X（推特）上的财经、科技与宏观账号
White House widens access to tax-exempted diesel, which normally is restricted to non-road uses like farming (dyed diesel), in a bid to reduce fuel coast ahead of the U.S. midterm elections. The new rule allows dyed diesel use on highways until year-end. https://t.co/FzwpHp2HhS
Shell CEO Wael Sawan on the new conversation around energy: “I think there's a recognition once again that you cannot have national security without energy security. You cannot have an industrial or an economic strategy that is not underpinned with a solid energy strategy.”
Shell CEO Wael Sawan表示，尽管发生了种种情况，中东石油流量目前已接近战前水平的80%以上，显示出许多国家的韧性。
作者讨论霍尔木兹海峡原油运输恢复后油价仍未大幅回落的原因，并称关键在成本。文中援引Kpler统计，沙特、UAE、伊拉克、阿曼、科威特和卡塔尔9月原油及凝析油出口约1470万桶。
美国能源部10月5日宣布，将为Vistra核电机组提供最高42亿美元条件贷款，计划增加433 MW，并资助改造以支持约4 GW机组再运行20年。增容计划包括Perry增加213 MW（2031年）、Beaver Valley增加140 MW（2032–33年）；原文在Davis-Besse计划后未提供完整时间信息。
China has the capacity to produce 50-55 million cars -- The domestic market has fallen from ~ 25m cars to ~20 m cars this year China could easily export 2-3m cars to the US AND its 1.5m cars to Europe https://t.co/3rQ50C7jvW 引用 @BaldingsWorld：One of my favorite parts of this is most everyone miss
“I prefer the world of disruption” - TotalEnergies CEO Patrick Pouyanne (It says a lot about the trading a capabilities of TotalEnergies — and the money it is going to make this year shipping crude via Strait of Hormuz)
二叠纪盆地天然气产量推动美国天然气产量在2026年7月创下历史新高。
Hormuz oil flows rose to their highest level of the war and then the number of successful Iranian strikes on Hormuz tankers spiked over the past week, Hormuz flow appearing to slow somewhat. Had heard that even before this latest escalation CENTCOM was regularly intercepting
Guys, I don’t think the Strait of Hormuz is safe right now
would love to see the accounting that includes Chinese made inputs (mechanically, higher prices of Korean made chips and for that matter Canadian oil will reduce China's import share; I am interested in numbers that account directly for embedded Chinese content) 引用 @BaldingsWorld：Let's be clear, t
If I had to nitpick I'd actually say it's the lack of refineries 引用 @staunovo：Trump says refineries are reason for high gasoline price #oott
Wheels were spinning in Berlin, Brussels and Paris over the summer. Beijing didn't do itself any favors by rather flippantly dismissing European concerns even as China's surplus kept on rising 3/3 https://t.co/O340ESNPA9
* a much bigger tariff differential was put forward in the campaign, and the 20% across the board (no exclusions, including for electronics) tariff of Trump 2's first year did have an impact (final assembly for computers left China nearly completely). the fentanyl tariff is no
Lighthizer (Trump 1) introduced a 25% tariff on about 1/2 of US imports in 2017. Those sectors are now 1/4 to 1/3 of current imports from China. Trump 2 now has tariffs on trade with China to 12.5% (after going much higher), and either 12.5% or 10% on most other trade partners 引用 @BaldingsWorld：
The change to Europe's trade in key sectors occurred quite quickly. The overall balance in say autos was pretty stable going into 2024. It has now fallen in 1/2 if batteries (in HS 85) and added to the total https://t.co/7Pi3KgMUSv 引用 @SanderTordoir：A change of tune in the business community.
Trump says “Canada does all their business with us, we do very little business with them.” Sure looks like a lot of red to me, and I think some of those states might be important in an upcoming election 🤷🏻♂️ https://t.co/1rChTt99ch 引用 @atrupar：Trump: "Canada behaves very badly with the United S
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。
COLUMN: Your oil columnist ditched his gasoline car and bought an EV. “The oil crises of 1973-1979 dramatically reduced the rate of global oil demand growth. Will the current shock do the same? It’s early days, but the parallels are striking.” @opinion https://t.co/tuxKIK9ZLb
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
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
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：
Prepare for escalation of Houthi attacks on Saudi Red Sea shipping and coastal oil assets. https://t.co/xpYt4YCNXh
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.
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%。
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。
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
"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
Fire, smoke seen near Aramco facility in Riyadh, witness says - https://t.co/m7MelUJZzH
Reuters: “A large plume of smoke and fire was seen rising in the vicinity of an Aramco facility in Riyadh on Saturday” https://t.co/tYnedQpCTm
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。
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
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?
The Economist's Free Exchange column highlights how state investors have lost interest in conventional reserve assets (read Treasuries) and have joined the rest of the world in reaching for yield ... 1/3 https://t.co/zcO4YhdyST
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
美国将向Vistra $VST 提供40亿美元贷款，以提升核电产量 引用 @AIQuanting：@wallstengine The only nuclear I see landing before 2030 is uprates at plants already running. Everything new is a 2035 story. How many megawatts does $4B of uprate actually buy?