treasury yields drive up its debt-servicing costs. Zeina Rizk, Co-Head of Fixed Income a
澳大利亚拟公布一项争议计划的最终版本，要求液化天然气生产商最多将五分之一产量预留给本地买家。
China to resume October fuel exports after a brief halt, four trade sources say Reuters
远景完成由4台16MWh系统组成的64MWh场站级火烧测试，明火持续燃烧9小时后自行熄灭。测试中储能柜以5厘米间距排布、处于100%满电状态，并关闭主动预警、探测、控制及灭火系统；相邻柜体电芯最高温未超50℃。报道还称，UL 9540A第六版和NFPA 855的2026版将大规模火烧测试列为强制要求。
Iran conflict has snarled up usually free-flowing energy markets
文章回顾2021年以来火电龙头与新能源发电龙头的市场表现，并指出容量电价机制使火电收入由电量电价扩展至容量电价和辅助服务收入。文中列出2026年煤电容量电费回收比例及东吴证券对平均容量电费收益的测算，并比较五家火电龙头的营收、净利润、市占率和估值数据。
天顺风能旗下五个风电项目合计获得2.2932亿元新型政策性金融工具资金，以权益性资金形式补充项目资本金。文章称，该工具2026年规模扩容至8000亿元，预计可撬动8万亿至11万亿元总投资；截至今年9月，天顺风能及子公司实际担保额为149.35亿元，占2025年度经审计净资产的172.55%。
Deborah Elms, head of trade policy at the Hinrich Foundation, says EU-China trade talks face sharp friction over vehicle imports and currency valuations. She warns that with both sides holding key leverage and competing positions, resolving these trade imbalances will be difficult. (Source: Bloomber
特朗普表示，美国不会在11月中期选举前攻击伊朗；此后油价下跌。
In 1987, two writers predicted a path to energy independence from the Middle East. What they didn’t anticipate was what the U.S. would do to get there.
Since I entered the cotton industry, I’ve spent nearly 200 days a year traveling to farms, mills, factories, brand headquarters, and trade meetings around the world. Many people don’t realize how global a single garment’s journey can be. Cotton can move through farms, gins, mills, factories, brands,
近50万桶/日的炼油产能位于飓风伊萨亚斯的预测路径上，可能面临产出受影响的风险。彭博称，美国燃料市场供应余量有限。
Shell 部分重启了位于卡塔尔的 Pearl 天然气制油工厂。
US imposes fresh sanctions on Iran's shadow fleet Reuters
Oil jitters are back as Brent tops $105, hammering stocks and bonds. A massive new OpenAI financing deal fuels fresh AI bubble warnings. Goldman executives eye blockbuster bonuses. Plus, NYSE Group CEO Lynn Martin on the IPO race, PepsiCo cuts its outlook, and Chipotle jumps on a reported Starbucks
Oryx Energies SA, an Africa-focused trader, was sold for around $1 billion in a management buyout, according to a source familiar with the deal.
特朗普本周签署行政令，暂缓征收红染柴油使用税至年底；财富援引能源分析人士和卡车行业组织观点，称这项措施能否降低卡车燃油成本存在争议。红染柴油通常用于农业和卡车，约占商用车辆燃料使用量的30%，且暂缓征税不等于免税，相关税款之后仍可能需要缴纳。受访人士认为，解决燃料供应问题取决于地缘局势和市场供需。
美国私募股权巨头凯雷集团表示，其收购卢克石油大部分海外资产的协议已终止。
乌克兰称其袭击了俄罗斯最大的炼油厂。
油价上涨波及全球市场，推动股市下跌，并令债券市场剧烈波动。市场担忧能源成本上升将推高通胀，迫使美联储加息；NewEdge Wealth 首席投资官 Cam Dawson 讨论了市场波动。
Court filings reveal new details about Exxon's decades of internal climate deliberations.
The aircraft carrier is returning to San Diego after supporting the Iran war during a record deployment that raised concerns about crew conditions.
We've got higher oil prices and interest rates to deal with this morning.
截至美国东部时间7 a.m.，布伦特原油价格为108.33美元/桶，较前一日上涨3.42%。一个月前价格为99.15美元/桶，一年前为66.47美元/桶，文中还介绍了原油价格向加油站油价传导的“火箭与羽毛”效应。
Producers and buyers have adapted to absorb the risk of attacks on shipping.
德文能源同意以约42亿美元向Crescent Energy出售其位于南得克萨斯州鹰福特页岩盆地的钻井资产组合。Crescent Energy是一家由KKR支持的石油生产商。
沙特阿拉伯和阿联酋将支持日本牵头的一项倡议，以增强东南亚石油供应保障。战争造成的供应中断加剧了对能源安全的担忧。
俄罗斯石油产品出口量在9月升至三个月高位，但柴油出口流量因政府出口禁令而大幅下滑。
The nuclear-energy industry has been having a moment, but analysts say some companies look better positioned than others to capitalize on a wave of AI-fueled demand.
印度收到的尿素招标报价较其8月采购价低近10%。印度是主要化肥进口国；原文称，这一变化为今年面临投入成本上涨的全球农户带来一定缓解。
油轮遇袭且霍尔木兹海峡通行量放缓，推动油价大涨。该水道上月通行量一度恢复至战前水平的近90%，此后大幅下降。
The S&P 500 moves on days oil prices have gained 3% may come as a surprise.
彭博称，沙特正与客户商谈在明年长期合同中提供霍尔木兹海峡以外的装油安排。沙特在伊朗战争期间已使用这一安排，此次商谈旨在将其正式纳入合同，同时沙特正推动扩大市场份额。
Anna Edwards, Guy Johnson, and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)
国防团体警告，美国关键矿产储备可能推高价格。行业方面呼吁华盛顿谨慎推进，背景是稀缺材料竞争加剧。
Outside the U.S., India is the biggest destination for Venezuelan oil, with Reliance Industries purchasing the bulk of it.
EXCLUSIVE: US, Russia explore gas sale to Europe amid Ukraine war, say sources Reuters
胡塞武装与沙特领导的联军在曼德海峡附近冲突升级，胡塞武装近期袭击沙特关键目标，加剧了新的安全挑战并推动油价上涨。
Western groups look to new investment opportunities despite the chaos and heightened risks caused by the conflict with Iran
Crude futures are no longer a reliable guide to the inflationary impact of fuel prices