
中亚国家已开始从伊朗购买石油,因为俄罗斯的燃料供应——这些国家长期以来依赖的能源——因乌克兰对俄罗斯能源基础设施的攻击日益 intensified,导致莫斯科的战争动力减弱。
Countries in Central Asia have begun buying oil from Iran as the Russian fuel supplies they have long depended on run dry amid Ukraine’s mounting attacks on Russian energy infrastructure to degrade Moscow’s war effort.
8月份,塔吉克斯坦宣布已从伊朗接收石油及石油产品,因为杜尚特面临俄罗斯燃料供应的不确定性。德黑拉也在8月份同意在吉尔吉斯斯坦建立一座联合炼油厂,并向该国供应原油。
In August, Tajikistan announced it was receiving oil and petroleum products from Iran as Dushanbe faces uncertainty over its fuel supply from Russia. Tehran also agreed to establish a joint refinery in Kyrgyzstan in August, and supply the country with crude oil.
由于俄罗斯继续对其邻国发动战争,莫斯科因乌克兰无人机对其炼油厂的打击而面临燃料短缺。以下是我们所知:哪些中亚国家受到了俄罗斯燃料危机的影响?
Moscow has been facing fuel shortages due to Ukrainian drone strikes on its refineries as Russia’s war on its neighbour continues to rage. Here’s what we know: Which Central Asian countries have been affected by Russia’s fuel crisis?
乌克兰对俄罗斯能源基础设施的进攻在塔吉克斯坦和吉尔吉斯斯坦等中亚国家引发了恐慌,这些国家依赖莫斯科获取石油和石油产品。
Ukraine’s offensive against Russian energy infrastructure has caused panic across Central Asian countries like Tajikistan and Kyrgyzstan, which are dependent on Moscow for oil and petroleum products.
塔吉克斯坦传统上从俄罗斯进口高达80%的石油产品。吉尔吉斯斯坦也依赖石油产品进口,其中超过90%的汽油来自俄罗斯。
Tajikistan has traditionally sourced up to 80 percent of its petroleum products from Russia. Kyrgyzstan also relies on petroleum product imports, sourcing more than 90 percent of its petrol from Russia.
“他们受到的影响最大,”驻德国柏林的卡内基政治研究所中亚专家伊布拉希莫娃在8月接受采访时对《半岛电视台》说。
“They’ve been hurt the most,” Galiya Ibragimova, a Moldova-based expert on Central Asia with Carnegie Politika, which has its headquarters in Berlin, told Al Jazeera in an interview in August.
吉尔吉斯斯坦是 Eurasian Economic Union 的成员国,该自由贸易组织由五个前苏联国家组成,由俄罗斯主导并受到克里姆林宫的政治决策影响。
Kyrgyzstan is a member of the Eurasian Economic Union, the free trade bloc of five former Soviet nations dominated by Russia and the Kremlin’s political decisions.
塔吉克斯坦不是该组织的成员国,但伊布拉希莫娃补充说,塔吉克斯坦购买俄罗斯打折后的燃料是“作为政治忠诚的付款,而不是因为[俄罗斯总统普京]那么仁慈”。
Tajikistan is not a member of the group, but it bought discounted Russian fuel as “payment for political loyalty, not because [Russian President Vladimir] Putin is so kind”, Ibragimova added.
而吉尔吉斯斯坦拥有三座庞大的苏联时代炼油厂。尽管如此,乌苏尔斯媒体网站于7月10日报道称,今年该国燃料价格上涨了15.6%。
Kazakhstan, meanwhile, boasts three giant, Soviet-era oil refineries. Still, fuel prices in the country have increased by 15.6 percent this year, the UlusMedia website reported on July 10.
另一方面,乌兹别克斯坦对俄罗斯能源的依赖程度较低:该国自身的石油产品产量每月可达10万吨,足以满足国内大部分需求。但由于周边邻国对石油需求的增加,乌兹别克斯坦也不得不 diversify its energy imports(即扩大能源进口来源),并开始与格鲁吉亚、伊拉克等国家进行合作。
Uzbekistan, on the other hand, is less dependent on Russian energy, with domestic production capable of reaching 100,000 tonnes of petroleum products per month, satisfying most of the country’s needs. But due to the increase in oil demand from its regional neighbours, Uzbekistan has also been forced to diversify its imports and has begun striking deals with countries like Georgia and Iraq. Why is there a fuel crisis in Russia?
俄罗斯为何面临燃料危机?由于基辅方面发动的无人机袭击(这些袭击旨在削弱俄罗斯继续入侵乌克兰的能力),俄罗斯的石油精炼能力受到了严重破坏——据估计,其石油精炼能力减少了四分之一到一半。为应对这一危机,俄罗斯实施了燃料配给制度:每辆车的燃油供应量被限制在20至30升左右,驾驶员必须将燃油直接注入汽车油箱,使用油桶储存燃油的行为被严格禁止。
Russia has been facing a severe fuel deficit as Kyiv’s drone strikes – launched in an effort to degrade Moscow’s ability to maintain its ongoing invasion of Ukraine – have knocked out an estimated quarter to half of its total oil refining capacity. To tackle the problem, Russia has imposed fuel rationing. Sales are often limited to about 20-30 litres (about 5-8 US gallons) per vehicle, and drivers must pump fuel strictly into vehicle tanks. Filling jerry cans is largely prohibited.
此前,俄罗斯政府已经禁止了汽油和航空燃料的出口;目前官员们也在考虑是否禁止柴油的出口。此外,俄罗斯当局还放宽了燃油质量标准,暂时允许使用低品质的燃油供应国内市场。
Earlier, the government banned petrol and jet fuel exports. Officials are now weighing a ban on diesel exports, too. Authorities have loosened fuel-quality regulations, temporarily allowing lower-grade fuel for the domestic market.
2014年从乌克兰吞并的克里米亚地区也宣布进入紧急状态。据报道,一家俄罗斯旗下的印度石油公司(Nayara Energy)向俄罗斯出售了石油产品。
A state of emergency has also been declared in Russian-occupied Crimea which Moscow annexed from Ukraine in 2014. A Russian-owned oil firm in India, Nayara Energy, has reportedly sold petroleum to Russia.
尽管俄罗斯总统普京承认燃料危机的存在,但他似乎并不愿意结束对乌克兰的战争,并坚称局势仍在控制之中。他在今年早些时候表示:“这些针对我们设施的袭击确实造成了问题,这是显而易见的。目前确实存在一定的短缺,但我认为情况并不危急。”
While Russian President Putin acknowledges the crisis, he appears reluctant to end the war on Ukraine and insists the situation is under control. “These attacks on our facilities certainly create problems – that is obvious. We are currently seeing a certain shortage, though I would say it is not critical,” he said earlier this year.
“首先,我们必须迅速大幅增加最受欢迎的防空系统的产量,并继续改进这些系统;同时,炼油厂的维修工作也必须加快完成。”那么,伊朗又是如何帮助中亚国家的呢?
“First and foremost, we have to rapidly and significantly increase production of air defence systems that are most in demand. We must also continue to improve them… Repairs at refineries must be completed more quickly.”So, how is Iran helping Central Asia?
俄罗斯燃料短缺之际,塔吉克斯坦等中亚国家已开始与伊朗达成协议。
Amid Russian fuel shortages, Central Asian countries like Tajikistan have begun striking deals with Iran.
8月,塔吉克斯坦能源与水资源部告诉“亚洲Plus”通讯社,该国正从伊朗接收石油和石油产品。该部未披露运输产品所用的路线,但塔吉克斯坦预计将从伊朗接收255万吨石油和石油产品。
In August, Tajikistan’s Energy and Water Resources Ministry told the Asia-Plus news agency that the country is receiving oil and petroleum products from Iran. The ministry has not disclosed the route used to transport the products, but Tajikistan expects to receive 2.55 million tonnes of oil and petroleum products from Iran.
除塔吉克斯坦外,据伊朗塔斯尼姆通讯社报道,伊朗总统马苏德·佩泽希齐扬在8月欢迎吉尔吉斯斯坦关于在该中亚国家建立合资炼油厂的提议。根据协议,佩泽希齐扬表示:“炼油厂所需的原油可由伊朗供应,产品可由双方分配。” 向中亚国家出口石油能帮助伊朗吗?
Besides Tajikistan, Iranian President Masoud Pezeshkian welcomed a proposal from Kyrgyzstan in August to establish a joint refinery in the Central Asian country, according to a report by Iran’s Tasnim news agency, Under the agreement, Pezeshkian said, “The crude oil needed by the refinery can be supplied by Iran, and the products can be divided between the two sides.”Will exporting oil to Central Asian countries help Iran?
美国和以色列对伊朗的战争已影响德黑兰的石油收入。伊朗政府管辖的伊朗统计中心9月发布的数据显示,在波斯历第一季度(3月21日至6月20日),国内生产总值(GDP)同比萎缩了10.1%。
The United States and Israel’s war on Iran has affected Tehran’s oil revenues. Data released by the government-administered Statistical Center of Iran in September showed that gross domestic product (GDP) shrank by 10.1 percent year-on-year between March 21 and June 20, the first quarter of the Persian calendar.
美国对伊朗港口实施的海上封锁贯穿了战争的大部分时间(战争始于2月下旬),这也严重削弱了德黑兰出售原油的能力。
Tehran’s ability to sell crude has also been dramatically curtailed by the US naval blockade of Iran’s ports, imposed for most of the war, which began in late February.
据Kpler和Vortexa的估算,伊朗原油和凝析油装船量从3月的日均约200万桶暴跌至7月的约74万桶,8月更仅为22万至25.5万桶。
Iranian crude and condensate loadings collapsed from about two million barrels per day (bpd) in March to roughly 740,000bpd in July and just 220,000-255,000bpd in August, according to estimates from Kpler and Vortexa.
TankerTrackers.com在9月告诉路透社,29艘油轮载着3611万桶原油被困在霍尔木兹海峡。与此同时,Vortexa估计,在海上漂浮的伊朗原油总量从7月底的1.35亿桶降至8月底的1.07亿桶。
TankerTrackers.com told the Reuters news agency in September that 29 tankers, carrying 36.11 million barrels of crude, were trapped in the Strait of Hormuz. Meanwhile, Vortexa estimated that total Iranian crude afloat had fallen from 135 million barrels at the end of July to 107 million barrels by late August.
在这些挑战面前,伊朗一直在努力寻找新的石油贸易伙伴。分析人士指出,由于俄罗斯燃料供应短缺,伊朗在中亚地区至少在短期内获得了新的贸易机会。伊朗的石油是如何运抵塔吉克斯坦和吉尔吉斯斯坦的呢?
Amid these challenges, Iran has been scrambling to find new countries to trade oil with. Russian fuel shortages have opened up new opportunities for Iran in Central Asia, at least in the short term, according to analysts. How does Iranian oil reach Tajikistan and Kyrgyzstan?
伊朗与这两个国家都没有接壤。根据中东全球事务委员会(Middle East Council on Global Affairs)的资深研究员弗雷德里克·施耐德(Frederic Schneider)的说法,伊朗的石油及精炼产品必须通过铁路运输,途经土库曼斯坦和乌兹别克斯坦才能到达塔吉克斯坦;同样,要运往吉尔吉斯斯坦,也需要经过这两个国家。
Iran does not share a border with either country. To get to Tajikistan, Iranian “oil and refined products have to cross Turkmenistan and Uzbekistan by rail”, said Frederic Schneider, a nonresident senior fellow at the Middle East Council on Global Affairs. To get to Kyrgyzstan, Iranian oil would also need to pass through Turkmenistan and Uzbekistan.
那么,与中亚国家进行石油贸易在物流上是否可行呢?施耐德认为可能性不大。
Is trading oil with Iran logistically sustainable for Central Asia? It is unlikely, Schneider said.
“伊朗的这一贸易机会取决于乌克兰能否继续打击俄罗斯的炼油厂,但鉴于乌克兰的打击能力正在减弱,以及美国政府希望停止这些攻击(因为这些攻击对全球石油市场造成了巨大压力),这种情况似乎不太可能发生,”他告诉半岛电视台(Al Jazeera)。
“This opportunity [for Iran] depends on Ukraine continuing to hit Russian refineries, which seems unlikely, both given the waning of Ukraine’s strike capability and the US government’s demand to stop the attacks as they put too much strain on global oil markets,” he told Al Jazeera.
他还提到,美国总统唐纳德·特朗普曾在9月多次敦促乌克兰总统弗拉基米尔·泽连斯基与俄罗斯达成“能源停火协议”——因为柴油价格已成为特朗普在11月美国中期选举前的一个政治问题。不过这些停火协议往往在几小时内就破裂了。施耐德表示:“一旦袭击停止,或者俄罗斯的炼油厂恢复运营,根据欧亚经济联盟的安排,俄罗斯的燃料将能够免税地进入中亚市场,而伊朗在价格上将处于劣势。”
He noted that US President Donald Trump has pressed his Ukrainian counterpart, Volodymyr Zelenskyy, repeatedly in September for an “energy truce” with Russia, since diesel prices have become a political problem for Trump ahead of the November midterm elections in the US. “Those truces have so far collapsed within hours, but the direction is clear. Once the strikes stop, or once Russia repairs its plants, Russian fuel will come back to Central Asia duty-free under Eurasian Economic Union arrangements, and Iran will struggle to compete on price,” he said.
此外,从物流角度来看,俄罗斯在向塔吉克斯坦和吉尔吉斯斯坦等国家进口石油方面也具有优势:与伊朗不同,俄罗斯与这两个国家都接壤。
Logistics also favour Russia with respect to importing oil to countries like Tajikistan and Kyrgyzstan, he said. Unlike Iran, Russia shares a border with both.
塔吉克斯坦自身的需求[石油]大约需要5.1万节铁路罐车,而其主要的丹加拉炼油厂从未实现过商业化规模运营。相比之下,俄罗斯拥有数十年建设的物流基础设施、管道、铁路连接以及通往该地区的供应合同,”施奈德表示。中亚市场是否足够大,能弥补伊朗在霍尔木兹海峡的损失?施奈德认为并非如此。施奈德表示,塔吉克斯坦的总需求约为5万桶/日。
“Tajikistan’s own request [for oil] would need around 51,000 rail tank cars, and its main refinery at Dangara has never operated commercially at scale. Russia, by contrast, has decades’ worth of logistics infrastructure, pipelines, rail links, and supply contracts into the region,” Schneider said. Is Central Asia a big enough market to compensate for Iran’s Hormuz losses? No, according to Schneider. Tajikistan’s total demand, Schneider said, was about 50,000bpd.
与一年前伊朗通过海运出口的170万桶/日相比,这只是九牛一毛。根据美中经济与安全审查委员会的数据,中国2025年报告的对伊双向贸易额为99.6亿美元,这一数字不包括约312亿美元的伊朗石油出口。
That is a drop in the ocean compared with the 1.7 million bpd Iran exported by sea a year ago. China reported $9.96bn in two-way trade with Iran in 2025, a figure that does not include some $31.2bn in Iranian oil shipments, according to the US-China Economic and Security Review Commission.
施奈德表示:“这表明中亚可以成为伊朗柴油和汽油的一个有用出口渠道,但无法取代中国市场。”
“This suggests that Central Asia can be a useful outlet for Iranian diesel and gasoline, but it cannot replace the Chinese market,” Schneider said.
他补充道,对德黑兰而言,中亚的重要性取决于美以对伊战争的发展态势,同时德黑兰也需要与俄罗斯保持良好关系,后者与其拥有深度战略伙伴关系。
For Tehran, Central Asia’s importance depends on how the US-Israel war on Iran develops, he said, adding that Tehran also needs to stay on good terms with Russia, with which it has a deep strategic partnership.
他说:“伊朗不愿被视为过于激进地抢夺俄罗斯客户,因此会将自己定位为权宜供应商,这同样限制了其在那里的盈利能力。”中亚国家购买伊朗石油还面临哪些其他风险?施奈德警告称,中亚国家可能会面临华盛顿对伊朗的二级制裁。
“Iran cannot afford to be seen as poaching Russian customers too aggressively, so it will present itself as a stopgap supplier, which, again, limits how much it can earn there,” he said. What other risks does Central Asia face in buying Iranian oil? Schneider warned that Central Asian nations could be hit with Washington’s secondary sanctions on Iran.
他指出:“从法律上讲,美国的二级制裁适用于任何进行伊朗石油重大交易的外国公司或银行,无论其总部设在何处,且财政部在8月扩大了可制裁行为的清单。一位财政部官员已公开警告,任何参与该贸易的人‘都将自担风险’。”但施奈德表示,从政治层面看,美国制裁中亚政府的可能性不大。
“Legally, US secondary sanctions apply to any foreign company or bank that conducts a significant transaction in Iranian petroleum, wherever it is based, and the Treasury expanded the list of sanctionable conduct in August. A Treasury official has already warned publicly that anyone in this trade ‘incurs that risk themselves’,” he noted. But Schneider said that, politically, the US sanctioning Central Asian governments is unlikely.
“中亚正成为俄罗斯、中国和美国之间新一轮‘大博弈’的舞台。如今,华盛顿正比上世纪90年代以来任何时候都更加积极地拉拢该地区,主要目的就是为了获取关键矿产资源。仅哈萨克斯坦一国就拥有美国认定的关键矿产中的约一半,包括铀和钨,”他说道。
“Central Asia is the arena of a new ‘Great Game’ between Russia, China and the United States, and Washington is courting the region harder than at any point since the 1990s, chiefly for its critical minerals. Kazakhstan alone holds about half of the minerals the US classifies as critical, including uranium and tungsten,” he said.
“若因中亚国家从伊朗进口燃料而对其政府实施制裁,只会促使这些国家进一步向俄罗斯和中国靠拢,”他指出。
“Sanctioning a Central Asian government for buying fuel from Iran would push them straight back into closer ties to Russia and China,” he noted.
“我认为更可能的做法是:针对个别贸易商、铁路及物流运营商以及小型银行实施定向制裁,同时对该地区的代理银行施加隐性压力。仅此便足以提高贸易成本并减缓贸易往来,但代价则是这些国家会加倍努力在经济与金融层面摆脱对美国的依赖。”
“What I would expect instead are targeted designations of individual traders, rail and logistics operators and smaller banks, combined with quiet pressure on the region’s correspondent banks. That alone is enough to raise the cost and slow the trade, but will come at the price of these countries redoubling their efforts to decouple economically and financially from the US.”