以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15

ADNOC

65 atoms · 跨 18 天 · 首见 2026-04-19 · 最近 2026-06-25

三色: 🟦 fact 61 · 🟥 take 4 · stance ▲16/▼3/◆23

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 65

时态: fresh:61 · aging:4

标签: 好信源:44 · 好数字:23 · 好观点:8

📄 广泛报道的事实 · 2 个

展开 (多人转述同一事实/数字 — 确认度高, **非独立观点**, 不标多空)

与卡塔尔能源部长讨论能源领域合作 — 2 源报道 (含2快讯) · X
参与开发 Bab 气顶项目 — 2 源报道 (含2快讯) · X

💢 核心分歧 (2 轴)

1. 产能恢复预期 vs 实际断供时长

*topic: 地缘政治/资本开支/供给产能/定价权/出口管制 · 8 bull vs 2 bear*

🟢 bullish 侧:

<a id="atom-833b3733716c8c80"></a>2026-04-28 X·@DrNHJ · 美国能源投资意愿 · 管理层表态/地缘政治
이란 전쟁 여파: 현재 이란 전쟁과 관련된 여러 도전 과제들이 있음에도 불구하고, ADNOC 측은 미국 에너지 밸류체인에 대한 투자 의지가 "확고하다(unwavering)"고 강조했습니다.
tags: 好信源 · → daily
<a id="atom-0b6d237bdb84d0df"></a>2026-05-03 X·@FirstSquawk ⭐ · 项目授予计划 · 资本开支 +同日3条
IT WILL AWARD $55B IN PROJECTS FOR 2026-2028 TO ADVANCE GROWTH STRATEGY- STATEMENT
tags: 好数字·好信源 · → daily
value: qty=$55B · date=2026-2028
<a id="atom-4e8b111c75c861a0"></a>2026-05-04 X·@FirstSquawk · CEO says OPEC exit supports UAE's long-term strategic and national interests · 地缘政治/战略决策
ADNOC CEO Sultan Al Jaber says OPEC exit supports UAE’s long-term strategic and national interests.
tags: 好信源 · → daily
<a id="atom-85b7b5347cf4266c"></a>2026-05-08 X·@FirstSquawk · 成功运输石油货物 · 地缘政治
ARAMCO TRADING AND ADNOC ARE SUCCESSFULLY TRANSFERRING OIL CARGOES THROUGH THE HORMUZ STRAIT.
tags: 好信源 · → daily
value: direction=through the Hormuz Strait
<a id="atom-c4b3c9e66ba7480a"></a>2026-05-15 X·@FirstSquawk · 可能增加原油储存 · 价格动态/地缘政治
ADNOC MAY RAISE CRUDE OIL STORAGE IN INDIA TO 30 MILLION BARRELS, INCLUDING CURRENT STORAGE IN MANGALORE.
tags: 好数字·好信源 · → daily
value: qty=30 MILLION BARRELS · date=未指定

🔴 bearish 侧:

<a id="atom-326c90bef1dd7dbc"></a>2026-04-19 X·@FirstSquawk [老化中] · CEO声称通行费本质是保护费 · 地缘政治/定价权
LET'S CALL PAYMENT FOR SAFE PASSAGE WHAT IT IS: A PROTECTION RACKET
tags: 好观点 · → daily
<a id="atom-b88b7e008ea5deb3"></a>2026-05-20 X·@zerohedge · Hormuz shutdown severity · 供给产能/地缘政治
HORMUZ SHUT MOST SEVERE SUPPLY DISRUPTION ON RECORD
tags: 好信源 · → daily

展开 7 条中性

<a id="atom-859e3b65ce799ac0"></a>2026-04-19 X·@FirstSquawk [老化中] · CEO 说全球经济无法承受更多不确定性 · 地缘政治
THE GLOBAL ECONOMY CANNOT AFFORD MORE UNCERTAINTY
tags: 好观点 · → daily
value: date=2026-04-19
<a id="atom-f857812450c52efc"></a>2026-04-28 X·@FirstSquawk · CEO 陈述 UAE 做出主权选择 · 管理层表态/地缘政治
ADNOC CEO STATES UAE MADE A SOVEREIGN CHOICE FOCUSING ON LONG-TERM ENERGY STRATEGY, PRODUCTION CAPACITY, NATIONAL INTEREST, AND STABILITY IN GLOBAL ENERGY MARKETS.
tags: 好信源 · → daily
<a id="atom-e2fce5313ba8bd4e"></a>2026-05-04 X·@financialjuice · 退出OPEC决策不针对任何人 · 地缘政治
UAE Adnoc's Ceo Sultan Al Jaber: the UAE's sovereign decision to reposition itself within the global energy landscape, and to exit OPEC and OPEC+, is not a decision directed against anyone
tags: 好信源 · → daily
<a id="atom-5959ec051d16230c"></a>2026-05-04 X·@FirstSquawk · 出口管制 · 地缘政治
ADNOC CEO Sultan Al Jaber says the UAE’s exit from OPEC and OPEC+ and energy repositioning is not aimed against anyone
tags: 好信源 · → daily
value: direction=exit
<a id="atom-050abfb1bda9e6c5"></a>2026-05-12 X·@FirstSquawk · ready to resume exports once Hormuz opens · 地缘政治/出口管制
ADNOC CEO SAYS READY TO RESUME EXPORTS ONCE HORMUZ OPENS - WSJ
tags: 好信源 · → daily
value: date=2026-05-12

2. 印度合作深化 vs 单一市场依赖

*topic: 合作客户/供给产能 · 5 bull vs 1 bear*

🟢 bullish 侧:

<a id="atom-a6f80fcdfd58a452"></a>2026-04-28 X·@FirstSquawk · 计划投资金额 · 资本开支/供给产能 +同日1条
ADNOC plans to invest 'tens of billions' of dollars to build a U.S. gas business.
tags: 好信源 · → daily
value: qty=tens of billions · currency=USD
<a id="atom-257df156807d52f5"></a>2026-05-12 X·@FirstSquawk · CEO声明全球石油短缺 · 供给产能/地缘政治
ADNOC CEO SAYS WORLD IS 1B BARRELS SHORT DUE TO HORMUZ CLOSURE
tags: 好观点 · → daily
value: qty=1B barrels · date=当前
<a id="atom-92c319c4dd22cf81"></a>2026-05-15 X·@TheTranscript_ · Fujairah export capacity · 供给产能/能源
double ADNOC’s export capacity through Fujairah
tags: 好数字 · → daily
value: qty=double · date=2027
📷 原图
<a id="atom-79c35273ae841136"></a>2026-05-15 X·@FirstSquawk · 发现新的LPG供应和交易机会 · 合作客户/供给产能
ADNOC WILL DISCOVER NEW LPG SUPPLY AND TRADING OPPORTUNITIES WITH INDIAN OIL CORP.
tags: 好观点 · → daily

🔴 bearish 侧:

<a id="atom-7e3c179b7c36bedf"></a>2026-05-21 X·@FirstSquawk · complete oil flow recovery expected date · 供给产能
ADNOC indicates that complete oil flow recovery is not expected until early 2027 at the earliest.
tags: 好信源 · → daily
value: date=early 2027

展开 11 条中性

<a id="atom-6b0414e01bf1ede9"></a>2026-04-28 X·@financialjuice · 与卡塔尔能源部长讨论能源领域合作 · 合作客户
ADNOC CEO discusses areas of cooperation in the energy sector between the UAE and Qatar with Qatar’s energy minister
tags: 好信源 · → daily
value: date=2026-04-28
<a id="atom-f82c1f4fffb7b975"></a>2026-04-28 X·@FirstSquawk · CEO 探索与卡塔尔能源部长合作 · 合作客户
ADNOC'S CHIEF EXECUTIVE EXPLORES AVENUES OF COLLABORATION IN THE ENERGY SECTOR BETWEEN THE UAE AND QATAR WITH QATAR'S ENERGY MINISTER
tags: 好信源 · → daily
<a id="atom-30597ab1c8fdf548"></a>2026-05-15 X·@FirstSquawk · 与印度签署战略能源协议 · 合作客户
ADNOC AND INDIA SIGN STRATEGIC DEALS IN ENERGY IN FRONT OF UAE PRESIDENT AND INDIAN PRIME MINISTER
tags: 好信源 · → daily
<a id="atom-8f40c21cd3717d8d"></a>2026-05-20 X·@DeItaone · 恢复至冲突前80%流量的时间预期 · 供给产能
IT WILL TAKE AT LEAST 4 MONTHS TO GET BACK TO 80% OF PRE CONFLICT FLOWS
tags: 好信源 · → daily
value: qty=4个月 · date=2026-05-20
<a id="atom-f2d7878ff740982b"></a>2026-05-20 X·@FirstSquawk · 产能恢复时间 · 供给产能/地缘政治
ADNOC SEES SEVERAL WEEKS, MONTHS TO RESTORE FULL CAPACITY: CEO
tags: 好数字·好信源 · → daily
value: qty=几周到几个月 · date=未知

🟦 客观事实 (facts) (13)

<a id="atom-01852fdc3650f349"></a>🟦 2026-05-06 X·@zerohedge ⭐ · 管线资本开支计划 · 资本开支/地缘政治
ADNOC To Spend $55 Billion On Pipelines
tags: 好数字·好信源 · → daily
value: qty=$55B
<a id="atom-fcb48276c5e491f2"></a>🟦 2026-04-28 X·@DrNHJ ⭐ · 美国天然气业务投资计划金额 · 资本开支
UAE ADNOC, 미국 가스 사업에 수백억 달러 투자 계획
tags: 好数字·好信源 · → daily
value: qty=数百亿美元 · date=未披露
<a id="atom-e4b8086f325b6b74"></a>🟦 2026-04-28 X·@DrNHJ ⭐ · 潜在交易审查数量 · 并购
검토 대상: 현재 약 29건의 잠재적 딜(Deal)을 검토 중.
tags: 好数字·好信源 · → daily
value: qty=29 · date=未披露
<a id="atom-77249bf7533ae3a6"></a>🟦 2026-06-15 X·@JackFarley96 · dark fleet oil throughput through Hormuz Strait · 地缘政治
huge dark fleets from Abu Dhabi National Oil Company (ADNOC), escorted by U.S. Navy, have traversed the Hormuz Strait (as high as 7 million barrels per day)
tags: 好数字·好信源 · → daily
value: qty=7 million barrels per day · date=2026-06-15
📷 原图
<a id="atom-188a39199acf38bd"></a>🟦 2026-05-16 X·@Alisvolatprop12 · 동서 송유관 건설 가동 목표 연도 · 供给产能/资本开支
2027년 가동을 목표로 건설 중인 '동서 송유관' 현황을 보고받고 이같이 지시했다.
tags: 好数字 · → daily
value: date=2027
<a id="atom-094f00aec7db7eba"></a>🟦 2026-05-16 X·@Alisvolatprop12 · 하브샨-푸자이라 송유관 일일 최대 수송량 · 供给产能
하루 최대 수송량은 180만 배럴 수준이다.
tags: 好数字 · → daily
value: qty=1800000 · unit=배럴/일
<a id="atom-25cc9adc922eee10"></a>🟦 2026-06-02 X·@AIStockSavvy · 计划建设绕过霍尔木兹海峡的成品油管道 · 供给产能/地缘政治
Abu Dhabi National Oil Company (ADNOC) plans to build a pipeline to bypass the Strait of Hormuz for refined petroleum products.
tags: 好信源 · → daily
value: direction=planned
<a id="atom-b88b7e008ea5deb3"></a>🟦 2026-05-20 X·@zerohedge · Hormuz shutdown severity · 供给产能/地缘政治
HORMUZ SHUT MOST SEVERE SUPPLY DISRUPTION ON RECORD
tags: 好信源 · → daily
<a id="atom-24bca168a4593bcd"></a>🟦 2026-04-28 X·@DrNHJ · 美国天然气投资垂直整合目标 · 供给产能
UAE의 ADNOC는 해외 투자 부문인 'XRG'를 통해 미국 내 천연가스 밸류체인 전반을 아우르는 수직 계열화된 비즈니스를 구축하기 위해 수백억 달러를 투입할 예정입니다.
tags: 好信源 · → daily
<a id="atom-e64945806e5b7d6c"></a>🟦 2026-04-28 X·@DrNHJ · 投资目的多元化 · 管理层表态
사업 다각형화: 기존 원유 중심의 포트폴리오에서 벗어나 상품 노출도를 다변화하려는 전략입니다.
tags: 好信源 · → daily
<a id="atom-833b3733716c8c80"></a>🟦 2026-04-28 X·@DrNHJ · 美国能源投资意愿 · 管理层表态/地缘政治
이란 전쟁 여파: 현재 이란 전쟁과 관련된 여러 도전 과제들이 있음에도 불구하고, ADNOC 측은 미국 에너지 밸류체인에 대한 투자 의지가 "확고하다(unwavering)"고 강조했습니다.
tags: 好信源 · → daily
<a id="atom-de74102c811ef9ac"></a>🟦 2026-04-28 X·@DrNHJ · 美国市场行动风格 · 管理层表态
기대 수익: 다만, 적절한 수익 기대치가 충족되는 조건 하에 진행될 것이며, 미국 시장에서 매우 "대담하게(bold)" 움직일 준비가 되어 있다는 입장입니다.
tags: 好信源 · → daily
<a id="atom-92c319c4dd22cf81"></a>🟦 2026-05-15 X·@TheTranscript_ · Fujairah export capacity · 供给产能/能源
double ADNOC’s export capacity through Fujairah
tags: 好数字 · → daily
value: qty=double · date=2027
📷 原图

🟦 新闻流 (squawk · 40)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-9974c0248dc650f7"></a>🟦 2026-06-25 X·@financialjuice · 参与开发 Bab 气顶项目 · 合作客户/资本开支
BP, ADNOC and others to develop Bab gas cap project in Abu Dhabi
tags: 好信源 · → daily
value: direction=参与 · location=Abu Dhabi
<a id="atom-db342575c0e3f285"></a>🟦 2026-06-25 X·@FirstSquawk · 牵头财团开发Bab Gas Cap项目 · 合作客户
BP Joins ADNOC-Led Consortium in Agreement to Develop Abu Dhabi’s Bab Gas Cap Project
tags: 好信源 · → daily
<a id="atom-53a3f9b8fde69641"></a>🟦 2026-06-24 X·@FirstSquawk · 7月Umm Lulu原油价格设定 · 价格动态
ADNOC SETS JULY UMM LULU CRUDE PRICE AT PARITY WITH MURBAN
tags: 好数字 · → daily
value: price=Murban平价
<a id="atom-3de2e3b12b6da9fb"></a>🟦 2026-06-09 X·@FirstSquawk · upstream CEO says exiting OPEC gave UAE greater flexibility · 监管政策
ADNOC UPSTREAM CEO AL KAABI SAYS EXITING OPEC HAS GIVEN UAE GREATER FLEXIBILITY.
tags: 好观点 · → daily
value: qty= · date=2026-06-09
<a id="atom-72fc1771fb2f41c6"></a>🟦 2026-06-08 X·@FirstSquawk · 正在向亚洲买家大量销售波斯湾原油 · 出货量
ADNOC IS SELLING A LARGE AMOUNT OF CRUDE OIL FROM THE PERSIAN GULF TO BUYERS IN ASIA.
tags: 好数字 · → daily
value: qty=LARGE AMOUNT · direction=from Persian Gulf to Asia
<a id="atom-4799e424f0c50571"></a>🟦 2026-06-02 X·@FirstSquawk · sulfur ships stranded count · 供给产能
ADNOC: HAS 12 SHIPS WITH SULFUR STRANDED IN PERSIAN GULF
tags: 好数字 · → daily
value: qty=12
<a id="atom-868735ce8368b619"></a>🟦 2026-06-02 X·@FirstSquawk · 计划建设石油产品管道以绕过霍尔木兹海峡 · 供给产能/地缘政治
ADNOC PLANS OIL PRODUCTS PIPELINE TO BYPASS HORMUZ: FT
tags: 好信源 · → daily
<a id="atom-beceb9d1830e24dc"></a>🟦 2026-06-02 X·@FirstSquawk · 管理层表态：持续加强供应渠道以应对长期危机 · 供应链/管理层表态
STATE-OWNED ADNOC SPENDS 'A LOT OF TIME SEEING HOW WE CAN REINFORCE OUR CHANNELS OF SUPPLY AND OUR SYSTEMS TO ENSURE THAT IF THE CRISIS CONTINUES LONGER, AS WE THINK IT MIGHT, WE STILL HAVE THE ABILITY TO SUPPLY OUR CUSTOMERS IN AN EFFICIENT AND COMPETITIVE MANNER'
tags: 好信源 · → daily
<a id="atom-7e3c179b7c36bedf"></a>🟦 2026-05-21 X·@FirstSquawk · complete oil flow recovery expected date · 供给产能
ADNOC indicates that complete oil flow recovery is not expected until early 2027 at the earliest.
tags: 好信源 · → daily
value: date=early 2027
<a id="atom-8f40c21cd3717d8d"></a>🟦 2026-05-20 X·@DeItaone · 恢复至冲突前80%流量的时间预期 · 供给产能
IT WILL TAKE AT LEAST 4 MONTHS TO GET BACK TO 80% OF PRE CONFLICT FLOWS
tags: 好信源 · → daily
value: qty=4个月 · date=2026-05-20
<a id="atom-b2d299789a2f52d0"></a>🟦 2026-05-20 X·@FirstSquawk · 新管道建设进度 · 供给产能
WE MOVED AHEAD WITH OUR NEW PIPELINE TO BYPASS HORMUZ IN 2025 AND TODAY IT IS ALREADY 50% COMPLETE
tags: 好数字 · → daily
value: qty=50% · date=2026-05-20
<a id="atom-3756b52f782c891f"></a>🟦 2026-05-20 X·@FirstSquawk · 全球备用产能水平 · 供给产能
GLOBAL SPARE CAPACITY IS AT ABOUT 3 MLN BPD
tags: 好数字 · → daily
value: qty=3 MLN BPD · date=当前
<a id="atom-4c561f75d8986255"></a>🟥 2026-05-20 X·@FirstSquawk · 全球备用产能应有水平 · 供给产能
IT SHOULD BE 5 MLN BPD
tags: 好观点 · → daily
value: qty=5 MLN BPD
<a id="atom-f2d7878ff740982b"></a>🟦 2026-05-20 X·@FirstSquawk · 产能恢复时间 · 供给产能/地缘政治
ADNOC SEES SEVERAL WEEKS, MONTHS TO RESTORE FULL CAPACITY: CEO
tags: 好数字·好信源 · → daily
value: qty=几周到几个月 · date=未知
<a id="atom-c8bd685ec8bfdc31"></a>🟦 2026-05-15 X·@FirstSquawk · 出口能力增量 · 供给产能
SECOND FUJAIRAH PIPELINE TO DOUBLE ADNOC EXPORT CAPACITY, BYPASSING STRAIT OF HORMUZ AFTER COMPLETION NEXT YEAR
tags: 好信源 · → daily
value: qty=翻倍 · date=2027
<a id="atom-2c7cfa09b57f11f4"></a>🟦 2026-05-15 X·@FirstSquawk · 与印度战略原油储备协议 · 能源
ADNOC HAS AGREED TO INCREASE INDIA'S STRATEGIC CRUDE OIL RESERVE TO 30 MILLION BARRELS.
tags: 好数字 · → daily
value: qty=30 million barrels
<a id="atom-30597ab1c8fdf548"></a>🟦 2026-05-15 X·@FirstSquawk · 与印度签署战略能源协议 · 合作客户
ADNOC AND INDIA SIGN STRATEGIC DEALS IN ENERGY IN FRONT OF UAE PRESIDENT AND INDIAN PRIME MINISTER
tags: 好信源 · → daily
<a id="atom-3409f6e8054c3d19"></a>🟦 2026-05-15 X·@FirstSquawk · entered agreements for strategic partnership with Indian Strategic Petroleum Reserves Limited · 合作客户
ADNOC HAS ENTERED AGREEMENTS FOR STRATEGIC PARTNERSHIP WITH INDIAN STRATEGIC PETROLEUM RESERVES LIMITED TO COLLABORATE ON CRUDE OIL, LNG, AND LPG STORAGE, ALONG WITH STRATEGIC RESERVES.
tags: 好信源 · → daily
<a id="atom-56c0f1e4e92978a4"></a>🟦 2026-05-15 X·@FirstSquawk · announced possible new storage projects · 供给产能
ADNOC ANNOUNCES POSSIBLE NEW STORAGE PROJECTS IN VISHAKHAPATNAM AND CHANDIKOL.
tags: 好信源 · → daily
value: location=['Vishakhapatnam', 'Chandikol']
<a id="atom-be2eb01eac209f18"></a>🟦 2026-05-15 X·@FirstSquawk · 讨论在印度开展LNG和LPG存储机会 · 合作客户
ADNOC IS DISCUSSING LNG AND LPG STORAGE OPPORTUNITIES IN INDIA.
tags: 好信源 · → daily
<a id="atom-8a1c644b05fe619f"></a>🟦 2026-05-15 X·@FirstSquawk · 谈判内容 · 地缘政治
ADNOC IS DISCUSSING A DEAL THAT INCLUDES CRUDE OIL STORAGE IN FUJAIRAH FOR INDIA'S STRATEGIC PETROLEUM RESERVE.
tags: 好信源 · → daily
<a id="atom-c4b3c9e66ba7480a"></a>🟦 2026-05-15 X·@FirstSquawk · 可能增加原油储存 · 价格动态/地缘政治
ADNOC MAY RAISE CRUDE OIL STORAGE IN INDIA TO 30 MILLION BARRELS, INCLUDING CURRENT STORAGE IN MANGALORE.
tags: 好数字·好信源 · → daily
value: qty=30 MILLION BARRELS · date=未指定
<a id="atom-d79dc9587bfef0bd"></a>🟦 2026-05-15 X·@FirstSquawk · expands LPG supply and trading partnership with Indian Oil Corporation · 合作客户/供给产能
ADNOC IS EXPANDING LPG SUPPLY AND TRADING PARTNERSHIP WITH INDIAN OIL CORPORATION, BACKED BY ADNOC GLOBAL TRADING.
tags: 好信源 · → daily
<a id="atom-4816b13b0e7a2bf3"></a>🟦 2026-05-15 X·@FirstSquawk · 与印度石油公司签署战略合作协议以探索更多LPG供应和贸易机会 · 合作客户
ADNOC HAS SIGNED A STRATEGIC COLLABORATION DEAL WITH INDIAN OIL CORPORATION TO EXPLORE MORE LPG SUPPLY AND TRADING OPPORTUNITIES.
tags: 好信源 · → daily
<a id="atom-929ad841790241f0"></a>🟦 2026-05-15 X·@FirstSquawk · 原油存储容量计划 · 产能扩张
INDIA AND UAE'S OIL AGREEMENT COULD RAISE ADNOC’S CRUDE OIL STORAGE IN INDIA TO 30 MILLION BARRELS, ACCORDING TO ADNOC'S ANNOUNCEMENT.
tags: 好数字·好信源 · → daily
value: qty=30 MILLION BARRELS · date=未指定
<a id="atom-79c35273ae841136"></a>🟥 2026-05-15 X·@FirstSquawk · 发现新的LPG供应和交易机会 · 合作客户/供给产能
ADNOC WILL DISCOVER NEW LPG SUPPLY AND TRADING OPPORTUNITIES WITH INDIAN OIL CORP.
tags: 好观点 · → daily
<a id="atom-10223f8a4ab855e0"></a>🟦 2026-05-15 X·@FirstSquawk · 与印度讨论石油协议 · 地缘政治/能源
ADNOC AND INDIA ARE DISCUSSING AN OIL AGREEMENT THAT INCLUDES POSSIBLE CRUDE STORAGE IN FUJAIRAH FOR INDIA'S STRATEGIC PETROLEUM RESERVE.
tags: 好信源 · → daily
<a id="atom-136178d5446f5ff9"></a>🟦 2026-05-13 X·@FirstSquawk · June Murban crude price · 价格动态
The UAE’s ADNOC priced June Murban crude at $104.44 per barrel.
tags: 好数字 · → daily
value: qty=$104.44 per barrel · date=June 2026
<a id="atom-257df156807d52f5"></a>🟦 2026-05-12 X·@FirstSquawk · CEO声明全球石油短缺 · 供给产能/地缘政治
ADNOC CEO SAYS WORLD IS 1B BARRELS SHORT DUE TO HORMUZ CLOSURE
tags: 好观点 · → daily
value: qty=1B barrels · date=当前
<a id="atom-050abfb1bda9e6c5"></a>🟦 2026-05-12 X·@FirstSquawk · ready to resume exports once Hormuz opens · 地缘政治/出口管制
ADNOC CEO SAYS READY TO RESUME EXPORTS ONCE HORMUZ OPENS - WSJ
tags: 好信源 · → daily
value: date=2026-05-12
<a id="atom-85b7b5347cf4266c"></a>🟦 2026-05-08 X·@FirstSquawk · 成功运输石油货物 · 地缘政治
ARAMCO TRADING AND ADNOC ARE SUCCESSFULLY TRANSFERRING OIL CARGOES THROUGH THE HORMUZ STRAIT.
tags: 好信源 · → daily
value: direction=through the Hormuz Strait
<a id="atom-e2fce5313ba8bd4e"></a>🟥 2026-05-04 X·@financialjuice · 退出OPEC决策不针对任何人 · 地缘政治
UAE Adnoc's Ceo Sultan Al Jaber: the UAE's sovereign decision to reposition itself within the global energy landscape, and to exit OPEC and OPEC+, is not a decision directed against anyone
tags: 好信源 · → daily
<a id="atom-5959ec051d16230c"></a>🟦 2026-05-04 X·@FirstSquawk · 出口管制 · 地缘政治
ADNOC CEO Sultan Al Jaber says the UAE’s exit from OPEC and OPEC+ and energy repositioning is not aimed against anyone
tags: 好信源 · → daily
value: direction=exit
<a id="atom-4e8b111c75c861a0"></a>🟦 2026-05-04 X·@FirstSquawk · CEO says OPEC exit supports UAE's long-term strategic and national interests · 地缘政治/战略决策
ADNOC CEO Sultan Al Jaber says OPEC exit supports UAE’s long-term strategic and national interests.
tags: 好信源 · → daily
<a id="atom-9ab22c6689affe44"></a>🟦 2026-05-04 X·@FirstSquawk · CEO statement on decision enabling faster investment, expansion, and value creation for UAE · 管理层表态
ADNOC CEO Sultan Al Jaber says the decision enables faster investment, expansion, and value creation for the UAE.
tags: 好信源 · → daily
<a id="atom-63a0e35ef847080b"></a>🟦 2026-05-04 X·@FirstSquawk · procurement opportunities value · 资本开支
ADNOC CEO Sultan Al Jaber unveils AED 180 billion procurement opportunities
tags: 好数字 · → daily
value: qty=AED 180 billion
<a id="atom-0b6d237bdb84d0df"></a>🟦 2026-05-03 X·@FirstSquawk ⭐ · 项目授予计划 · 资本开支
IT WILL AWARD $55B IN PROJECTS FOR 2026-2028 TO ADVANCE GROWTH STRATEGY- STATEMENT
tags: 好数字·好信源 · → daily
value: qty=$55B · date=2026-2028
<a id="atom-32834c822a4ad1ae"></a>🟦 2026-05-03 X·@FirstSquawk [老化中] · awards will support five-year capex plan · 资本开支/地缘政治
ADNOC: AWARDS WILL SUPPORT FIVE-YEAR CAPEX PLAN AND MARK NEW PHASE OF LARGE-SCALE PROJECT EXECUTION TO MEET GLOBAL ENERGY DEMAND
tags: 好信源 · → daily
value: date=five-year
<a id="atom-d153734797b65fa0"></a>🟦 2026-05-03 X·@FirstSquawk · 项目授标金额 · 资本开支
ADNOC: ADNOC TO ACCELERATE GROWTH & DELIVERY OF ITS STRATEGY WITH AED200 BLN IN PROJECT AWARDS
tags: 好数字 · → daily
value: qty=AED200 BLN
<a id="atom-116e7bb20d2cb602"></a>🟦 2026-05-03 X·@FirstSquawk · 2026-2028 项目授标 · 资本开支
ADNOC: PROJECT AWARDS FOR 2026-2028 REINFORCE DELIVERY OF APPROVED CAPEX PLAN
tags: 好信源 · → daily
value: date=2026-2028

⏱ 时间轴 (近 20)

🟦 2026-06-25 · fact · 参与开发 Bab 气顶项目 · → daily
🟦 2026-06-25 · fact · 牵头财团开发Bab Gas Cap项目 · → daily
🟦 2026-06-24 · fact · 7月Umm Lulu原油价格设定 · → daily
🟦 2026-06-15 · fact · dark fleet oil throughput through Hormuz Strait · → daily
🟦 2026-06-09 · narrative · upstream CEO says exiting OPEC gave UAE greater flexibility · → daily
🟦 2026-06-08 · fact · 正在向亚洲买家大量销售波斯湾原油 · → daily
🟦 2026-06-02 · fact · sulfur ships stranded count · → daily
🟦 2026-06-02 · fact · 计划建设石油产品管道以绕过霍尔木兹海峡 · → daily
🟦 2026-06-02 · fact · 计划建设绕过霍尔木兹海峡的成品油管道 · → daily
🟦 2026-06-02 · narrative · 管理层表态：持续加强供应渠道以应对长期危机 · → daily
🟦 2026-05-21 · fact · complete oil flow recovery expected date · → daily
🟦 2026-05-20 · forecast · 恢复至冲突前80%流量的时间预期 · → daily
🟦 2026-05-20 · fact · 新管道建设进度 · → daily
🟦 2026-05-20 · fact · 全球备用产能水平 · → daily
🟥 2026-05-20 · narrative · 全球备用产能应有水平 · → daily
🟦 2026-05-20 · fact · Hormuz shutdown severity · → daily
🟦 2026-05-20 · fact · 产能恢复时间 · → daily
🟦 2026-05-16 · fact · 동서 송유관 건설 가동 목표 연도 · → daily
🟦 2026-05-16 · fact · 하브샨-푸자이라 송유관 일일 최대 수송량 · → daily
🟦 2026-05-15 · fact · 出口能力增量 · → daily

← 实体目录 · 系统日志