2026-10-09T22:34:15.727Z / https://www.cnn.com/2026/10/09/politics/trump-putin-russian-diesel
美国总统唐纳德·特朗普周五表示，他已与俄罗斯总统弗拉基米尔·普京达成协议，俄罗斯将向市场供应柴油，以期在中期选举前降低能源成本。
但能源行业分析师表示，这项引发乌克兰愤怒的协议不太可能显著降低柴油价格。
特朗普在社交媒体上写道，普京同意“立即”向全球能源市场供应超过30万吨柴油，并承诺在11月再供应50万吨。根据美国能源信息署的数据，这些总量相当于600万桶柴油，约占美国一天半的柴油需求量。
特朗普表示，首批供货完成后，“将根据俄罗斯柴油炼油厂的运营状况”再供应数百万吨俄罗斯柴油。
“我们预计今年年底前全球柴油供应或增加5%至6%，”皮克林能源伙伴公司创始人兼首席投资官丹·皮克林在一封电子邮件中谈及总统的声明时表示。
“归根结底——这有帮助，但不会对全球柴油市场产生实质性影响，”皮克林说。“题外话——特朗普用吨而非桶来标注供应量是有原因的。对于普通观察者来说，吨数看起来更大。这更多是政治作秀，而非改变游戏规则的举措。”
俄罗斯于7月初暂停柴油出口，此前乌克兰无人机袭击俄炼油厂导致该国国内大面积燃油短缺。此举使全球市场每日减少约80万桶柴油供应——而当时由于美国与伊朗的对峙，供应本已紧张。
上月俄罗斯延长了出口禁令，加剧了能源成本压力。
根据克里姆林宫公布的两国领导人通话内容，普京告诉特朗普，俄罗斯“准备向美国和全球市场供应石油和石油产品”。
“我相信这将对全球整体经济产生积极影响，”普京根据克里姆林宫的记录说道。
特朗普周五晚些时候也呼应了这一说法，他在白宫对记者表示：“油价已经像石头一样下跌。我们非常高兴能达成这笔交易。”
但分析师和大宗商品交易商对俄罗斯能否兑现承诺表示质疑。
周五收盘时，柴油期货价格下跌约4%。
但特朗普的声明在乌克兰引发愤怒。基辅长期以来一直主张对俄罗斯能源出口实施更严厉制裁，认为石油和天然气收入是俄罗斯战争机器的主要资金来源。
过去几个月来，乌克兰还加大了对俄罗斯石油基础设施的袭击，尽管特朗普呼吁其停止袭击，基辅仍未收手。就在本周，基辅方面宣称袭击了俄罗斯境内四座不同的炼油厂。
乌克兰总统弗拉基米尔·泽连斯基称允许俄罗斯出口柴油的举动“是强大伙伴们做出的软弱决定”。
“这将为这场战争、为苦难提供更多资金，当然也会用来对付我们。这只会助长普京的气焰，让他有能力继续发动更多战争，”他在社交媒体上表示。
过去几个月对乌克兰平民来说格外致命，俄罗斯利用基辅防空导弹严重短缺的机会，对乌克兰城市发动近乎不间断的空袭。周四乌克兰东部一处公交车站遭遇空袭，造成30多人死亡。
泽连斯基明确表示，这项声明的发布时机恰逢乌克兰高级代表团抵达迈阿密与美国特使史蒂夫·威特科夫以及特朗普的女婿贾里德·库什纳举行会谈，这让基辅方面更加痛苦。
“就在我们的团队在佛罗里达州与美国团队会谈的这一刻，美国总统却与克里姆林宫领导人、这场战争的领导人、这场侵略的领导人进行对话，”他说。
美国前官员表示，尚不清楚普京是否拥有特朗普所称数量的柴油可供出售。
美国国务院前制裁政策首席副协调员理查德·纽厄指出，“这一信息传递的信号以及对更广泛制裁制度造成的损害非常严重”。
“还有谁会认真对待制裁制度？”他质疑道，并指出如果美国表示需要通过放宽制裁来解决经济问题，“我们又如何能令人信服地辩称其他国家不应使用同样的借口？”
一位前国务院高级官员表示，普京能否实际供应柴油并不重要，因为“他已经达成了想要的结果”——即让特朗普认为自己在选举前获得了政绩加分，且这可能会对市场产生影响。
此次通话的时机与乌克兰谈判的启动并非巧合。
“普京有很多缺点，但他并不愚蠢，”这位官员说。
特朗普一直在寻找降低能源成本的方法，包括暂时解除对农用设备使用的“红染料”柴油的限制。
特朗普在与普京的通话中并未提及一名鼠疫实验室研究人员仍未得到解释的死亡事件。
相反，这位美国总统仅专注于柴油供应问题，而随着能源价格上涨推高其他成本，这一问题一直令共和党人担忧。
“凭借我们对霍尔木兹海峡的全面控制，以及这一关于俄罗斯能源的重大声明，美国乃至全世界的柴油价格将以创纪录的速度快速下跌！”特朗普写道。
能源分析师迅速对这一说法表示质疑。
“即便此事成真且普京兑现承诺——这意味着要取消实施数月的柴油出口禁令——那也不过是权宜之计，仅此而已，”欧亚集团能源、气候与资源团队分析师格雷戈里·布鲁在一封电子邮件中表示。
“我还强烈怀疑，普京希望乌克兰停止袭击炼油厂，以此作为帮特朗普这个忙的交换条件。我很难想象泽连斯基会在这方面合作，”布鲁说。
本文已更新补充更多细节。
CNN记者维多利亚·布滕科参与报道。
Trump deal for Russian diesel sparks anger in Ukraine, doubts among analysts
2026-10-09T22:34:15.727Z / https://www.cnn.com/2026/10/09/politics/trump-putin-russian-diesel
President Donald Trump said on Friday he secured an agreement from Russian President Vladimir Putin to supply markets with Russian diesel fuel as he works to bring down energy costs ahead of the midterm elections.
Energy industry analysts, however, say the agreement — which sparked anger in Ukraine — isn’t likely to lower diesel prices in any meaningful way.
Trump wrote on social media that Putin agreed to “immediately supply” more than 300,000 tons of diesel to global energy markets, with another 500,000 tons promised in November. Together, the amounts — equal to 6 million barrels of diesel fuel — would cover about a day and a half worth of US demand, according to the US Energy Information Administration.
Trump said millions more tons of Russian diesel would be supplied following the first tranches “based on the condition of their Diesel Refineries.”
“We are talking PERHAPS a 5-6% increase in supply between now and year end,” Dan Pickering, founder and chief investment officer at Pickering Energy Partners, said about the the president’s announcement in an email.
“Bottom line — this is helpful but not a needle mover for global diesel markets,” Pickering said. “Sidenote — there is a reason Trump talked about volumes in tons instead of barrels. The tons number looks bigger to a general observer. This is more politics than a game changer.”
Russia banned exports of diesel in early July, after Ukrainian drone strikes on its refineries triggered widespread fuel shortages across the country. This cut roughly 800,000 barrels per day from the global market — at a time when supplies were already tight because of the US war against Iran.
The ban was extended last month, aggravating cost pressures on energy.
According to the Kremlin readout of the phone call between the two leaders, Putin told Trump that Russia was “ready to supply oil and petroleum products to the US and global markets.”
“I am confident that this will have a positive impact on the entire global economy,” Putin said, according to the Kremlin.
Trump echoed that statement later on Friday, telling reporters at the White House that “oil prices are already dropping like a rock. So, we’re very happy to get it.”
But analysts — and commodities traders — raised doubts that Russia would be able to live up to that promise.
At the close of trading on Friday, diesel futures were down by about 4%.
But Trump’s announcement was met with anger in Ukraine. Kyiv has long advocated for tougher sanctions on Russian energy exports, arguing that oil and gas revenues are a major source of funding for Russia’s war machine.
Ukraine has also stepped up its attacks on Russian oil infrastructure over the past few months, refusing to stop despite calls from Trump to do so. Just this week, Kyiv has claimed strikes on four different refineries across Russia.
Ukraine’s President Volodymyr Zelensky called the move to allow Russia to export diesel “a weak decision of strong partners.”
“This is additional money for this war, for the suffering, and of course against us. This is only fuels Putin and gives him the possibility to fight more,” he said on social media.
The past few months have been exceptionally deadly for Ukrainian civilians as Russia has managed to take advantage of Kyiv’s critical shortage of air defense missiles, launching near non-stop aerial attacks against Ukrainian cities. One such strike on a bus stop in eastern Ukraine killed more than 30 people on Thursday.
Zelensky has made it clear the timing of the announcement — just as a top-level Ukrainian delegation arrived to Miami for talks with US envoy Steve Witkoff and Trump’s son-in-law Jared Kushner — makes it all the more painful for Kyiv.
“In this exact moment when our team is talking to the American team in Florida, the US President has a conversation with Kremlin leader, with the leader of this war, the leader of this aggression,” he said.
Former US officials say it is unclear if Putin even has the amount of diesel that Trump cited to sell.
Richard Nephew, a former principal deputy coordinator for sanctions policy at the State Department, noted that “the message it sends and the damage it does to the broader sanctions regime is very significant.”
“How does anyone take the sanctions regime seriously?” he questioned, noting that if the US is going to say that they need to use sanctions relief to address an economic issue, “how can we convincingly argue that anyone else shouldn’t use the same excuse?”
A former senior State Department official said it doesn’t matter if Putin can actually deliver the diesel because “now he’s achieved the result he wants” which is Trump thinking he’s gotten a pre-election bump and it might have an impact on the markets.
The timing of the call with the start of the talks with Ukraine is no coincidence.
“Putin is a lot of things, but he’s not stupid,” they said.
Trump has been working to identify ways to bring down costs, including by temporarily lifting restrictions on “red dye” diesel used in farm equipment.
Trump did not mention raising during his call with Putin the still unexplained death of a plague lab researcher.
Instead, the US president focused solely on diesel supplies, which have concerned Republicans as higher energy prices drive up other costs.
“Between our TOTAL CONTROL of the Strait of Hormuz, and this great announcement on Russian Energy, Diesel Prices for Americans and, indeed, the World, will be COMING DOWN, IN RECORD NUMBERS, AND FAST!” Trump wrote.
Energy analysts quickly cast doubt on that assertion.
“So assuming this happens and Putin delivers — which would mean reversing the ban on diesel exports that has been in place for several months now — it would be a bandaid, nothing more,” Gregory Brew, an analyst with Eurasia Group’s Energy, Climate & Resources team, said in an email.
“I also have a strong suspicion Putin expects Ukraine to cease its attacks on refineries in exchange for doing Trump the favor. I have a hard time seeing Zelensky cooperate on that front,” Brew said.
This story has been updated with additional details.
CNN’s Victoria Butenko contributed reporting.
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