Spoke with about Trump's Russian diesel deal.
Spoke with @WarOnTheRocks about Trump's Russian diesel deal. What it is, what it isn't, and how it fits into our historic crisis in middle distillates supply. https://t.co/dN8XwhCnVe
#全球能源安全/油气煤炭
X（推特）上的财经、科技与宏观账号
X·宏观AI 评分1919 X·宏观AI 评分00 “and then, kids, the President posted to Truth Social.”
“and then, kids, the President posted to Truth Social.” https://t.co/wUlwmzbJ26
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·grokAI 评分5252 伍德麦肯兹分析称美国数据中心表后天然气需求未来五年最多新增5 Bcf/d
伍德麦肯兹分析显示，未来五年美国数据中心表后天然气需求最多新增每日50亿立方英尺（5 Bcf/d）。McGuire 将其与约19–20 Bcf/d的现有LNG出口需求、约112–113 Bcf/d的近期美国天然气产量作比较，并称LNG和数据中心需求相对稳定，可能减少供暖需求急升时的灵活性。
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·宏观AI 评分5858 卫星影像显示胡塞袭击后沙特延布和穆阿吉兹港仍有多艘油轮装载
Javier Blas称，10月16日15:29 GMT的Copernicus Sentinel 1 SAR影像显示，胡塞对相关区域发动弹道导弹袭击后，沙特延布和穆阿吉兹港仍有多艘油轮装载；沙特称袭击已被拦截。引用内容称，10月15日沙特波斯湾和红海码头装载了9艘VLCC及另外2艘Suezmax/Aframax原油船，总量超过2000万桶。
X·宏观AI 评分4343 《纽约时报》：特朗普签署行政令，豁免俄罗斯适用国会上月通过的新制裁立法
特朗普于周五晚签署行政令，豁免俄罗斯适用国会上月通过的新制裁立法。该措施被描述为给俄罗斯总统普京提供经济支持；美国正转向俄罗斯寻求降低天然气价格的帮助。
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1818 I have heavily pushed back on Trump's scapegoat-y claim that diesel prices are being driven…
I have heavily pushed back on Trump's scapegoat-y claim that diesel prices are being driven entirely by Ukraine's attacks on Russian oil refineries—it's more like ~50/50 with the Iran War imho. But this comparison is a bit silly. Ukrainian strikes have absolutely hammered 引用 @marcthiessen：🚨BREAKI
X·宏观AI 评分5252 卫星图像显示沙特东西输油管道也在高负荷运行
Javier Blas称，延布和穆艾吉兹的卫星图像显示，沙特东西输油管道也在以很高负荷运行。利雅得方面此前称，该管道输送量接近每日600万桶。
X·宏观AI 评分6565 沙特10月15日装载超过2000万桶原油
沙特10月15日从波斯湾和红海码头装载超过2000万桶原油。根据Copernicus Sentinel-2卫星影像，当日装载船舶包括9艘VLCC，以及另外2艘Suezmax或Aframax。
X·宏观AI 评分1818 Ukrainian attacks on Russian refineries did temporarily subside following the "Energy Truce"…
Ukrainian attacks on Russian refineries did temporarily subside following the "Energy Truce" announced by Trump bc Kyiv obviously wants Moscow to stop bombing Ukrainian power plants ahead of winter. But Moscow wasn't interested, so we're back—another refinery strike last night. https://t.co/ttEcbyv
X·宏观AI 评分3838 Ukrainian attacks against Russian refineries/fuel facilities continue to re-ramp following the…
Ukrainian attacks against Russian refineries/fuel facilities continue to re-ramp following the early-week lull that followed Trump's "energy truce" announcement In fact, all else equal, Russian diesel US sanctions relief actually further bolsters Kyiv's case for said strikes. 引用 @yarotrof：Ukraine
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·宏观AI 评分2626 Also getting the first real rally in crude timespreads we've seen this week.
Also getting the first real rally in crude timespreads we've seen this week. Feels like we're missing a headline here. 引用 @Rory_Johnston：Brent > $108
X·宏观AI 评分3333 Brent > $109
Brent > $109 Seeing as of yet **very unconfirmed** reports of thermal anomalies around Yanbu that folks are interpreting as evidence of either an attack on loading infra or the East-West Pipeline [again] Stress the unconfirmed nature of said report; waiting for real news. 引用 @Rory_Johnston：Also g
X·宏观AI 评分1111 So, on that Yanbu/East-West Pipeline rumour confirmation...
So, on that Yanbu/East-West Pipeline rumour confirmation... https://t.co/CX9IZiwqty
X·宏观AI 评分5050 Dated Brent基准油价单日下跌约10美元/桶，北海现货溢价大幅回落
Dated Brent基准油价单日下跌约10美元/桶，北海现货溢价单日跌幅位居历史最大之列，或为史上最大。
X·宏观AI 评分1717 COMMODITY TRADING: Yaoyao Liu, a star oil trader who found himself deep in the hole on a bet made…
COMMODITY TRADING: Yaoyao Liu, a star oil trader who found himself deep in the hole on a bet made at the start of the Iran war, is set to leave commodities giant Vitol -- via @WSJ https://t.co/AC2yoPqW95
X·宏观AI 评分6969 美国军方称过去7天协助载有超过1亿桶原油的油轮通过霍尔木兹海峡
美国军方称，过去7天其协助载有超过1亿桶原油的油轮通过霍尔木兹海峡，折合日均超过1400万桶。该口径不包括绕行运输。
X·宏观AI 评分5151 布伦特原油近月期货价格自5月以来首次触及每桶110美元
布伦特原油近月期货价格触及每桶110美元，为自5月以来首次。原文附有链接：https://t.co/ivboigZqJA
X·宏观AI 评分1515 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/TLUgiHQcfF
X·宏观AI 评分1515 Another single-day 5 percentage points spread between best performing sector (Energy) and worst…
Another single-day 5 percentage points spread between best performing sector (Energy) and worst performing sector (Tech)
X·grokAI 评分7373 NiSource与微软签订西北印第安纳园区20年GenCo协议
NiSource与微软签订西北印第安纳园区20年GenCo协议，约1100MW新增发电将于2028年起服务，微软全额出资建设服务该园区的发电与输电设施。NIPSCO客户在数据中心合同生命周期内的预期节省从约14亿美元升至约17.5亿美元，最高约每位客户每年140美元；GenCo另已签约600MW电池储能进入同一资源池。
X·宏观AI 评分4545 中国出口增长远不止汽车，多个行业均有贡献
中国出口增长并非仅由汽车推动，电气设备、电子产品、机械、化工和钢铁自2021年以来各自的增量都超过汽车。文中称，中国汽车出口浪潮的速度前所未有，汽车出口预计将在2024年底至2026年间翻倍。
X·宏观AI 评分1515 如果说上周五看到了📉的风险，那么这两天又看到了可以低买的机会。几个逻辑：
如果说上周五看到了📉的风险，那么这两天又看到了可以低买的机会。几个逻辑： 引用 @qinbafrank：再看上周五推文聊的几个思路，这两天：1）伊朗袭击油轮、胡塞沙特对轰 ，油价不稳住市场也没稳住； https://t.co/5aoaaS2gMx
X·grokAI 评分3535 全文：。美国不会再获得额外的1亿桶……
全文：@IEA关于战略石油储备的公报。美国不会再获得额外的1亿桶…… 原文： FULL STATEMENT: @IEA communiqué on strategic oil reserves. The US isn't getting the additional 100m barrels it requested, only a vague mention that total amount of stocks released would exceed the original total (approved in March) of 400m. But that excess isn
X·grokAI 评分6666 IEA同意完成释出剩余1亿桶石油，3月宣布的释油规模将超过4亿桶
IEA同意完成释出剩余1亿桶石油，并称3月宣布的石油释放规模将超过4亿桶。IEA还表示，柴油释出属于此前商定的约1亿桶原油及燃料紧急储备释出计划。
X·grokAI 评分3838 必读：中国官媒关于中国石油进口的评论：
必读：中国官媒关于中国石油进口的评论： 「……中国减少进口的举措超过其他国家释放战略石油储备的总和……」 原文： MUST READ: China state media op-ed on Chinese oil imports: “… China's initiative to reduce imports exceeds the sum of strategic oil reserves released by other countries, effectively blocking the vicious circle of out-of-control global oil
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88 Heads up that we're doing a rare Twitter space tonight with and .
Heads up that we're doing a rare Twitter space tonight with @DonMiami3 and @RealJohnGaltFla. Stop in, listen to our chat, say hi, disagree vehemently, insist that I'm paid by both the CIA and Tehran—it'll be a blast! 引用 @DonMiami3：Join us with @Rory_Johnston next Thursday for macro happy hour on o
X·grokAI 评分2727 消费者就是跟不上 与今年早些时候消费者为跟上油价上涨而激增支出不同，今秋价格二次上涨后，支出没有跟上。h/t
消费者就是跟不上 与今年早些时候消费者为跟上油价上涨而激增支出不同，今秋价格二次上涨后，支出没有跟上。h/t @ericwallerstein https://t.co/2wSTqN4eZS https://t.co/KMLGGQhRt0 原文： The Consumer Just Can’t Keep Up Unlike earlier in the year when consumers surged spending to keep up with rising gas prices, spending has not kept up with the second surge
X·宏观AI 评分5656 俄罗斯地方当局称梁赞炼油厂遭大规模无人机袭击并起火
俄罗斯地方当局称，大规模无人机袭击击中梁赞炼油厂并引发火灾，该炼油厂位于莫斯科以南约200km。原文称，这是美国总统特朗普声称基辅与莫斯科已就能源达成休战以来，首起得到确认的俄罗斯炼油厂遇袭事件。
X·宏观AI 评分3636 In an interview with the FT, Ukrainian President Volodymyr Zelenskyy said his country will restart…
In an interview with the FT, Ukrainian President Volodymyr Zelenskyy said his country will restart strikes on Russia’s oil refineries. “The block [on attacking refineries] is out. We’re done,” Zelenskyy said. https://t.co/y95QRcuc5T
X·宏观AI 评分1717 COLUMN: BP should resist calls to resume share buybacks immediately -- and instead use today's oil…
COLUMN: BP should resist calls to resume share buybacks immediately -- and instead use today's oil and gas windfall to fix its debt problem once and for all. @Opinion https://t.co/xNpsK8NHWH
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·grokAI 评分3636 最近因为 6% 和期货 CTD（最便宜可交割券）切换而唱衰的帖子大多完全是胡说八道。期权偏度（skew）已经反映了这一点，而且华尔街、交易商和套利者自上世纪 80…
最近因为 6% 和期货 CTD（最便宜可交割券）切换而唱衰的帖子大多完全是胡说八道。期权偏度（skew）已经反映了这一点，而且华尔街、交易商和套利者自上世纪 80 年代末以来就明白它的运作方式。只是因为你刚接触它，并不意味着这是个事儿。https://t.co/lo7tSUXplL 【被引推文 @dampedspring】CTD 101——连入门都算不上，只是个介绍 所以 6% 确实很重要。也许对期货期权的隐含波动率（IV）最重要。也许对 ZB 的价格也重要，但没那么确定。 基本上，如果——这是个很大的如果——期货的可交割券篮子（大约 20-30 年期的债券）平行上移到 6% 以上，并且
X·宏观AI 评分5353 Rory Johnston发布10月OPEC+数据简报，估算中东停产400万至600万桶/日
Rory Johnston发布面向订阅用户的10月OPEC+数据简报，更新了中东隐含停产跟踪，当前估算停产规模为400万至600万桶/日，背景是最新霍尔木兹海峡运输回落。推文称，伊朗战争以来累计供应损失超过23亿桶。原文链接：https://x.com/Rory_Johnston/status/2110383718817026345
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