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In comments made before a joint session of the Kazakh parliament in late June, Deputy Prime Minister Serik Zhumangarin said no state funds would be used in developing the planned facility, which will occupy roughly 15 hectares at the Iranian port. “The project will be implemented at the expense of private investment. As far as I know, the agreement is already at the final…","products":null,"published_at":"2026-07-07 13:00:00","collected_at":"2026-07-07 18:32:43","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:iran；航运与物流:port；地缘风险:iran；品种库:SP:port；传导规则:纸厂补库/海外浆厂检修:port","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 / 林产品","affected_products":"原油 / 航运与物流 / 地缘风险 / 纸浆","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；纸浆/SP：核心驱动：海外浆厂报价、针叶浆/阔叶浆供应、港口库存、人民币汇率、海运费、下游纸厂开机和成品纸价格；直接联动：文化纸、生活纸、白卡纸、箱板瓦楞纸、废纸；间接联动：人民币汇率、海运费、木片、能源、出口订单、电商包装需求；纸厂补库/海外浆厂检修：浆厂检修/罢工/港口 → 进口浆供应；纸厂利润/开工 → 纸浆需求"},{"id":4212046,"title":"Drone Strike Shuts Russia's Largest Refinery as Fuel Shortages Worsen","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/Drone-Strike-Shuts-Russias-Largest-Refinery-as-Fuel-Shortages-Worsen.html","summary":"Ukraine has landed one of its most consequential blows yet against Russia's energy sector, knocking out the country's largest oil refinery just as Moscow is scrambling to contain a widening fuel crisis. Industry sources told Reuters that Gazprom Neft's Omsk refinery halted operations after a Ukrainian drone strike damaged key processing units at the 440,000-barrel-per-day facility. The refinery is Russia's largest gasoline producer, making the timing particularly painful for the Kremlin. According to the sources, the attack set fire to the CDU-10…","products":null,"published_at":"2026-07-07 12:30:00","collected_at":"2026-07-07 18:32:43","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"原油:fuel；品种库:SP:strike；品种库:TA:refinery；传导规则:原油/Brent/WTI上涨:refinery；传导规则:纸厂补库/海外浆厂检修:strike；供应扰动:shortages","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"原油 / 林产品 / 能源化工","affected_products":"原油 / 纸浆 / 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；纸浆/SP：核心驱动：海外浆厂报价、针叶浆/阔叶浆供应、港口库存、人民币汇率、海运费、下游纸厂开机和成品纸价格；直接联动：文化纸、生活纸、白卡纸、箱板瓦楞纸、废纸；间接联动：人民币汇率、海运费、木片、能源、出口订单、电商包装需求；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；纸厂补库/海外浆厂检修：浆厂检修/罢工/港口 → 进口浆供应；纸厂利润/开工 → 纸浆需求"},{"id":4212026,"title":"Zimbabwean football star survives gun attack in South Africa","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c1my1rvy28do?at_medium=RSS&at_campaign=rss","summary":"South African police say they are investigating a case of attempted murder but that no arrests have been made so far.","products":null,"published_at":"2026-07-07 11:12:00","collected_at":"2026-07-07 18:32:40","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":4212025,"title":"China sentences official to death for taking $325m in bribes","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c33y0n1v1xjo?at_medium=RSS&at_campaign=rss","summary":"The 69-year-old helped companies secure valuable contracts in exchange for money, a court heard.","products":null,"published_at":"2026-07-07 03:36:56","collected_at":"2026-07-07 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late supreme leader, Ayatollah Ali Khamenei.","products":null,"published_at":"2026-07-06 16:23:44","collected_at":"2026-07-07 18:32:42","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":4212041,"title":"Watch: Russian attack leaves gaping hole in Kyiv residential building","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/videos/cx2xxw99z88o?at_medium=RSS&at_campaign=rss","summary":"The BBC's Sarah Rainsford is at the scene of one of the blasts to hit Ukraine's capital overnight.","products":null,"published_at":"2026-07-06 13:07:23","collected_at":"2026-07-07 18:32:42","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"地缘 / 宏观 / 冲突 / 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the famous guests have been posting on social media about the big day in New York.","products":null,"published_at":"2026-07-06 01:20:47","collected_at":"2026-07-07 18:32:42","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":4024208,"title":"EasyJet reaches 'agreement in principle' over potential takeover","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cgjxx7ngz51o?at_medium=RSS&at_campaign=rss","summary":"The low-cost airline had previously rejected four takeover offers from US investment firm Castlelake.","products":null,"published_at":"2026-07-05 17:30:55","collected_at":"2026-07-05 17:48:06","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"宏观 / 能源 / 农产品 / 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Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/crkvlekgy07o?at_medium=RSS&at_campaign=rss","summary":"Hundreds of fans who bought World Cup tickets on resale site StubHub say they have had them cancelled at the last minute.","products":null,"published_at":"2026-07-02 04:59:47","collected_at":"2026-07-02 05:13:37","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":4105322,"title":"Construction cost data for electric generators","source":"EIA What's New","source_type":"rss","country":"美国","language":"en","url":"http://www.eia.gov/electricity/generatorcosts/","summary":"(Thu, 02 Jul 2026) We released construction cost data for new electric generators installed in 2024.","products":null,"published_at":"2026-07-02 00:00:00","collected_at":"2026-07-06 14:22:59","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"品种库:RB:construction；品种库:V:construction；传导规则:地产/基建政策改善:construction","source_tags":"能源 / 官方数据 / 库存 / 月报","info_topics":"黑色","affected_products":"螺纹钢 / PVC","transmission_paths":"螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；聚氯乙烯/V：核心驱动：电石法成本、煤价电价、乙烯/VCM、烧碱联产利润、地产需求、出口、装置检修；直接联动：烧碱、电石、乙烯、LLDPE、PP、地产建材；间接联动：煤炭、电力、原油、天然气、出口运费、地产政策；地产/基建政策改善：地产/基建 → 钢材、水泥玻璃、PVC管材型材需求 → 黑色与PVC需求改善"},{"id":3635646,"title":"Early Release of 2025 Power Plant Operations Report Data","source":"EIA What's New","source_type":"rss","country":"美国","language":"en","url":"http://www.eia.gov/electricity/data/eia923/","summary":"(Wed, 01 Jul 2026) This web page contains spreadsheets with early release 2025 data on electricity generation, fuel consumption, fossil fuel stocks, fuel receipts, and environmental operations data from the 2025 Form EIA-923, <em>Power Plant Operations Report</em>.","products":null,"published_at":"2026-07-01 00:00:00","collected_at":"2026-07-01 15:07:00","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"原油:fuel；传导规则:煤炭/电价/安监趋严:electricity","source_tags":"能源 / 官方数据 / 库存 / 月报","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；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":3573152,"title":"Why Gen Z are planning for life without a state pension","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c8e2yp1gg37o?at_medium=RSS&at_campaign=rss","summary":"Many younger people do not believe the state pension will exist when they are older","products":null,"published_at":"2026-06-30 23:05:19","collected_at":"2026-06-30 23:07:26","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":3440773,"title":"U.S. refining capacity decreased during 2025","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=67807","summary":"U.S. operable atmospheric distillation capacity, the primary measure of refinery capacity, totaled 18.2 million barrels per calendar day (b/cd) on January 1, 2026-down over 250,000 b/cd (about 1%) compared with January 1, 2025-according to our latest annual Refinery Capacity Report.","products":null,"published_at":"2026-06-29 09:00:00","collected_at":"2026-06-29 13:11:04","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"原油:refinery；品种库:TA:refinery；传导规则:原油/Brent/WTI上涨:refinery","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","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":3198783,"title":"Three unusual things about the King's tax bill","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/ce8kg7zg09ko?at_medium=RSS&at_campaign=rss","summary":"King Charles paid £12.9m in tax for 2024-2025 - here's what we know about his unique tax situation.","products":null,"published_at":"2026-06-26 23:00:30","collected_at":"2026-06-26 23:06:40","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":3193308,"title":"Trump threatens 100% tariff on European nations over tech tax","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cn4rd71411ko?at_medium=RSS&at_campaign=rss","summary":"The US president says \"Numerous European countries\" have been discussing bringing in such a levy.","products":null,"published_at":"2026-06-26 21:29:38","collected_at":"2026-06-26 21:42:13","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":3170416,"title":"Refinery Capacity Report","source":"EIA What's New","source_type":"rss","country":"美国","language":"en","url":"http://www.eia.gov/petroleum/refinerycapacity/","summary":"(Fri, 26 Jun 2026) Data series include fuel, electricity, and steam purchased for consumption at refineries; refinery receipts of crude oil by method of transportation; current and projected atmospheric crude oil distillation, and downstream charge and production capacities of selected products. Respondents include all operating and idle petroleum refineries (including new refineries under construction), non-refinery operators of distillation, reforming, cracking, coking, and hydrotreating processes, and refineries shut down during the previous year. These refineries are located in the 50 States, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, Guam, and other U.S. possessions.","products":null,"published_at":"2026-06-26 00:00:00","collected_at":"2026-06-26 15:43:12","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；品种库:TA:refinery；品种库:RB:construction；品种库:V:construction；传导规则:原油/Brent/WTI上涨:oil；传导规则:原油/Brent/WTI上涨:crude；传导规则:原油/Brent/WTI上涨:refinery；传导规则:煤炭/电价/安监趋严:electricity；传导规则:地产/基建政策改善:construction","source_tags":"能源 / 官方数据 / 库存 / 月报","info_topics":"原油 / 能源化工 / 黑色","affected_products":"原油 / PTA / 螺纹钢 / PVC","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；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；聚氯乙烯/V：核心驱动：电石法成本、煤价电价、乙烯/VCM、烧碱联产利润、地产需求、出口、装置检修；直接联动：烧碱、电石、乙烯、LLDPE、PP、地产建材；间接联动：煤炭、电力、原油、天然气、出口运费、地产政策；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；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；地产/基建政策改善：地产/基建 → 钢材、水泥玻璃、PVC管材型材需求 → 黑色与PVC需求改善"}]}