X（推特）上的财经、科技与宏观账号
伊朗半官方媒体报道，一架无人机在波斯湾与一艘伊朗渔船“相撞”。你敢赌多少：a）这架无人机并不只是简单地“相撞”；b）那艘渔船也不只是在捕鱼。 （伊朗在霍尔木兹海峡（SoH）尝试新花招，美国海军也会如此） 原文： Iranian semi-official media reports that a drone "collided" with an Iranian fishing vessel in the Persian Gulf. How much you bet that the drone a) didn't simply "collide;" b) the fishing vesse
IEA估算显示，9月全球石油日产量在中东供应大幅增加后回升至约1.02亿桶，重新超过每日1亿桶。全球供应仍略低于约1.035亿桶的需求。
欧洲委员会周三正式寻求将甲烷报告规则推迟一年。推文称，此前委员会经历了犹豫、内部争执和拖延，后续还需就这项调整进行谈判。
沙特向OPEC报告，9月原油产量升至约840万桶/日，为战争开始以来最高水平。
India mulls even more coal-fired power generation (The country is the world's 2nd largest coal consumer, only behind China, accounting for ~15% of global demand) https://t.co/6ZJkqapFGM
美国9月成屋销售环比增长1.5%，高于预期的下降0.8%；前值由下降3.2%下修至下降2.0%。9月成屋中位房价同比上涨1.3%至417,500美元。https://t.co/3xtGsVCWNL
Spiky is one way to say it. PBoC also trying to deny the obvious -- namely that a weaker inflation adjusted (real) CNY predictably raises its exports and increases its current account surplus https://t.co/2h983VfQsg 引用 @ftchina：China gets spiky on currencies https://t.co/gH8QqBbNbQ
CFTC staff analyzing oil trades for insider trading around the U.S.-Iran war were told to retract their referral to the agency's enforcement division | h/t @CGorrivan https://t.co/YdN6lVAXC7
Interesting and more bearish divergence between flat prompt Brent crude futures price (white) and the prompt timespread (blue) today. Something to keep an eye on. https://t.co/yZA9uIYfEU
纽约港柴油相对布伦特原油的柴油裂解价差今天单日上涨 12 美元/桶，回到 100 美元/桶上方。作者称，这一增量约相当于通常柴油裂解价差的 50%，并将当前油市形容为波动异常。https://t.co/sQDWdAchfB
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%。
沙特确认，沙特阿美位于达兰的一栋行政大楼遭到袭击并起火。达兰是沙特阿美总部所在地，园区内有多栋建筑和封闭式住宅社区，但没有石油生产设施。
BP于今早宣布，对其绿色能源投资减记最高45亿美元，具体内容将在第三季度业绩中完整披露。引用内容称，BP新任不久的CEO Meg O’Neill表示，公司没有谨慎管理股东资本。
No Relief Coming At The Pump Despite all the rhetoric in recent days intended to create more product supply, it's all marginal in the face of an oil market that if anything looks like it's getting tighter. https://t.co/KLT3pxeovj
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
全球在途原油已升至接近历史高位，略低于7月签署谅解备忘录后创下的峰值。按Vortexa数据，本轮在途原油不含伊朗原油。https://t.co/6Qw6m08N1m
沙特宣布计划扩建绕过霍尔木兹海峡的关键东西向输油管道。该管道名义输送能力为 700 万桶/日，目前可能约为 600 万桶/日；此前一次袭击摧毁了一座泵站。
"The word fear doesn't exist in the Saudi dictionary" -- Saudi oil minister Prince Abdulaziz bin Salman at the opening of the World Petroleum Congress in Riyadh today.
COLUMN: “Buy to the sound of cannons, sell to the sound of trumpets.” The ancient stock market maxim resonates in today’s Middle East. While the US and Iran fight, Big Oil is heading into neighboring Iraq. @Opinion https://t.co/6rcxadx1Em
美国能源部长Chris Wright称，中东（不含伊朗）原油流量已恢复至战前水平的80%–90%，波斯湾成品油流量则仅恢复至战前的25%–30%。他表示，这一原油流量水平尚不足以令美方放心，但使当前价格处于可行、合理的水平。
Lol Trump’s deal wasn’t even an energy ceasefire proper, it was a “refinery-for-refinery” proposal. Only problem: Ukraine only has one damaged refinery that matters little Russia has upward of 36 oil refineries constituting the world’s third largest refinery fleet by capacity https://t.co/GpODaZ
BREAKING: US President Donald Trump claims that both Russia and Ukraine have agreed to an "energy truce" (note this is the 2nd time Trump has made a similar announcement, although this time it comes after a Russia-US diesel on diesel) https://t.co/WMF4kA7e6P
Trump claims both Ukraine and Russia have agreed to an “energy ceasefire” Now where have I heard that before? https://t.co/moM0P4XgOa
国际能源署署长法提赫·比罗尔在10月15日会议前，敦促成员国考虑从战略石油储备中进一步释放柴油。原文未说明拟释放的数量或具体执行安排。
A month ago (Sept 14), Trump did the same thing, randomly announcing a ceasefire that neither side knew anything about. Hours later, energy facilities were hit. https://t.co/HReERokTwE 引用 @DeItaone：ZELENSKIY SAYS TRUMP'S CEASEFIRE ANNOUNCEMENT WAS NEWS FOR HIM -AXIOS ZELENSKIY SAYS IF RUSSIANS AG
泽连斯基称，他与加拿大总理卡尼、芬兰总统斯图布及北约秘书长吕特讨论了特朗普宣布的能源停火，乌克兰支持停火，并表示俄罗斯也应支持。乌方正在等待美方提供细节；原作者补充称，泽连斯基没有与特朗普本人讨论此事，并提出俄罗斯进一步施压时乌方是否会减少对能源设施的打击仍是问题。
Moscow’s pledge to stop hitting Ukrainian energy assets carried the same weight as its boosted diesel exports commitment. 引用 @FirstSquawk：RUSSIA HIT KHARKIV’S MAIN POWER PLANT HOURS AFTER TRUMP ANNOUNCED AN ‘ENERGY CEASEFIRE’, WITH ZELENSKY CONFIRMING THE HIT ON CHP-5 — A MAJOR HEAT-AND-POWER FACIL
特朗普威胁称，如果基辅不停止袭击俄罗斯炼油厂，就将终止Purl。Purl是由北约管理、基辅的盟友购买美国制造武器并供应给乌克兰的计划。
PODCAST: "Is China Controlling the World’s Oil Market?" Great to talk with Jake Sullivan and Jon Finer about the global oil market, Iran, President Trump, and what Beijing is up to. https://t.co/eU1Effb0s5
Hurricane Isaias made landfall near Destin, Florida, sparing the US refining capacity of a direct hit. The main refineries alongside his path were >150km away in Mobile (AL) and Pascagoula (MS). Refined fuel production (and offshore crude production) should recover quickly. 引用 @JavierBlas：The first
With diesel back under the spotlight, please find below Google's summary of price movements over the last year. Underlying this is what has become an increasingly influential, multi-directional causal relationship between geopolitics, domestic politics, and economics. For https://t.co/WUxqiORMRK
folks on here argued that following Moscow’s diesel pledge yesterday that Ukraine would be forced to stop its attacks on Russian refineries because it would somehow more explicitly tie them to US energy security. not sure Kyiv really cares or is receptive to this type of whining 引用 @DeItaone：TRUMP
Brad Setser认为，对中欧协议的概述较准确：中国混合动力汽车对欧年出口配额为40万辆，高于2025年约30万辆的出口量，但低于预计2026年的80万辆。作者称，配额加上现有纯电动汽车出口，意味着对欧出口接近100万辆；纯电动汽车适用反补贴税，但不受配额限制。
纽约时报称，胡塞武装今日对利雅得机场的袭击，已成为伊朗战争爆发以来沙特遭遇的最致命袭击。
美国总统唐纳德·特朗普要求乌克兰领导人弗拉基米尔·泽连斯基停止袭击俄罗斯炼油厂，并称“目标很多”。引用内容称，若基辅继续袭击俄炼油厂，泽连斯基将直接危及华盛顿与莫斯科之间一项涉及柴油的政治和经济协议。
Rory Johnston称，霍尔木兹海峡袭击似乎正在放缓，并至少部分逆转近期原油流量的强劲恢复；与此同时，袭击频次已达到战事以来最高，仍有超过1000万桶/日原油通过海峡。引用内容称，过去11天霍尔木兹海峡及更广泛海湾地区共发生16次袭击，UKMTO报告了又一起袭击。原文将袭击放缓及原油流量恢复部分逆转列为看涨因素，将袭击频次处于战事以来最高水平且仍有大量原油通行为看跌因素。
川普称俄罗斯总统普京已同意向美国供应 300 万吨柴油。原文还提到，美国正在援助乌克兰，同时拟从乌克兰的对手俄罗斯购买柴油。
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。
阿尔伯塔Hardisty的WCS原油较WTI贴水扩大至每桶25美元以上，Houston的价差扩大至每桶16美元以上。原文称，两地价差分别达到2023年11月和2023年1月以来最宽水平，并称价差扩大由质量相关因素等共同驱动。
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