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。

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EIA

63 atoms · 跨 8 天 · 首见 2026-04-15 · 最近 2026-07-01

三色: 🟦 fact 63 · 🟥 take 0 · stance ▲10/▼6/◆15

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 2

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 63

时态: fresh:63

标签: 好数字:53 · 好信源:26

📄 广泛报道的事实 · 8 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)

2026 world oil output forecast — 2 源报道 (含2快讯) · X
美国原油产量预测2027 — 2 源报道 (含2快讯) · X
美国天然气产量预测2026 — 2 源报道 (含2快讯) · X
美国天然气需求预测2027 — 2 源报道 (含2快讯) · X
Iran war-related oil production shut-ins peak expectation — 2 源报道 (含2快讯) · X
原油价格预测 — 2 源报道 (含2快讯) · X
2027 U.S. oil demand forecast — 2 源报道 (含2快讯) · X
Strait of Hormuz traffic forecast — 2 源报道 (含2快讯) · X

💢 核心分歧 (2 轴)

1. 全球石油产出恢复时间表长短分歧

*topic: 供给产能/地缘政治/订单需求 · 5 bull vs 4 bear*

🟢 bullish 侧:

<a id="atom-00c7c4d5c54cd818"></a>2026-05-12 X·@financialjuice · 美国原油产量预测2026 · 供给产能 +同日4条
EIA sees 2026 US oil output of 13.65 mln bpd, vs prior forecast 13.51 mln bpd
tags: 好数字 · → daily
value: qty=13.65 mln bpd · date=2026

🔴 bearish 侧:

<a id="atom-a38fdf012fd8692c"></a>2026-05-12 X·@financialjuice · 原油停产预估4月 · 供给产能
EIA estimates 10.5 mln bpd of crude oil output was shut in during April from Iraq, Saudi Arabia, Kuwait, UAE, Qatar, and Bahrain.
tags: 好数字 · → daily
value: qty=10.5 mln bpd · date=April 2026
<a id="atom-a2b1db89393a5fae"></a>2026-05-12 X·@DeItaone · 伊朗因战争停产产量峰值 · 供给产能
EIA estimates Iran-war-related production shut-ins will peak at about 10.8 million barrels per day in May
tags: 好数字 · → daily
value: qty=10.8 million barrels per day · date=May 2026
<a id="atom-c2da39042453b45b"></a>2026-06-09 X·@financialjuice · 2026世界石油产量前次预测 · 供给产能 +同日1条
down from prior forecast of 101.6 million bpd
tags: 好数字 · → daily
value: qty=101.6 million bpd · date=2026

展开 5 条中性

<a id="atom-827e51f8cbe5027d"></a>2026-05-12 X·@DeItaone · 全球石油产出和贸易流恢复正常时间 · 供给产能
EIA expects global oil output and trade flows to return to pre-conflict levels by late 2026 or early 2027
tags: 好信源 · → daily
value: date=2026年底或2027年初
<a id="atom-efd5d4c1577a8459"></a>2026-06-09 X·@financialjuice ⭐ · 2026 U.S. oil production forecast · 能源/供给产能
EIA projects 2026 U.S. oil production at 13.72 million bpd
tags: 好数字·好信源 · → daily
value: qty=13.72 million bpd · date=2026

2. 霍尔木兹海峡中断对油价推升幅度分歧

*topic: 价格动态/地缘政治 · 5 bull vs 2 bear*

🟢 bullish 侧:

<a id="atom-4e7d197fc56e8680"></a>2026-05-12 X·@DeItaone · 若霍尔木兹海峡持续关闭至6月底的油价推升幅度 · 价格动态
If the Strait of Hormuz remains closed through late June, crude prices could run about $20 per barrel higher than forecasts
tags: 好数字 · → daily
value: qty=$20 per barrel
<a id="atom-558dca76233c92b5"></a>2026-05-13 X·@DeItaone ⭐ · 原油库存周度变化 · 价格动态/库存
BRENT, US CRUDE FUTURES EXTEND GAINS AS EIA DATA SHOWS BIGGER-THAN-EXPECTED DROP IN CRUDE STOCKS
tags: 好数字·好信源 · → daily
value: qty=大于预期的下降 · date=2026-05-13
<a id="atom-125ef87a9ebc2b0d"></a>2026-05-20 X·@zerohedge · Price Surge is Set To Continue · 价格动态/能源
As Price Surge Set To Continue
tags: 好信源 · → daily
value: direction=up
<a id="atom-bca3bd64453c8047"></a>2026-06-09 X·@financialjuice ⭐ · 2026 U.S. oil production forecast revision · 供给产能/价格动态 +同日1条
up from prior 13.65 million
tags: 好数字·好信源 · → daily
value: qty=13.72 million bpd · date=2026

🔴 bearish 侧:

<a id="atom-4adab1ec7bb2d73f"></a>2026-05-12 X·@financialjuice · WTI价格预测2026 · 价格动态 +同日1条
EIA sees 2026 WTI price average of 85.68/bbl, vs prior forecast 87.41/bbl
tags: 好数字 · → daily
value: qty=85.68/bbl · date=2026

展开 6 条中性

<a id="atom-2b671dde40b14847"></a>2026-05-12 X·@financialjuice · WTI价格预测2027 · 价格动态
2027 forecast of 74.39/bbl (pvs 72.43/bbl)
tags: 好数字 · → daily
value: qty=74.39/bbl · date=2027
<a id="atom-2c92152d7f604e0c"></a>2026-06-09 X·@financialjuice · expects Middle East output disruption beyond STEO forecast through end of 2027 · 供给产能/地缘政治
EIA expects some Middle East output to remain disrupted beyond STEO forecast that runs through end of 2027
tags: 好信源 · → daily
value: date=end of 2027
<a id="atom-f6a9a9fae19dfb6b"></a>2026-06-09 X·@FirstSquawk · 预期石油通过霍尔木兹海峡运输恢复时间 · 地缘政治/能源
EIA NOW EXPECTS OIL SHIPMENTS THROUGH THE STRAIT OF HORMUZ TO RESUME IN Q3 2026.
tags: 好信源 · → daily
value: qty=Q3 2026 · date=2026年第三季度

🟦 客观事实 (facts) (5)

<a id="atom-32be7bc30a6b922c"></a>🟦 2026-05-28 X·@Sino_Market · 周度天然气库存变动 · 库存
EIA Weekly Natural Gas Storage Up 92 Bcf
tags: 好数字 · → daily
value: qty=92 Bcf · direction=up · date=week ended May 22
[图: EIA周度天然气库存数据新闻卡片 — 库存增加量: 92 Bcf; 总库存量: 2,483 Bcf; 高于5年均值比例: 6.2%; 高于5年均值数量: 144 Bcf; 同比增加: 21 Bcf]
📷 原图
<a id="atom-3c64e2f93dee9ac3"></a>🟦 2026-05-28 X·@Sino_Market · 天然气总库存 · 库存
Inventory 2,483 Bcf
tags: 好数字 · → daily
value: qty=2,483 Bcf · date=week ended May 22
[图: EIA周度天然气库存数据新闻卡片 — 库存增加量: 92 Bcf; 总库存量: 2,483 Bcf; 高于5年均值比例: 6.2%; 高于5年均值数量: 144 Bcf; 同比增加: 21 Bcf]
📷 原图
<a id="atom-ffa880500c4b0ac5"></a>🟦 2026-05-28 X·@Sino_Market · 天然气库存高于5年均值幅度 · 库存
Inventories were 144 Bcf (6.2%) above the five‑year average
tags: 好数字 · → daily
value: qty=6.2% · date=week ended May 22
[图: EIA周度天然气库存数据新闻卡片 — 库存增加量: 92 Bcf; 总库存量: 2,483 Bcf; 高于5年均值比例: 6.2%; 高于5年均值数量: 144 Bcf; 同比增加: 21 Bcf]
📷 原图
<a id="atom-139d78f848f18645"></a>🟦 2026-05-20 X·@zerohedge · Commercial Electricity Use will surpass Residential in 2027 · 能源/价格动态
Commercial Electricity Use Will Surpass Residential In 2027
tags: 好信源 · → daily
value: date=2027
<a id="atom-125ef87a9ebc2b0d"></a>🟦 2026-05-20 X·@zerohedge · Price Surge is Set To Continue · 价格动态/能源
As Price Surge Set To Continue
tags: 好信源 · → daily
value: direction=up

🟦 新闻流 (squawk · 40)

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

<a id="atom-33103e0004a6b986"></a>🟦 2026-07-01 X·@financialjuice ⭐ · 汽油库存实际变化 · 库存
EIA GASOLINE INVENTORIES ACTUAL -2.333M (FORECAST -0.861M, PREVIOUS 2.064M)
tags: 好数字·好信源 · → daily
value: qty=-2.333M
<a id="atom-838031d866ab77f2"></a>🟦 2026-07-01 X·@financialjuice · US crude stocks latest week · 库存
EIA: US crude stocks in latest week fell to their lowest since September 2018.
tags: 好数字 · → daily
value: qty=lowest since September 2018 · date=latest week
<a id="atom-55b4db84a54198e3"></a>🟦 2026-06-09 X·@financialjuice · 2026 U.S. oil demand forecast · 需求预测
EIA forecasts 2026 U.S. oil demand at 20.7 mln bpd, unchanged from previous
tags: 好数字 · → daily
value: qty=20.7 mln bpd · date=2026
<a id="atom-d5e26790792608ad"></a>🟦 2026-06-09 X·@financialjuice · 2027 U.S. oil demand forecast · 需求预测
expects 2027 demand at 20.7 mln bpd
tags: 好数字 · → daily
value: qty=20.7 mln bpd · date=2027
<a id="atom-efd5d4c1577a8459"></a>🟦 2026-06-09 X·@financialjuice ⭐ · 2026 U.S. oil production forecast · 能源/供给产能
EIA projects 2026 U.S. oil production at 13.72 million bpd
tags: 好数字·好信源 · → daily
value: qty=13.72 million bpd · date=2026
<a id="atom-bca3bd64453c8047"></a>🟦 2026-06-09 X·@financialjuice ⭐ · 2026 U.S. oil production forecast revision · 供给产能/价格动态
up from prior 13.65 million
tags: 好数字·好信源 · → daily
value: qty=13.72 million bpd · date=2026
<a id="atom-95fcb355f330957f"></a>🟦 2026-06-09 X·@financialjuice ⭐ · 2027 U.S. oil production forecast · 供给产能/价格动态
forecasts 2027 output at 14.15 million bpd versus 14.1 million previously
tags: 好数字·好信源 · → daily
value: qty=14.15 million bpd · date=2027
<a id="atom-bb49f97af1c155a6"></a>🟦 2026-06-09 X·@financialjuice · WTI 2026 年均价预测 · 价格动态
EIA sees 2026 WTI price average at $88.32/bbl
tags: 好数字 · → daily
value: qty=$88.32/bbl · date=2026
<a id="atom-8bd57f9a4f169c44"></a>🟦 2026-06-09 X·@financialjuice · WTI 2026 年均价预测上调 · 价格动态
up from prior $85.68
tags: 好数字 · → daily
value: qty=up from $85.68 · direction=up
<a id="atom-e86eef5a541a9ad6"></a>🟦 2026-06-09 X·@financialjuice · WTI 2027 年均价预测 · 价格动态
2027 forecast steady at $74.39/bbl
tags: 好数字 · → daily
value: qty=$74.39/bbl · date=2027
<a id="atom-1b77118ef4199ccc"></a>🟦 2026-06-09 X·@financialjuice · 2026世界石油需求预测 · 需求预测
EIA projects 2026 world oil demand at 102.9 mln bpd, down from prior 104.2 mln bpd
tags: 好数字 · → daily
value: qty=102.9 mln bpd · date=2026
<a id="atom-094e0fa1d85b5c41"></a>🟦 2026-06-09 X·@financialjuice · 2026世界石油需求前次预测 · 需求预测
down from prior 104.2 mln bpd
tags: 好数字 · → daily
value: qty=104.2 mln bpd · date=prior
<a id="atom-93ce0a9d2fe22139"></a>🟦 2026-06-09 X·@financialjuice · 2027世界石油需求预测 · 需求预测
2027 demand seen at 105.3 mln bpd versus 105.6 mln bpd prior
tags: 好数字 · → daily
value: qty=105.3 mln bpd · date=2027
<a id="atom-1b69d5012f5c4901"></a>🟦 2026-06-09 X·@financialjuice · 2027世界石油需求前次预测 · 需求预测
105.6 mln bpd prior
tags: 好数字 · → daily
value: qty=105.6 mln bpd · date=prior
<a id="atom-1d0d2eac4b072ff6"></a>🟦 2026-06-09 X·@financialjuice · 2026世界石油产量预测 · 供给产能
EIA projects 2026 world oil output at 99 million bpd
tags: 好数字 · → daily
value: qty=99 million bpd · date=2026
<a id="atom-c2da39042453b45b"></a>🟦 2026-06-09 X·@financialjuice · 2026世界石油产量前次预测 · 供给产能
down from prior forecast of 101.6 million bpd
tags: 好数字 · → daily
value: qty=101.6 million bpd · date=2026
<a id="atom-fd436711887feb6c"></a>🟦 2026-06-09 X·@financialjuice · 2027世界石油产量预测 · 供给产能
expects 2027 output of 109.3 million bpd
tags: 好数字 · → daily
value: qty=109.3 million bpd · date=2027
<a id="atom-0e347dba99c8bef8"></a>🟦 2026-06-09 X·@financialjuice · 2027世界石油产量前次预测 · 供给产能
versus 109.5 million bpd previously
tags: 好数字 · → daily
value: qty=109.5 million bpd · date=2027
<a id="atom-d7a1af4c25382d8c"></a>🟦 2026-06-09 X·@financialjuice ⭐ · U.S. natural gas output forecast June · 供给产能/价格动态
U.S. natural gas output to average 122.3 bcf/day in June
tags: 好数字·好信源 · → daily
value: qty=122.3 bcf/day · date=June 2026
<a id="atom-21001565fa656804"></a>🟦 2026-06-09 X·@financialjuice ⭐ · U.S. natural gas output May · 供给产能/价格动态
122.1 bcf/day in May
tags: 好数字·好信源 · → daily
value: qty=122.1 bcf/day · date=May 2026
<a id="atom-2cf665d4b6e7912b"></a>🟦 2026-06-09 X·@FirstSquawk ⭐ · 2026 美国石油日产量预测 · 供给产能
EIA PREDICTS U.S. OIL OUTPUT IN 2026 AT 13.72 MLN BPD, UP FROM 13.65 MLN BPD
tags: 好数字·好信源 · → daily
value: qty=13.72 MLN BPD · date=2026
<a id="atom-9f8962186b3763b8"></a>🟦 2026-06-09 X·@FirstSquawk ⭐ · 2027 美国石油日产量预测 · 供给产能
FOR 2027, EXPECTS OUTPUT AT 14.15 MLN BPD, SLIGHTLY HIGHER THAN 14.1 MLN BPD
tags: 好数字·好信源 · → daily
value: qty=14.15 MLN BPD · date=2027
<a id="atom-cad827ea764b8782"></a>🟦 2026-06-09 X·@FirstSquawk ⭐ · 2026 美国天然气日产量预测 · 供给产能
EIA ALSO REPORTS 2026 NATGAS OUTPUT OF 111 BCF/DAY, INCREASING FROM 110.6 BCF/D
tags: 好数字·好信源 · → daily
value: qty=111 BCF/DAY · date=2026
<a id="atom-8647564323a86891"></a>🟦 2026-06-09 X·@FirstSquawk ⭐ · 2027 美国天然气日需求预测 · 订单需求
ESTIMATES 2027 DEMAND AT 113.6 BCF/D, DOWN FROM 115 BCF/D
tags: 好数字·好信源 · → daily
value: qty=113.6 BCF/D · date=2027
<a id="atom-e5174c2c57e1f2da"></a>🟦 2026-06-09 X·@FirstSquawk ⭐ · 2026 美国石油日需求预测 · 订单需求
OIL DEMAND FOR 2026 STAYS AT 20.7 MLN BPD, SAME AS PRIOR FORECAST
tags: 好数字·好信源 · → daily
value: qty=20.7 MLN BPD · date=2026
<a id="atom-6fa11f28717f87f1"></a>🟦 2026-06-09 X·@FirstSquawk ⭐ · 2027 美国石油日需求预测 · 订单需求
2027 DEMAND REMAINS AT 20.7 MLN BPD
tags: 好数字·好信源 · → daily
value: qty=20.7 MLN BPD · date=2027
<a id="atom-c1e6752e570d34b5"></a>🟦 2026-06-09 X·@financialjuice · Strait of Hormuz oil shipments assumption · 地缘政治
EIA now assumes oil shipments through Strait of Hormuz resume in Q3 2026
tags: 好信源 · → daily
value: date=Q3 2026
<a id="atom-d7b05f27e59e80d1"></a>🟦 2026-06-09 X·@financialjuice ⭐ · Strait of Hormuz traffic forecast · 地缘政治/能源
EIA does not expect Strait of Hormuz traffic to ramp up to pre-Iran war level until early 2027.
tags: 好信源·好数字 · → daily
value: date=early 2027
<a id="atom-2c92152d7f604e0c"></a>🟦 2026-06-09 X·@financialjuice · expects Middle East output disruption beyond STEO forecast through end of 2027 · 供给产能/地缘政治
EIA expects some Middle East output to remain disrupted beyond STEO forecast that runs through end of 2027
tags: 好信源 · → daily
value: date=end of 2027
<a id="atom-f6a9a9fae19dfb6b"></a>🟦 2026-06-09 X·@FirstSquawk · 预期石油通过霍尔木兹海峡运输恢复时间 · 地缘政治/能源
EIA NOW EXPECTS OIL SHIPMENTS THROUGH THE STRAIT OF HORMUZ TO RESUME IN Q3 2026.
tags: 好信源 · → daily
value: qty=Q3 2026 · date=2026年第三季度
<a id="atom-ff0d3e44fc783680"></a>🟦 2026-06-09 X·@FirstSquawk · 预测霍尔木兹海峡交通流量 · 地缘政治/能源
US EIA FORECASTS STRAIT OF HORMUZ TRAFFIC WILL NOT RETURN TO PRE-IRAN WAR LEVELS UNTIL EARLY 2027.
tags: 好信源 · → daily
value: date=early 2027
<a id="atom-2fe63034d6949638"></a>🟦 2026-05-13 X·@financialjuice · 原油库存变化 · 库存
EIA Crude Oil Inventories Actual -4.305M (Forecast -2.454M, Previous -2.313M)
tags: 好数字 · → daily
value: qty=-4.305M · date=2026-05-13
<a id="atom-d1740306e57e3637"></a>🟦 2026-05-13 X·@financialjuice · 汽油库存变化 · 库存
EIA Gasoline Inventories Actual -4.084M (Forecast -3.05M, Previous -2.504M)
tags: 好数字 · → daily
value: qty=-4.084M · date=2026-05-13
<a id="atom-052fcb9da0188cbe"></a>🟦 2026-05-13 X·@financialjuice · 馏分油库存变化 · 库存
EIA Distillate Inventories Actual 0.19M (Forecast -2.729M, Previous -1.294M)
tags: 好数字 · → daily
value: qty=+0.19M · date=2026-05-13
<a id="atom-fe04ab49b9e6ad38"></a>🟦 2026-05-13 X·@financialjuice · 库欣原油库存变化 · 库存
EIA Crude Cushing Inventories Actual -1.702M (Forecast -, Previous -0.648M)
tags: 好数字 · → daily
value: qty=-1.702M · date=2026-05-13
<a id="atom-558dca76233c92b5"></a>🟦 2026-05-13 X·@DeItaone ⭐ · 原油库存周度变化 · 价格动态/库存
BRENT, US CRUDE FUTURES EXTEND GAINS AS EIA DATA SHOWS BIGGER-THAN-EXPECTED DROP IN CRUDE STOCKS
tags: 好数字·好信源 · → daily
value: qty=大于预期的下降 · date=2026-05-13
<a id="atom-f7d6fa53e3800401"></a>🟦 2026-05-12 X·@FirstSquawk · 2026 world oil output forecast · 供给产能
EIA SEES 2026 WORLD OIL OUTPUT OF 101.6 MLN BPD, VS PRIOR FORECAST 104.3 MLN BPD
tags: 好数字 · → daily
value: qty=101.6 million bpd · date=2026
<a id="atom-8bf228376af671c1"></a>🟦 2026-05-12 X·@FirstSquawk · 2027 world oil output forecast · 供给产能
EIA SEES 2027 OUTPUT OF 109.5 MLN BPD (PVS 109.5 MLN BPD)
tags: 好数字 · → daily
value: qty=109.5 million bpd · date=2027
<a id="atom-9855157c624cd7b9"></a>🟦 2026-05-12 X·@FirstSquawk · 2026 world oil demand forecast · 订单需求
EIA SEES 2026 WORLD OIL DEMAND OF 104.2 MLN BPD, VS PRIOR FORECAST 104.6 MLN BPD
tags: 好数字 · → daily
value: qty=104.2 million bpd · date=2026
<a id="atom-b5d6ba85b939c3d0"></a>🟦 2026-05-12 X·@FirstSquawk · 2027 world oil demand forecast · 订单需求
EIA SEES 2027 DEMAND OF 105.6 MLN BPD (PVS 106.2 MLN BPD)
tags: 好数字 · → daily
value: qty=105.6 million bpd · date=2027

⏱ 时间轴 (近 20)

🟦 2026-07-01 · fact · 汽油库存实际变化 · → daily
🟦 2026-07-01 · fact · US crude stocks latest week · → daily
🟦 2026-06-09 · fact · 2026 U.S. oil demand forecast · → daily
🟦 2026-06-09 · fact · 2027 U.S. oil demand forecast · → daily
🟦 2026-06-09 · forecast · 2026 U.S. oil production forecast · → daily
🟦 2026-06-09 · fact · 2026 U.S. oil production forecast revision · → daily
🟦 2026-06-09 · forecast · 2027 U.S. oil production forecast · → daily
🟦 2026-06-09 · forecast · WTI 2026 年均价预测 · → daily
🟦 2026-06-09 · forecast · WTI 2026 年均价预测上调 · → daily
🟦 2026-06-09 · forecast · WTI 2027 年均价预测 · → daily
🟦 2026-06-09 · fact · 2026世界石油需求预测 · → daily
🟦 2026-06-09 · fact · 2026世界石油需求前次预测 · → daily
🟦 2026-06-09 · fact · 2027世界石油需求预测 · → daily
🟦 2026-06-09 · fact · 2027世界石油需求前次预测 · → daily
🟦 2026-06-09 · forecast · 2026世界石油产量预测 · → daily
🟦 2026-06-09 · forecast · 2026世界石油产量前次预测 · → daily
🟦 2026-06-09 · forecast · 2027世界石油产量预测 · → daily
🟦 2026-06-09 · forecast · 2027世界石油产量前次预测 · → daily
🟦 2026-06-09 · forecast · U.S. natural gas output forecast June · → daily
🟦 2026-06-09 · fact · U.S. natural gas output May · → daily

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