UK risks ‘uninvestable’ reputation if North Sea projects are blocked, says energy boss
Equinor chief says refusal to approve Rosebank and Jackdaw projects would be ‘major setback’
#大宗商品
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。
金融时报AI 评分1212 路透社AI 评分4040 雪佛龙CEO称，中东冲突持续令石油和燃料供应缓冲收窄
雪佛龙CEO表示，随着中东冲突持续，石油和燃料供应缓冲正在收窄。
彭博AI 评分3333 EU to Seek Market Operator to Conduct Joint Energy Purchases
The European Union will look to appoint a market operator to help the bloc procure energy as it struggles with a second price crisis in less than five years.
彭博AI 评分2929 Chevron’s Wirth Warns US Diesel Curbs Could Send Prices Higher
A US ban on diesel exports could result in higher prices in some parts of the country as well as causing issues with other nations that rely on American supplies, Chevron Corp. Chief Executive Officer Mike Wirth said on Tuesday.
彭博AI 评分2828 Merlin Debt Backed by London Eye Is Fetching a High Price Tag
Credit traders are quoting Merlin Entertainments Ltd.’s private loans far above the distressed prices of the leisure-park operator’s existing securities, reflecting the value investors place on debt backed by prized UK assets like the London Eye.
彭博AI 评分5050 沙特能源大臣称关键跨国输油管道日输油量达580万桶
沙特能源大臣阿卜杜勒阿齐兹·本·萨勒曼王子表示，沙特正通过关键跨国输油管道每日输送580万桶石油。
彭博利好AI 评分3232 ECB’s Rehn Says Energy Shock Hasn’t Yet Spread to Wages
European Central Bank Governing Council member Olli Rehn said the Middle East energy shock hasn’t so far spread to other prices or wages, but those impacts can’t be ruled out.
彭博利好AI 评分2929 Gemcorp Joins Madagascar to Raise $5 Billion for Energy, Mining
Madagascar wants to raise as much as $5 billion by teaming up with asset manager Gemcorp Capital Management Ltd. to fund energy, infrastructure and mining projects in the island nation.
CNBC利空重大AI 评分1818 Yemen forces reclaim key Red Sea port city from Iran-backed Houthis in major counteroffensive
Oil markets remain on edge over potential Middle East supply disruptions, with Brent trading around $100 a barrel as the risk of further escalation persists.
CNBC利好AI 评分4747 特朗普允许将价格较低的染色柴油用于公路，以缓解燃油成本飙升
特朗普允许在公路上使用价格较低的染色柴油，以应对燃油成本飙升。美国柴油全国平均价格在9月首次突破每加仑6美元，燃料供应中断推高了运输成本。
路透社利好AI 评分5252 数据显示，海湾地区9月石油流量平均恢复至战前水平的81%
数据显示，海湾地区9月石油流量平均达到战前水平的81%。
Business Standard利空AI 评分4545 大盘股重获青睐，油价和美债收益率加剧加息担忧
大盘股重获青睐，油价上涨和美债收益率攀升加剧加息担忧。美国10年期美债收益率从2025年底的4.15%升至5.32%，2026年以来上涨117个基点；布伦特原油正测试每桶100美元关口。
CNBC利好AI 评分2323 How quant funds beat the market by being 'early, contrarian and right'
Quantitative hedge funds have captured big trends in bonds and oil to outperform the stock market this year.
路透社利空AI 评分2222 Gold inches lower as firmer dollar, higher yields weigh - reuters.com
Gold inches lower as firmer dollar, higher yields weigh reuters.com
Business Standard利空重大AI 评分4040 世界银行：亚洲经济缓冲空间过薄，难以持续吸收油价冲击
世界银行称，亚洲经济缓冲空间过薄，难以持续吸收油价冲击。美国与伊朗的战争推高全球油价后，亚洲各国政府的应对比其他地区更积极，也更依赖补贴。
金融时报AI 评分4040 ICE在伦敦推出黄金期货交易
ICE在伦敦推出黄金期货交易，这是其在伦敦金融城建立贵金属衍生品市场的最新尝试。
路透社利好AI 评分2020 Oil gains as traders weigh Gulf tensions against strong Mideast exports - Reuters
Oil gains as traders weigh Gulf tensions against strong Mideast exports Reuters
彭博利空重大AI 评分4444 世界银行：东亚和太平洋经济体缓冲油价冲击的余地有限
世界银行称，东亚和太平洋经济体用于缓冲能源冲击的政策空间可能即将耗尽。能源冲击预计将持续到明年。
彭博利好AI 评分2929 Copper Rises for Third Day as Tech Rally Lifts Risk Appetite
Copper rose for a third day, tracking gains in Asian equities after a tech-led rally on Wall Street.
IT之家AI 评分7171 Constellation与亚马逊签署20年核电供应协议，Alphabet据报将达成至少10亿美元交易
Constellation于当地时间9月30日宣布与亚马逊签署20年核电供应协议，将由马里兰州Calvert Cliffs核电站供应690MW电力，其中190MW新增容量计划于2030~2032年上线。
CNBC利空AI 评分2424 Russian gold floods Hong Kong as Western sanctions redraw bullion trade
The surge underscores how Russia's gold trade has been rerouted after its invasion of Ukraine in 2022 shut its producers out of major Western markets.
彭博利空AI 评分5555 波斯湾出口增加、沙特大幅降价之际，油价维持两日跌势
波斯湾出口增加、沙特大幅下调价格之际，油价维持两日跌势。彭博称，这些变化强化了原油市场趋于宽松的迹象。
彭博利空AI 评分5555 摩根大通为 Volta 推介 50 亿美元 AI 杠杆贷款，收益率约 11%
摩根大通代表 Volta Infrastructure Holdings Ltd. 推介一笔 50 亿美元的杠杆贷款，收益率约为 11%。彭博称，这一融资成本处于风险债务市场较高水平；该市场已被用于为 AI 热潮融资。
路透社利好AI 评分1616 Trump to issue order expanding access to tax-exempt diesel fuel, sources say - Reuters
Trump to issue order expanding access to tax-exempt diesel fuel, sources say Reuters
彭博AI 评分2121 Trump Plans to Ease Limits on Tax-Exempt Diesel Variety
Tom Kloza, chief energy advisor for Gulf Oil, said that it is unlikely President Trump's proposed easing of limits on tax-exempt 'red-dyed diesel' will do much to bring down the price of diesel and that the only thing that will meaningfully impact high prices is an end to ongoing conflicts in Russia
金融时报利好AI 评分1616 TotalEnergies boss hails ‘opportunities’ created by global market turmoil
Patrick Pouyanné says he prefers ‘disruption to the peaceful world’ despite French major being among those most affected by Middle East conflict
财富AI 评分6363 美国页岩油高管对战略石油储备有效最低水平看法不一
达拉斯联储对油气高管的调查显示，受访者对美国战略石油储备的最低库存水平看法分散，31%认为为1亿至1.5亿桶，另有近三分之一认为储备已低于或接近油罐底部。美国战略石油储备最新库存约为2.84亿桶，为1982年以来最低；文章还列出美国能源部至少保留7000万桶的口径，以及业界对更高实际运行下限的估算。
MarketWatch利空AI 评分1818 Saudi Aramco’s CEO may be too downbeat about the road to restocking global oil supplies
Some see record oil production and more alternative routes for delivery once the Strait of Hormuz fully opens.
彭博利好AI 评分2525 A Gold Relief Rally on the Horizon?
Is gold's latest bounce a real opportunity or just another bear market trap? Carley Garner, DeCarley Trading Senior Commodity Strategist and Broker, joins Bloomberg Open Interest to bread down why seasonal trends, falling crude oil, and Treasury correlations could fuel a short‑term gold rally, even
路透社利空AI 评分2424 South African fuel prices to jump this week on Iran war impact - Reuters
South African fuel prices to jump this week on Iran war impact Reuters
Fast CompanyAI 评分8282 OPEC+七国同意维持11月石油产量，G7计划释放1亿桶石油及燃料产品
OPEC+七个主要产油国同意11月维持产量不变，并将于Nov. 1再次评估石油市场状况。伊朗战争扰乱全球石油供应，布伦特原油价格升至每桶100美元以上；G7周五表示，计划在未来几周释放1亿桶石油及燃料产品，先释放大量柴油，随后四个月内释放其余部分。
财富AI 评分5454 乌克兰称袭击令俄罗斯51%的炼油产能停摆，普京称经济损失约占GDP的1%
乌克兰国防部称，近期袭击已使俄罗斯51%的炼油产能停摆，这一说法无法独立核实。普京10月1日称，袭击炼油厂令俄罗斯GDP损失约1%，并表示乌方损害俄罗斯经济的目标“部分”实现。国际能源署称，俄罗斯柴油产量已下降约30%，部分炼油设备维修需要数月。
彭博AI 评分4848 伊拉克拟增聘油轮，加强对霍尔木兹海峡石油运输的控制
伊拉克计划增聘油轮，以加强对石油经争议激烈的霍尔木兹海峡运输的控制。至少两艘油轮将在未来几天抵达。
彭博利好AI 评分3636 Stocks Rise as Oil Drop Offsets Europe Debt Worry
A drop in oil prices brought some relief to Wall Street, tempering concerns over Europe’s public finances that sent the euro to its weakest level since May 2025. Jack Manley, Global Market Strategist at JPMorgan Asset Management, discusses Euro contagion risk, the Fed, and outlook for US equities an
彭博AI 评分4747 沙特下调对亚洲基准原油价格，油价震荡
油价在震荡交易中波动，沙特下调了面向亚洲的基准原油价格。沙特国有石油生产商警告库存偏低风险，且也门战事加剧；Morgan Stanley全球大宗商品策略师Martijn Rats讨论了中东更广泛冲突背景下的油价上行风险。
彭博AI 评分2020 South Africa Gasoline Prices Hit Record High After Oil Shock
South Africans will pay a record price for gasoline as the latest oil shocks caused by the Iran war catch up with the monthly adjustments made by the government at the pump.
路透社AI 评分4141 贝克休斯签署协议，扩建委内瑞拉天然气基础设施
贝克休斯签署协议，以扩建委内瑞拉天然气基础设施。
彭博AI 评分2121 London Gold Body Seeks to Boost Finances With Higher Member Fees
The London Bullion Market Association has raised membership fees and offered the option to pay the dues two years in advance as it seeks to strengthen its finances amid a costly legal challenge.
彭博AI 评分6262 科威特石油产量恢复至伊朗战争前约75%，国有石油公司CEO称
科威特国有石油公司CEO称，该国石油产量约为伊朗战争开始前水平的75%。报道提到，更多油轮开始冒险通过霍尔木兹海峡。
彭博AI 评分4040 俄罗斯炼油商获多年最高补贴以保障国内燃料供应
俄罗斯政府上月向石油公司支付了四年多来最高的一笔补贴，以促使其向国内市场供应道路燃料；当时乌克兰无人机袭击俄罗斯炼油厂。