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Saudi Aramco
62 atoms · 跨 15 天 · 首见 2026-04-28 · 最近 2026-07-02
三色: 🟦 fact 61 · 🟥 take 1 · stance ▲4/▼11/◆28
叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 4
状态只算低频策展源 (群/卖方); X firehose 仅作背景音量
来源: X 62
时态: fresh:59 · aging:3
标签: 好信源:35 · 好数字:29 · 好观点:8
📄 广泛报道的事实 · 4 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)
- LPG deliveries suspension extension — 2 源报道 (含2快讯) ·
X
- 最大可持续石油生产能力预期 — 2 源报道 (含2快讯) ·
X
- CEO statement on oil supply disruption — 2 源报道 (含2快讯) ·
X
- 直升机坠毁原因 — 2 源报道 (含2快讯) ·
X
💢 核心分歧 (2 轴)
1. 霍尔木兹中断对供给端的短期冲击 vs 长期恢复
*topic: 供给产能/地缘政治/资本开支/供应链 · 2 bull vs 7 bear*
🟢 bullish 侧:
- <a id="atom-c2c77eb3815ba0f9"></a>2026-05-11
X·@DeItaone · CEO 警告霍尔木兹海峡关闭每周减少 1 亿桶石油供应 · 供给产能
Saudi Aramco CEO Amin Nasser warned that a continued closure of the Strait of Hormuz could cut global oil supply by about 100 million barrels per week.
tags: 好信源 · → daily
value: qty=100M barrels · date=weekly
- <a id="atom-34e133e231ba0390"></a>2026-06-25
X·@financialjuice 🔁2源 · 恢复原油运输 · 供应链/供给产能
Saudi Aramco resumes crude shipments at Ras Tanura terminal after almost 4-month pause
tags: 好数字·好信源 · → daily
value: qty= · date=2026-06-26
🔴 bearish 侧:
- <a id="atom-0100d155e37b53cd"></a>2026-04-28
X·@Sino_Market · LPG delivery suspension extension · 供给产能
Saudi Aramco extends suspension of LPG deliveries through end-May
tags: 好数字 · → daily
value: date=end-May 2026
[图: 一幅汇总过去24小时全球市场、企业政策、能源及地缘政治关键动态的新闻信息图 — 比亚迪一季度净利润: 4.085 billion yuan; 比亚迪净利润同比降幅: 55.38%; 中国对非零关税实施时间: May 1, 2026; 阿联酋退出OPEC+时间: May 1; 沙特阿美暂停LPG交付延长期限: end-May]
📷 原图
- <a id="atom-774b18506a2de8fd"></a>2026-05-10
X·@DeItaone · CEO表态：如果中断持续数周，恢复正常运输将推迟到2027年 · 供给产能/地缘政治
disruptions lasting weeks could delay normalization until 2027.
tags: 好观点 · → daily
value: date=2027
- <a id="atom-b1e78d9cca2ba970"></a>2026-05-11
X·@FirstSquawk · CEO Nasser 关于油价中断的言论 · 供给产能/地缘政治
SAUDI ARAMCO CEO NASSER: IF THE CURRENT DISRUPTIONS CONTINUE AT THIS RATE, MARKET WILL LOSE AROUND 100 MILLION BARRELS OF OIL EVERY WEEK THE STRAIT REMAINS CLOSED
tags: 好信源 · → daily
value: qty=100 million barrels · date=every week the Strait remains closed
- <a id="atom-c15605ee42d00809"></a>2026-05-11
X·@financialjuice · CEO Nasser on strait vessel traffic decline · 地缘政治/供给产能 +同日1条
Saudi Aramco CEO Nasser: It used to be about 70 vessels a day moving through the strait; you are down to two to five these days
tags: 好数字 · → daily
value: qty=from 70 to 2-5 · date=2026-05-11
- <a id="atom-e06c8d4bb5487fa1"></a>2026-05-11
X·@DeItaone ⭐ · CEO 称市场已经因中断失去约 10 亿桶石油 · 供给产能
He said the market has already lost around 1 billion barrels due to the disruption, partly offset by alternative routes and reserves.
tags: 好信源·好数字 · → daily
value: qty=~1B barrels · date=已发生
展开 14 条中性
- <a id="atom-41692d31b8fa0144"></a>2026-05-08
X·@FirstSquawk · receiving restricted oil supplies via water route · 供给产能/地缘政治
SAUDI AND UAE COMPANIES ARE RECEIVING RESTRICTED OIL SUPPLIES VIA A WATER ROUTE.
tags: 好信源 · → daily
- <a id="atom-83b9b0556c65bebc"></a>2026-05-10
X·@TheTranscript_ · East-West Pipeline 最大产能 · 供给产能
Saudi Aramco CEO: Our East-West Pipeline, which reached its maximum capacity of 7.0 million barrels of oil per day
tags: 好数字 · → daily
value: qty=7.0 million barrels per day · date=present
[图: 沙特阿美（Saudi Aramco）2026年第一季度财务业绩报告图表 — 2026年第一季度净利润 (Net income): 32,536百万美元; 2026年第一季度调整后净利润 (Adjusted net income): 33,593百万美元; 2026年第一季度自由现金流 (Free cash flow): 18,637百万美元; 202
📷 原图
- <a id="atom-ec6910194430542f"></a>2026-05-10
X·@DeItaone [老化中] · CEO表态：即使霍尔木兹海峡现在重开，石油市场需数月恢复 · 供给产能/地缘政治
Saudi Aramco CEO Amin Nasser said even if Hormuz reopened now, oil markets would take months to recover — and disruptions lasting weeks could delay normalization until 2027.
tags: 好观点 · → daily
value: date=now
- <a id="atom-d96d965e294d95b3"></a>2026-05-11
X·@financialjuice · 最大可持续石油生产能力预期 · 供给产能/能源
Saudi Aramco CEO Nasser: If required, we can expect to reach our maximum sustainable oil production capacity of 12 million bpd in three weeks.
tags: 好数字 · → daily
value: qty=12 million bpd · date=三周
- <a id="atom-ac68171e4a59fa9b"></a>2026-05-11
X·@FirstSquawk · CEO on Strait of Hormuz reopening impact · 地缘政治/供给产能
IF THE STRAIT OF HORMUZ OPENS TODAY, THEN IT WILL STILL TAKE MONTHS FOR THE MARKET TO REBALANCE
tags: 好信源 · → daily
value: qty=months · context=market rebalance
2. 炼油利润与现货市场紧张 vs 期货与定价疲软
*topic: 价格动态/盈利能力/定价权 · 1 bull vs 4 bear*
🟢 bullish 侧:
- <a id="atom-75f362539b63f036"></a>2026-05-11
X·@FirstSquawk · 强炼油利润反映市场吃紧 · 价格动态/供需格局
SAUDI ARAMCO CEO NASSER: THERE IS AN APPARENT DISCONNECT BETWEEN FUTURES AND PHYSICAL MARKETS, AS EVIDENCED BY STRONG REFINING MARGINS THAT REFLECT MARKET TIGHTNESS
tags: 好观点·好信源 · → daily
🔴 bearish 侧:
- <a id="atom-a093154430809d57"></a>2026-04-28
X·@financialjuice ⭐ · LPG deliveries suspension extension · 供给产能/价格动态
Saudi Aramco extends suspension of LPG deliveries through May.
tags: 好数字·好信源 · → daily
value: date=through May
- <a id="atom-337a925e64cccae2"></a>2026-05-11
X·@financialjuice · CEO statement on oil supply disruption · 供给产能/价格动态
Saudi Aramco CEO Nasser: If the current disruptions continue at this rate, market will lose around 100 million barrels of oil every week the Strait remains closed.
tags: 好信源 · → daily
value: qty=100 million barrels · date=every week
- <a id="atom-26f4a86959ac5b7a"></a>2026-06-14
X·@FirstSquawk · 股价变化 · 价格动态
Saudi Aramco shares declined
tags: 好数字 · → daily
value: direction=declined
- <a id="atom-f7b9850f2d597fee"></a>2026-07-02
X·@zerohedge · 改用现货定价以加速亚洲销售 · 定价权
Saudi Aramco switching to spot pricing to speed sales in Asia
tags: 好信源 · → daily
展开 7 条中性
- <a id="atom-1d76ce6f2f139080"></a>2026-04-29
X·@zerohedge · 六月亚洲定价溢价 · 价格动态
After Record $19.50 Premium, Saudis Eye Sharp Cut To June Asia Prices
tags: 好数字 · → daily
value: qty=$19.50 · date=2026-04-29
- <a id="atom-29edecf79eb7387b"></a>2026-05-05
X·@financialjuice · Arab Light OSP to Asia · 价格动态
Saudi Aramco sets Arab Light OSP to Asia at +$15.50.
tags: 好数字·好信源 · → daily
value: qty=+$15.50 · date=2026-05-05
- <a id="atom-69e384af274edd25"></a>2026-05-10
X·@TheTranscript_ · Q1 2026 净利润 · 盈利能力
Net income: +25.1% to $32.54B
tags: 好数字 · → daily
value: qty=$32.54B · date=Q1 2026
[图: 沙特阿美（Saudi Aramco）2026年第一季度财务业绩报告图表 — 2026年第一季度净利润 (Net income): 32,536百万美元; 2026年第一季度调整后净利润 (Adjusted net income): 33,593百万美元; 2026年第一季度自由现金流 (Free cash flow): 18,637百万美元; 202
📷 原图
- <a id="atom-c6813ab8b2b7ab14"></a>2026-05-11
X·@financialjuice · CEO statement · 供给产能/价格动态
Saudi Aramco CEO: Demand rationing is to continue as long as supply remains disrupted
tags: 好信源 · → daily
value: date=2026-05-11
- <a id="atom-61b2db48aaf70202"></a>2026-07-01
X·@FirstSquawk · 出售现货原油 · 库存/价格动态
SAUDI ARAMCO SELLS MILLIONS OF BARRELS OF OIL SPOT IN ASIA
tags: 好信源 · → daily
value: qty=数百万桶 · location=亚洲
🟦 客观事实 (facts) (15)
- <a id="atom-02d2fbacda12244a"></a>🟦 2026-06-15
X·@KobeissiLetter · 2020年IPO募资额 · 融资规模
the previous record...which was set by Saudi Aramco in 2020, at $29.4 billion.
tags: 好数字 · → daily
value: qty=$29.4 亿 · date=2020
📷 原图
- <a id="atom-83b9b0556c65bebc"></a>🟦 2026-05-10
X·@TheTranscript_ · East-West Pipeline 最大产能 · 供给产能
Saudi Aramco CEO: Our East-West Pipeline, which reached its maximum capacity of 7.0 million barrels of oil per day
tags: 好数字 · → daily
value: qty=7.0 million barrels per day · date=present
[图: 沙特阿美（Saudi Aramco）2026年第一季度财务业绩报告图表 — 2026年第一季度净利润 (Net income): 32,536百万美元; 2026年第一季度调整后净利润 (Adjusted net income): 33,593百万美元; 2026年第一季度自由现金流 (Free cash flow): 18,637百万美元; 202
📷 原图
- <a id="atom-d70a780b559e0057"></a>🟦 2026-05-10
X·@TheTranscript_ · Q1 2026 营收 · 营收
Q1 26 results summary: Revenue: +6.7% to $115.49B
tags: 好数字 · → daily
value: qty=$115.49B · date=Q1 2026
[图: 沙特阿美（Saudi Aramco）2026年第一季度财务业绩报告图表 — 2026年第一季度净利润 (Net income): 32,536百万美元; 2026年第一季度调整后净利润 (Adjusted net income): 33,593百万美元; 2026年第一季度自由现金流 (Free cash flow): 18,637百万美元; 202
📷 原图
- <a id="atom-69e384af274edd25"></a>🟦 2026-05-10
X·@TheTranscript_ · Q1 2026 净利润 · 盈利能力
Net income: +25.1% to $32.54B
tags: 好数字 · → daily
value: qty=$32.54B · date=Q1 2026
[图: 沙特阿美（Saudi Aramco）2026年第一季度财务业绩报告图表 — 2026年第一季度净利润 (Net income): 32,536百万美元; 2026年第一季度调整后净利润 (Adjusted net income): 33,593百万美元; 2026年第一季度自由现金流 (Free cash flow): 18,637百万美元; 202
📷 原图
- <a id="atom-dd664bb8e6b19422"></a>🟦 2026-05-10
X·@TheTranscript_ · Q1 2026 资本支出 · 资本开支
Capex: -3.6% to $12.09B
tags: 好数字 · → daily
value: qty=$12.09B · date=Q1 2026
[图: 沙特阿美（Saudi Aramco）2026年第一季度财务业绩报告图表 — 2026年第一季度净利润 (Net income): 32,536百万美元; 2026年第一季度调整后净利润 (Adjusted net income): 33,593百万美元; 2026年第一季度自由现金流 (Free cash flow): 18,637百万美元; 202
📷 原图
- <a id="atom-73acd294b3d75709"></a>🟦 2026-05-10
X·@TheTranscript_ · Q1 2026 自由现金流 · 现金流
Free cash flow: -2.7% to $18.64B
tags: 好数字 · → daily
value: qty=$18.64B · date=Q1 2026
[图: 沙特阿美（Saudi Aramco）2026年第一季度财务业绩报告图表 — 2026年第一季度净利润 (Net income): 32,536百万美元; 2026年第一季度调整后净利润 (Adjusted net income): 33,593百万美元; 2026年第一季度自由现金流 (Free cash flow): 18,637百万美元; 202
📷 原图
- <a id="atom-914396f5416b577b"></a>🟦 2026-05-10
X·@TheTranscript_ · Q1 2026 基本股息支付 · 回购分红
Base dividend paid: +3.5% to $21.89B
tags: 好数字 · → daily
value: qty=$21.89B · date=Q1 2026
[图: 沙特阿美（Saudi Aramco）2026年第一季度财务业绩报告图表 — 2026年第一季度净利润 (Net income): 32,536百万美元; 2026年第一季度调整后净利润 (Adjusted net income): 33,593百万美元; 2026年第一季度自由现金流 (Free cash flow): 18,637百万美元; 202
📷 原图
- <a id="atom-e89163982c2d7059"></a>🟦 2026-05-10
X·@TheTranscript_ · Q1 2026 ROACE · 盈利能力
ROACE: 20.7% [Q1 25: 20.8%]
tags: 好数字 · → daily
value: qty=20.7% · date=Q1 2026
[图: 沙特阿美（Saudi Aramco）2026年第一季度财务业绩报告图表 — 2026年第一季度净利润 (Net income): 32,536百万美元; 2026年第一季度调整后净利润 (Adjusted net income): 33,593百万美元; 2026年第一季度自由现金流 (Free cash flow): 18,637百万美元; 202
📷 原图
- <a id="atom-6bb7573defcfe472"></a>🟦 2026-05-10
X·@TheTranscript_ · Q1 2026 平均实现原油价格 · 价格动态
Avg realized crude oil price: $76.9/bbl [Q1 25: $76.3/bbl]
tags: 好数字 · → daily
value: qty=$76.9/bbl · date=Q1 2026
[图: 沙特阿美（Saudi Aramco）2026年第一季度财务业绩报告图表 — 2026年第一季度净利润 (Net income): 32,536百万美元; 2026年第一季度调整后净利润 (Adjusted net income): 33,593百万美元; 2026年第一季度自由现金流 (Free cash flow): 18,637百万美元; 202
📷 原图
- <a id="atom-1d76ce6f2f139080"></a>🟦 2026-04-29
X·@zerohedge · 六月亚洲定价溢价 · 价格动态
After Record $19.50 Premium, Saudis Eye Sharp Cut To June Asia Prices
tags: 好数字 · → daily
value: qty=$19.50 · date=2026-04-29
- <a id="atom-f7b9850f2d597fee"></a>🟦 2026-07-02
X·@zerohedge · 改用现货定价以加速亚洲销售 · 定价权
Saudi Aramco switching to spot pricing to speed sales in Asia
tags: 好信源 · → daily
- <a id="atom-ff895eccc46f9bad"></a>🟦 2026-05-03
X·@DrNHJ [老化中] · TIME 2026 100대 기업 Titans 부문 선정 · 评选荣誉
Nvidia, Alphabet, Meta, SpaceX, Toyota, Saudi Aramco, Tencent, Netflix와 같은 부문에 선정
tags: 好信源 · → daily
📷 原图
- <a id="atom-0100d155e37b53cd"></a>🟦 2026-04-28
X·@Sino_Market · LPG delivery suspension extension · 供给产能
Saudi Aramco extends suspension of LPG deliveries through end-May
tags: 好数字 · → daily
value: date=end-May 2026
[图: 一幅汇总过去24小时全球市场、企业政策、能源及地缘政治关键动态的新闻信息图 — 比亚迪一季度净利润: 4.085 billion yuan; 比亚迪净利润同比降幅: 55.38%; 中国对非零关税实施时间: May 1, 2026; 阿联酋退出OPEC+时间: May 1; 沙特阿美暂停LPG交付延长期限: end-May]
📷 原图
- <a id="atom-d87b946c003467f7"></a>🟦 2026-06-21
X·@ChemStat66667 · 年間営業利益 · 盈利能力
年間の営業利益訳30兆円
tags: 好数字 · → daily
value: qty=30兆円 · date=annual
[图: 沙特阿美（Saudi Aramco）2019年至2026年Q1的季度营收、营业利润及营业利润率趋势图 — 2022年Q2单季营收接近180,000百万美元; 2022年Q2单季营业利润超过80,000百万美元; 2019年Q1营业利润率约55%]
📷 原图
- <a id="atom-5704623b46460407"></a>🟦 2026-06-21
X·@ChemStat66667 · 時価総額順位 · 估值
時価総額世界9位の石油メジャー
tags: 好数字 · → daily
value: qty=9位 · date=as of tweet time
[图: 沙特阿美（Saudi Aramco）2019年至2026年Q1的季度营收、营业利润及营业利润率趋势图 — 2022年Q2单季营收接近180,000百万美元; 2022年Q2单季营业利润超过80,000百万美元; 2019年Q1营业利润率约55%]
📷 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-e98fb5f04a06d6a0"></a>🟦 2026-07-02
X·@DeItaone ⭐ · 原油出口量 · 出货量/供给产能
Four Bahri supertankers carrying about 8 million barrels have exited the Gulf
tags: 好数字·好信源 · → daily
value: qty=8 million barrels · date=2026-07-02
- <a id="atom-61b2db48aaf70202"></a>🟦 2026-07-01
X·@FirstSquawk · 出售现货原油 · 库存/价格动态
SAUDI ARAMCO SELLS MILLIONS OF BARRELS OF OIL SPOT IN ASIA
tags: 好信源 · → daily
value: qty=数百万桶 · location=亚洲
- <a id="atom-b8e094bd977530c4"></a>🟦 2026-07-01
X·@DeItaone · 现货石油销量 · 出货量
SAUDI ARAMCO HAS SO FAR SOLD AT LEAST 6 MILLION BARRELS OF CRUDE TO CUSTOMERS ACROSS SOUTH KOREA, JAPAN AND CHINA
tags: 好数字 · → daily
value: qty=6 million barrels · date=so far
- <a id="atom-b478aeb2de2715b1"></a>🟦 2026-06-28
X·@financialjuice · helicopter crash · 安全事故
Saudi Aramco helicopter crashes in Ras Tanura, 14 dead: state news agency
tags: 好信源 · → daily
- <a id="atom-b46c45aae4f5781b"></a>🟦 2026-06-28
X·@financialjuice · 直升机坠毁原因 · 安全事故
Causes of Saudi Aramco helicopter crash unknown: investigation ongoing - state news agency
tags: 好信源 · → daily
value: direction=未知
- <a id="atom-dbda348c4871bb79"></a>🟦 2026-06-28
X·@FirstSquawk · helicopter crash · 安全事故
Causes of Saudi Aramco helicopter crash unknown: investigation ongoing - state news agency
tags: 好信源 · → daily
- <a id="atom-34e133e231ba0390"></a>🟦 2026-06-25
X·@financialjuice 🔁2源 · 恢复原油运输 · 供应链/供给产能
Saudi Aramco resumes crude shipments at Ras Tanura terminal after almost 4-month pause
tags: 好数字·好信源 · → daily
value: qty= · date=2026-06-26
- <a id="atom-41c0f29551cefa91"></a>🟦 2026-06-25
X·@FirstSquawk · Ras Tanura 石油装载作业重启 · 供给产能
Saudi Aramco Reopens Ras Tanura Oil Loading Operations After Prolonged Halt: Shipping Data
tags: 好信源 · → daily
value: direction=reopen · date=2026-06-26
- <a id="atom-26f4a86959ac5b7a"></a>🟦 2026-06-14
X·@FirstSquawk · 股价变化 · 价格动态
Saudi Aramco shares declined
tags: 好数字 · → daily
value: direction=declined
- <a id="atom-3dd2c2ebb2614471"></a>🟦 2026-06-03
X·@FirstSquawk · underinvestment in oil refining · 供给产能/资本开支
THERE IS UNDERINVESTMENT IN OIL REFINING
tags: 好观点 · → daily
- <a id="atom-bc3af35886b63cac"></a>🟦 2026-05-11
X·@FirstSquawk [老化中] · CEO Nasser 表态 · 供给产能
ENERGY SUPPLY SHOCK THAT BEGAN IN Q1 IS THE LARGEST THE WORLD HAS EVER EXPERIENCED
tags: 好信源 · → daily
value: qty=largest the world has ever experienced · date=2026-05-11
- <a id="atom-d96d965e294d95b3"></a>🟦 2026-05-11
X·@financialjuice · 最大可持续石油生产能力预期 · 供给产能/能源
Saudi Aramco CEO Nasser: If required, we can expect to reach our maximum sustainable oil production capacity of 12 million bpd in three weeks.
tags: 好数字 · → daily
value: qty=12 million bpd · date=三周
- <a id="atom-ac68171e4a59fa9b"></a>🟦 2026-05-11
X·@FirstSquawk · CEO on Strait of Hormuz reopening impact · 地缘政治/供给产能
IF THE STRAIT OF HORMUZ OPENS TODAY, THEN IT WILL STILL TAKE MONTHS FOR THE MARKET TO REBALANCE
tags: 好信源 · → daily
value: qty=months · context=market rebalance
- <a id="atom-d139c292919fd3be"></a>🟦 2026-05-11
X·@FirstSquawk ⭐ · 最大持续石油产能 · 供给产能
SAUDI ARAMCO CEO NASSER: IF REQUIRED, WE CAN EXPECT TO REACH OUR MAXIMUM SUSTAINABLE OIL PRODUCTION CAPACITY OF 12M BPD IN THREE WEEKS
tags: 好数字·好信源 · → daily
value: qty=12M BPD · date=three weeks
- <a id="atom-7121582c8463a317"></a>🟦 2026-05-11
X·@financialjuice · CEO Nasser statement · 供给产能/地缘政治
That was partially offset by alternative flows bypassing Hormuz, strategic reserve releases.
tags: 好观点·好信源 · → daily
value: direction=neutral
- <a id="atom-15896d2bd71ea3e8"></a>🟦 2026-05-11
X·@FirstSquawk · 增加融资来源 · 融资
SAUDI ARAMCO CFO AL-MURSHED: WE CONTINUE TO ADD NEW FUNDING SOURCES TO OUR EXISTING INSTRUMENTS, INCLUDING BONDS, SUKUK AND COMMERCIAL PAPER, TO FURTHER STRENGTHEN OUR FINANCIAL AGILITY
tags: 好信源 · → daily
- <a id="atom-1500f7d31a68e0ce"></a>🟦 2026-05-11
X·@FirstSquawk ⭐ · CFO 声明的 2025 年经营现金流用于股东分红和外部投资的比例 · 现金流/回购分红
SAUDI ARAMCO CFO AL-MURSHED: MORE THAN 60% OF OUR OPERATING CASH FLOW IN 2025 WAS AVAILABLE FOR SHAREHOLDER DISTRIBUTIONS AND EXTERNAL INVESTMENTS, THE HIGHEST CASH AVAILABILITY AMONG OUR PEERS
tags: 好数字·好信源 · → daily
value: qty=超过60% · date=2025
- <a id="atom-337a925e64cccae2"></a>🟦 2026-05-11
X·@financialjuice · CEO statement on oil supply disruption · 供给产能/价格动态
Saudi Aramco CEO Nasser: If the current disruptions continue at this rate, market will lose around 100 million barrels of oil every week the Strait remains closed.
tags: 好信源 · → daily
value: qty=100 million barrels · date=every week
- <a id="atom-b1e78d9cca2ba970"></a>🟦 2026-05-11
X·@FirstSquawk · CEO Nasser 关于油价中断的言论 · 供给产能/地缘政治
SAUDI ARAMCO CEO NASSER: IF THE CURRENT DISRUPTIONS CONTINUE AT THIS RATE, MARKET WILL LOSE AROUND 100 MILLION BARRELS OF OIL EVERY WEEK THE STRAIT REMAINS CLOSED
tags: 好信源 · → daily
value: qty=100 million barrels · date=every week the Strait remains closed
- <a id="atom-75f362539b63f036"></a>🟦 2026-05-11
X·@FirstSquawk · 强炼油利润反映市场吃紧 · 价格动态/供需格局
SAUDI ARAMCO CEO NASSER: THERE IS AN APPARENT DISCONNECT BETWEEN FUTURES AND PHYSICAL MARKETS, AS EVIDENCED BY STRONG REFINING MARGINS THAT REFLECT MARKET TIGHTNESS
tags: 好观点·好信源 · → daily
- <a id="atom-c6813ab8b2b7ab14"></a>🟦 2026-05-11
X·@financialjuice · CEO statement · 供给产能/价格动态
Saudi Aramco CEO: Demand rationing is to continue as long as supply remains disrupted
tags: 好信源 · → daily
value: date=2026-05-11
- <a id="atom-c15605ee42d00809"></a>🟦 2026-05-11
X·@financialjuice · CEO Nasser on strait vessel traffic decline · 地缘政治/供给产能
Saudi Aramco CEO Nasser: It used to be about 70 vessels a day moving through the strait; you are down to two to five these days
tags: 好数字 · → daily
value: qty=from 70 to 2-5 · date=2026-05-11
- <a id="atom-af32c7581e54c3a4"></a>🟦 2026-05-11
X·@FirstSquawk · CEO 关于供应安全与库存重建的表态 · 管理层表态/库存动态
SAUDI ARAMCO CEO NASSER: THE URGENCY TO ENSURE SECURITY OF SUPPLY WILL LEAD TO RAPID RESTOCKING AND REBUILDING OF STRATEGIC RESERVES AND COMMERCIAL INVENTORIES
tags: 好信源 · → daily
value: date=2026-05-11
- <a id="atom-f6e07621995e136e"></a>🟥 2026-05-11
X·@financialjuice · CEO对能源供应链恢复时间的判断 · 供应链/地缘政治
Even in the most optimistic scenario, energy and commodity supply chains will need several months to return to the pre-conflict traffic as vessels re-route or avoid being idle.
tags: 好观点 · → daily
value: date=several months
- <a id="atom-7b00f58e55676409"></a>🟦 2026-05-11
X·@FirstSquawk · CEO 表示能源与大宗商品供应链恢复时间 · 供应链/地缘政治
SAUDI ARAMCO CEO NASSER: EVEN IN THE MOST OPTIMISTIC SCENARIO, ENERGY AND COMMODITY SUPPLY CHAINS WILL NEED SEVERAL MONTHS TO RETURN TO THE PRE-CONFLICT TRAFFIC AS VESSELS RE-ROUTE OR AVOID BEING IDLE
tags: 好观点·好信源 · → daily
value: qty=several months · date=most optimistic scenario
- <a id="atom-8aefe89415ed4a8b"></a>🟦 2026-05-11
X·@FirstSquawk · CEO Nasser statement: industry needs to address declining reserves, will have to divert cash · 管理层表态/资本开支
THE INDUSTRY NEEDS TO ADDRESS ITS DECLINING RESERVES, AND WILL HAVE TO DIVERT CASH TO ACHIEVE THIS
tags: 好信源 · → daily
- <a id="atom-af52967efc29218c"></a>🟦 2026-05-11
X·@FirstSquawk · stated oil capacity unaffected · 供给产能
SAUDI ARAMCO'S CEO NASSER STATED THAT OUR OIL CAPACITY IS UNAFFECTED AND WE QUICKLY RESTORED REFINING FACILITIES AFTER THEY WERE ATTACKED.
tags: 好信源 · → daily
value: direction=neutral
- <a id="atom-bd48083dbdf8920c"></a>🟦 2026-05-11
X·@FirstSquawk · CEO stated issues became apparent in April due to vessels on their way since March · 供应链
SAUDI ARAMCO CEO NASSER STATED THAT ISSUES BECAME APPARENT IN APRIL DUE TO VESSELS ON THEIR WAY SINCE MARCH, AND THE EFFECTS WILL BE MORE NOTICEABLE IN MAY AND JUNE AS STOCKS DECREASE.
tags: 好信源 · → daily
- <a id="atom-74dcf7e1230e38dc"></a>🟦 2026-05-11
X·@FirstSquawk · CEO Nasser states maximising products due to higher margins · 供给产能/地缘政治
SAUDI ARAMCO CEO NASSER: WE ARE MAXIMISING PRODUCTS AT THIS STAGE BECAUSE OF HIGHER MARGINS, DEPENDS ON THE SITUATION, BUT THAT MIGHT BE THE CASE UNTIL THE STRAIT OF HORMUZ IS REOPENED
tags: 好信源 · → daily
value: direction=until Strait of Hormuz reopened
- <a id="atom-b86a8baee0ad4408"></a>🟦 2026-05-11
X·@FirstSquawk · Yanbu North and South export capacity · 供给产能
SAUDI ARAMCO CEO: YANBU NORTH AND SOUTH HAVE 5 MILLION BPD EXPORT CAPACITY
tags: 好数字 · → daily
value: qty=5 million bpd
- <a id="atom-faaf2bc0e4077f76"></a>🟦 2026-05-11
X·@FirstSquawk · expansion process status · 供给产能
WE ARE IN THE PROCESS OF LOOKING AT EXPANDING THAT
tags: 好信源 · → daily
- <a id="atom-78994f7799839a8f"></a>🟦 2026-05-11
X·@FirstSquawk · 原油精炼产品日运量 · 出货量
SAUDI ARAMCO CEO REVEALS NEARLY 900,000 BARRELS PER DAY OF REFINED PRODUCTS ARE SHIPPED FROM THE WESTERN REGION.
tags: 好数字 · → daily
value: qty=近900,000 桶/天
- <a id="atom-c7f585bff7dcba48"></a>🟦 2026-05-11
X·@FirstSquawk · Yanbu出口产能 · 出口容量
SAUDI ARAMCO CEO CONFIRMED THAT YANBU'S EXPORT CAPACITY OF 5 MILLION BPD IS FOR CRUDE OIL, AND THEY HAVE CURRENT TERMINALS FOR OTHER PRODUCTS.
tags: 好信源 · → daily
value: qty=5 million BPD
- <a id="atom-c2c77eb3815ba0f9"></a>🟦 2026-05-11
X·@DeItaone · CEO 警告霍尔木兹海峡关闭每周减少 1 亿桶石油供应 · 供给产能
Saudi Aramco CEO Amin Nasser warned that a continued closure of the Strait of Hormuz could cut global oil supply by about 100 million barrels per week.
tags: 好信源 · → daily
value: qty=100M barrels · date=weekly
- <a id="atom-e06c8d4bb5487fa1"></a>🟦 2026-05-11
X·@DeItaone ⭐ · CEO 称市场已经因中断失去约 10 亿桶石油 · 供给产能
He said the market has already lost around 1 billion barrels due to the disruption, partly offset by alternative routes and reserves.
tags: 好信源·好数字 · → daily
value: qty=~1B barrels · date=已发生
- <a id="atom-6de2c25b2f58beca"></a>🟦 2026-05-11
X·@DeItaone · CEO 称这是史上最大能源供应冲击，若持续可能使市场正常化推迟至 2027 年 · 供给产能/地缘政治
Nasser called it the biggest energy supply shock ever, noting the crisis could delay full market normalization until 2027 if it drags on.
tags: 好观点 · → daily
value: date=2027
- <a id="atom-c5f40830509bbd3e"></a>🟦 2026-05-11
X·@DeItaone · 正在扩大非霍尔木兹出口路线，包括红海终端 · 供给产能/地缘政治
Aramco is expanding non-Hormuz export routes, including its Red Sea terminal, to improve resilience as the conflict continues to disrupt global flows.
tags: 好信源 · → daily
- <a id="atom-4a298b658806ddad"></a>🟦 2026-05-11
X·@DeItaone · CEO称供应中断为最严重 · 供给产能
Saudi Aramco’s CEO has separately called the current disruption the most severe ever
tags: 好信源 · → daily
value: date=当前
- <a id="atom-1c7a91299fb46cd4"></a>🟦 2026-05-10
X·@FirstSquawk · 第一季营收 · 营收
Saudi Aramco reports revenue of $115 billion in first quarter of 2026.
tags: 好数字 · → daily
value: qty=$115 billion · date=Q1 2026
- <a id="atom-b57483e1d58fbe82"></a>🟦 2026-05-10
X·@FirstSquawk · Q1 2026 profits · 盈利能力
Saudi Aramco's profits reached 120.1 billion riyals in the first quarter of the current year
tags: 好数字 · → daily
value: qty=120.1 billion riyals · date=Q1 2026
⏱ 时间轴 (近 20)
- 🟦 2026-07-02 ·
fact · 原油出口量 · → daily
- 🟦 2026-07-02 ·
fact · 改用现货定价以加速亚洲销售 · → daily
- 🟦 2026-07-01 ·
fact · 出售现货原油 · → daily
- 🟦 2026-07-01 ·
fact · 现货石油销量 · → daily
- 🟦 2026-06-28 ·
fact · helicopter crash · → daily
- 🟦 2026-06-28 ·
fact · 直升机坠毁原因 · → daily
- 🟦 2026-06-28 ·
fact · helicopter crash · → daily
- 🟦 2026-06-25 ·
fact · 恢复原油运输 · → daily
- 🟦 2026-06-25 ·
fact · Ras Tanura 石油装载作业重启 · → daily
- 🟦 2026-06-21 ·
fact · 年間営業利益 · → daily
- 🟦 2026-06-21 ·
fact · 時価総額順位 · → daily
- 🟦 2026-06-15 ·
fact · 2020年IPO募资额 · → daily
- 🟦 2026-06-14 ·
fact · 股价变化 · → daily
- 🟦 2026-06-03 ·
fact · underinvestment in oil refining · → daily
- 🟦 2026-05-11 ·
narrative · CEO Nasser 表态 · → daily
- 🟦 2026-05-11 ·
forecast · 最大可持续石油生产能力预期 · → daily
- 🟦 2026-05-11 ·
forecast · CEO on Strait of Hormuz reopening impact · → daily
- 🟦 2026-05-11 ·
fact · 最大持续石油产能 · → daily
- 🟦 2026-05-11 ·
fact · CEO Nasser statement · → daily
- 🟦 2026-05-11 ·
fact · 增加融资来源 · → daily
📊 板块级信号 · 原油 (82)
*以下是 原油 板块的信号 (Saudi Aramco 是成员), 非直接针对 Saudi Aramco — 供板块上下文参考*
展开板块信号
- 🟦▼ 2026-06-24 [twitter] · 价格水平
US ENERGY FIRMS FALL AS OIL PRICES HIT LOWEST SINCE START OF IRAN WAR, DOWN NEARLY 4%
- 🟦▲ 2026-06-09 [twitter] · 2026年平均价格预测
EIA PROJECTS 2026 WTI AVERAGE PRICE AT $88.32/BBL, UP FROM $85.68/BBL
- 🟦▲ 2026-06-02 [twitter] · 价格变动
Oil Rises Amid Signs of U.S.-Iran Peace Talks Stalling-WSJ
- 🟦▼ 2026-05-25 [twitter] · 价格变动
Oil Slides as Ships Move Toward Hormuz: WSJ
- 🟦▼ 2026-05-21 [twitter] · 价格
OIL PRICES EXTENDED LOSSES, WITH BRENT AND WTI CRUDE FALLING MORE THAN $2 PER BARREL
- 🟦▼ 2026-05-12 [twitter] · 2026年均价预测
EIA SEES 2026 WTI PRICE AVERAGE OF 85.68/BBL, VS PRIOR FORECAST 87.41/BBL
- 🟦▲ 2026-04-29 [twitter] · 价格水平
OIL HITS WARTIME HIGH ON REPORT US EYING IRAN MILITARY OPTIONS
- 🟦▼ 2026-06-02 [twitter] · 价格下跌
Oil futures decline $1, with U.S. crude at $91.16/bbl, after Trump says discussions with Iran are ongoing.
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