霍尔木兹海峡七日平均石油流量9月24日峰值达1620万桶/日
最新估算显示，霍尔木兹海峡七日平均石油流量于9月24日达到峰值1620万桶/日。随后伊朗航运袭击增加，流量回落约300万至400万桶/日；过去两周流量为1200万至1300万桶/日。
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X（推特）上的财经、科技与宏观账号
X·宏观AI 评分5858 X·宏观AI 评分55 it'll only be useful if people actually take a few seconds to upload their images. And maybe people…
it'll only be useful if people actually take a few seconds to upload their images. And maybe people won't bother, which is fine. But it only took a few seconds to make, so figure why not. If everyone assembled them, it'll end up being a useful dataset. 引用 @hassankhan：Joe ships more product than mos
X·宏观AI 评分4343 布伦特和迪拜原油近月现货溢价仍强，WTI走弱
布伦特和迪拜原油期限结构维持较强的近月现货溢价，WTI则走弱。WTI近月现货溢价目前低于每桶1美元，这是自8月中旬以来首次。
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2929 That matters because China's underlying need to export remains strong (weak internal demand)…
That matters because China's underlying need to export remains strong (weak internal demand), China's currency remains undervalued (even with the recent move tied to dollar strength) and China's current export wave is broad based -- sectoral measures won't stop the tide 7/7
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4747 欧盟认为中国事实上接受了大幅削减混合动力汽车和插电式混合动力汽车出口的配额
欧盟认为，中国事实上已接受一项配额，将大幅减少混合动力汽车和插电式混合动力汽车出口。过去12个月，欧盟从中国进口约55万辆混合动力汽车；过去3个月按年化计算，进口总量则更接近……
X·宏观AI 评分1818 From Egan Jones. Since 2004, the Chinese economy has outgrown the US by basically any metric you…
From Egan Jones. Since 2004, the Chinese economy has outgrown the US by basically any metric you can think of. But American financial assets have clobbered Chinese ones however you measure it. https://t.co/D3KUGuhtHG
X·宏观AI 评分1212 Brent crude prompt futures price up $0.03/bbl over the past month.
Brent crude prompt futures price up $0.03/bbl over the past month. https://t.co/PnTjIPFB18
X·宏观AI 评分1313 Looking forward to joining for #Roundtable airing on at 7:30pm ET this evening
Looking forward to joining @JackOtter for @barronsonline #Roundtable airing on @FoxBusiness at 7:30pm ET this evening
X·宏观AI 评分00 I CANNOT OVERSTATE HOW MUCH OF A NOTHING BURGER THIS IS
I CANNOT OVERSTATE HOW MUCH OF A NOTHING BURGER THIS IS https://t.co/XaUOkyZqzy
X·宏观AI 评分3737 lol, 500 kt in November is only 125 kbpd of diesel.
lol, 500 kt in November is only 125 kbpd of diesel. Russia usually exports nearly ten times that volume when its refinery fleet isn't getting bombed by Ukrainian drones 引用 @DeItaone：TRUMP ANNOUNCES DEAL WITH PUTIN FOR RUSSIAN DIESEL SUPPLIES President Trump says he held a “highly successful” disc
X·宏观AI 评分22 I used a 7.46 factor to convert metric tons into barrels (as recommended by BP)
I used a 7.46 factor to convert metric tons into barrels (as recommended by BP)
X·宏观AI 评分3939 BREAKING: US President Trump says he has agreed with Vladimir Putin that Russia would export “to…
BREAKING: US President Trump says he has agreed with Vladimir Putin that Russia would export “to the American and Global Marketplace” diesel. The quantities are, however quite small to make a meaningful impact. Trump says Russia will export immediately ~300,000 tonnes (~2.2 https://t.co/9anQ66GsXq
X·宏观AI 评分33 "I'm no fan of ____, but..." is one of the signature rhetorical moves of our times.
"I'm no fan of ____, but..." is one of the signature rhetorical moves of our times. 引用 @suchenzang：i'm no fan of brain-fried EA safetycel savior complexes, but if your response to your own dirty laundry being aired out in public is "we take safety seriously because we wrote blog posts" and said blo
X·宏观AI 评分11 The reaction of European governments will be fascinating.
The reaction of European governments will be fascinating. #economy #markets #energy #diesel @cnbc https://t.co/L6Iw3HKzQA
X·宏观AI 评分1313 Swinging by CNBC Overtime at 440pm ET today to no doubt piss off some AI manics with some troubling…
Swinging by CNBC Overtime at 440pm ET today to no doubt piss off some AI manics with some troubling facts we learned this week. Check it out!
X·宏观AI 评分4747 美国取消对俄罗斯原产柴油的制裁，莫斯科承诺11月供应50万吨柴油
美国取消对俄罗斯原产柴油的制裁后，莫斯科承诺11月提供50万吨柴油。Rory Johnston称，这相当于每日12.5万桶；俄罗斯炼油厂未遭乌克兰无人机袭击时，柴油出口量通常接近这一水平的十倍。
X·宏观AI 评分33 I have to say I'm really proud of micro theory for not reacting as badly as pure math to all this
I have to say I'm really proud of micro theory for not reacting as badly as pure math to all this
X·宏观AI 评分1313 Full headline is 1 days consumption? I mean thanks I guess.
Full headline is 1 days consumption? I mean thanks I guess. 引用 @financialjuice：Trump: Putin Agreed to Release Diesel Into Global Oil Market - Truth Social https://t.co/PcQn6r7Nxk
X·宏观AI 评分1616 Why is the White House holding a hearing on Fed governor Lisa Cook now? Trump explained why in July.
Why is the White House holding a hearing on Fed governor Lisa Cook now? Trump explained why in July. After the Supreme Court let Cook keep her seat while she challenges his attempt to fire her, Trump said on CNBC that the court "sent it back, not based on the merits. They sent 引用 @NickTimiraos：Mo
X·宏观AI 评分2929 The September surge in Korean/ Taiwanese exports (mostly chips) strongly suggests that the…
The September surge in Korean/ Taiwanese exports (mostly chips) strongly suggests that the September/October US deficit will also rise further ... (last US data point is August ... and the deficit has been trending up since May ...)
X·宏观AI 评分4141 美国贸易逆差中的“AI”部分增长，主要体现为自墨西哥进口增加
美国贸易逆差中的“AI”部分正在增长，主要体现为自墨西哥进口增加；台湾及其他代工厂也已大规模转向墨西哥进行最终组装。Foxconn位于墨西哥哈利斯科州埃尔萨尔托、组装英伟达 NVL72 服务器机架的工厂，目前供应的商品接近美国商品进口总额的 1%。
X·宏观AI 评分1616 I assume the tariff rate quota that limits China's exports of hybrids and plug in hybrids will be…
I assume the tariff rate quota that limits China's exports of hybrids and plug in hybrids will be binding -- and the "understanding" is that China's won't retaliate for a quota that preserves some fraction of their current exports. 引用 @jojjeols：The problem with "understandings" are that they are no
X·宏观AI 评分3737 Let’s than a month since Congress voted for (and President Trump signed into law) the “Lindsey O.…
Let’s than a month since Congress voted for (and President Trump signed into law) the “Lindsey O. Graham Sanctioning Russia and Iran Act of 2026” that gives the White House huge powers to limit the Kremlin’s sales of energy, the first move is to lift sanctions on Russian diesel.
X·宏观AI 评分2121 Now available: Weekly data on the H.8 release, Assets and Liabilities of Commercial Banks in the…
Now available: Weekly data on the H.8 release, Assets and Liabilities of Commercial Banks in the United States (1/2) #FedData https://t.co/WeJhdaARrt
X·宏观AI 评分22 Notes on the Data have been added for the following as-of-date: September 30, 2026. (2/2)
Notes on the Data have been added for the following as-of-date: September 30, 2026. (2/2)
X·宏观AI 评分2626 The Trump-Putin deal on diesel puts Ukrainian leader Volodymyr Zelensky in a difficult spot: if…
The Trump-Putin deal on diesel puts Ukrainian leader Volodymyr Zelensky in a difficult spot: if Kyiv continues blowing up Russian refineries, Zelenskyy would be directly jeopardising a political and economic deal between Washington and Moscow.
X·宏观AI 评分1818 Every week I summarize and analyze developments in flat crude prices, calendar spreads…
Every week I summarize and analyze developments in flat crude prices, calendar spreads, high-frequency inventories, refined products, and positioning data, as well as a taste of the themes I’ve been thinking about or following closely Subscribe and read: https://t.co/fR212p97cV
X·宏观AI 评分5252 Rory Johnston《石油背景周报》：伊朗航运遇袭加剧，原油上涨
Rory Johnston称，原油上涨，战事中伊朗航运遇袭的强度达到最急剧的节奏，使此前经霍尔木兹海峡的石油流量恢复出现逆转。推文还称，白宫在柴油问题上愈发急切，并表示完整报告见回复：https://t.co/BjdajgN5Jb
X·宏观AI 评分2020 Rational Dissent Episode 012. What the 'K' is Going on?
Rational Dissent Episode 012. What the 'K' is Going on? Available on YouTube, Apple Podcasts, Spotify, Overcast, and more. Markets and portfolios are keeping top earners spending, while many paycheck-to-paycheck households fall behind as prices have risen faster than wages https://t.co/uYWxlEglOv
X·宏观AI 评分1515 New at THE OVERSHOOT:
New at THE OVERSHOOT: Found: America’s Missing Interest Income https://t.co/buuwWs0nTe For years I have argued that the official numbers on net interest payments by U.S. businesses were grossly understated. The latest revisions have vindicated my view. https://t.co/mdlxkKYNbF
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88 AI proofs discouraging open collaboration seems like the most straightforwardly negative…
AI proofs discouraging open collaboration seems like the most straightforwardly negative repercussion of all this. 引用 @omzidar：@TheStalwart It’s interesting- there are some *very* strong opinions among some mathematicians I’ve talked to here. One issue is that ai is discouraging collaborative confe
X·宏观AI 评分44 when you do a TV hit and the anchor closes off with something along the lines of “the perfect…
when you do a TV hit and the anchor closes off with something along the lines of “the perfect person to provide us that necessary Commodity Context” https://t.co/bshPZyW8Uo
X·宏观AI 评分00 Nonfarm employment little changed in September 2026 #BLSdata
Nonfarm employment little changed in September 2026 https://t.co/sjh6as1I3K #BLSdata https://t.co/nopcUo69Gp
X·科技公司AI 评分1313 New features that took 4 months before, now delivered in one month.
New features that took 4 months before, now delivered in one month. + 60% compute cost savings (seven figures) + 75% faster time to market + Near 99.99% availability + 4-year project completed in 2 years Read the full story. ⤵️ https://t.co/I5uSjOSuLU
X·科技公司AI 评分1313 Using AWS, they migrated their entire COBOL-based central reservation system to microservices…
Using AWS, they migrated their entire COBOL-based central reservation system to microservices, going from 26M daily availability requests to 50M with faster response times.
X·科技公司AI 评分1717 Internet connectivity enables education & prosperity
Internet connectivity enables education & prosperity 引用 @AsFoundX：🚨 ELON MUSK ON INTERNET AND POVERTY Elon said the single biggest thing you can do to lift people out of poverty is give them an internet connection. Once people have internet, they can learn almost anything for free and sell their
X·科技公司AI 评分1515 Also, Starlink has proven to be essential for saving lives during natural disasters throughout the…
Also, Starlink has proven to be essential for saving lives during natural disasters throughout the world, when all other communications systems have failed, so you would also be helping save men, women and children throughout India. 🇮🇳