特朗普称柴油涨价主因俄乌冲突而非伊朗战事 市场数据显示中东供应损失更大

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【特朗普称柴油涨价主因俄乌冲突而非伊朗战事 市场数据显示中东供应损失更大】美国总统特朗普本周在社交媒体上重申,全球柴油价格上涨主要由俄乌冲突导致,而非美国与伊朗之间的战事。但彭博社汇总并经柴油贸易商核实的估算显示,伊朗战事造成的柴油供应减少量超过俄乌冲突。据能源分析公司Energy Aspects、Kpler和Vortexa的估算,3月至8月中东地区石油日均产量较2025年同期减少约77万桶,而同期俄罗斯石油日产量减少约35万桶。FGE NexantECA成品油主管尤金·林德尔指出:"从纯粹体量上看,伊朗更大。"他称,从市场进一步减少数十万桶原油"使原本就极度紧张的市场变成了历史性的紧张市场"。华盛顿智库新美国安全中心兼职高级研究员瑞秋·齐姆巴表示,伊朗冲突导致的物资短缺是柴油和成品油短缺及价格飙升的最大驱动因素,而俄罗斯炼油厂受损加剧了这些趋势。她认为,若停火能促成炼油厂修复和俄罗斯产品回归,可缓解部分压力,但无法完全解决供应短缺问题。

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