#大宗商品

Rising diesel prices have helped fuel inflation — and we’re about to see how much worse it could get

Consumer inflation just came in hot. Thursday will provide more clues on the impact of record diesel prices ahead of the midterm elections.

3 things that are driving inflation higher

Struggling with elevated prices? You don’t have to look much further than your local gas station.

‘The island is second to none’: Trump says ‘massive’ oil, gas and mineral exploration set to begin in ‘our new and beautiful’ Greenland

Last month Trump signed an agreement with the leaders of Denmark and Greenland to strengthen security in the Arctic and North Atlantic.

国际能源署称阿联酋9月石油产量升至纪录水平

国际能源署称，阿联酋上月石油产量升至纪录水平。彭博报道将产量变化置于伊朗战争期间及阿联酋摆脱 OPEC+ 限产的背景下。

伊朗加大袭击霍尔木兹海峡商船力度，一艘集装箱船沉没

一艘集装箱船在霍尔木兹海峡沉没，伊朗近几周加大了对过境商船的袭击。

Diesel deal opens way for more Russia-US cooperation, Kremlin envoy says - Reuters

Diesel deal opens way for more Russia-US cooperation, Kremlin envoy says Reuters

摩洛哥磷酸盐巨头 OCP SA 寻求外国投资者，伊朗战争冲击其利润

摩洛哥国有磷酸盐公司 OCP SA 正寻求为部分业务吸引外国投资者。伊朗战争导致的供应中断冲击了公司利润。

胡塞武装扩大对沙特袭击，沙特阿美总部遭袭

伊朗支持的胡塞武装在沙特阿拉伯多地发动导弹和无人机袭击，沙特阿美总部及沙特境内数座城市遭袭。彭博电视台 Abeer Abu Omar 报道了相关情况。

Trump's diesel dilemma — by the numbers

Conflicts in Ukraine and Iran have created major ripple effects across global energy markets causing major price swings.

卫报称柴油短缺或推动炼油企业获得创纪录利润

卫报称，柴油短缺可能使将原油加工为柴油的炼油企业获得创纪录利润。报道提到，全球能源监管机构警告燃料短缺将持续至2027年；中东和俄罗斯炼厂因战争受损而停产，特朗普宣布暂时放宽制裁以进口俄罗斯柴油至美国，试图降低不断上涨的加油价格。

Global diesel prices set to rise again, warns IEA

Global shortage of fuel will last until mid-2027

2026年10月14日布伦特原油价格升至每桶108.70美元

10月14日美国东部时间7:15，作为基准的布伦特原油报每桶108.70美元，较前一日上午上涨1.41美元。油价较一个月前下跌0.44%，较一年前上涨73.80%；原油价格受供需等因素影响，也会传导至天然气和汽油价格。

飙升的石油运输成本正成为燃料供应风险

石油运输成本上涨正在侵蚀炼油厂利润，增加其削减开工量的可能，进而可能进一步收紧燃料市场。

消息人士称中国在特朗普与习近平会晤后购买8至10船美国大豆

消息人士称，中国在特朗普与习近平会晤后购买了8至10船美国大豆，这是会晤后的首批相关交易。

沙特阿美总部遭袭后，也门胡塞武装誓言进一步袭击沙特机场和石油设施

也门胡塞武装称，在沙特阿美总部遭袭后，将进一步袭击沙特机场和石油设施。

US oil, gas supplies to India fall 43% as West Asia imports rebound

Refiners say high freight costs, longer voyages and limited supplies of medium sour crude make US barrels less attractive than West Asian and Russian alternatives

Bloomberg NEF on the Future of Global Energy

Ethan Zindler, Head of Country & Policy Research, Bloomberg New Energy Finance examines the outlook for global energy demand and supply at the 2026 Bloomberg New Economy Forum in New Delhi. (Source: Bloomberg)

Switzerland, Norway, Vietnam to sign free trade deal on Sunday, officials say - Reuters

Switzerland, Norway, Vietnam to sign free trade deal on Sunday, officials say Reuters

Diesel shortages could persist well into 2027, IEA says - Reuters

Diesel shortages could persist well into 2027, IEA says Reuters

中期选举前夕，特朗普对俄让步如同“玩俄罗斯轮盘”

特朗普在中期选举前夕连续向俄罗斯作出外交让步，包括宣布允许数百万吨俄罗斯柴油进入全球市场，并为此淡化相关担忧。民调显示，81%的特朗普2024年选民对普京持负面看法；共和党人担心失去国会控制权，并批评柴油交易是对对手的“馈赠”。

Italy Industry Lobby Says Energy Shock Could Wipe Out Growth

A worsening energy shock could wipe out Italy’s economic growth next year, with high power prices and European Union carbon costs hurting industrial competitiveness, according to the country’s largest business lobby.

Mercuria Energy Group达成2.5亿美元刚果（金）铜交易，买入上海Jayson New Energy Materials Group旗下公司的铜

Mercuria Energy Group达成2.5亿美元刚果（金）铜交易，购买上海Jayson New Energy Materials Group旗下公司的铜。交易涉及刚果民主共和国的铜生产。

European oil refineries’ margins collapse as input costs soar

Slump in profits raises prospect of output cuts even as continent faces soaring prices for refined products

IEA称伊朗战争扰乱供应，柴油市场偏紧或延续至2027年

IEA称，受伊朗战争相关供应扰动、库存下降和需求韧性影响，柴油供应预计持续偏紧至2027年。

同一新闻，精选展示《国际能源署称全球柴油供应紧张预计持续至2027年》

U.S.-Russia deal on diesel is "very risky choice," Italy PM Meloni says - Reuters

U.S.-Russia deal on diesel is "very risky choice," Italy PM Meloni says Reuters

Namibia, Total Remain in Oil Development Talks as Year-End Nears

Namibia and TotalEnergies SE are still negotiating terms for the development of the French major’s Venus oil discovery, leaving less time to meet a target of first production by 2030.

Businesses could be barred from non-essential water use amid supply threat

Golf clubs, private schools and car washes may face tighter rules from water companies as England’s drought continuesThree water companies are seeking to impose severe restrictions on businesses as the drought continues across most of England, putting rivers and wildlife under huge pressure.Golf clu

Saudi Aramco Headquarters Hit in Houthi Attack as Iran Escalates Hormuz Ship Strikes

Horizons Middle East & Africa is your daily spotlight on one of the world's fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lun

Morgan Stanley Expects Renewal of South African Fuel-Tax Relief

Morgan Stanley expects South Africa to reinstate fuel-tax relief measures for three months to cushion consumers from surging oil prices in next week’s budget, along with details of a long-awaited rule to keep government finances on a sustainable path.

Energy Companies Set to Lead European Earnings Growth Again

Energy companies are poised to lead European earnings growth for a third straight quarter, as elevated energy prices stemming from the conflicts in the Middle East and Ukraine bolster profits across the sector.

Sidhu: Lot of Collaborative Opportunities In India

Canadian Minister of International Trade says they see a lot of collaborative opportunities in India especially in the field of energy, mining, and food security. Maninder Sidhu spoke to Haslinda Amin on the sidelines of the Bloomberg New Economy Forum in New Delhi. (Source: Bloomberg)

Trump says 'massive' oil, gas and mineral exploration to begin in Greenland - Reuters

Trump says 'massive' oil, gas and mineral exploration to begin in Greenland Reuters

铜价升至三周高位，受最大铜矿罢工威胁及美联储官员表态影响

铜价升向每吨14,700美元，升至三周高位；全球最大铜矿的工人威胁即将采取罢工行动。美联储一名官员淡化了今年还需加息超过一次的必要性。

中国9月贸易顺差达1330亿美元，出口增长36%，AI芯片出货接近翻倍

中国9月贸易顺差为1330亿美元，出口增长36%，AI芯片出货量接近翻倍，国内需求仍显疲弱。彭博视频探讨了这一贸易顺差对贸易伙伴的含义。

'Godzilla El Niño' is wreaking havoc with Philippine central bank's inflation forecasts

The Philippine central bank is running policy scenarios for a severe El Niño on top of the oil shock, with inflation at a three-year high.

Gold prices hold firm ahead of US inflation data - Reuters

Gold prices hold firm ahead of US inflation data Reuters

沙特阿美及中国合作方的新炼化项目收到首批原油

沙特阿美及其中国合作方已为新的炼化综合体接收首批原油，项目因此向投产迈进一步。原文称该项目为十亿美元级大型工厂，未提供更具体的金额或投产时间。

必和必拓智利 Escondida 铜矿工人因薪资谈判破裂将开始罢工

必和必拓旗下智利 Escondida 铜矿工人将在薪资谈判未能达成协议后开始罢工。工会领导人称，谈判在午夜期限前未能达成协议。

特朗普称台湾同意购买阿拉斯加LNG项目30%的天然气

美国总统唐纳德·特朗普周二表示，台湾已同意购买阿拉斯加一项管道项目所产天然气的30%。

Oil prices climb as traders weigh Saudi supply risk, Russian diesel flow - Reuters

Oil prices climb as traders weigh Saudi supply risk, Russian diesel flow Reuters