摩根大通美国能源日报：特朗普政府考虑放松对俄罗斯、伊朗、委内瑞拉影子船队船舶的制裁以压低运费，但分析认为实际可释放运力有限，油轮股（FRO、DHT）近两日录得三年多来最差回撤，而油轮股历来是整体能源股的领先指标。IEA同意“加快释放”逾2000万桶柴油以及3月承诺的4亿桶紧急储备中的剩余原油，美国能源部称更多柴油释放正在推进；若各项承诺全部兑现，可覆盖11—12月柴油缺口的80%。霍尔木兹海峡七日通行量回升至1162万桶/日。沙特阿美凭借本地化供应链将事故响应速度提升至行业平均的6倍。美国陆上钻机环比增加5台至633台。中国柴油出口由7月17万桶/日升至9月38万桶/日，年底前或达60—70万桶/日，最多可弥补全球柴油缺口的90%。
J.P. Morgan US Energy daily: The Trump administration is considering easing sanctions on shadow-fleet vessels from Russia, Iran and Venezuela to lower freight rates, though analysts doubt many tankers would actually be freed up; tanker equities (FRO, DHT) posted their worst two-day drawdown in more than three years, a key leading indicator for broader energy equities. The IEA agreed to "accelerate the release" of over 20 million barrels of diesel plus remaining crude from the record 400mb emergency release pledged in March, with the US Energy Department saying further diesel releases are "in progress." If all commitments are fully delivered, they could cover up to 80% of the November-December diesel deficit. Hormuz clearance averaged 11.62mbd over the seven days through 10/13. Aramco's incident response is now six times faster than the industry average thanks to localized supply chains. US land rigs rose 5 WoW to 633. China's diesel exports rose from 170kbd in July to 380kbd in Septemb