US pressures Europe to release diesel reserves 'immediately' to tame prices美国施压欧洲“立即”释放柴油储备以平抑价格

01The Story新闻事实

The United States is pressuring Europe to release diesel from its emergency stockpiles to cool surging prices, or face a possible US ban on diesel exports. European officials held crisis talks Friday while France chaired a G7 meeting on the global energy situation. The US-Iran war, now in its eighth month, has disrupted oil flows and pushed European diesel prices to more than double since late February.美国正施压欧洲释放应急柴油储备以平抑飙升的价格，否则美国可能禁止柴油出口。欧洲官员周五举行危机会谈，法国当天晚些时候主持G7会议讨论全球能源局势。已持续八个月的美伊战争扰乱了石油供应，欧洲柴油价格自2月底以来上涨逾一倍。

• US Treasury Secretary Scott Bessent urged European countries on Thursday to release diesel from stockpiles 'immediately', saying American farmers, truckers and businesses should not carry the burden of a global diesel shortage.美国财政部长Scott Bessent周四敦促欧洲国家“立即”释放柴油储备，称美国农民、卡车司机和企业不应承担全球柴油短缺的负担。
• The US supplied around 13% of the combined 2.3 million barrels of diesel that Europe, the UK and Turkey imported daily last year, according to Energy Aspects.据Energy Aspects数据，去年美国供应了欧洲、英国和土耳其每日合计230万桶柴油进口量的约13%。
• European benchmark diesel prices have more than doubled since the start of the US-Iran war in late February, per Intercontinental Exchange data.据洲际交易所数据，自2月底美伊战争爆发以来，欧洲基准柴油价格已上涨逾一倍。
• US diesel prices topped $6 a gallon last month for the first time, standing at $6.40 a gallon on Friday morning, according to AAA.据AAA数据，美国柴油价格上月首次突破每加仑6美元，周五早间为每加仑6.40美元。
• EU member states have released less than 8% of the 64 million barrels of oil products, including diesel, pledged in the spring, Energy Aspects said.Energy Aspects称，欧盟成员国仅释放了春季承诺的6400万桶油品（含柴油）的不到8%。
• In March, IEA member countries agreed to release 400 million barrels of oil into the global market, the largest emergency stock release in history.今年3月，国际能源署成员国同意向全球市场释放4亿桶石油，这是史上最大规模的应急石油储备释放。

The US is leveraging its role as the world's largest diesel exporter to push Europe into draining emergency reserves, leaving Europe caught between high fuel prices now and greater exposure to supply disruptions later.美国正利用其全球最大柴油出口国的地位，推动欧洲消耗应急储备，使欧洲陷入当前高油价与未来供应中断风险之间的两难。

024 Dimensions维度分析

03Timeline时间线

1. 2026-02 US-Iran war begins, disrupting Middle East crude and refined product flows美伊战争爆发，中东原油和成品油供应受扰
2. 2026-03 IEA members agree to release 400 million barrels of oil, the largest emergency release in history国际能源署成员国同意释放4亿桶石油，为史上最大规模应急释放
3. 2026-09 US diesel prices top $6 a gallon for the first time美国柴油价格首次突破每加仑6美元
4. 2026-10-02 European officials hold crisis talks; US Treasury Secretary urges Europe to release diesel reserves 'immediately'欧洲官员举行危机会谈；美国财长敦促欧洲“立即”释放柴油储备

Key takeaway核心结论

Washington is using the threat of a diesel export ban to force Europe to draw down emergency reserves, exposing a transatlantic rift over burden-sharing amid a global diesel squeeze.华盛顿以柴油出口禁令相威胁，迫使欧洲动用应急储备，暴露了全球柴油紧张下美欧在责任分担上的裂痕。

04What to Watch后续关注

1. Whether Europe agrees to a coordinated release of diesel from strategic reserves ahead of harvest and winter heating seasons.欧洲是否会在收获季和冬季取暖季前同意协调释放战略柴油储备。
2. Whether the US follows through on a threatened ban on diesel exports.美国是否落实其威胁的柴油出口禁令。
3. Whether China tightens restrictions on its oil product exports.中国是否收紧成品油出口限制。
4. Whether supply disruptions from the wars in the Middle East and Ukraine continue.中东和乌克兰战争的供应中断是否持续。

05Uncertainties不确定因素

• The exact size of Europe's diesel-specific reserves is unclear, as the Commission does not specify how required stocks are divided between fuel types.欧洲柴油专项储备的具体规模不明，因欧盟委员会未规定储备在各类油品间的分配。
• It is not confirmed whether the US will actually impose an export ban or whether Europe will comply with the release demand.美国是否真的实施出口禁令、欧洲是否会答应释放要求，均尚未确定。

06Sources信息来源

1. US pressures Europe to release diesel reserves ‘immediately’ to tame prices - CNNUS pressures Europe to release diesel reserves ‘immediately’ to tame prices - CNN CNN · 2026-10-02

Share this analysis 分享此深度分析