{"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":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":""},{"id":7057921,"title":"Asia Steps In to Fill Diesel Supply Gap in Africa as Middle East Exports Crash","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/Asia-Steps-In-to-Fill-Diesel-Supply-Gap-in-Africa-as-Middle-East-Exports-Crash.html","summary":"Asia’s diesel exports to Africa are surging to nearly five-year highs, as Middle East’s sales to Africa crashed to nine-year lows amid threats to shipping and refinery outages, a Reuters analysis of ship-tracking data and volumes showed on Monday. The Middle East conflict has made shipping of fuels, including diesel, to east Africa challenging, with ongoing security threats to tankers in both the Strait of Hormuz and the Bab el-Mandeb Strait. In addition, attacks by the Iran-aligned Houthis in Yemen on Saudi energy infrastructure have…","products":null,"published_at":"2026-08-31 08:30:00","collected_at":"2026-08-31 13:30:19","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"原油:diesel；传导规则:原油/Brent/WTI上涨:diesel；供应扰动:attacks","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"原油","affected_products":"原油","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；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":7047877,"title":"Asian Refiners Turn to Argentina as Iran War Disrupts Oil Supply","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/Asian-Refiners-Turn-to-Argentina-as-Iran-War-Disrupts-Oil-Supply.html","summary":"Asian crude oil importers, including China, Japan, and South Korea, have turned to buying oil from as far as Argentina to offset supply losses from the Middle East, anonymous traders with knowledge of the purchases told Bloomberg on Monday.     Refiners in Asia, which have relied on the Middle East for a large part of their term supplies before the Iran war, are now scouring the global crude oil market for alternative barrels that do not need to pass through the Strait of Hormuz or other geopolitical hotspots, or take a month longer…","products":null,"published_at":"2026-08-31 03:35:35","collected_at":"2026-08-31 08:36:31","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:oil；地缘风险:war；传导规则:原油/Brent/WTI上涨:oil","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":7024380,"title":"Nepal flood relief vehicles trapped as heavy rain turns roads to mud","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/videos/c5ydwy004v0o?at_medium=RSS&at_campaign=rss","summary":"Heavy rain has hampered relief efforts in Nepal where thousands remain missing after flash floods hit its border with Tibet.","products":null,"published_at":"2026-08-30 20:40:02","collected_at":"2026-08-30 21:44:24","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"农产品:flood；传导规则:南美大豆/玉米天气异常:flood；供应扰动:flood","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"农产品","affected_products":"农产品","transmission_paths":"天气/播种/产量/出口 → 农产品供需 → 价格波动；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":6995066,"title":"Zambian opposition leader charged with treason","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c20lwqpx70qo?at_medium=RSS&at_campaign=rss","summary":"Mundubile had previously gone into hiding at a United Nations building in Zambia's capital.","products":null,"published_at":"2026-08-30 09:08:23","collected_at":"2026-08-30 09:11:52","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":6985431,"title":"WhatsApp chat used to send cash for crime and extremism","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cgk57lg7566o?at_medium=RSS&at_campaign=rss","summary":"The WhatsApp money launderers arranged cash transfers in the UK and around the world with no paper trail.","products":null,"published_at":"2026-08-30 04:59:56","collected_at":"2026-08-30 05:07:39","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":6966450,"title":"Solar Has Crossed a Critical Economic Tipping Point","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Alternative-Energy/Solar-Energy/Solar-Has-Crossed-a-Critical-Economic-Tipping-Point.html","summary":"For years, the economic case for solar came with an awkward qualification. Yes, it had no fuel bill. Yes, its operating costs were low. And yes, over the life of a project it could already produce cheaper electricity than a new coal or gas plant. But first, someone had to pay for it. Solar concentrated most of its lifetime costs at the beginning. Fossil power appeared to ask for less capital upfront and spread the rest of the bill across decades of coal or gas purchases. In rich countries with deep capital markets, that distinction could be managed.…","products":null,"published_at":"2026-08-29 16:00:00","collected_at":"2026-08-29 21:00:26","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":6922649,"title":"Somali piracy surges as the impact of the US-Iran war ripples outwards","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cr4vx4pneydo?at_medium=RSS&at_campaign=rss","summary":"Two ships were seized within four days last week raising to at least 13 the number attacked since January.","products":null,"published_at":"2026-08-29 01:14:13","collected_at":"2026-08-29 01:15:30","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:iran","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"原油","affected_products":"原油","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"},{"id":6892385,"title":"She was about to cross into Tibet for a long-awaited pilgrimage - then her messages stopped","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c70d41g40njo?at_medium=RSS&at_campaign=rss","summary":"The families of two Indian women are anxiously waiting for news after the deadly flash floods.","products":null,"published_at":"2026-08-28 09:31:42","collected_at":"2026-08-28 10:23:50","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":6896370,"title":"Hormuz Shipping Remains Subdued Despite Apparent Reopening","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Energy/Energy-General/Hormuz-Shipping-Remains-Subdued-Despite-Apparent-Reopening.html","summary":"Politics, Geopolitics & Conflict Hormuz is “open”, but nowhere close to functioning normally. The U.S. has cleared mines from the internationally recognized shipping lanes and can technically get vessels through, but Iran’s military capability will still keep most commercial operators away. Only five commodity vessels crossed on Tuesday, compared to some 130 ships a day before the war. Iran is offering a temporary and limited corridor while making full normalization conditional on sanctions relief, an end to the U.S. blockade…","products":null,"published_at":"2026-08-28 07:30:00","collected_at":"2026-08-28 12:30:49","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"原油:hormuz；航运与物流:shipping；地缘风险:hormuz；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；供应扰动:sanctions","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；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"}]}