UKMTO reporting that a tug got double-tapped in Hormuz this morning.
UKMTO reporting that a tug got double-tapped in Hormuz this morning. A TUG! https://t.co/T2SAT7m81s
#航运与油运
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1818
X·宏观AI 评分4949 UKMTO 今晨报告又发生三起袭击
UKMTO 今晨报告又发生三起袭击：两起发生在波斯湾，其中一起据报由一名乘坐小艇、持 RPG 的人员实施；另一起是小艇在也门南部海岸附近骚扰一艘 LNG 油轮。
X·宏观AI 评分4040 伊朗效仿索马里海盗手法：油轮在波斯湾遭小艇靠近并被火箭推进榴弹袭击
一艘油轮在波斯湾内、远离霍尔木兹海峡处遭袭；小艇靠近后，有人向船只发射火箭推进榴弹。
X·grokAI 评分4343 美封锁下伊朗原油或混入阿曼湾船对船转运，作者称仍非百分之百确定
作者称，长期怀疑至少部分伊朗原油混入阿曼湾船对船转运，并欢迎新增的报道细节。作者认为，美国封锁已使伊朗出口和产量大幅下滑，但并非百分之百。
X·宏观AI 评分3232 Spoke with Bloomberg's about the perfect storm of factors—from exploding shipping rates to weak…
Spoke with Bloomberg's @roberttuttle about the perfect storm of factors—from exploding shipping rates to weak USGC fuel oil markets—currently standing between Canadian oil producers and their ability to take advantage of high global crude prices. Read: https://t.co/brDtmS3vmr https://t.co/OHm4ZUQu0
X·grokAI 评分4444 国际海事组织：伊朗战争以来波斯湾及周边逾110起航运袭击中仅3艘遇袭船只沉没
国际海事组织称，伊朗战争开始以来，波斯湾、霍尔木兹海峡及阿曼湾发生逾110起航运袭击，遇袭船只中仅3艘沉没。过去约3周内发生了其中2起沉船事件。
X·宏观AI 评分4545 伊朗海军称霍尔木兹海峡东部一艘违规油轮起火
伊朗海军称，霍尔木兹海峡东部一艘被其认定为“违规”的油轮起火；该消息是否得到确认仍待观察。
X·宏观AI 评分1717 No new UKMTO shipping attack repots today (yet)
No new UKMTO shipping attack repots today (yet) We've had at least one attack report virtually every day this month so far.
X·grokAI 评分5252 Rory Johnston制作图表对照波斯湾航运袭击与霍尔木兹石油流量
Rory Johnston正在制作图表，整理UKMTO确认的霍尔木兹、波斯湾和阿曼湾航运袭击事件，并叠加估算的霍尔木兹石油流量。原文还提到“UNGO”的巧合，并附有链接：https://t.co/13kaE0qDMb
X·宏观AI 评分4040 新加坡政府确认集装箱船 GFS PRIDE 在霍尔木兹海峡附近沉没
新加坡政府确认，集装箱船 GFS PRIDE 在霍尔木兹海峡附近遭伊朗袭击后沉没。船上全体船员安全，该船悬挂新加坡国旗。
X·宏观AI 评分6161 Rory Johnston称霍尔木兹海峡新增两份延迟发布的UKMTO袭击报告
Rory Johnston称，UKMTO新增两份关于霍尔木兹海峡船舶遇袭的延迟报告。9月30日至10月14日两周内，UKMTO确认的袭击共26起。
X·宏观AI 评分2727 🎙️ NEW PODCAST 🎧
🎙️ NEW PODCAST 🎧 On the latest episode of Oil Ground Up I was joined by the one and only @JavierBlas to talk about why crude never hit $200, how commodity traders managed to make it work, the Beijing Swing, record tanker rates, and where it's all heading https://t.co/TjfhXxuDqC
X·宏观AI 评分3434 PHOTOS OF THE DAY: The aftermath of the sinking of a container ship (the GFS PRIDE) in the Strait…
PHOTOS OF THE DAY: The aftermath of the sinking of a container ship (the GFS PRIDE) in the Strait of Hormuz. Note the field of floating containers (red) and two oil tankers exiting the waterway in full daylight (green) plus close-ups. 🛰️📷 @CopernicusEU Sentinel 2 https://t.co/12FIbf0e5q
X·宏观AI 评分2828 Working on some shipping attack charts to put the recent escalation in Context.
Working on some shipping attack charts to put the recent escalation in Context. Here we have UKMTO-confirmed shipping attacks in Hormuz, the Persian Gulf, and the Gulf of Oman. Overlaying the estimated Hormuz oil flow adds some helpful perspective. (also that UNGA coincidence) https://t.co/F1whp1
X·宏观AI 评分6666 UKMTO今日报告霍尔木兹海峡再发生两起航运袭击，累计确认24起
作者称，UKMTO今日报告霍尔木兹海峡又有两起航运袭击，使其自9月30日起在霍尔木兹海峡及紧邻海域确认的袭击累计达到24起。原文链接：https://t.co/8OCgmnL3Bj
X·宏观AI 评分4242 我们是否开始看到，极端运费正在冲击炼厂开工？
布伦特原油近月价差和DFL今日下跌，显示其他条件不变时原油市场趋于宽松；与此同时，柴油价格再度大幅上涨。纽约港柴油裂解价差（相对于布伦特）单日上涨12美元/桶，升至100美元/桶以上，约相当于正常柴油裂解价差的50%。
X·宏观AI 评分5858 Rory Johnston称UKMTO确认自9月30日以来霍尔木兹及周边发生24起袭击
Rory Johnston称，UKMTO当天报告霍尔木兹海峡发生另外两起航运袭击，使其自9月30日以来在霍尔木兹及紧邻区域确认的袭击总数达到24起。他表示，向UKMTO报告是自愿的，通常上报较慢，且无法确认时不会报告；在误报较多的情况下，确认清单记录了袭击数量。 https://t.co/8OCgmnL3Bj
X·宏观AI 评分3232 Ukraine has “influence over whether these ships can sail or not, whether these refineries can…
Ukraine has “influence over whether these ships can sail or not, whether these refineries can operate or not. … Electricity is what matters to us. That’s clear. If we can be guaranteed protection for our power system, then we will not strike Russia’s diesel infrastructure in 引用 @ZelenskyyUa：I don
X·宏观AI 评分5151 UKMTO报告霍尔木兹海峡当天又发生四起延迟报告的袭击
UKMTO报告当天又有四起霍尔木兹海峡袭击事件被延迟报告。原文附有链接：https://t.co/bo7pnZtMVx
X·宏观AI 评分1616 While Chinese exports of machinery, electronics and cars are set to almost double over the last 6…
While Chinese exports of machinery, electronics and cars are set to almost double over the last 6 years ... No wonder container traffic is so unbalanced ... 3/3 https://t.co/m9a1k3xnww
X·宏观AI 评分5353 UKMTO报告霍尔木兹海峡再发生一起袭击
UKMTO报告霍尔木兹海峡再发生一起袭击。作者称，过去11天内，霍尔木兹海峡及更广泛海湾地区已发生16起袭击。原文链接：https://t.co/9JoiAfW9jv
X·宏观AI 评分7171 伊朗革命卫队称将袭击在该地区使用“非法”航线穿越霍尔木兹海峡的船只
伊朗革命卫队称，将袭击在该地区使用“非法”航线穿越霍尔木兹海峡的船只，威胁范围不限于海峡咽喉附近。
X·宏观AI 评分4242 X·宏观：英国海事贸易行动办公室报告海湾地区再遭一起航运袭击
英国海事贸易行动办公室报告，海湾地区再次发生航运袭击。袭击正向西扩展，远离实际经由霍尔木兹海峡的航运交通；自上周三以来已发生15起袭击。CENTCOM仍未作出报复回应。
X·宏观AI 评分4545 Joe发布海湾航运遇袭升级图表
海湾航运仍然危险，伊朗邻近水域确认遭袭船只数量维持高位。10月9日的7日累计确认命中数为8次，低于峰值11次，但除战争开始时的几天外，高于其他任何一周。
X·宏观AI 评分1717 I also will be watching the time frame for other safeguards cases, and the associated negotiations…
I also will be watching the time frame for other safeguards cases, and the associated negotiations around the level of China's tariff rate quota (assuming that the hybrid safeguard is indeed a model) 6/
X·宏观AI 评分55 thinking of writing a piece simply titled “Tanker Rates Ruined Crude Prices”
thinking of writing a piece simply titled “Tanker Rates Ruined Crude Prices”
X·宏观AI 评分6464 Javier Blas 图表显示波斯湾至远东油运成本升至每日超过 140 万美元
Javier Blas 表示，波斯湾至远东航线的油运成本升至每日超过 140 万美元，图表纵轴因此再次上调。其他航线的运费也明显上涨；原文附有作者 9 月的评论文章：https://t.co/F71hgrvkBg
X·宏观AI 评分7070 波斯湾至远东航线油运日运费升至约140万美元
波斯湾至远东基准航线的油运日运费升至约140万美元，一年前不足5万美元。运费上涨也扩散至中东冲突以外的多条航线，尤其是美国墨西哥湾沿岸和西非相关航线。
X·宏观AI 评分5656 伊朗伊斯兰革命卫队称将“很快”封锁霍尔木兹海峡“非法”航线
据半官方的法尔斯通讯社，伊朗伊斯兰革命卫队称将“很快”封锁霍尔木兹海峡的“非法”航线。作者称，这实际上是革命卫队首次公开承认该水道已不再关闭。
X·宏观AI 评分3131 这个认同，虽然现在通过接驳转运美军护航通过霍尔木兹海峡恢复了大半，油价没能回落一方面是运输成本太贵、另一方面伊朗确实还有继续袭击油轮打断航线的能力（溢价来源）。看报道昨晚印度还确认一艘巴拿马籍油轮MT…
这个认同，虽然现在通过接驳转运美军护航通过霍尔木兹海峡恢复了大半，油价没能回落一方面是运输成本太贵、另一方面伊朗确实还有继续袭击油轮打断航线的能力（溢价来源）。看报道昨晚印度还确认一艘巴拿马籍油轮MT On 引用 @ShanghaoJin：@qinbafrank 我觉得还有一个问题是：大家都知道伊朗没有真心想封锁，他们实际控制能力不完全反应比现在通航数 也就是在中期之前，他可能随时又要来一下？ 所以给了油价一个溢价
X·宏观AI 评分4343 今日油轮运费进一步上涨，扰乱实货原油市场
今日油轮运费进一步上涨。9月初以来的运费涨势扰乱实货原油市场，推高了Dated Brent等基准价格，也迫使西非原油（WAF crude）出现创纪录折价。
X·宏观AI 评分4444 霍尔木兹海峡油轮遭伊朗袭击，波斯湾装载活动仍强劲
自 10 月初以来，尽管伊朗袭击了穿越霍尔木兹海峡的油轮，波斯湾内装载活动仍然强劲，白天驶入的空载油轮也在增加。油流可能变得更不均匀，日间波动幅度加大。
X·宏观AI 评分2727 Gosh, $200/bbl oil?
Gosh, $200/bbl oil? Who would ever put such an outrageous number out there... 😅 引用 @OilHeadlineNews：Vitol chief warns of tanker shortage and risk of $200-a-barrel oil Head of world’s largest independent oil trader says shipping squeeze is creating new bottleneck despite increased Gulf flows @sta
X·宏观AI 评分7070 UKMTO报告霍尔木兹海峡又发生一起油轮袭击
UKMTO报告霍尔木兹海峡又发生一起油轮袭击，船员据报仍在机舱内扑救火情。自上周三以来，UKMTO报告了11起已确认袭击和13起事件。
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