沙特将11月远东旗舰原油OSP定为较Dubai低5美元
沙特将11月远东旗舰原油OSP定为较Dubai基准低5美元，10月为低2美元。原文称，这是六年来即新冠疫情以来最大折价；交易员此前预期11月会出现溢价。
#大宗商品
X（推特）上的财经、科技与宏观账号。按时间排，不论是否入选精选。
X·宏观AI 评分6767 X·宏观AI 评分1818 油价与美债联动相关性升至 35 年来最高
油价与美债联动相关性升至 35 年来最高 https://t.co/BY34TwZD7B 引用 @qinbafrank：昨晚的美股债市总结下来就是一句话：弱非农把10月加息概率进一步压低，AI高beta继续主导市场，但债市给出的信号远没有股市乐观。这里的核心还是油价和长债收益率。 1、油价方面： 1）好的层面
X·宏观AI 评分5353 伊朗称霍尔木兹海峡在七项条件满足前不会重新开放，报道三艘油轮遇袭
作者提到，伊朗周日再次强调，霍尔木兹海峡在七项条件得到满足前不会重新开放。作者转述报道称，周六至周日又有三艘油轮在霍尔木兹海峡被袭击，并提示关注当天油价走势。https://t.co/uuxhQGAcyY
X·宏观AI 评分2828 As we discussed on MacroTalk this week, the crude market has solved a lot of the supply problem…
As we discussed on MacroTalk this week, the crude market has solved a lot of the supply problem with high surcharges. How its working in detail free on the blog app this week: https://t.co/G2YelbKO66 引用 @BobEUnlimited：Expensive Supply Surging flows through Hormuz via high risk ship-to-ship transfe
X·宏观AI 评分3434 Had the pleasure of meeting Michelle at an event in Toronto a few weeks ago—she’s fantastic, and…
Had the pleasure of meeting Michelle at an event in Toronto a few weeks ago—she’s fantastic, and I’d encourage folks to listen. Our conversation was scheduled before the latest controversy cycle, and I think a lot of people would be surprised to hear how Kpler analysts interpret 引用 @DropSiteNews：
X·宏观AI 评分2020 🎙️ NEW PODCAST 🎧
🎙️ NEW PODCAST 🎧 In the latest ep of Oil Ground Up I was joined by Michelle Brouhard, head of policy and geopol risk at @Kpler, to talk about oil’s spiralling geopolitical mess, the diesel crisis, and what she really thinks about rising Hormuz oil flows https://t.co/ANumxzxKe4
X·宏观AI 评分1010 Prepare for escalation of Houthi attacks on Saudi Red Sea shipping and coastal oil assets.
Prepare for escalation of Houthi attacks on Saudi Red Sea shipping and coastal oil assets. https://t.co/xpYt4YCNXh
X·宏观AI 评分4040 与《华尔街日报》Georgi Kantchev谈本周霍尔木兹袭击增加及石油外运流量变化
发文者与《华尔街日报》记者 Georgi Kantchev 讨论本周霍尔木兹袭击增加，此前石油外运流量显著恢复。石油流量出现放缓或回落的初步迹象，但要确认是否形成持续转折仍需时间。
X·宏观AI 评分2323 Iranian oil minister Mohsen Paknejad has resigned, according to state media, which didn't give any…
Iranian oil minister Mohsen Paknejad has resigned, according to state media, which didn't give any reason for his departure. Paknejad had been oil minister since Aug 2024. Hamid Bovard named acting minister.
X·宏观AI 评分1414 Spoke with CBC this morning about the latest developments in the the Strait of Hormuz, the broader…
Spoke with CBC this morning about the latest developments in the the Strait of Hormuz, the broader oil market, and what it means for you and your wallet at the pump. Watch: https://t.co/tKBahkwVUf
X·宏观AI 评分5353 Poten & Partners估算运费目前占原油到达炼厂成本的逾25%
船舶经纪公司 Poten & Partners 估算，目前运费占原油抵达炼厂门口时每桶成本的逾25%，战前为3%。
X·宏观AI 评分5757 波斯湾至远东超级油轮日租成本升至约130万美元
波斯湾至远东航线超级油轮的日租成本进一步升至约130万美元。作者称，战争开始前日租成本低于5万美元，9月首次发布图表时约为110万美元。
X·宏观AI 评分1717 My colleague speaks to the captain of an oil tanker doing Strait of Hormuz crossings.
My colleague @alexlongley1 speaks to the captain of an oil tanker doing Strait of Hormuz crossings. “Tankers are always at risk all the time,” the captain said. “It’s a very dangerous vessel.” https://t.co/2ARuar25xu
X·宏观AI 评分2222 Another great MacroTalk this week with covering:
Another great MacroTalk this week with @AahanPrometheus covering: - Signs of cracks in the commodity bull market. - How far the dissaving-driven expansion / earnings boom can really run. - And... the perfect pre-pod / meeting energy shot. https://t.co/fI9uhSh8E2
X·宏观AI 评分1010 "i don't trust that [tanker/satellite imagery/flow] data, it's obviously manipulated"
"i don't trust that [tanker/satellite imagery/flow] data, it's obviously manipulated" <shows multiple independent estimates all roughly indicating the same pace and trend> "see, that's the proof—collusion! you should instead trust my skeptical VIBES" https://t.co/TuUtftU9wL
X·宏观AI 评分1717 Fire, smoke seen near Aramco facility in Riyadh, witness says -
Fire, smoke seen near Aramco facility in Riyadh, witness says - https://t.co/m7MelUJZzH
X·宏观AI 评分4141 关于“战争期间石油流量最高”说法的分析
近期石油流量确为战争期间最高，但作者称这一流量代价极高，当前结构不可持续。早期数据已显露波动迹象，或至少显示近期增幅放缓。引用内容称，赫格塞思表示，由于飞行员控制空域，目前通过霍尔木兹海峡的石油量超过冲突开始前。
X·宏观AI 评分2121 for anyone following the oil market for more than the past few months, it’s *very* funny seeing…
for anyone following the oil market for more than the past few months, it’s *very* funny seeing people start to say that observed data (Kpler/Vortexa/satellite imagery) is manipulated and for proof we should look at the *implied* estimates from IEA/EIA/Chinese government data 😂 https://t.co/beRZCx7
X·宏观AI 评分2929 Scenario (absolutely no relation to today)
Scenario (absolutely no relation to today) >oil experiences largest-ever supply shock >record pace of stock/emergency buffer drawdown >stocks fall from really high to precarious levels >supply fights to recover >mounting risk to 15 MMbpd of recovered supply Where are prices?
X·宏观AI 评分99 This is a good example of domestic political considerations and geopolitical pressures driving an…
This is a good example of domestic political considerations and geopolitical pressures driving an economic policy decision in this era of geo-economics. Releasing these strategic reserves helps partially shield consumers from soaring prices, but it’s also a high-stakes, https://t.co/AXLFDWGQQn