美国总统唐纳德·特朗普表示,他正在考虑禁止柴油出口,以改善美国民众的汽油价格。专家指出,此举只会进一步冲击本已紧张的全球市场,从而推高加拿大及海外的柴油价格。
If Trump bans U.S. diesel exports, global prices will go even higher, experts say An already-strained market would face more pressure if Washington turns off the tap U.S. President Donald Trump has said he's considering a ban on diesel exports to improve gas prices for Americans, a move experts say would only push an already-strained global market —further raising diesel prices in Canada and abroad.
周二在联合国大会期间与乌克兰总统弗拉基米尔·泽连斯基会晤时,特朗普称他已呼吁实施柴油出口禁令。
If Trump bans U.S. diesel exports, global prices will go even higher, experts say An already-strained market would face more pressure if Washington turns off the tap U.S. President Donald Trump has said he's considering a ban on diesel exports to improve gas prices for Americans, a move experts say would only push an already-strained global market —further raising diesel prices in Canada and abroad.
“我说过,‘我们别再出口柴油了。’我们生产大量的柴油。这可能会对普通汽车汽油价格产生一点影响,”特朗普说道。随着11月中期选举临近,共和党人正面临油价带来的压力。
During a meeting with Ukrainian President Volodymyr Zelenskyy at a UN General Assembly on Tuesday, Trump said he's called for a diesel export ban.
在场的美国财政部长斯科特·贝森特表示,华盛顿正在研究“该方案是否可行……以及全面或部分禁令是否有效”。然而,一位白宫官员周四否认了《政治报》关于美国正在积极准备实施为期90天柴油出口禁令的报道,美国能源部长克里斯·赖特也表示,目前没有人考虑实施全面禁令。
"I've said, 'Let's not send out the diesel.' We make a lot of diesel. That could have a little bit of an effect on regular automobile gasoline," said Trump, whose fellow Republicans are facing pressure over gas prices going into November's midterm elections. U.S. Treasury Secretary Scott Bessent, who was on hand, said Washington is examining "whether it's feasible … and whether a full or partial ban would work." And yet a White House official on Thursday denied a Politico report that the U.S. is actively preparing a 90-day ban of diesel exports, and U.S. Energy Secretary Chris Wright has said no one is considering a total ban.
这一想法是在柴油价格已创下历史新高的情况下提出的,而价格上涨的推手是伊朗和乌克兰的冲突。加拿大柴油价格在过去12周内一直保持在每升2加元以上,周四的价格为每升2.66加元,比去年同期高出超过一加元。
U.S. Treasury Secretary Scott Bessent, who was on hand, said Washington is examining "whether it's feasible … and whether a full or partial ban would work." And yet a White House official on Thursday denied a Politico report that the U.S. is actively preparing a 90-day ban of diesel exports, and U.S. Energy Secretary Chris Wright has said no one is considering a total ban.
据美国汽车协会数据显示,在美国,柴油价格已飙升至每加仑6.50美元以上。去年同期,平均价格为3.69美元。
The idea is being floated amid already record-breaking diesel prices, driven up by the conflicts in Iran and Ukraine. The price of diesel in Canada has been above $2 per litre for the last 12 weeks, and was sitting at $2.66 a litre on Thursday, more than a dollar higher than this time last year.
专家一致认为,美国实施柴油出口禁令只会使全球市场陷入更严重的混乱。
In the U.S., diesel prices have shot higher than $6.50 US a gallon, according to the American Automobile Association. Last year around this time, it averaged $3.69 US.
“这似乎是一个相当愚蠢的政策构想,完全没有触及当前真正挑战的核心,”总部位于卡尔加里的加拿大全球事务研究所能源副总裁乔·卡尔南在接受加拿大广播公司新闻部采访时表示。
In the U.S., diesel prices have shot higher than $6.50 US a gallon, according to the American Automobile Association. Last year around this time, it averaged $3.69 US. Experts agree that a U.S. ban on diesel exports would only throw the global market into further disarray.
他说,美国每天出口约150万桶柴油,主要销往拉丁美洲和西欧。如果突然将这部分供应从市场中撤出,将产生连锁反应,导致各地的价格全面上涨。
"This seems like a fairly hare-brained policy idea that kind of misses the mark on what the real challenges are right now," Joe Calnan, the Calgary-based vice-president of energy at the Canadian Global Affairs Institute, told CBC News.
英国分析机构伍德麦肯兹(Wood Mackenzie)的一份报告指出,欧洲将尤其脆弱,因为其在美国柴油出口中所占的份额一直在上升,从2025年的平均30%激增至9月份的50%。
The U.S. exports around 1.5 million barrels per day of diesel, predominantly to Latin America and Western Europe, he said, and taking that out of the market suddenly would have the ripple effect of driving up prices across the board.
这对加拿大有何影响?卡尔南(Calnan)表示,全球价格上涨将波及加拿大,从而加剧目前存在的问题。
A report from U.K.-based analytics group Wood Mackenzie said Europe would be particularly vulnerable as its share of U.S. diesel exports has been on the rise, surging to 50 per cent in September compared to a 30 per cent average in 2025.
柴油为全国运输食品和货物的卡车提供动力,也为收割农作物的拖拉机提供动力。
How it could impact Canada A global price hike would include Canada, exacerbating ongoing problems, Calnan said.
柴油价格高昂意味着爱德华王子岛(P.E.I.)农民的收割成本增加。9月23日时长显示,随着农民们正处于收获季节,目前的价差已经显现出来。一位安大略省的农民本月初表示,他给联合收割机加满油的成本每次增加了1000美元。
Diesel powers the trucks that ship food and goods across the country, and the tractors that harvest our food. With farmers now in the middle of harvest season, the current price difference is already being felt. One Ontario farmer said earlier this month that the cost to fill his combine has jumped by $1,000 per refuel.
卡尔南指出,柴油还被用于加拿大远北地区的发电,以及海洋省份的家庭供暖,这意味着柴油价格的潜在上涨可能会在这些地区产生更广泛的影响。
Calnan notes diesel is also used for power generation in Canada's far north, and for home heating in the Maritimes, meaning a potential diesel price hike could be felt more broadly in those regions.
“对于柴油加油站以及这类消费者来说,都会受到影响,”卡尔南说。
"There will be impacts at the pump for diesel, [and] for those sorts of consumers," Calnan said.
然而,专家表示,美国的出口禁令并不意味着加拿大会出现柴油短缺——加拿大生产的柴油远多于进口量。2024年,该国出口了108亿升柴油。
And yet, a U.S. export ban wouldn't mean a shortage of diesel in Canada, experts say — Canada produces much more diesel than it imports. In 2024, the country exported 10.8 billion litres.
加拿大燃料协会(Canadian Fuels Association)副主席卡罗尔·蒙特勒伊(Carol Montreuil)表示:“我们的出口量几乎是进口量的两倍,因此加拿大完全可以轻松应对没有美国出口的情况。”
"We export almost two times more than we import, so Canada could get by without U.S. exports very easily," said Carol Montreuil, vice president at the Canadian Fuels Association.
“在定价方面,情况则会大不相同。” 创纪录的高价。与伊朗的战争是推高柴油价格的主要因素之一。在美国联合以色列于二月发起敌对行动之前,霍尔木兹海峡每天处理约125艘商船,占全球原油和液化天然气供应量的20%左右。
"Pricing wise, it would be a different story." Record-high prices The war with Iran is one of the main factors lifting diesel prices. Before the U.S., together with Israel, initiated hostilities in February, the Strait of Hormuz handled around 125 commercial vessels a day, accounting for roughly 20 per cent of the world's crude oil and liquefied natural gas supply.
在经历了数月的封锁后,近几周船只终于开始重新通过该海峡,但流量依然稀少。据航运数据显示,周三仅有10艘船只通过。也门沙特支持的政府军与伊朗支持的胡塞武装在红海曼德海峡(另一条关键供应路线)附近的冲突,也加剧了供应压力。
Ships have finally started moving through the strait again in recent weeks after months of closure, but it's still a trickle, with just 10 vessels transiting on Wednesday according to shipping data. Conflict between Yemen's Saudi-backed government forces and the Iran-backed Houthis near the Red Sea's Bab el-Mandeb Strait, another key supply route, is also adding supply stress.
与此同时,作为最大的柴油出口国之一,俄罗斯在与乌克兰的持续战争中也多次延长了柴油出口禁令。
Meanwhile, Russia, one of the biggest diesel exporters, has also extended a ban on diesel exports multiple times amid its ongoing war with Ukraine.
蒙特勒伊表示,由于这些冲突,估计每天有700万桶的炼油产能无法利用。
Because of these conflicts, an estimated seven million barrels a day of refining capacity is out of reach, Montreuil said.
“当你考虑到全球每天的运转需要约1亿桶石油时,减少700万桶的日产量,即约7%的炼油产能,会产生巨大的影响,而这种影响正体现在价格上。” 图片:高不可攀的原油和柴油价格正在全球范围内引发抗议。柴油价格正在飙升。这就是为什么加拿大人可能很快就会在杂货店感受到这一影响的原因。尽管将所有美国柴油留在国内会暂时缓解美国人的油价压力,但专家表示,这最终会推高他们的成本。
"When you think of the world functioning on about 100 million barrels a day, removing seven million barrels per day, or around seven per cent of refining capacity, is a huge impact, and that impact is being felt on prices." PhotosSky-high crude and diesel prices are fuelling protests worldwide The price of diesel is skyrocketing. Here's why Canadians may soon feel it at the grocery store Although keeping all U.S. diesel within the country would temporarily aid in gas prices for Americans, experts say it would eventually drive up their costs.
Gas Buddy石油分析主管帕特里克·德·哈恩表示,美国的柴油价格起初可能会有所下降。
Patrick De Haan, head of petroleum analysis at Gas Buddy, says diesel prices in the U.S. may go lower at first.
但随后,美国的炼油厂将不得不放慢生产速度,以避免在停止出口后造成柴油过剩。随着更多的柴油被转入库存,炼油厂很可能也必须削减原油加工量,以确保库存不会超过容量,这最终会影响普通汽油的价格。
But then refineries in the U.S. would have to slow down production to avoid creating a diesel surplus once none was being exported. And with more diesel being redirected into storage, refineries would likely have to cut down on crude oil processing as well to make sure inventories don't go over capacity, ultimately impacting prices of regular gasoline.
“这会向美国炼油厂发出一个非常令人不安的信号,即政府将对你们的供应能力指手画脚,”他说。
But then refineries in the U.S. would have to slow down production to avoid creating a diesel surplus once none was being exported. And with more diesel being redirected into storage, refineries would likely have to cut down on crude oil processing as well to make sure inventories don't go over capacity, ultimately impacting prices of regular gasoline.
深受高柴油价格打击且对未来感到迷茫的农民们——“非常可怕”:新斯科舍省居民感受到家庭取暖成本上涨带来的压力
"It would send a very chilling signal to U.S. refineries that the government is going to dictate what you can and what you can't do in terms of your supply," he said. With files from Peter Cowan and Reuters