{"commodity":{"标准名称":"精对苯二甲酸","合约品种":"PTA","交易代码":"TA","交易所":"郑商所","板块":"化工/聚酯","一级产业链":"原油 → 石脑油/MX → PX → PTA → 聚酯/PET/涤纶 → 纺织服装/瓶片","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","国内关注":"PX-石脑油价差、PTA加工费、主流装置检修、聚酯负荷、江浙织机、瓶片出口","国际关注":"亚洲PX供应、韩国/日本/台湾/印度装置，原油波动，中东供应，海运费","主要国家/地区":"中国、韩国、日本、台湾地区、印度、中东、东南亚","代表企业/机构":"恒力石化、荣盛石化、逸盛石化、桐昆、新凤鸣、中石化、Reliance、JXTG","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","新闻关键词":"PTA, paraxylene, PX, polyester, PET, textile, naphtha, crude oil, refinery, plant outage","网站标签":"化工,聚酯,原油,PX,纺织","source_urls":"https://www.iea.org/commentaries/chinas-petrochemical-surge-is-driving-global-oil-demand-growth; https://www.icis.com/explore/resources/news/2026/03/13/11188705/insight-us-chemical-price-hikes-ramp-up-on-middle-east-crisis-stock-prices-surge/; https://english.czce.com.cn/"},"match_terms":["精对苯二甲酸","PTA","TA"],"latest_related_news":[{"id":10618124,"title":"US midterm results a 'victory' for Canadians hopeful of tariff relief","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cqev3mw3e0kdo?at_medium=RSS&at_campaign=rss","summary":"With Canada-US trade talks back on, Tuesday’s midterm Democratic wave puts pressure on the White House to come to a deal.","products":null,"published_at":"2026-11-04 18:01:31","collected_at":"2026-11-04 18:12:49","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":10618125,"title":"Ukraine says bodycam video shows deadly Russian double-tap bombing","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c98rz6penv86o?at_medium=RSS&at_campaign=rss","summary":"At least 40 people were killed and another 30 may still be under the rubble after Monday's attack on a Ukrainian village, Kyiv says.","products":null,"published_at":"2026-11-04 17:45:58","collected_at":"2026-11-04 18:12:49","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":10618079,"title":"Poundland owner in crunch talks as retailer's collapse looms","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/ck240mm3e42do?at_medium=RSS&at_campaign=rss","summary":"Gordon Brothers will meet Jonathan Reynolds on Wednesday as the investment firm faces scrutiny over Poundland.","products":null,"published_at":"2026-11-04 17:21:29","collected_at":"2026-11-04 18:12:44","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":10618128,"title":"Israel's president begins consultations with parties after election deadlock","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c6z98z5z91ppo?at_medium=RSS&at_campaign=rss","summary":"Herzog warns politicians that \"not every commitment and promise can be fulfilled\" if they want to avoid another election.","products":null,"published_at":"2026-11-04 16:18:21","collected_at":"2026-11-04 18:12:49","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":10618152,"title":"Russia and Ukraine Head to White House for Melania Trump-Led Talks","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Geopolitics/Africa/Russia-and-Ukraine-Head-to-White-House-for-Melania-Trump-Led-Talks.html","summary":"US first lady Melania Trump will host Russian and Ukrainian representatives at the White House on November 5, with both sides confirming their participation in a meeting focused on a localized cease-fire in Ukraine's southern Kherson region, as a new round of US-mediated peace talks is set to take place next week. The meeting follows a six-day cease-fire in and around the Russian-occupied city of Oleshky, which Melania Trump said she helped broker to allow humanitarian aid deliveries and the evacuation of vulnerable civilians. According to sources…","products":null,"published_at":"2026-11-04 09:00:00","collected_at":"2026-11-04 18:12:52","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":10618158,"title":"Iran Says Four Oil Tankers Destroyed by Mines Near Strait of Hormuz","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/Iran-Says-Four-Oil-Tankers-Destroyed-by-Mines-Near-Strait-of-Hormuz.html","summary":"Four oil tankers were destroyed after hitting naval mines in an area south of the Strait of Hormuz proscribed by Iran as prohibited for navigation, Iran’s Islamic Revolutionary Guard Corps (IRGC) said on Wednesday, as attacks on vessels in the region intensify while crude oil flows have dipped from recent highs. The four tankers are still ablaze, while two other vessels have been seized, the Revolutionary Guards said. While flows have recovered substantially from the lows in the spring, the security situation in and near the Strait of Hormuz…","products":null,"published_at":"2026-11-04 04:15:00","collected_at":"2026-11-04 18:12:53","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"原油:oil；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；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 / 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；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"},{"id":10618136,"title":"'I'm not a quitter': Kim Kardashian on retaking the bar exam","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/videos/cmy4x59kdknwo?at_medium=RSS&at_campaign=rss","summary":"The All's Fair star tells the BBC she has not given up, but will be \"more quiet\" about her journey to become a lawyer.","products":null,"published_at":"2026-11-03 23:58:36","collected_at":"2026-11-04 18:12:50","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":10618080,"title":"UK and EU agree draft deal to scrap Brexit red tape over food exports","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cmp3grwre9xdo?at_medium=RSS&at_campaign=rss","summary":"The food deal, ahead of a UK-EU summit later this month, is the most significant part of the so-called Brexit reset agreed so far.","products":null,"published_at":"2026-11-03 20:53:03","collected_at":"2026-11-04 18:12:44","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"农产品:food","source_tags":"宏观 / 能源 / 农产品 / 金属","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"},{"id":10531707,"title":"Global refinery inputs fell sharply in the second quarter of 2026 before modest recovery","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=68404","summary":"Global crude oil refinery inputs fell by 4.8 million barrels per day (b/d) in the second quarter of 2026 (2Q26), or 6%, following the start of conflict in late February in the Middle East, according to data from Kpler. Throughput then increased by 1.8 million b/d in the third quarter, primarily as refiners in the region adjusted to new trade flows.","products":null,"published_at":"2026-11-03 09:00:00","collected_at":"2026-11-03 14:02:25","event_type":"需求增强","direction":"偏多","impact_score":2,"matched_products":null,"matched_keywords":"原油:oil；地缘风险:conflict；品种库:TA:crude oil；品种库:TA:refinery；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；需求增强:recovery","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"原油 / 地缘风险 / 能源化工","affected_products":"原油 / 地缘风险 / 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；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；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":10618093,"title":"Christmas 2026 stamps unveiled by Royal Mail","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cw62yeq7958ro?at_medium=RSS&at_campaign=rss","summary":"The annual Christmas collection of five stamps feature scenes from the Nativity.","products":null,"published_at":"2026-11-03 02:27:50","collected_at":"2026-11-04 18:12:46","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":10618137,"title":"Film star Ranbir Kapoor on AI, movies and fatherhood","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/videos/cmvg9w5w2p1no?at_medium=RSS&at_campaign=rss","summary":"The film star plays the leading role in a major new adaptation of the Indian epic Ramayana.","products":null,"published_at":"2026-11-03 00:09:13","collected_at":"2026-11-04 18:12:50","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"品种库:L:film","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"","affected_products":"","transmission_paths":""},{"id":10618138,"title":"What Florida jet audio and flight data tells us about its final moments","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/videos/c52e9lgxjz82o?at_medium=RSS&at_campaign=rss","summary":"A private jet crashed in Florida on Sunday, killing all nine people on board, according to US authorities.","products":null,"published_at":"2026-11-02 19:49:22","collected_at":"2026-11-04 18:12:50","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":10618090,"title":"Shop freezers in seven European countries hit by cyber-attack","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cq1kd1nee80eo?at_medium=RSS&at_campaign=rss","summary":"The temperature of freezers in several shops across Europe reportedly rose to as high as 50C.","products":null,"published_at":"2026-11-02 17:38:11","collected_at":"2026-11-04 18:12:45","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"地缘风险:attack；供应扰动:attack","source_tags":"宏观 / 能源 / 农产品 / 金属","info_topics":"地缘风险","affected_products":"地缘风险","transmission_paths":"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"},{"id":10618120,"title":"'All this food is now useless': Piles of rubbish after shop freezers hit by cyber-attack","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/videos/cmwyvrgk9p0ro?at_medium=RSS&at_campaign=rss","summary":"Dozens of supermarkets in seven European countries dumped huge quantities of food after refrigerators and freezers were targeted in a cyber-attack.","products":null,"published_at":"2026-11-02 17:34:58","collected_at":"2026-11-04 18:12:48","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"农产品:food；地缘风险:attack；供应扰动:attack","source_tags":"宏观 / 能源 / 农产品 / 金属","info_topics":"农产品 / 地缘风险","affected_products":"农产品 / 地缘风险","transmission_paths":"天气/播种/产量/出口 → 农产品供需 → 价格波动；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"},{"id":10618095,"title":"How video game remakes tap the power of nostalgia","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cm9qz428nnljo?at_medium=RSS&at_campaign=rss","summary":"Video games are good at triggering nostalgia, a key reason why classic games keep getting remade.","products":null,"published_at":"2026-10-30 07:45:00","collected_at":"2026-11-04 18:12:46","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":9631220,"title":"U.S. refineries have been running at very high rates in 2026","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=68344","summary":"The U.S. refinery fleet has run at higher-than-normal rates this year, with refinery utilization averaging more than 95% of capacity between May and September, the highest for those months since 1998. Tight global product supplies this year have boosted margins for petroleum products, particularly for diesel, incentivizing the increased run rates.","products":null,"published_at":"2026-10-22 09:00:00","collected_at":"2026-10-22 13:00:40","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:diesel；品种库:TA:refinery；传导规则:原油/Brent/WTI上涨:refinery；传导规则:原油/Brent/WTI上涨:diesel","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":10618099,"title":"The grads ditching the UK for a fresh start abroad","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cmzxj4e8w44vo?at_medium=RSS&at_campaign=rss","summary":"With graduate jobs hard to come by, more young adults are reported to be considering emigrating.","products":null,"published_at":"2026-10-21 23:12:06","collected_at":"2026-11-04 18:12:46","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":9461350,"title":"Hybrid sales rise while battery electric sales remain lower after tax credit expiration","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=68325","summary":"In the third quarter of 2026 (3Q26), 23% of new light-duty vehicles sold in the United States were hybrid electric, battery electric, or plug-in hybrid electric vehicles, down slightly from 24% in 3Q25. Between 3Q25 and 3Q26, hybrid electric vehicles continued to gain market share, reaching 16% of light-duty vehicle sales. Growth of hybrid electric vehicle sales has slowed this quarter as the average transaction price for a new vehicle passed $50,000-the first time this price has been reached so far this year, according to Kelley Blue Book.","products":null,"published_at":"2026-10-19 09:00:00","collected_at":"2026-10-19 12:59:43","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":10618105,"title":"How oil-rich Alberta's economy might fare if it broke away from Canada","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cy745jznvxpo?at_medium=RSS&at_campaign=rss","summary":"Albertans vote this month on staying in Canada or moving ahead to a binding independence referendum.","products":null,"published_at":"2026-10-07 23:10:13","collected_at":"2026-11-04 18:12:47","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:oil；传导规则:原油/Brent/WTI上涨:oil","source_tags":"宏观 / 能源 / 农产品 / 金属","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":8901045,"title":"Annual State Historical Spreadsheets for 2025","source":"EIA What's New","source_type":"rss","country":"美国","language":"en","url":"http://www.eia.gov/electricity/data/state/","summary":"(Wed, 07 Oct 2026) This report contains annual historical data from our Annual Electric Power Industry Report to include 2025. Based on Form EIA-861, the data tables include annual electricity sales, revenue, number of customers, and prices by sector for the 50 states, the District of Columbia, and U.S. territories.","products":null,"published_at":"2026-10-07 00:00:00","collected_at":"2026-10-07 18:15:31","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"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":"","affected_products":"","transmission_paths":"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":8799664,"title":"Crude oil prices and refinery margins generally increased throughout the third quarter","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=68245","summary":"Petroleum markets in the third quarter of 2026 (3Q26) were characterized by increasing prices for crude oil and petroleum products amid persistent conflict in the Middle East.","products":null,"published_at":"2026-10-05 09:00:00","collected_at":"2026-10-05 13:01:28","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:oil；地缘风险:conflict；品种库:TA:crude oil；品种库:TA:refinery；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","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"原油 / 地缘风险 / 能源化工","affected_products":"原油 / 地缘风险 / 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；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；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":10587213,"title":"USDA to Host Virtual Data Users’ Meeting for Public Input on Statistical Programs","source":"USDA NASS News","source_type":"rss","country":"美国","language":"en","url":"http://www-origin.nass.usda.gov/newsroom/2026/10-01-2026","summary":"Contact: nass-media@usda.gov USDA to Host Virtual Data Users’ Meeting for Public Input on Statistical Programs (Washington, D.C., October 1, 2026) – The U.S. Department of Agriculture’s National Agricultural Statistics Service (NASS) will hold its biannual Data Users’ Meeting virtually on Oct. 14 from Noon to 4 p.m. ET. The event is free and open to the public. The meeting provides updates on recent and pending changes to statistical programs and invites feedback from stakeholders on programs important to agriculture. “This biannual event is vital for both USDA data producers and users and ensures that we continue to provide timely, accurate and useful statistics for U.S. agriculture. It also allows us to answer questions about our statistical programs, gather input from stakeholders and address their concerns,” said Lance Honig, Chair of the Agricultural Statistics Board. “Transparency, collaboration and cooperation are key to maintaining the integrity of our programs, meeting the ...","products":null,"published_at":"2026-10-01 00:00:00","collected_at":"2026-11-04 07:47:53","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"品种库:C:USDA；传导规则:美国作物带天气/USDA报告:USDA","source_tags":"USDA / NASS / 农产品 / 玉米 / 大豆 / 棉花 / 生猪 / 种植","info_topics":"农产品","affected_products":"玉米","transmission_paths":"玉米/C：核心驱动：东北天气与售粮节奏、USDA供需、进口谷物、饲料需求、深加工开机、临储/拍卖政策；直接联动：淀粉、乙醇、DDGS、豆粕、菜粕、小麦、生猪；间接联动：原油/乙醇利润、天气、汇率、海运、政策拍卖；美国作物带天气/USDA报告：USDA/WASDE/出口销售/天气 → 全球供需预期 → 国内进口成本与情绪"},{"id":8280568,"title":"Potatoes","source":"USDA NASS Reports","source_type":"rss","country":"美国","language":"en","url":"http://www.nass.usda.gov/Publications/Todays_Reports/reports/pots0926.pdf","summary":"2025 Potato Production Down 1 Percent...","products":null,"published_at":"2026-09-25 19:02:16","collected_at":"2026-09-25 19:02:16","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"USDA / NASS / 农产品 / 玉米 / 大豆 / 棉花 / 种植 / 库存","info_topics":"","affected_products":"","transmission_paths":""},{"id":10587215,"title":"United States hog inventory down 2%","source":"USDA NASS News","source_type":"rss","country":"美国","language":"en","url":"http://www-origin.nass.usda.gov/newsroom/2026/09-24-2026","summary":"Contact: nass-media@usda.gov United States hog inventory down 2% (Washington D.C., September 24, 2026) – As of Sept.1, there were 74.3 million hogs and pigs on U.S. farms, down 2% from September 2025 but up 2% from June 1, 2026, according to the Quarterly Hogs and Pigs report published today by the U.S. Department of Agriculture’s National Agricultural Statistics Service (NASS). Other key findings in the report were: Of the 74.3 million hogs and pigs, 68.4 million were market hogs, while 5.87 million were kept for breeding. Between June and August 2026, 34.5 million pigs were weaned on U.S. farms, down 2% from the same time period one year earlier. From June through August 2026, U.S. hog and pig producers weaned an average of 11.96 pigs per litter. U.S. hog producers intend to have 2.85 million sows farrow between September and November 2026, and 2.80 million sows farrow between December 2026 and February 2027. Iowa hog producers accounted for the largest inventory among the states,...","products":null,"published_at":"2026-09-24 00:00:00","collected_at":"2026-11-04 07:47:54","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"传导规则:水产/生猪饲料需求改善:hog","source_tags":"USDA / NASS / 农产品 / 玉米 / 大豆 / 棉花 / 生猪 / 种植","info_topics":"","affected_products":"","transmission_paths":"水产/生猪饲料需求改善：养殖利润/存栏/水产旺季 → 饲料消费 → 豆粕/菜粕/玉米需求"},{"id":8117592,"title":"Public companies produce most U.S. crude oil and natural gas","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=68184","summary":"Publicly traded companies represent a tiny share of the total number of companies producing crude oil and natural gas in the United States, but they make up a large share of U.S. production. In 2025, publicly traded companies accounted for just 2% of about 12,000 oil and natural gas producers but produced 68% of the crude oil and natural gas in the Lower 48 states.","products":null,"published_at":"2026-09-22 09:00:00","collected_at":"2026-09-22 13:02:25","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:oil；天然气:natural gas；品种库:TA:crude oil；品种库:MA:natural gas；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:天然气/LNG上涨或供应紧张:natural gas","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"原油 / 天然气 / 能源化工 / 黑色","affected_products":"原油 / 天然气 / PTA / 甲醇","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；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；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；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"},{"id":7915869,"title":"What goes into diesel prices?","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=68164","summary":"The price of distillate fuel oil, often sold as diesel, is driven by the price of crude oil, retail margins, distribution costs, taxes, and crack spreads, the indicator we use for refining margins. Tight global supplies of distillate fuel oil and elevated crude oil prices have driven prices higher in recent months.","products":null,"published_at":"2026-09-18 09:00:00","collected_at":"2026-09-18 12:59:52","event_type":"","direction":"","impact_score":0,"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；传导规则:原油/Brent/WTI上涨:diesel","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":7770774,"title":"Corpus Christi LNG expansion makes facility the second-largest in the United States","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=68144","summary":"On August 28, 2026, Cheniere Energy, Inc., completed its Corpus Christi Liquefaction Stage 3 Project (CCL Stage 3) in Texas, taking custody and control of the seventh and last liquefied natural gas (LNG) train in the project.","products":null,"published_at":"2026-09-15 09:00:00","collected_at":"2026-09-15 13:01:30","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"天然气:natural gas；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","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"天然气 / 黑色","affected_products":"天然气 / 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；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"},{"id":7532959,"title":"United States on track for record crude oil production in 2026","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=68125","summary":"We forecast U.S. crude oil production will average 13.8 million barrels per day (b/d) in 2026, surpassing the previous record of 13.7 million b/d set in 2025, in our latest Short-Term Energy Outlook (STEO).","products":null,"published_at":"2026-09-10 09:00:00","collected_at":"2026-09-10 13:05:05","event_type":"","direction":"","impact_score":0,"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 / 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":7312182,"title":"US envoys meet Putin in Moscow for Ukraine talks","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cx2zqp46g8eo?at_medium=RSS&at_campaign=rss","summary":"President Trump says his envoys Steve Witkoff and Jared Kushner are \"bringing with them a proposal to end the war\".","products":null,"published_at":"2026-09-05 17:18:31","collected_at":"2026-09-05 18:25:58","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":7312183,"title":"US hits three Iranian oil tankers after saying its warships were targeted","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cj64rrne643o?at_medium=RSS&at_campaign=rss","summary":"The strikes come nearly a week after fighting between the US and Iran flared again following weeks of relative calm.","products":null,"published_at":"2026-09-05 17:15:05","collected_at":"2026-09-05 18:25:58","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:oil；传导规则:原油/Brent/WTI上涨:oil","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；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"}]}