{"total":585,"limit":50,"offset":0,"items":[{"id":4202865,"title":"EIA increases global oil production forecast after the opening of the Strait of Hormuz","source":"EIA Press Releases","source_type":"rss","country":"美国","language":"en","url":"/pressroom/releases/press590.php","summary":"The U.S. Energy Information Administration published its July Short-Term Energy Outlook (STEO), increasing its expectations for global oil production.","products":null,"published_at":"2026-07-07 12:00:00","collected_at":"2026-07-07 16:05:17","event_type":"","direction":"","impact_score":0,"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","source_tags":"能源 / 官方公告","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":4172111,"title":"Volunteers racing to save surplus Silverstone food","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/czrxx44e2ndo?at_medium=RSS&at_campaign=rss","summary":"A Towcester community larder is collecting produce from the circuit following the Grand Prix.","products":null,"published_at":"2026-07-07 07:55:32","collected_at":"2026-07-07 07:56:51","event_type":"供应增加","direction":"偏空","impact_score":3,"matched_products":null,"matched_keywords":"农产品:food；供应增加:surplus","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":4127156,"title":"Crop Progress","source":"USDA NASS Reports","source_type":"rss","country":"美国","language":"en","url":"http://www.nass.usda.gov/Publications/Todays_Reports/reports/prog2726.pdf","summary":"NASS releases Crop Progress and Condition Estimates...","products":null,"published_at":"2026-07-06 20:01:33","collected_at":"2026-07-06 20:01:33","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"农产品:crop；品种库:CF:crop；品种库:C:crop；传导规则:南美大豆/玉米天气异常:crop；传导规则:美国作物带天气/USDA报告:crop progress","source_tags":"USDA / NASS / 农产品 / 玉米 / 大豆 / 棉花 / 种植 / 库存","info_topics":"农产品","affected_products":"农产品 / 棉花 / 玉米","transmission_paths":"天气/播种/产量/出口 → 农产品供需 → 价格波动；棉花/CF：核心驱动：主产区天气、播种面积/单产、USDA供需、国内商业库存、纺织订单、进口利润、人民币汇率、运费；直接联动：棉纱、涤纶短纤、PTA、MEG、服装出口；间接联动：原油、美元、海运、宏观消费、关税/制裁；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；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；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":4069117,"title":"Fuel providers hopeful of more price reductions","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c4gy4g2npk4o?at_medium=RSS&at_campaign=rss","summary":"Rubis and ATF Fuels both say they expect to see prices fall further in time.","products":null,"published_at":"2026-07-06 05:09:19","collected_at":"2026-07-06 05:11:19","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:fuel","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"},{"id":3795259,"title":"Security staff to go on strike at Aberdeen Airport","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c39y3expgk3o?at_medium=RSS&at_campaign=rss","summary":"The strikes, involving baggage screening staff, are set to begin on Monday with the Unite union warning of \"significant delays\".","products":null,"published_at":"2026-07-03 07:14:32","collected_at":"2026-07-03 07:34:47","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"品种库:SP:strike；传导规则:纸厂补库/海外浆厂检修:strike；供应扰动:strike","source_tags":"宏观 / 能源 / 农产品 / 金属","info_topics":"林产品","affected_products":"纸浆","transmission_paths":"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":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":3664575,"title":"'We had to use a food bank after university’","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/videos/crel0y74dr9o?at_medium=RSS&at_campaign=rss","summary":"Steven Crichton and his partner Kat skipped meals to make sure their children \"had full lunch boxes\".","products":null,"published_at":"2026-07-01 22:34:03","collected_at":"2026-07-01 22:35:02","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":3663468,"title":"I needed to use a food bank after graduating - now I want to end the stigma","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c04y3zq63wwo?at_medium=RSS&at_campaign=rss","summary":"Steven, who now runs his own therapy business, struggled to make ends meet after graduating.","products":null,"published_at":"2026-07-01 22:17:19","collected_at":"2026-07-01 22:18:20","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":3650613,"title":"Grain Crushings","source":"USDA NASS Reports","source_type":"rss","country":"美国","language":"en","url":"http://www.nass.usda.gov/Publications/Todays_Reports/reports/cagc0726.pdf","summary":"Highlights. April 2026 contained 30 days. May 2026 contained 31 days. Total corn consumed for alcohol and other uses was 524 million bushels in May 2026. Total...","products":null,"published_at":"2026-07-01 19:02:50","collected_at":"2026-07-01 19:02:50","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"农产品:grain","source_tags":"USDA / NASS / 农产品 / 玉米 / 大豆 / 棉花 / 种植 / 库存","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":3650610,"title":"Cotton System","source":"USDA NASS Reports","source_type":"rss","country":"美国","language":"en","url":"http://www.nass.usda.gov/Publications/Todays_Reports/reports/cact0726.pdf","summary":"Total Manmade fiber consumed on the cotton system was 17.6 million pounds during May 2026...","products":null,"published_at":"2026-07-01 19:02:50","collected_at":"2026-07-01 19:02:50","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"品种库:CF:cotton","source_tags":"USDA / NASS / 农产品 / 玉米 / 大豆 / 棉花 / 种植 / 库存","info_topics":"农产品","affected_products":"棉花","transmission_paths":"棉花/CF：核心驱动：主产区天气、播种面积/单产、USDA供需、国内商业库存、纺织订单、进口利润、人民币汇率、运费；直接联动：棉纱、涤纶短纤、PTA、MEG、服装出口；间接联动：原油、美元、海运、宏观消费、关税/制裁"},{"id":3581553,"title":"Anthropic says US lifts export ban on its advanced AI tools","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cdr42623e1do?at_medium=RSS&at_campaign=rss","summary":"Fable and Mythos were abruptly suspended in June over concerns that they could be used by hackers.","products":null,"published_at":"2026-07-01 01:13:36","collected_at":"2026-07-01 01:16:11","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"品种库:V:export；供应扰动:suspended","source_tags":"宏观 / 能源 / 农产品 / 金属","info_topics":"黑色","affected_products":"PVC","transmission_paths":"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"},{"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":3630847,"title":"Quarterly Coal Distribution Report—First Quarter 2026","source":"EIA What's New","source_type":"rss","country":"美国","language":"en","url":"http://www.eia.gov/coal/distribution/quarterly/","summary":"(Wed, 01 Jul 2026) The <em>Quarterly Coal Distribution Report</em> (QCDR) provides detailed U.S. domestic coal distribution data (excluding waste coal and imports) for first-quarter 2026 by coal-origin state, coal-destination state, mode of transportation, and consuming sector. Quarterly coal distribution data for all quarters are preliminary and will be updated in the corresponding <em>Annual Coal Distribution Report</em>.","products":null,"published_at":"2026-07-01 00:00:00","collected_at":"2026-07-01 13:53:14","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"煤炭与钢铁:coal；传导规则:煤炭/电价/安监趋严:coal","source_tags":"能源 / 官方数据 / 库存 / 月报","info_topics":"煤炭与钢铁","affected_products":"煤炭与钢铁","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；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":3630246,"title":"Quarterly Coal Report—First Quarter 2026","source":"EIA What's New","source_type":"rss","country":"美国","language":"en","url":"http://www.eia.gov/coal/production/quarterly/","summary":"(Wed, 01 Jul 2026) First-quarter 2026 U.S. coal exports (23.7 MMst) increased 0.9% from the fourth-quarter 2025 level and decreased 3% from the first-quarter 2025 level. U.S. coal imports in the first quarter of 2026 totaled 0.7 MMst. All data for 2024 and previous years are final. All data for 2025 and 2026 are preliminary.","products":null,"published_at":"2026-07-01 00:00:00","collected_at":"2026-07-01 13:44:08","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"煤炭与钢铁:coal；传导规则:煤炭/电价/安监趋严:coal","source_tags":"能源 / 官方数据 / 库存 / 月报","info_topics":"煤炭与钢铁","affected_products":"煤炭与钢铁","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；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":3546227,"title":"Acreage","source":"USDA NASS Reports","source_type":"rss","country":"美国","language":"en","url":"http://www.nass.usda.gov/Publications/Todays_Reports/reports/acrg0626.pdf","summary":"Corn Planted Acreage Down 3 Percent from 2025. Soybean Acreage Up 5 Percent. All Wheat Acreage Down 6 Percent. All Cotton Acreage Up 6 Percent...","products":null,"published_at":"2026-06-30 16:16:22","collected_at":"2026-06-30 16:16:22","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"农产品:acreage；传导规则:美国作物带天气/USDA报告:acreage","source_tags":"USDA / NASS / 农产品 / 玉米 / 大豆 / 棉花 / 种植 / 库存","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；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":3546225,"title":"Grain Stocks","source":"USDA NASS Reports","source_type":"rss","country":"美国","language":"en","url":"http://www.nass.usda.gov/Publications/Todays_Reports/reports/grst0626.pdf","summary":"Corn Stocks Up 14 Percent from June 2025. Soybean Stocks Up 5 Percent. All Wheat Stocks Up 8 Percent...","products":null,"published_at":"2026-06-30 16:16:22","collected_at":"2026-06-30 16:16:22","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"农产品:grain","source_tags":"USDA / NASS / 农产品 / 玉米 / 大豆 / 棉花 / 种植 / 库存","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":3541666,"title":"The 250-year history of U.S. energy consumption","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=","summary":"Over the 250-year history of our nation, energy consumption has evolved from wood use in the 18th and 19th centuries to today's use of modern renewable, hydrocarbon, and nuclear technology. In 2025, total energy used in the United States was 96 quadrillion British thermal units (quads), up 2% from 2024, but below 2007's record 99 quads. Petroleum was the most-used energy source last year, followed closely by natural gas. Use of renewable, coal, and nuclear energy each made up about 9% of total energy use.","products":null,"published_at":"2026-06-30 09:00:00","collected_at":"2026-06-30 15:05:03","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"天然气:natural gas；煤炭与钢铁:coal；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:煤炭/电价/安监趋严:coal","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"天然气 / 煤炭与钢铁 / 黑色","affected_products":"天然气 / 煤炭与钢铁 / 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；矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；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；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":3467453,"title":"Crop Progress","source":"USDA NASS Reports","source_type":"rss","country":"美国","language":"en","url":"http://www.nass.usda.gov/Publications/Todays_Reports/reports/prog2626.pdf","summary":"NASS releases Crop Progress and Condition Estimates...","products":null,"published_at":"2026-06-29 20:01:13","collected_at":"2026-06-29 20:01:13","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"农产品:crop；品种库:CF:crop；品种库:C:crop；传导规则:南美大豆/玉米天气异常:crop；传导规则:美国作物带天气/USDA报告:crop progress","source_tags":"USDA / NASS / 农产品 / 玉米 / 大豆 / 棉花 / 种植 / 库存","info_topics":"农产品","affected_products":"农产品 / 棉花 / 玉米","transmission_paths":"天气/播种/产量/出口 → 农产品供需 → 价格波动；棉花/CF：核心驱动：主产区天气、播种面积/单产、USDA供需、国内商业库存、纺织订单、进口利润、人民币汇率、运费；直接联动：棉纱、涤纶短纤、PTA、MEG、服装出口；间接联动：原油、美元、海运、宏观消费、关税/制裁；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；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；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":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":3383899,"title":"How much should we be prepared to pay for our food?","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c3ryqywd97do?at_medium=RSS&at_campaign=rss","summary":"A chorus of people say that rather than capping prices, consumers should consider spending more","products":null,"published_at":"2026-06-28 22:14:29","collected_at":"2026-06-28 22:16:18","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":3163299,"title":"What's happening to petrol prices now oil is back to pre-Iran war levels?","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c20zgjzz0e4o?at_medium=RSS&at_campaign=rss","summary":"When the conflict began on 28 February, fuel costs jumped as the war disrupted the production and transportation of energy across the Middle East.","products":null,"published_at":"2026-06-26 13:51:15","collected_at":"2026-06-26 13:53:01","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":"宏观 / 能源 / 农产品 / 金属","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":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"},{"id":3109229,"title":"Teens who hacked TfL were known to police years before cyber-attack","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cx2kx8jr244o?at_medium=RSS&at_campaign=rss","summary":"Owen Flowers and Thalha Jubair were convicted for their roles in the attack, which led to large costs for Transport for London.","products":null,"published_at":"2026-06-25 23:19:48","collected_at":"2026-06-25 23:28:23","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":3059823,"title":"Food kit warehouse closure puts 290 jobs at risk","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c4gy3lrnyzgo?at_medium=RSS&at_campaign=rss","summary":"Food company Gousto says it is closing its warehouse in Spalding, Lincolnshire.","products":null,"published_at":"2026-06-25 10:21:08","collected_at":"2026-06-25 10:33:23","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":3051987,"title":"Oil price falls to levels not seen since before Iran war","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c0jy7d7wzv4o?at_medium=RSS&at_campaign=rss","summary":"Energy prices have been on a wild ride since Iran responded to US and Israeli attacks by effectively closing the Strait of Hormuz.","products":null,"published_at":"2026-06-25 07:34:55","collected_at":"2026-06-25 08:31:30","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"原油:oil；地缘风险:war；传导规则:原油/Brent/WTI上涨:oil；供应扰动:attacks","source_tags":"宏观 / 能源 / 农产品 / 金属","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":3053972,"title":"The heatwave workers 'like cats on a hot tin roof'","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c15ykxp158yo?at_medium=RSS&at_campaign=rss","summary":"Many workers are downing tools early, but there is no legal limit to how hot a workplace can be.","products":null,"published_at":"2026-06-25 05:12:23","collected_at":"2026-06-25 09:01:22","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"铜与有色:tin","source_tags":"宏观 / 能源 / 农产品 / 金属","info_topics":"铜与有色","affected_products":"铜 / 铝 / 锌 / 镍 / 锡 / 有色金属","transmission_paths":"矿山/冶炼/库存/南美供应 → 有色金属供需"},{"id":3051998,"title":"Trump accuses big oil firms of price-gouging drivers","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cly790j1j6ro?at_medium=RSS&at_campaign=rss","summary":"The US president named Shell, ExxonMobil, BP and Chevron when talking to reporters about a probe into fuel prices.","products":null,"published_at":"2026-06-25 01:45:33","collected_at":"2026-06-25 08:31:31","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":3423425,"title":"The Food Chain","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/sounds/play/w3ct8sw5?at_medium=RSS&at_campaign=rss","summary":"From kiwi fruit to caffeine: what helps, and what hinders, a good night's rest?","products":null,"published_at":"2026-06-24 23:01:00","collected_at":"2026-06-29 08:42:09","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":3052036,"title":"U.S. commercial crude oil inventories have decreased in June","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=67805","summary":"For the week ending June 19, 2026, U.S. refineries processed 17.1 million barrels per day (b/d) of crude oil, down 81,000 b/d from the previous week, and they operated at 96.1% capacity utilization. Gasoline production averaged 9.5 million b/d, and distillate production increased to 5.2 million b/d.","products":null,"published_at":"2026-06-24 14:00:00","collected_at":"2026-06-25 08:31:44","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；传导规则:原油/Brent/WTI上涨:gasoline","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":3052037,"title":"UAE's exit from OPEC+ reduced the group's share of crude oil production and capacity","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=67804","summary":"On April 28, 2026, the United Arab Emirates (UAE) announced that it was leaving OPEC, effective on May 1. OPEC was formed in 1960 by Iraq, Iran, Kuwait, Saudi Arabia, and Venezuela, with the stated objective to \"coordinate and unify petroleum policies among Member Countries.\" OPEC is best known for its effect on global crude oil prices.","products":null,"published_at":"2026-06-23 09:00:00","collected_at":"2026-06-25 08:31:45","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:oil；地缘风险:iran；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:opec","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":3052014,"title":"Is Germany looking again at coal-powered electricity?","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cy04ykxrj5eo?at_medium=RSS&at_campaign=rss","summary":"It had planned to abandon the fuel, but the higher cost of natural gas may make it think again.","products":null,"published_at":"2026-06-21 23:27:11","collected_at":"2026-06-25 08:31:33","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"煤炭与钢铁:coal；传导规则:煤炭/电价/安监趋严:coal；传导规则:煤炭/电价/安监趋严:electricity","source_tags":"宏观 / 能源 / 农产品 / 金属","info_topics":"煤炭与钢铁","affected_products":"煤炭与钢铁","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；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":3052038,"title":"Permian natural gas production increased faster than crude oil","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=67785","summary":"The Permian region's marketed natural gas production grew from 17.2 billion cubic feet per day (Bcf/d) in 2021 to 27.6 Bcf/d in 2025, a 60% increase, according to data from our latest Short Term Energy Outlook. Over the same period, crude oil production grew by 39%, going from 4.7 million barrels per day (b/d) to 6.6 million b/d. The higher growth in natural gas production is the result of increasing gas-oil ratios (GOR).","products":null,"published_at":"2026-06-18 09:00:00","collected_at":"2026-06-25 08:31:45","event_type":"官方数据","direction":"中性","impact_score":1,"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":3052039,"title":"Solar generation in CAISO surpassed natural gas in the first five months of 2026","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=67784","summary":"In the first five months of 2026, utility-scale solar generation surpassed natural gas generation in CAISO. Solar electricity generation in the California Independent System Operator (CAISO) over the first five months of 2026 increased 21% compared with the same period in 2024, and natural gas generation decreased by 60%, data from our Hourly Electric Grid Monitor shows.","products":null,"published_at":"2026-06-16 09:00:00","collected_at":"2026-06-25 08:31:45","event_type":"官方数据","direction":"中性","impact_score":1,"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:煤炭/电价/安监趋严:electricity","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；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":3052019,"title":"India's 'blue gold' starts a new drinks industry","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/cdrpe4vly5mo?at_medium=RSS&at_campaign=rss","summary":"Agave plants grow wild in India and new distillers are using them to create a spirits industry.","products":null,"published_at":"2026-06-11 23:01:48","collected_at":"2026-06-25 08:31:34","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"黄金与美元:gold；传导规则:巴西/印度/泰国糖供应变化:India","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；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":3052167,"title":"Report on Iranian Petroleum  and Petroleum Products  Exports","source":"EIA What's New","source_type":"rss","country":"美国","language":"en","url":"http://www.eia.gov/international/analysis/special-topics/SHIP_Act","summary":"(Thu, 11 Jun 2026) The U.S. Energy Information Administration (EIA) prepared this report to fulfill section 4 of the Stop Harboring Iranian Petroleum Act, or the SHIP Act, enacted on April 24, 2024. The report includes information on Iran’s export and sale of petroleum and petroleum products, and a list of companies, ships, and ports involved in the export and sale of Iran’s petroleum and petroleum products.","products":null,"published_at":"2026-06-11 00:00:00","collected_at":"2026-06-25 08:32:40","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"原油:iran；航运与物流:ports；地缘风险:iran；品种库:V:export","source_tags":"能源 / 官方数据 / 库存 / 月报","info_topics":"原油 / 航运与物流 / 地缘风险 / 黑色","affected_products":"原油 / 航运与物流 / 地缘风险 / 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；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；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"},{"id":3052041,"title":"Higher blending targets drive RIN prices close to record highs","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=67765","summary":"Compliance credits for biomass-based diesel and ethanol have doubled in value since the start of this year. The credits, known as renewable identification numbers (RINs), have increased in price, mostly because of higher U.S. biofuel blending targets. The combination of high RIN prices and rising motor gasoline and diesel fuel prices has created an especially favorable market for producing and blending biofuels.","products":null,"published_at":"2026-06-10 09:00:00","collected_at":"2026-06-25 08:31:45","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:fuel；品种库:C:ethanol；品种库:M:biofuel；品种库:SR:ethanol；传导规则:原油/Brent/WTI上涨:gasoline；传导规则:原油/Brent/WTI上涨:diesel；传导规则:巴西/印度/泰国糖供应变化:ethanol","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"原油 / 农产品","affected_products":"原油 / 玉米 / 豆粕 / 白糖","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；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；豆粕/M：核心驱动：巴西/美国大豆产量出口、中国买船、到港量、油厂压榨、豆粕库存、养殖利润；直接联动：黄大豆1号、豆油、菜粕、玉米、生猪、鸡蛋；间接联动：原油/生物柴油、美元、海运、贸易谈判、天气；白砂糖/SR：核心驱动：巴西糖醇比、印度出口政策、泰国天气、国内广西/云南产量、进口利润、走私和储备；直接联动：原糖、乙醇、食品饮料、淀粉糖；间接联动：原油、巴西雷亚尔、厄尔尼诺/拉尼娜、海运、政策出口限制；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；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":3052058,"title":"EIA expects a drop in global oil demand will limit price increases from Hormuz disruptions","source":"EIA Press Releases","source_type":"rss","country":"美国","language":"en","url":"/pressroom/releases/press589.php","summary":"The U.S. Energy Information Administration published its June Short-Term Energy Outlook (STEO), reducing its expectation for global oil demand in 2026. High fuel prices, reduced fuel availability, and government initiatives are curbing oil consumption this year, particularly in Asia, resulting in the world consuming 1 million fewer barrels of oil each day on average than it did last year. The reduced demand could limit crude oil price increases resulting from near-term disruptions in the flow of oil out of the Middle East through the Strait of Hormuz.","products":null,"published_at":"2026-06-09 12:00:00","collected_at":"2026-06-25 08:31:55","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；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:霍尔木兹/红海/中东运输风险:Hormuz；供应扰动:disruptions","source_tags":"能源 / 官方公告","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；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":3052042,"title":"U.S. jet fuel production rises after prices doubled in March","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=67764","summary":"Weekly estimates suggest U.S. jet fuel production has increased to record highs in response to elevated jet fuel prices after the Strait of Hormuz closed on February 28. Higher crude oil prices and supply concerns, particularly in Europe and Asia, which previously imported much of their jet fuel supply from the Persian Gulf, have driven up jet fuel prices. Much of the increased U.S. jet fuel production is being exported, as domestic inventories remain above average.","products":null,"published_at":"2026-06-08 09:00:00","collected_at":"2026-06-25 08:31:45","event_type":"供应增加","direction":"偏空","impact_score":3,"matched_products":null,"matched_keywords":"原油:oil；地缘风险:hormuz；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:霍尔木兹/红海/中东运输风险:Hormuz；供应增加:production rises","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；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":3052022,"title":"Spain's visitor numbers hit new highs as tourists avoid Middle East","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c4gvndd2qelo?at_medium=RSS&at_campaign=rss","summary":"The European country had 9.1 million international visitors in April, the most ever for that month.","products":null,"published_at":"2026-06-07 23:01:04","collected_at":"2026-06-25 08:31:34","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:middle east","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"},{"id":3052043,"title":"China's nuclear power capacity nearly doubled since 2016","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=67746","summary":"From 2016 to 2024, China's nuclear generation capacity increased 76% (24 GW), based on our International Energy Statistics (IES) data. According to the International Atomic Energy Agency's Power Reactor Information System (PRIS), China added an additional 1.1 GW of nuclear power capacity in 2025 and 2.2 GW in 2026 (through May). China is continuing to build out its nuclear generating capacity and has 36 reactors under construction, accounting for more than 49% of total world nuclear construction, according to PRIS.","products":null,"published_at":"2026-06-05 09:00:00","collected_at":"2026-06-25 08:31:45","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 / 原油 / 天然气 / 电力 / 煤炭","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":3052023,"title":"The ancient trick making food waste useful and tasty","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/news/articles/c78kmj2kyklo?at_medium=RSS&at_campaign=rss","summary":"Instead of throwing away byproducts of food processing, fermentation is making them valuable.","products":null,"published_at":"2026-06-04 23:10:26","collected_at":"2026-06-25 08:31:34","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":3048909,"title":"Trump Plans $700 Million Lifeline for U.S. Coal Power Plants","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/Trump-Plans-700-Million-Lifeline-for-US-Coal-Power-Plants.html","summary":"President Donald Trump plans to allocate a support package of $700 million for coal power generation, Reuters has reported, citing an unnamed White House official ahead of a formal announcement by the U.S. President. The plan is to invoke the 1950 Defense Production Act, which grants the president of the country powers to provide financial support to industries considered critical for national security. The money will be used to upgrade more than 12 coal power plants, the report said. Of the total sum, more than 50% would go towards coal power…","products":null,"published_at":"2026-06-04 01:30:00","collected_at":"2026-06-04 06:31:51","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"煤炭与钢铁:coal；传导规则:煤炭/电价/安监趋严:coal","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"煤炭与钢铁","affected_products":"煤炭与钢铁","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；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":3018878,"title":"Costly fuel pushes more Indians to buy electric cars but challenges remain","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/articles/cx21181yq4no?at_medium=RSS&at_campaign=rss","summary":"High fuel prices are strengthening the case for EV adoption in the world's third largest auto market.","products":null,"published_at":"2026-06-03 23:28:31","collected_at":"2026-06-03 23:36:14","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:fuel","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"},{"id":3014827,"title":"US House votes to halt Iran war, in rebuke to Trump","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/articles/cj6pldg39deo?at_medium=RSS&at_campaign=rss","summary":"In the 215-208 vote, four Republicans joined Democrats to pass the measure, which had failed in three previous attempts.","products":null,"published_at":"2026-06-03 22:37:44","collected_at":"2026-06-03 22:42:37","event_type":"","direction":"偏多","impact_score":2,"matched_products":null,"matched_keywords":"原油:iran；供应扰动:halt","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":3031901,"title":"Oil Prices Dip as Israel-Lebanon Ceasefire Revives Iran Deal Hopes","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/Oil-Prices-Dip-as-Israel-Lebanon-Ceasefire-Revives-Iran-Deal-Hopes.html","summary":"Oil prices were under pressure in early Asian trade on Thursday following the announcement of a ceasefire agreement between Israel and Lebanon. The agreement could ultimately help clear the way for a broader U.S.-Iran deal, which would eventually see the Strait of Hormuz reopen and provide some relief for an increasingly tight oil market. At the time of writing, Brent crude was trading at $96.60 per barrel, down 1.24% on the session, while West Texas Intermediate was down 1.10% at $94.96. The latest pullback follows a sharp rally at the start of…","products":null,"published_at":"2026-06-03 21:29:54","collected_at":"2026-06-04 02:30:41","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:oil；地缘风险:ceasefire；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":3005063,"title":"'Crazy' phone call between Trump and Netanyahu complicates Iran talks","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/articles/cvgz21pq3g6o?at_medium=RSS&at_campaign=rss","summary":"Israel's PM laughed off reports of friction, but he has tested the patience of other US presidents.","products":null,"published_at":"2026-06-03 20:28:01","collected_at":"2026-06-03 20:32:43","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"原油:iran；地缘风险:iran","source_tags":"地缘 / 宏观 / 冲突 / 航运","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"},{"id":3020759,"title":"The Next Infrastructure Supercycle Could Be Worth $20 Trillion","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Energy/Energy-General/The-Next-Infrastructure-Supercycle-Could-Be-Worth-20-Trillion.html","summary":"Unprecedented heatwaves, violent storms, mega-cyclones, catastrophic floods, prolonged droughts and uncontrollable wildfires have all become commonplace, with extreme weather events increasing in both frequency and intensity thanks in large part to human-induced climate change. Global temperatures have continued to soar, with recent years continually ranking among the hottest on record. The consequences go far beyond the destruction of local ecosystems and damaging physical infrastructure, creating other new opportunities as investments shift along…","products":null,"published_at":"2026-06-03 19:00:00","collected_at":"2026-06-04 00:00:59","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"品种库:RB:infrastructure；传导规则:地产/基建政策改善:infrastructure","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"黑色","affected_products":"螺纹钢","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；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":3007262,"title":"Nuclear Startups Are in \"Advanced Negotiations\" to Buy Cold War Plutonium","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Alternative-Energy/Nuclear-Power/Nuclear-Startups-Are-in-Advanced-Negotiations-to-Buy-Cold-War-Plutonium.html","summary":"As nuclear energy regains favor around the globe, competition for nuclear fuel is heating up. In an era of multiple and compounding energy crises driven by conflict, climate, and the power-hungry artificial intelligence boom, nuclear has resurfaced as a highly strategic option for building up energy security and independence for many nations around the world. But nuclear fuels supply chains are highly concentrated, and many of them are controlled by Russia, presenting critical geopolitical tradeoffs. Today, there are only five plants in the world…","products":null,"published_at":"2026-06-03 16:00:00","collected_at":"2026-06-03 21:01:41","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"地缘风险:war","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","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":3002781,"title":"A Barrel Trapped Behind Hormuz Isn't Spare Capacity","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Energy/Crude-Oil/A-Barrel-Trapped-Behind-Hormuz-Isnt-Spare-Capacity.html","summary":"At the start of 2026, oil traders were preparing for a glut. Supply growth was expected to outpace demand growth. OPEC+ was gradually returning barrels to the market. U.S. production remained near record highs. Economic growth was slowing, while electrification and efficiency gains were expected to temper consumption growth. The consensus view was simple: the world was heading into a period of excess supply. Six months later, that narrative never came true. Not because the world suddenly ran out of oil. In fact, many major producers are pumping…","products":null,"published_at":"2026-06-03 15:00:00","collected_at":"2026-06-03 20:01:47","event_type":"需求增强","direction":"偏多","impact_score":2,"matched_products":null,"matched_keywords":"原油:hormuz；地缘风险:hormuz；传导规则:霍尔木兹/红海/中东运输风险:Hormuz；需求增强:demand growth","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；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":2989388,"title":"Copper Tops $14,000 With Banks Calling for Even More Upside","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Metals/Commodities/Copper-Tops-14000-With-Banks-Calling-for-Even-More-Upside.html","summary":"Copper is trading just above $14,000 a ton in London, roughly $500 shy of its all-time high set in January, and Wall Street thinks it has further to run. Goldman Sachs lifted its end-2026 copper price target by more than 10% this week, raising its forecast to $13,735/ton from a previous $12,465/ton. The revision is driven by a weaker-than-expected supply outlook: the bank slashed its global mine supply estimate by 350,000 tons, citing ongoing operational disruptions at Indonesia's Grasberg complex and Ivanhoe Mines' Kamoa-Kakula operation in the…","products":null,"published_at":"2026-06-03 12:00:00","collected_at":"2026-06-03 17:00:32","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"铜与有色:copper；供应扰动:disruptions","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"铜与有色","affected_products":"铜 / 铝 / 锌 / 镍 / 锡 / 有色金属","transmission_paths":"矿山/冶炼/库存/南美供应 → 有色金属供需"}]}