2026-09-10T20:37:49.148Z / https://www.reuters.com/business/energy/us-average-diesel-prices-cross-6-gallon-first-time-gasbuddy-says-2026-09-10/
- 摘要
- 燃油价格令特朗普与共和党议员头疼
- 美国柴油库存较五年均值低13%,美国能源信息署称
- 布伦特与WTI原油价格飙升至每桶100美元以上
纽约9月10日路透电)据油价追踪机构GasBuddy消息,美国全国柴油均价周四首次突破每加仑6美元关口,美以对伊朗发动战争以及乌克兰袭击俄罗斯炼油厂导致供应收紧。
柴油为卡车、火车、船舶以及维持全球供应链运转的重型设备提供动力,同时也是农业机械运转的关键燃料。
专栏作家罗恩·布索撰写的路透社《动力升级》简报为您提供全球能源行业的所有重要资讯,点击此处订阅。
此次燃油成本的最新上涨进一步加剧了今年以来已经令消费者和企业不堪重负的通胀压力,给总统唐纳德·特朗普和共和党议员带来了政治难题,他们正寻求在11月的中期选举中捍卫微弱的国会多数席位优势。
原油是燃油价格的最大影响因素,随着美伊冲突升级,基准原油期货重新回升至每桶100美元以上。
在周四原油期货触及5月中旬以来的最高水平之际,依赖柴油的行业已经感受到了冲击。布伦特原油结算价为每桶107.63美元,西德克萨斯中质原油期货结算价为每桶102.48美元。
“每一辆卡车、每一次送货、每一个包裹、每一趟 grocery 采购都变得更贵了,”GasBuddy分析师帕特里克·德汉在社交媒体平台X上说道。
“创纪录的柴油价格将影响美国人的每一笔货物、每一次运输、每一次配送,并可能在整个供应链上下重新推高通胀,”他说道。
“在五个月的时间里,我们看到柴油价格翻了一番还多。这已经严重冲击了我们的现金流,”总部位于堪萨斯州的燃料供应商绿洲能源公司能源总监亚历克斯·瑞安说道。“总会有一个临界点,只是我不知道它会在何时何地出现,”他补充道。
农业无人机公司Hylio的首席执行官亚瑟·埃里克森表示,农民和牧场主在经历了一系列成本冲击却几乎得不到缓解后感到沮丧。随着生产成本飙升而作物价格下跌,许多人面临着日益沉重的财务压力。
在中期选举前,更高的燃油和运输成本可能会进一步推高通胀,使共和党试图说服选民特朗普的政策正在改善民众负担能力的努力更加复杂。
白宫表示,特朗普仍专注于扩大美国炼油产能并降低能源成本,并称只要美国控制霍尔木兹海峡,石油和天然气价格就会下跌。
“特朗普总统仍致力于释放美国能源主导地位,削减成本,让辛勤工作的美国家庭重新把更多钱装进口袋,”白宫发言人泰勒·罗杰斯说道。
路透社/益普索上月开展的一项民调显示,在哪个政党更能应对生活成本问题上,民主党比共和党领先8个百分点。特朗普周三承认,油价上涨带来的缓解可能要到选举后才会到来。
战争期间柴油价格上涨近60%
自2月底美以袭击伊朗以来,美国柴油价格已飙升近60%。这场战争扰乱了霍尔木兹海峡的航运,在冲突爆发前,该海峡承担了全球约五分之一的石油供应。
乌克兰多次使用无人机袭击俄罗斯炼油厂后,多家炼油厂停产,俄罗斯随后实施柴油出口禁令,进一步加剧了市场供应紧张。中国对燃料出口的限制是另一个加剧全球柴油供应紧张并推高价格的因素。
美国能源信息署称,美国柴油库存为1.063亿桶,较五年均值低13%。由于炼油厂满负荷运转以获取丰厚利润,上周库存有所上升。
伦敦证券交易所集团的数据显示,美国柴油裂解价差——衡量炼油利润率的指标——周四飙升至每桶112.17美元的历史新高。
拉皮丹能源公司成品油主管琳达·吉塞克表示,尽管炼油厂的开工率处于高位,但美国馏分油库存仍接近每年这个时候的数十年低位。随着季节性炼油维护工作即将展开,未来两个月内补充库存可能会很困难。
“鉴于全球柴油供应依然紧张,柴油利润率预计将在明年年初之前维持高位且波动不定,”吉塞克说道。
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US average diesel price passes $6 a gallon for the first time, GasBuddy says
2026-09-10T20:37:49.148Z / https://www.reuters.com/business/energy/us-average-diesel-prices-cross-6-gallon-first-time-gasbuddy-says-2026-09-10/
- Summary
- Fuel prices are a pain point for Trump and Republican lawmakers
- US diesel inventories 13% below five-year average, EIA says
- Brent and WTI crude prices surge past $100 a barrel
NEW YORK, Sept 10 (Reuters) – The U.S. national average price of diesel on Thursday surpassed $6 a gallon for the first time ever, according to price tracker GasBuddy, as the U.S.-Israeli war on Iran and Ukrainian attacks on Russia’s refineries have squeezed supply.
Diesel fuels trucks, trains, ships and heavy equipment that keep global supply chains moving. It is also crucial to running farm equipment.
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The latest surge in fuel costs is adding to inflationary pressures that have already strained consumers and businesses this year, creating a political headache for President Donald Trump and Republican lawmakers as they seek to defend thin congressional majorities in November’s midterm elections.
Crude oil is the biggest driver for fuel prices, and benchmark crude futures have climbed back above $100 a barrel on the intensification of conflict between the U.S. and Iran.
Industries that depend on diesel were already feeling the impact when crude oil futures on Thursday hit their highest level since mid-May. Brent settled at $107.63 a barrel and West Texas Intermediate futures at $102.48 a barrel.
“Every truck, every delivery, every package, every grocery run just got more expensive,” GasBuddy analyst Patrick De Haan said on social media site X.
“Record diesel prices will impact every cargo, shipment, every delivery Americans are taking, and are likely to reignite inflation up and down the supply chain,” he said.
“In a span of five months, we’ve seen diesel prices more than double. It has rocked our cash flows,” said Alex Ryan, energy director at Kansas-based fuel supplier Oasis Energy. “There’s gotta be a tipping point, I just don’t know when or where it’s going to be,” he said.
Farmers and ranchers are frustrated after enduring a series of cost shocks with little relief, said Arthur Erickson, CEO of agricultural drone company Hylio. Many faced mounting financial pressure as production costs surged while crop prices fell.
Higher fuel and transportation costs could further stoke inflation ahead of the midterms, complicating Republican efforts to persuade voters that Trump’s policies are improving affordability.
The White House said Trump remained focused on expanding U.S. refining capacity and lowering energy costs, arguing that oil and gas prices would fall as the United States maintains control of the Strait of Hormuz.
“President Trump remains committed to unleashing American energy dominance, cutting costs, and putting more money back in the pockets of hardworking American families,” White House spokeswoman Taylor Rogers said.
A Reuters/Ipsos poll last month found Democrats held an eight-point advantage over Republicans on which party had the better approach to the cost of living. Trump acknowledged on Wednesday that relief from the oil-price surge may not come until after the election.
DIESEL PRICES UP ALMOST 60% DURING WAR
U.S. diesel prices have surged nearly 60% since the U.S. and Israel attacked Iran in late February. The war has disrupted shipping through the Strait of Hormuz, which before the conflict carried roughly one-fifth of global oil supply.
The market has been squeezed further by Russia’s diesel export ban, imposed as several refineries remain idle following repeated Ukrainian drone attacks. Restrictions on
Chinese fuel exports are another factor that further tightened global diesel supply and pushed prices higher.
U.S. diesel inventories stand 13% below their five-year average, the Energy Information Administration said, at 106.3 million barrels. Stocks rose last week as refiners ran plants at full tilt to capture strong margins.
The U.S. diesel crack spread , a measure of refining margins, surged to a record high of $112.17 a barrel on Thursday, LSEG data showed.
U.S. distillate inventories are near multi-decade lows for this time of year, even with refiners operating at high utilization rates, said Linda Giesecke, director of refined products at Rapidan Energy. It will likely be difficult to rebuild stockpiles over the next two months as seasonal refinery maintenance gets underway.
“With global diesel supplies also remaining tight, diesel margins are expected to stay elevated and volatile into early next year,” Giesecke said.
Reporting by Shariq Khan and Nicole Jao in New York and Jarrett Renshaw in Philadelphia; Writing by Liz Hampton; Additional reporting by Siddharth Cavale; Editing by David Gaffen and David Gregorio
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