
柴油价格在中期选举临近之际飙升 — — 并且分析师认为短期内价格可能仍将保持高位。
Diesel prices are surging as midterms approach – and they are likely to stay high in the near future, according to analysts.
国际能源署(IEA)周三发布的10月份月度报告是最新一份预测称,柴油市场的限制因素可能导致价格在明年仍保持高位的报告。该机构警告称,即使炼油厂提高柴油产量,年终库存也可能直到2027年下半年才能缓解紧张局面。
The International Energy Agency's monthly report for October, released Wednesday, was the latest to predict that constraints on the diesel market will likely keep prices elevated into next year. The group warned that even if refineries step up production of diesel into the year-end inventories will likely remain strained until the second half of 2027.
上周五,特朗普总统意外暂停了对俄罗斯柴油燃料的制裁,并宣布他已与普京总统达成协议,克里姆林宫将向全球市场释放480万吨柴油,即近3600万桶。
Last Friday, President Donald Trump unexpectedly paused sanctions on Russian diesel fuel and announced that he reached a deal with President Vladimir Putin in which the Kremlin would release 4.8 million metric tons of diesel, or nearly 36 million barrels, to the global market.
周末,他在Truth Social上宣布俄乌之间达成“能源停火”,但乌克兰总统泽连斯基随后指责俄方袭击了该国的能源设施。
Over the weekend, he took to Truth Social to announce an "energy ceasefire" between Russia and Ukraine, but Ukrainian President Volodymyr Zelenskyy later accused Russia of attacking the country's energy facilities.
这些外交政策发展正值燃料价格上涨 — — 特别是柴油价格飙升 — — 成为今年中期选举前的主要焦点之际。但将俄罗斯柴油释放到全球市场不太可能在短期内降低价格。高盛(Goldman Sachs)上周的一份备忘录甚至预测,由于炼油厂难以满足需求,柴油价格可能一直高企至2027年。目前数据显示:自2026年初至9月底,批发柴油价格已翻倍以上,这是因为伊朗战争和俄乌战争剧烈削减了全球供应。
The foreign policy developments come as rising fuel prices — particularly skyrocketing diesel — have become a major flashpoint ahead of this year's midterm election. But releasing Russian diesel to the global market is unlikely to drop prices in the near term. A note from Goldman Sachs last week even predicted that diesel prices will remain high through 2027 as refineries struggle to meet demand. Here's what the numbers tell us so far: Wholesale diesel prices have more than doubled since the beginning of 2026 through the end of September as both the war in Iran and Russia's war in Ukraine have dramatically cut global supply.
特朗普坚持认为乌克兰战争是导致柴油价格高企的原因。7月8日,俄罗斯在乌克兰袭击其炼油厂后禁止柴油出口。在美国,柴油每加仑价格在7月6日至9月22日之间上涨了近40%。
Trump has insisted that the war in Ukraine is to blame for high diesel prices. On July 8, Russia banned diesel exports after Ukraine struck its refineries. In the U.S., the price of a gallon of diesel rose nearly 40% between July 6 and Sept. 22.
然而,伊朗战争爆发后,柴油价格已经飙升,而当俄罗斯实施出口禁令时,其价格仍比战前水平高出20%,使得供应紧张的感觉更加尖锐。
However, the price of diesel had already jumped after the Iran war started and was still 20% above its prewar level when Russia instituted its export ban, making that tightening of supply feel that much more acute.
事实上,这两场冲突在全球能源市场引发了重大连锁反应,导致价格剧烈波动,有时甚至每日都在变化。
Indeed, both conflicts have created major ripple effects across global energy markets causing major swings, sometimes daily.