2026-05-20T21:35:46.594Z / 路透社
概要
- 美国汽车协会预计本周末驾车出行人数将达到创纪录的3910万
- 受伊朗冲突影响，霍尔木兹海峡关闭冲击供应，汽油价格飙升
- 分析师警告，库存偏低、炼油厂停工以及飓风可能推高油价
纽约5月21日路透电 — 随着数百万民众驾车赴美阵亡将士纪念日假期周末，由美伊战争持续导致的供应中断推高的汽油价格，将给驾车者增添经济负担，拉开今夏油价上涨的出行季序幕。
自2月底美国和以色列对伊朗发动袭击以来，美国零售汽油价格每加仑上涨逾1.5美元，涨幅约45%。用于炼制汽油的原油价格也随诸多商品价格一同飙升，因为这场冲突已导致霍尔木兹海峡实际关闭——这条全球约20%石油消费量必经的关键贸易航道。
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唐纳德·特朗普总统正面临越来越大的政治压力，因为美国家庭正努力应对高能源成本。已有多个州暂停征收汽油税以缓解燃油支出压力，而关于削减18.4美分联邦汽油税的类似讨论也正在进行中。
美国零售燃油价格大幅上涨
这个阵亡将士纪念日周末是为期三天的假期，许多美国人会驾车出游，它将拉开今夏出行季的序幕。根据美国汽车协会（AAA）的数据，尽管汽油价格上涨，仍预计将有创纪录的3910万人驾车出行，366万人乘飞机前往目的地。
“这是多年来加油站最动荡的一个夏天，霍尔木兹海峡的关闭是核心原因，”GasBuddy石油分析主管帕特里克·德汉表示，他补充道，美国人今夏出行的花费将增加数十亿美元，而且即使海峡重新开放，油价完全恢复可能还需要一年或更长时间。
成本上升，出行里程缩短
不过，旅行者们计划今夏减少驾车里程，这反映了长期高油价给美国驾车者带来的经济压力。
一项新的GasBuddy调查显示，目前仅有56%的美国人计划今夏驾车超过两小时，而去年这一比例为69%。调查显示，成本现已成为出行的首要考虑因素：67%的人表示汽油价格直接影响了他们的驾车计划，36%的人表示成本上涨导致他们减少了自驾游行程。
分析师表示，尽管加油站价格处于四年来的高位，但汽油消费量仍相对强劲，但他们警告称，随着夏季出行季临近，可能即将出现供应短缺。
“汽油库存已连续十四周下降，在伊朗冲突期间更是每周都在减少，我们即将迎来阵亡将士纪念日周末——今夏驾车季的开端，库存距离11年来的低点仅一步之遥，”瑞穗证券能源期货主管鲍勃·亚格表示，“就汽油而言，我们正面临大麻烦。”
美国能源信息署周三表示，上周美国汽油库存减少150万桶，至2.142亿桶，而路透社调查的分析师此前预计库存将减少210万桶。
除了中东地区仍存在的不确定性，近期的炼油厂停工、即将到来的大西洋飓风季以及全球库存收紧，都将进一步推高燃油成本。
GasBuddy周三预测，今年阵亡将士纪念日的全国平均汽油价格将比去年高出1.48美元，并补充称，如果霍尔木兹海峡的通航在夏季大部分时间受到限制，油价可能突破每加仑5美元大关。
“我们必须非常担忧的是，全球库存正以惊人的速度被消耗，而全球需求不仅流向原油，也流向成品油，”Again Capital合伙人约翰·基尔达夫表示。
妮可·饶在纽约报道；乔治娜·麦卡特尼在休斯顿补充报道；斯蒂芬·科茨编辑
More gasoline price shocks might hit US drivers this summer travel season
2026-05-20T21:35:46.594Z / Reuters
Summary
- Automobile Association expects record 39.1 million to travel by car this weekend
- Gasoline prices surge due to Iran conflict, Strait of Hormuz closure impacts supply
- Analysts warn that low inventories, refinery outages and hurricanes could push prices higher
NEW YORK, May 21 (Reuters) – As millions of travelers hit the road for the U.S. Memorial Day holiday weekend, high gasoline prices fueled by ongoing supply disruptions from the war with Iran are set to add financial strain for motorists, kicking off what is set to become a pricier summer travel season.
U.S. retail gasoline prices have jumped more than $1.50 per gallon, or about 45%, since late February, when the United States and Israel launched attacks on Iran. Prices for crude oil used to make gasoline have also surged, along with prices for many goods, as the conflict has led to the effective closure of the Strait of Hormuz, a key trade conduit through which roughly 20% of the world’s oil consumption flows.
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President Donald Trump is facing mounting political pressure as households grapple with higher energy costs. Several states are already suspending gas taxes to ease the pain at the pump, and
similar discussions
about reducing the 18.4-cent federal gasoline tax are underway.
US retail fuel prices have surged sharply
This Memorial Day weekend, a three-day weekend during which many Americans take to the road, will kick off the summer travel season. Even with higher gas prices, a record of 39.1 million people are expected to travel by car and 3.66 million by plane to their destinations, according to American Automobile Association (AAA) data.
“This is the most volatile summer at the pump in years, and the Strait of Hormuz closure is at the center of it,” said Patrick De Haan, head of petroleum analysis at GasBuddy, adding that Americans are going to pay billions more to get where they’re going this summer, and even after the Strait reopens. It could take a year or more for prices to fully recover, he added.
HIGHER COSTS, SHORTER TRIPS
Still, travelers are planning to drive fewer miles this summer, reflecting the financial strain prolonged high energy prices have on American motorists.
Just 56% of Americans now plan to drive more than two hours this summer, compared to 69% last year, a new GasBuddy survey shows. Cost is now the dominant travel consideration, with 67% saying gas prices are directly impacting their driving plans and 36% saying rising costs are causing them to take fewer road trips, the survey shows.
Despite prices at the pump hovering at their highest level in four years, gasoline consumption remained relatively strong, analysts said, however, they warned a supply shortage could be on the horizon with summer travel season approaching.
“Gasoline storage has fallen for fourteen weeks in a row, and every week during the war in Iran, and we are going to stagger into Memorial Day weekend, the start of the summer driving season, within striking distance of the 11-year low,” said Bob Yawger, director of energy futures at Mizuho. “We are in big trouble as far as gasoline is concerned,” he said.
U.S. gasoline inventories fell by 1.5 million barrels last week to 214.2 million barrels, the Energy Information Administration said on Wednesday, compared with analysts’ expectations in a Reuters poll for a 2.1 million-barrel draw.
On top of uncertainty that still looms over the Middle East, recent refinery outages, the approaching Atlantic hurricane season and tightening global inventories will add further upward pressure to fuel costs.
The national average price of gasoline is projected to be $1.48 more expensive on this Memorial Day compared to last year, GasBuddy forecast on Wednesday showed, adding that if traffic through the Strait of Hormuz remained restricted for much of the summer, prices could cross the $5 per gallon mark.
“We have to be very concerned that globally we’re drawing inventories at a terrific pace, and global demand is finding its way here not just for crude, but for refined products,” said John Kilduff, partner at Again Capital.
Reporting by Nicole Jao in New York; Additional reporting by Georgina McCartney in Houston; Editing by Stephen Coates
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