– 这是CNBC为中国中央电视台于2026年9月2日制作的财经新闻报道脚本。
– This is the script of CNBC's financial news report for China's CCTV on September 02, 2026.
虽然欧佩克在官方声明中未明确说明维持产量目标的具体原因，《华尔街日报》报道称，源于中期选举后美国可能重启对伊朗打击的高涨地缘政治风险，是影响产油国决策的关键因素。此外，维持产量目标并不等同于市场供应保持不变。一方面，多个成员国的实际产量仍低于配额水平；另一方面，中东冲突扰乱关键航运通道，使原油供应能否顺利抵达全球市场充满不确定性。
While OPEC did not specify explicit reasons for maintaining its production targets in its official statement, The Wall Street Journal reported that elevated geopolitical risks, stemming from the potential resumption of US strikes against Iran following the midterms, served as a key factor shaping decision making among oil producing nations. Furthermore, maintaining production targets does not equate to constant market supply. On one hand, actual output from several member countries remains below quota levels; on the other hand, Middle East conflicts disrupting critical shipping lanes introduce uncertainty over whether crude supplies can smoothly reach global markets.
国际海事数据公司Kpler表示，根据可核实的船舶过境记录，目前霍尔木兹海峡的通行量约为冲突前水平的一半，而沙特阿拉伯东海岸的原油运输量已降至3月份每日500万至600万桶的区间以下，目前平均约为每日349万桶。
International maritime data firm Kpler stated that based on verifiable vessel transit records, current flows through the Strait of Hormuz stand at roughly half pre conflict levels, while crude shipments from Saudi Arabia's eastern coast have fallen below their March range of 5 million to 6 million barrels per day, averaging approximately 3.49 million barrels per day currently.
原油供应和运输中断推动国际油价大幅上涨。作为全球价格基准的伦敦布伦特原油期货，今年以来已飙升逾80%。值得注意的是，在这轮上涨中，柴油和汽油等成品油的价格涨幅超过了原油，使能源公司的炼油利润率大幅扩大。
Crude supply and transport disruptions have pushed international oil prices sharply higher. London Brent crude futures, the global price benchmark, have surged over 80% year to date. Notably, price gains for refined products like diesel and gasoline have outpaced crude during this rally, translating into significantly expanded refining margins for energy companies.
五大石油巨头埃克森美孚、雪佛龙、BP、壳牌和道达尔能源最新季度财报显示，合并净利润达到563亿美元，创下历史第三高纪录。然而，利润激增并未引发新建炼油厂的浪潮。《金融时报》报道称，面对高昂的资本支出成本和漫长的建设周期，这些公司对投资新的炼油产能仍持谨慎态度，其中几家公司仍将重点放在资产负债表去杠杆上。
Latest quarterly earnings from the five major oil giants, ExxonMobil, Chevron, BP, Shell, and TotalEnergies, show combined net profits reaching 56.3 billion dollars for the recent quarter, marking the third highest level on record. However, surging profits have not triggered a wave of new refinery construction. The Financial Times reported that faced with high capital expenditure costs and lengthy construction timelines, these corporations remain cautious about investing in new refining capacity, with several keeping primary focus on balance sheet deleveraging.
雪佛龙首席执行官迈克·维思表示：“我们处于一个周期性的大宗商品行业。强大的资产负债表、对业务的纪律性投资以及稳健的运营，是度过这些周期的秘诀。”燃油成本飙升加上旺季旅行需求强劲，推动美国年底假期机票价格达到至少十年来的最高水平。例如，纽约到匹兹堡往返航线的基础机票起价约为450美元，而火车票约为225美元，长途巴士票仅为100美元。
MIKE WIRTH Chevron "We're in a commodity business which goes through cycles. A strong balance sheet, disciplined investment into your business, sound operations have been the recipe for working your way through these cycles." Surging jet fuel costs combined with robust holiday travel demand have pushed US year end holiday airfares to their highest levels in at least a decade. On the New York to Pittsburgh round trip route, for example, baseline airfares start around 450 dollars, compared to roughly 225 dollars for train tickets and just 100 dollars for long distance bus tickets.
因此，当便利性需要支付溢价时，越来越多的旅行者正在权衡成本，选择更经济的交通方式。普华永道在最近的一份报告中指出，多达三分之一的假期旅行者计划今年完全放弃乘坐飞机。
Consequently, when convenience comes at a premium, an increasing number of travelers are weighing costs and opting for more economical transport modes. PwC noted in a recent report that as many as one third of holiday travelers plan to forgo air travel altogether this year.