{"commodity":{"标准名称":"聚丙烯","合约品种":"聚丙烯","交易代码":"PP","交易所":"大商所","板块":"化工/聚烯烃","一级产业链":"原油/石脑油/FCC 或 丙烷PDH/煤制烯烃 → 丙烯 → PP → 拉丝/注塑/纤维/包装","核心驱动":"丙烯、丙烷PDH利润、原油/LPG、煤制烯烃利润、装置检修、下游塑编/注塑需求","国内关注":"两油库存、PDH开工、CTO/MTO利润、拉丝排产、塑编订单、BOPP利润、新产能","国际关注":"中东/美国/韩国货源、丙烷价格、LPG运输、中东地缘、海运费、海外检修","主要国家/地区":"中国、沙特、美国、韩国、日本、新加坡、印度、中东","代表企业/机构":"中石化、中石油、LyondellBasell、SABIC、Borealis、ExxonMobil、Braskem、万华化学","直接联动":"L、PVC、甲醇、丙烷/LPG、原油、塑编、BOPP","间接联动":"天然气液、煤炭、汇率、海运、消费包装、汽车家电","新闻关键词":"polypropylene, PP, propylene, propane, PDH, LPG, naphtha, plastic, BOPP, plant outage","网站标签":"化工,聚丙烯,聚烯烃,丙烷,原油","source_urls":"https://www.eia.gov/energyexplained/hydrocarbon-gas-liquids/uses-of-hydrocarbon-gas-liquids.php; https://www.iea.org/commentaries/chinas-petrochemical-surge-is-driving-global-oil-demand-growth; https://www.dce.com.cn/dceg/content/2014/PPhyxx/499905.html"},"match_terms":["聚丙烯","PP"],"latest_related_news":[{"id":10618108,"title":"What's happening to UK interest rates and what does it mean for mortgages?","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c3dky111m40o?at_medium=RSS&at_campaign=rss","summary":"The interest rate set by the Bank of England affects mortgage, loan and savings rates for millions.","products":null,"published_at":"2026-11-04 10:47:31","collected_at":"2026-11-04 18:12:47","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"黄金与美元:interest rates","source_tags":"宏观 / 能源 / 农产品 / 金属","info_topics":"黄金与美元","affected_products":"黄金 / 白银 / 有色金属 / 股指 / 汇率 / 商品风险偏好","transmission_paths":"美元/利率/避险 → 贵金属与全球风险偏好 → 有色、股指、商品情绪"},{"id":10618110,"title":"Keeping mortgage interest relief approved","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c6vgj0ljx01jo?at_medium=RSS&at_campaign=rss","summary":"Homeowners can get tax relief of £3,500 on the money spent on the interstate of a mortgage.","products":null,"published_at":"2026-11-03 16:44:20","collected_at":"2026-11-04 18:12:47","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"宏观 / 能源 / 农产品 / 金属","info_topics":"","affected_products":"","transmission_paths":""},{"id":10618092,"title":"Apple unsure when it will get more foldable iPhones ahead of Christmas","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c6n8dn457ypko?at_medium=RSS&at_campaign=rss","summary":"The tech giant reports strong sales but admits \"constraints\" are affecting supplies of the iPhone Duo.","products":null,"published_at":"2026-11-03 11:10:37","collected_at":"2026-11-04 18:12:45","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"宏观 / 能源 / 农产品 / 金属","info_topics":"","affected_products":"","transmission_paths":""},{"id":10618140,"title":"What we know about the alert app hack in Ukraine and Russia","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/videos/crq5n6204g20o?at_medium=RSS&at_campaign=rss","summary":"Both Ukraine and Russia say their air raid alert apps were cyber-attacked - Joe Tidy explains what we know so far.","products":null,"published_at":"2026-11-02 14:24:25","collected_at":"2026-11-04 18:12:51","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":10148117,"title":"LNG imports make up increasing share of Colombia's natural gas supply","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=68364","summary":"Colombia is importing more liquefied natural gas (LNG) as domestic production continues to fall. A potential drought this fall and winter could limit the availability of hydroelectric generation and boost the country's demand for natural gas power generation. Colombia's government has declared a national disaster in anticipation of a drought resulting from an expected strong El Niño.","products":null,"published_at":"2026-10-29 09:00:00","collected_at":"2026-10-29 13:00:12","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"天然气:natural gas；农产品:drought；品种库:MA:natural gas；传导规则:天然气/LNG上涨或供应紧张:natural gas；传导规则:天然气/LNG上涨或供应紧张:LNG；传导规则:南美大豆/玉米天气异常:drought；供应扰动:drought","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"天然气 / 农产品 / 黑色","affected_products":"天然气 / 农产品 / 甲醇","transmission_paths":"天然气/LNG/管道 → 能源与化工成本 → 甲醇、尿素、电力成本；天气/播种/产量/出口 → 农产品供需 → 价格波动；甲醇/MA：核心驱动：煤价/天然气、进口到港、伊朗/中东装置、MTO利润、港口库存、内地与港口价差；直接联动：PP、PE、PVC、煤炭、天然气、醋酸、甲醛、MTBE；间接联动：原油、LPG、航运、中东地缘、煤化工政策；天然气/LNG上涨或供应紧张：天然气/LNG → 甲醇、乙烷/丙烷化工原料与电力成本 → 化工品成本；南美大豆/玉米天气异常：巴西/阿根廷天气 → 大豆/玉米产量出口 → 中国到港与油厂压榨 → 豆粕菜粕玉米联动"},{"id":9267788,"title":"PJM, ERCOT, and SWPP all set peak load records this summer","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=68305","summary":"Three regional transmission organizations (RTOs) set records for peak hourly load this past summer, according to data reported on Form EIA-930 and presented in the Hourly Electric Grid Monitor.","products":null,"published_at":"2026-10-15 09:00:00","collected_at":"2026-10-15 13:01:50","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"","affected_products":"","transmission_paths":""},{"id":8891207,"title":"Mixed outlook for energy expenditures this winter","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=68264","summary":"We expect energy expenditures this winter to vary because of diverging trends in energy prices among fuels and regional variation in forecast temperatures. We expect that lower prices for natural gas and propane will drive decreases in expenditures this year for the half of U.S. households heating with those fuels. Higher prices for electricity and heating oil drive increased expenditures for households heating with those fuels in our forecast.","products":null,"published_at":"2026-10-07 09:00:00","collected_at":"2026-10-07 13:02:37","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:oil；天然气:natural gas；品种库:MA:natural gas；品种库:PP:propane；传导规则:原油/Brent/WTI上涨:oil；传导规则:天然气/LNG上涨或供应紧张:natural gas；传导规则:煤炭/电价/安监趋严:electricity","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"原油 / 天然气 / 黑色","affected_products":"原油 / 天然气 / 甲醇 / 聚丙烯","transmission_paths":"原油/中东/霍尔木兹/油轮 → 能源成本与化工原料 → 化工品成本与风险溢价；天然气/LNG/管道 → 能源与化工成本 → 甲醇、尿素、电力成本；甲醇/MA：核心驱动：煤价/天然气、进口到港、伊朗/中东装置、MTO利润、港口库存、内地与港口价差；直接联动：PP、PE、PVC、煤炭、天然气、醋酸、甲醛、MTBE；间接联动：原油、LPG、航运、中东地缘、煤化工政策；聚丙烯/PP：核心驱动：丙烯、丙烷PDH利润、原油/LPG、煤制烯烃利润、装置检修、下游塑编/注塑需求；直接联动：L、PVC、甲醇、丙烷/LPG、原油、塑编、BOPP；间接联动：天然气液、煤炭、汇率、海运、消费包装、汽车家电；原油/Brent/WTI上涨：原油 → 石脑油/PX/乙烯/丙烯/LPG → PTA/PVC/PE/PP成本；原油也通过乙醇比价影响白糖；天然气/LNG上涨或供应紧张：天然气/LNG → 甲醇、乙烷/丙烷化工原料与电力成本 → 化工品成本；煤炭/电价/安监趋严：煤炭/电价/安监 → 焦煤供应、电石/PVC、煤制甲醇/烯烃成本 → 黑色化工联动"},{"id":10618161,"title":"EIA expects a mixed picture for winter fuel costs this year","source":"EIA Press Releases","source_type":"rss","country":"美国","language":"en","url":"/pressroom/releases/press593.php","summary":"In the 2026-27 Winter Fuels Outlook, released alongside the October Short-Term Energy Outlook (STEO), the U.S. Energy Information Administration (EIA) expects U.S. households that primarily heat with natural gas or propane - about half of households - will spend less on energy expenses this winter than last winter. By contrast, households that primarily use electricity or heating oil for space heating are expected to spend more.","products":null,"published_at":"2026-10-06 12:00:00","collected_at":"2026-11-04 18:12:54","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:oil；天然气:natural gas；品种库:MA:natural gas；品种库:PP:propane；传导规则:原油/Brent/WTI上涨:oil；传导规则:天然气/LNG上涨或供应紧张:natural gas；传导规则:煤炭/电价/安监趋严:electricity","source_tags":"能源 / 官方公告","info_topics":"原油 / 天然气 / 黑色","affected_products":"原油 / 天然气 / 甲醇 / 聚丙烯","transmission_paths":"原油/中东/霍尔木兹/油轮 → 能源成本与化工原料 → 化工品成本与风险溢价；天然气/LNG/管道 → 能源与化工成本 → 甲醇、尿素、电力成本；甲醇/MA：核心驱动：煤价/天然气、进口到港、伊朗/中东装置、MTO利润、港口库存、内地与港口价差；直接联动：PP、PE、PVC、煤炭、天然气、醋酸、甲醛、MTBE；间接联动：原油、LPG、航运、中东地缘、煤化工政策；聚丙烯/PP：核心驱动：丙烯、丙烷PDH利润、原油/LPG、煤制烯烃利润、装置检修、下游塑编/注塑需求；直接联动：L、PVC、甲醇、丙烷/LPG、原油、塑编、BOPP；间接联动：天然气液、煤炭、汇率、海运、消费包装、汽车家电；原油/Brent/WTI上涨：原油 → 石脑油/PX/乙烯/丙烯/LPG → PTA/PVC/PE/PP成本；原油也通过乙醇比价影响白糖；天然气/LNG上涨或供应紧张：天然气/LNG → 甲醇、乙烷/丙烷化工原料与电力成本 → 化工品成本；煤炭/电价/安监趋严：煤炭/电价/安监 → 焦煤供应、电石/PVC、煤制甲醇/烯烃成本 → 黑色化工联动"},{"id":8639464,"title":"U.S. exports of propane reached records in the first half of 2026","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=68244","summary":"U.S. propane exports increased to 2 million barrels per day (b/d) in the first half of 2026, 11% more than during the same period in 2025. Increased U.S. propane production and changing trade flows, particularly increased exports to India and other countries in South Asia, drove propane exports to a record high of 2.1 million (b/d) in April 2026. Since then, total propane exports, including exports to India, have continued at levels well above the five-year average.","products":null,"published_at":"2026-10-01 09:00:00","collected_at":"2026-10-02 12:58:12","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"品种库:PP:propane；传导规则:巴西/印度/泰国糖供应变化:India","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"黑色","affected_products":"聚丙烯","transmission_paths":"聚丙烯/PP：核心驱动：丙烯、丙烷PDH利润、原油/LPG、煤制烯烃利润、装置检修、下游塑编/注塑需求；直接联动：L、PVC、甲醇、丙烷/LPG、原油、塑编、BOPP；间接联动：天然气液、煤炭、汇率、海运、消费包装、汽车家电；巴西/印度/泰国糖供应变化：甘蔗天气/压榨/出口政策 → ICE原糖 → 国内进口利润和郑糖"},{"id":7312207,"title":"How the Lindsay Clancy trial gripped America - and ultimately fell apart","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/videos/cr7dzr2e789o?at_medium=RSS&at_campaign=rss","summary":"A Massachusetts judge has declared a mistrial in the murder case against the US mother after jurors were unable to reach a unanimous verdict.","products":null,"published_at":"2026-09-05 01:26:29","collected_at":"2026-09-05 18:26:01","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":7312189,"title":"Nepal rescuers try to reach dozens trapped in tunnel after two found alive","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c7903j1vpe5o?at_medium=RSS&at_campaign=rss","summary":"More than 1,300 people have died and thousands are missing, but rescuers' hopes have risen after finding survivors in a tunnel.","products":null,"published_at":"2026-09-04 12:30:56","collected_at":"2026-09-05 18:25:59","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":7312196,"title":"UK support for Falkland Islands 'unwavering' after Argentina restates claims, No 10 says","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cn45jg3zlz4o?at_medium=RSS&at_campaign=rss","summary":"The comments come as Argentinian president Javier Milei says the \"winds of change\" favoured his country's claim on the British overseas territory.","products":null,"published_at":"2026-09-04 11:54:51","collected_at":"2026-09-05 18:25:59","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":7312227,"title":"Britain Faces a North Sea Crossroads as Jackdaw and Rosebank Await Approval","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Energy/Energy-General/Britain-Faces-a-North-Sea-Crossroads-as-Jackdaw-and-Rosebank-Await-Approval.html","summary":"The impending decision by the UK government over whether to approve the Jackdaw and Rosebank fields will mark a pivotal moment in the history and future of the North Sea. Almost £11bn of private investment waits in the wings, and the outcome of this decision will be a marker of whether Britain can regain its reputation as a serious place to invest in energy. Approval would send a positive signal, but the issue is far bigger than two projects. Years of policy instability under consecutive governments, restrictions on new drilling and the Energy…","products":null,"published_at":"2026-09-04 09:00:00","collected_at":"2026-09-05 18:26:04","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"","affected_products":"","transmission_paths":""},{"id":7312141,"title":"Volkswagen board approves plan to cut another 50,000 jobs","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cx2z0kvy4n4o?at_medium=RSS&at_campaign=rss","summary":"The group - which includes Audi, Porsche, Skoda as well as the VW brand - plans to cut a total of 100,000 posts by 2030.","products":null,"published_at":"2026-09-04 07:00:10","collected_at":"2026-09-05 18:25:54","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"宏观 / 能源 / 农产品 / 金属","info_topics":"","affected_products":"","transmission_paths":""},{"id":7312137,"title":"Controversial Jackdaw gas field set to be approved in weeks, sources say","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cj9xe09jz4eo?at_medium=RSS&at_campaign=rss","summary":"The government is set to give the go-ahead for the gas field off the coast of Aberdeen, the BBC understands.","products":null,"published_at":"2026-09-04 05:59:10","collected_at":"2026-09-05 18:25:54","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"宏观 / 能源 / 农产品 / 金属","info_topics":"","affected_products":"","transmission_paths":""},{"id":7312205,"title":"Kenya's chai lovers are not happy as the nation's cows run dry","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cgqd9ldegjqo?at_medium=RSS&at_campaign=rss","summary":"Supermarket shelves are emptying, sellers are rationing supplies and prices are rising.","products":null,"published_at":"2026-09-04 00:28:56","collected_at":"2026-09-05 18:26:00","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":7207063,"title":"Shopping to bar-hopping: USS Abraham Lincoln sailors unwind in Thailand after 250-day voyage","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cj9x2k8n3y1o?at_medium=RSS&at_campaign=rss","summary":"With military haircuts and moustaches, the US sailors stood out against the flip-flops of the usual Pattaya crowd, writes the BBC's Jonathan Head.","products":null,"published_at":"2026-09-03 05:17:04","collected_at":"2026-09-03 05:21:35","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"传导规则:巴西/印度/泰国糖供应变化:Thailand","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":7206884,"title":"Channel smuggling gangs resort to 'mega-dinghies' as crackdown limits small boat supply","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/ce3rn93de9eo?at_medium=RSS&at_campaign=rss","summary":"Once-rival criminal groups are being forced to work together because of a shortage of small boats, a BBC investigation has found.","products":null,"published_at":"2026-09-03 05:00:04","collected_at":"2026-09-03 05:16:36","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":7207173,"title":"LA Clippers fined $30m by NBA over Leonard scandal","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/sport/basketball/articles/czjze2jj8dro?at_medium=RSS&at_campaign=rss","summary":"The LA Clippers are fined $30m (£22.2m) by the NBA for violating salary rules over the acquisition of star player Kawhi Leonard.","products":null,"published_at":"2026-09-02 21:42:38","collected_at":"2026-09-03 05:25:17","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":7180089,"title":"OPEC+ Set to Hold Oil Output Steady as Iran War Disrupts Supply","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/OPEC-Set-to-Hold-Oil-Output-Steady-as-Iran-War-Disrupts-Supply.html","summary":"OPEC+ is likely to leave its oil production policy unchanged for October when seven of its core members meet on Sunday, Reuters reported Wednesday, citing three sources close to the matter. Saudi Arabia, Russia, Iraq, Kuwait, Algeria, Kazakhstan and Oman are due to meet online at 11:00 GMT Sunday. The seven producers have spent much of 2026 raising their monthly production quotas, with the September increase completing the phased rollback of 1.65 million barrels per day of supply cuts first agreed in 2023. Much of that additional supply has failed…","products":null,"published_at":"2026-09-02 12:19:52","collected_at":"2026-09-02 17:20:26","event_type":"政策/监管","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"原油:oil；地缘风险:war；传导规则:原油/Brent/WTI上涨:oil；传导规则:原油/Brent/WTI上涨:opec；政策/监管:policy","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"原油 / 地缘风险","affected_products":"原油 / 地缘风险","transmission_paths":"原油/中东/霍尔木兹/油轮 → 能源成本与化工原料 → 化工品成本与风险溢价；战争/制裁/封锁 → 供应风险与避险情绪 → 能源、黄金、航运、商品风险偏好；原油/Brent/WTI上涨：原油 → 石脑油/PX/乙烯/丙烯/LPG → PTA/PVC/PE/PP成本；原油也通过乙醇比价影响白糖"},{"id":7160852,"title":"Guinea-Bissau referendum approves new constitution that expands president's powers","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c93eny4dqp2o?at_medium=RSS&at_campaign=rss","summary":"The sweeping reforms come in the wake of last year's coup and ahead of a proposed return to civilian rule.","products":null,"published_at":"2026-09-02 07:48:39","collected_at":"2026-09-02 08:18:37","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":7158679,"title":"Hormuz Shipping Slumps as U.S.-Iran Strikes Rattle Oil Markets","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/Hormuz-Shipping-Slumps-as-US-Iran-Strikes-Rattle-Oil-Markets.html","summary":"The number of tankers traversing the Strait of Hormuz remains below the ten-day average, according to ship-trackers, with Kpler reporting only four tanker crossings for Tuesday. That is below a ten-day average of 13 tankers, Reuters reported earlier today. Windward, meanwhile, reported four tankers entering the strait, two of them in dark mode, and three exiting on Tuesday, one of them in dark mode. Earlier this week, U.S. Energy Secretary Chris Wright said a total of 17 million barrels of crude had passed through the Strait of Hormuz on Monday…","products":null,"published_at":"2026-09-02 02:15:00","collected_at":"2026-09-02 07:15:24","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:oil；航运与物流:shipping；地缘风险:hormuz；传导规则:原油/Brent/WTI上涨:oil；传导规则:霍尔木兹/红海/中东运输风险:Hormuz；传导规则:霍尔木兹/红海/中东运输风险:shipping；传导规则:海运费上涨/港口拥堵:shipping","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"原油 / 航运与物流 / 地缘风险","affected_products":"原油 / 航运与物流 / 地缘风险","transmission_paths":"原油/中东/霍尔木兹/油轮 → 能源成本与化工原料 → 化工品成本与风险溢价；航运/港口/海峡/红海 → 运费与到港节奏 → 多品种供应节奏；战争/制裁/封锁 → 供应风险与避险情绪 → 能源、黄金、航运、商品风险偏好；原油/Brent/WTI上涨：原油 → 石脑油/PX/乙烯/丙烯/LPG → PTA/PVC/PE/PP成本；原油也通过乙醇比价影响白糖；霍尔木兹/红海/中东运输风险：地缘风险 → 原油/LPG/化工船货/运费 → 化工成本与进口到港节奏；海运费上涨/港口拥堵：运费/港口/船期 → 进口成本和到港节奏 → 港口库存与基差"},{"id":7153470,"title":"Apple Maps renames Lake Ontario as Lake America after Trump order","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cddvyyz0e47o?at_medium=RSS&at_campaign=rss","summary":"The iPhone maker follows rival technology giant Google in relabelling the Great Lake.","products":null,"published_at":"2026-09-02 01:32:24","collected_at":"2026-09-02 04:57:54","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":7110541,"title":"Sexual assaults happening almost every day in Ceuta, prosecutors say","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c3v4pgk7gweo?at_medium=RSS&at_campaign=rss","summary":"Most migrants have returned to neighbouring Morocco, but as many as 5,000 remain in the Spanish exclave.","products":null,"published_at":"2026-09-01 13:09:14","collected_at":"2026-09-01 13:25:40","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":7094147,"title":"Zambia's president to be sworn in for second term while opponent detained","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c62m7vp5895o?at_medium=RSS&at_campaign=rss","summary":"Hakainde Hichilema swept to victory, but his main rival is now in detention charged with treason.","products":null,"published_at":"2026-09-01 06:43:06","collected_at":"2026-09-01 06:51:24","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":7094432,"title":"Ex-gang boss found guilty in 1996 murder of rapper Tupac Shakur","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c24j5192j7jo?at_medium=RSS&at_campaign=rss","summary":"Duane \"Keffe D\" Davis's conviction ends decades of mystery as to who was behind the rapper's death.","products":null,"published_at":"2026-09-01 04:20:17","collected_at":"2026-09-01 06:58:53","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":7220307,"title":"Petroleum Supply Annual","source":"EIA What's New","source_type":"rss","country":"美国","language":"en","url":"http://www.eia.gov/petroleum/supply/annual/volume1/","summary":"(Tue, 01 Sep 2026) The report includes includes final annual data for the supply and disposition of crude oil and petroleum products.","products":null,"published_at":"2026-09-01 00:00:00","collected_at":"2026-09-03 16:25:36","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"原油:oil；品种库:TA:crude oil；传导规则:原油/Brent/WTI上涨:oil；传导规则:原油/Brent/WTI上涨:crude","source_tags":"能源 / 官方数据 / 库存 / 月报","info_topics":"原油 / 能源化工","affected_products":"原油 / PTA","transmission_paths":"原油/中东/霍尔木兹/油轮 → 能源成本与化工原料 → 化工品成本与风险溢价；精对苯二甲酸/TA：核心驱动：原油和PX价格、PTA装置检修、聚酯开工、织造订单、瓶片出口、库存和加工费；直接联动：PX、MEG、短纤、瓶片、涤纶长丝、棉花；间接联动：原油、石脑油、LPG、汇率、纺织出口、服装消费；原油/Brent/WTI上涨：原油 → 石脑油/PX/乙烯/丙烯/LPG → PTA/PVC/PE/PP成本；原油也通过乙醇比价影响白糖"},{"id":7079304,"title":"New Tech Breakthrough Aims To Solve The World's Plastic Waste Problem","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Energy/Energy-General/New-Tech-Breakthrough-Aims-To-Solve-The-Worlds-Plastic-Waste-Problem.html","summary":"Plastics remanufacturing is the industry everyone wishes they’d gotten into earlier, with McKinsey seeing as much as $75 billion in economic opportunity by 2035 for technologies capable of putting the world’s plastic waste back to work. And Denovia has just taken its biggest step toward capturing a piece of that market, signing a strategic framework with a major international polyester producer that could eventually take its technology into billions of pounds of annual processing capacity. The agreement starts with a planned commercial…","products":null,"published_at":"2026-08-31 19:00:00","collected_at":"2026-09-01 00:00:40","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"品种库:PP:plastic","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"黑色","affected_products":"聚丙烯","transmission_paths":"聚丙烯/PP：核心驱动：丙烯、丙烷PDH利润、原油/LPG、煤制烯烃利润、装置检修、下游塑编/注塑需求；直接联动：L、PVC、甲醇、丙烷/LPG、原油、塑编、BOPP；间接联动：天然气液、煤炭、汇率、海运、消费包装、汽车家电"},{"id":7061684,"title":"Trump pushes Apple to change 'Lake Ontario' to 'Lake America' on its maps","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c2l80eq5lxno?at_medium=RSS&at_campaign=rss","summary":"The request comes after Google made the switch for US-based users over the weekend. MapQuest, another US map provider, said it will not change the name.","products":null,"published_at":"2026-08-31 15:00:11","collected_at":"2026-08-31 15:20:35","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":7067563,"title":"BP Adds 80 MMcf/d to Egypt’s Gas Supply Two Years Ahead of Schedule","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/BP-Adds-80-MMcfd-to-Egypts-Gas-Supply-Two-Years-Ahead-of-Schedule.html","summary":"Roughly two years ahead of schedule, BP has started production from the Fayoum-4 well in Egypt’s West Nile Delta, adding around 80 million cubic feet per day of natural gas to a market where declining domestic production has forced Cairo back into large-scale LNG imports, Egyptian media reported on Monday.  Fayoum-4 was connected to BP’s existing West Nile Delta processing facilities through the Giza-Fayoum pipeline, eliminating the need for new subsea infrastructure. BP operates the facilities with an 82.75% interest, while Harbour…","products":null,"published_at":"2026-08-31 13:30:00","collected_at":"2026-08-31 18:30:28","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"","affected_products":"","transmission_paths":""}]}