周一，油价和天然气价格上涨，原因是美国总统唐纳德·特朗普周日宣布的“能源停火”未能获得推动。美国柴油期货在下午晚间交易中小幅上涨，而布伦特原油价格飙升2%，接近每桶108美元，美国原油价格涨幅超过2%，达到约94美元。随着11月3日中期选举仅剩几周时间，价格压力持续攀升。共和党人面临维持其在国会多数席位的艰巨挑战，全国范围内的选民将高油价视为影响其投票的关键问题。
Oil and gas prices rose Monday after an “energy ceasefire” announced by President Donald Trump on Sunday failed to gain traction. U.S. diesel fuel futures rose slightly in late afternoon trading, while Brent crude oil jumped 2% to almost $108 per barrel and U.S. crude oil rose more than 2% to about $94. The price pressures continued to mount with just weeks to go before the Nov. 3 midterm elections. Republicans face a steep climb to maintain their majorities in Congress, and voters across the country cite high gas prices as a key issue affecting their votes.
根据AAA数据，周一全国柴油燃料的平均价格为每加仑6.26美元，较年初几乎高出80%。周一的价格上涨发生在特朗普宣布停火达成协议不到24小时后。他写道：“自即刻起，在俄罗斯与乌克兰之间的战争中实施能源停火。双方已达成协议。请勿违反！”随后，特朗普在Truth Social上发布了该声明。总统发布该帖不久后，俄罗斯重新对乌克兰的能源设施发动袭击。
The average nationwide price of diesel fuel Monday was $6.26 per gallon, nearly 80% higher than it had been at the start of the year, according to AAA data. The rising prices Monday came less than 24 hours after Trump declared that a ceasefire had been agreed to. “Effective immediately, there is an ENERGY CEASEFIRE in the War between Russia and Ukraine. Both parties have agreed. Do not break it!”Trump wrote on Truth Social. Shortly after the president’s post, Russia renewed strikes against Ukrainian energy assets.
停火似曾相识乌克兰总统弗拉基米尔·泽连斯基表示，乌克兰是通过媒体报道得知特朗普的停火声明的，且未收到任何事先通知。他重申了其立场：只要莫斯科也同意，乌克兰愿意签署一项不针对敌方能源基础设施的协议。与此同时，泽连斯基周一表示，俄罗斯继续实施“滑翔炸弹袭击和对我们能源基础设施的袭击”，并指出哈尔科夫的一座发电站最近遭到袭击。
Ceasefire déjà vu President Volodymyr Zelenskyy said Ukraine learned about Trump’s ceasefire from media reports and was given no advance warning. He reiterated his position that Ukraine was open to an agreement not to target enemy energy infrastructure as long as Moscow agrees to it, too. In the meantime, Russia continued with “glide bomb strikes and strikes on our energy infrastructure,” Zelenskyy said Monday, noting that a power plant in Kharkiv had recently been attacked.
“乌克兰已提出许多缓和步骤。普京对所有这些步骤只有一个回答——‘nyet’，”泽连斯基说，使用了俄语中“不”的意思。克里姆林宫周一既未确认也未否认是否达成了协议。特朗普周日的声明与他在九月份发布的类似帖子高度相似，当时他宣布：“乌克兰已同意不打击俄罗斯的能源目标。”
“Ukraine has proposed many de-escalatory steps. Putin had one answer to all of them — ‘nyet,’” Zelenskyy said, using the Russian word for “no.”The Kremlin on Monday neither confirmed nor denied having agreed to a deal. Trump’s Sunday announcement closely mirrored a similar post he made in September, when he announced that “Ukraine has agreed not to hit Russian Energy targets. Russia has agreed to do, likewise!”
俄罗斯也同意这样做！”在那里，泽连斯基同样表示，乌克兰的参与取决于俄罗斯同意遵守，但这从未实现。9月，乌克兰和俄罗斯对对方能源设施的袭击均未放缓。
There, too, Zelenskyy said Ukraine’s participation hinged on Russia’s agreement to comply, which never came. Neither Ukrainian nor Russian strikes on the other’s energy assets slowed down in September.
特朗普与普京的交易 这个特朗普周末宣布的存疑停火，是在周五一个惊人声明之后出现的，当时总统称俄罗斯将供应数百万桶柴油“给美国和全球市场”。该声明是在特朗普与俄罗斯总统普京周五通话后发布的，据报道通话持续了一个多小时。特朗普称，与普京达成的协议将“立即向美国和全球市场供应超过30万吨柴油”。
Trump’s deal with Putin The dubious ceasefire Trump declared over the weekend followed a stunning announcement Friday in which the president said Russia would supply millions of barrels of diesel “to the American and Global Marketplace.”The announcement came after a phone call Friday between Trump and Russian President Vladimir Putin that reportedly lasted over an hour. Trump said the deal with Putin would “immediately supply over 300,000 Tons of Diesel Fuel to the American and Global Marketplace.”
这相当于约225万桶柴油，少于美国仅一天的柴油消耗量。周一，俄罗斯计划的进一步细节和后勤安排尚未公布。除了与俄罗斯的交易，特朗普近日还施压七国集团盟友释放更多柴油储备，并解除了国内对一种非公路用柴油的限制。为给柴油交易扫清法律障碍，财政部宣布暂停六个月对克里姆林宫实施的燃料制裁，该制裁是2022年因其非法入侵乌克兰而实施的。
That would translate into about 2.25 million barrels of diesel, or less diesel than the United States uses in just one day. Further details and logistics of Russia’s plan had yet to be announced Monday. In addition to the Russia deal, Trump has pressured G7 allies to release more diesel fuel supplies in recent days and lifted domestic restrictions on an off-road variety of diesel. In order to clear a legal path for the diesel deal, the Treasury Department announced a six-month suspension of the fuel sanctions imposed on the Kremlin in 2022 for its illegal invasion of Ukraine.
乌克兰官员、欧洲盟友和一些美国议员对该交易以及美国单方面放宽对俄制裁感到震惊。特朗普周一为该交易辩护，称其是“为美国人民做出的正确选择”。特朗普还表示，如果俄罗斯炼厂能够生产，“在短期内”将有更多柴油可供使用。
Ukrainian officials, European allies and some U.S. lawmakers were aghast at the deal and the U.S. decision to unilaterally ease Russia sanctions. Trump defended the deal Monday, calling it “the right choice for the American People.”Trump also said more diesel fuel would be made available “within a short period of time,” if Russia’s refineries could produce it.
关于俄罗斯产能的疑问 专家高度怀疑俄罗斯柴油出口在短期内会有任何显著恢复。由于乌克兰深入俄罗斯境内的打击，生产石油、天然气和柴油的炼厂遭受了严重破坏。
Questions about Russia’s capacity Yet experts are highly skeptical that there will be any significant resumption of Russian diesel exports in the near term. Due to Ukrainian strikes deep inside Russia, refiners that produce oil, gas and diesel have suffered heavy damage.
国际能源署的分析师在一份9月份的报告中写道：“据报道，汽油产量较2025年的水平下降了20%，而柴油产量估计下降了近30%，这促使政府限制燃料出口以保障国内供应。”数周以来，特朗普一直关注柴油价格。由于美国与以色列于2月发动的伊朗战争，柴油价格开始上涨。7月，俄乌战争的升级进一步加剧了柴油价格的压力。
“Reported gasoline output is down by 20% compared with 2025 levels, while diesel production is estimated to have fallen by nearly 30%, prompting the government to restrict fuel exports to protect domestic supplies,” analysts at the International Energy Agency wrote in a September report. For weeks, Trump has focused on the price of diesel fuel, which began rising as a result of the Iran war that the U.S. and Israel launched in February. In July, escalations in the Russia-Ukraine war began adding to the pressure on diesel prices.
随着乌克兰无人机系统性地攻击俄罗斯能源设施，克里姆林宫通过限制柴油出口来确保国内供应。在此之前，俄罗斯一直是全球主要的精炼石油产品出口国之一，而柴油正是其中一种。俄罗斯周五表示，为了配合与特朗普达成的协议，将取消部分出口限制，但具体实施速度尚不明确。
As Ukrainian drones systematically targeted Russian energy assets, the Kremlin responded by restricting diesel exports in order to preserve its supply for domestic use. Until then, Russia had been one of the world’s top exporters of refined oil products, which include diesel fuel. Russia said Friday that it would lift some of its export restrictions in order to accommodate the deal with Trump. But it was unclear how fast that would happen.