2026年3月17日 / 美国东部时间上午11:27 / CBS新闻
周二，美国柴油价格飙升至每加仑5美元以上，创2022年12月以来最高水平。随着伊朗战争对全球能源市场的压力持续影响美国经济，柴油价格达到了这一水平。
根据美国汽车协会(AAA)的数据，柴油价格达到每加仑5.04美元，较一周前的4.78美元和一个月前的3.65美元大幅上涨。
中东战争限制了全球石油供应，推动国际基准布伦特原油价格突破每桶100美元，导致柴油价格上涨。伊朗对波斯湾地区石油和天然气设施的袭击，使阿联酋等产油国的运营陷入困境，周一该地区发生的无人机袭击导致富查伊拉石油工业区起火。
战争还扰乱了霍尔木兹海峡的航运，全球20%的石油供应通过该水道运输。
这促使特朗普总统考虑开展军事行动护航商船。特朗普还呼吁其他国家帮助重新开放海峡，恢复航运畅通。
GasBuddy的石油专家帕特里克·德汉(Patrick De Haan)在昨日的报告中表示：”在霍尔木兹海峡的石油运输恢复正常之前，燃料价格上涨的压力可能会持续存在。”
上一次柴油价格超过5美元是在2022年12月。当时，由于俄罗斯入侵乌克兰导致燃料价格飙升，柴油价格在2022年6月达到创纪录的5.81美元后开始回落。
通胀风险
专家表示，美国消费者可能会感受到柴油价格上涨带来的压力，因为大多数美国商品运输都依赖卡车、火车和驳船，而这些交通工具都使用柴油燃料。
毕马威(KPMG)首席经济学家黛安·斯旺克(Diane Swonk)上周告诉CBS新闻主播兼MoneyWatch记者凯利·奥格雷迪(Kelly O’Grady)，更高的运输成本最终可能转化为其他行业的价格通胀。
“这些成本上升会引发更广泛的价格上涨，不仅体现在加油站，还会反映在杂货店等其他消费领域。”她解释道。
由于大多数建筑和农业设备都依赖柴油燃料，柴油价格上涨也对这些行业构成潜在影响。
德汉在上周的报告中指出，柴油价格飙升对卡车运输公司、农民、货运运营商和建筑公司”尤其具有破坏性”，因为这些行业的预算无法快速调整以应对运输公司为覆盖燃料成本而加收的附加费。
柴油涨幅超过汽油
柴油价格涨幅超过汽油。自战争爆发以来，汽油价格已每加仑上涨70多美分。根据AAA数据，自3月1日以来，柴油价格上涨了34%，而汽油价格仅上涨了27%。
德汉解释称，这部分是因为战争前柴油供应已经短缺。数月的寒冷天气增加了取暖用油需求，而取暖用油与柴油属于同类产品，导致柴油需求上升。
“两者都是超低硫柴油，使用上可以互换。当取暖用油需求增加时，意味着柴油需求也会上升。”他补充道。
编辑：艾米·皮基(Aimee Picchi)
https://www.cbsnews.com/video/how-rising-diesel-price-may-affect-inflation-amid-iran-war/
Diesel tops $5 a gallon for the first time since 2022. Here’s what it means for the economy.
March 17, 2026 / 11:27 AM EDT / CBS News
U.S. diesel prices jumped above $5 a gallon on Tuesday, marking the highest level since December 2022, as the strain on global energy markets from the war with Iran continues to ripple through the American economy.
Diesel prices reached $5.04 a gallon, up from $4.78 a week ago and from $3.65 over a month ago, according to data from AAA.
Diesel prices are rising as the war in the Middle East constrains the world’s oil supply and drives up prices of Brent crude, the international benchmark, above $100 a barrel. Iranian attacks on oil and gas facilities across the Persian Gulf have hobbled operations in oil-producing nations such as the United Arab Emirates, where a drone attack on Monday sparked a fire in the Fujairah Oil Industries Zone.
The war has also disrupted shipping through the Strait of Hormuz, a waterway through which 20% of the global oil supply flows.
That has prompted President Trump to consider a military operation to escort ships. Mr. Trump has also called on other nations to help reopen the strait to get traffic moving.
“Until we see a meaningful resumption of oil flows through the Strait of Hormuz, upward pressure on fuel prices is likely to persist,” Patrick De Haan, a petroleum expert at GasBuddy, said in a note yesterday.
The last time diesel topped $5 a gallon was in December 2022. At that point, prices were receding after hitting a record high of $5.81 in June 2022, when fuel prices spiked due to Russia’s invasion of Ukraine.
Inflation risks
Experts say that U.S. customers could start to feel the pinch of rising diesel prices because trucks, trains and barges that move much of what Americans buy run on the fuel.
Diane Swonk, the chief economist at KPMG, told CBS News anchor and MoneyWatch correspondent Kelly O’Grady last week that higher transportation costs could eventually trickle through to other parts of the economy in the form of price inflation.
“These are the multipliers to get to a much more broad-based increase in prices that go beyond what we see at the gas pump and showing up in things like the grocery store as well,” she said.
Rising diesel prices also carry potential implications for the construction and farming industries, given that most of their equipment runs on it.
De Haan said in a note last week that diesel price spikes are “particularly disruptive” for trucking companies, farmers, freight carriers and construction firms because their budgets may not be able to adjust fast enough to handle the fuel surcharges added by transportation companies to cover higher fuel prices.
Diesel is rising faster than gasoline
Diesel has climbed more quickly than gasoline, which has surged more than 70 cents per gallon since the war began. Since March 1, the price of diesel has climbed 34%, versus a 27% rise for gasoline, according to AAA data.
That’s partly because diesel was already in short supply before the war began, De Haan said in a note last week. Months of cold weather increased heating oil consumption, which is linked to diesel, De Haan explained to CBS News.
“They’re both ultra-low sulfur, so they’re kind of used interchangeably,” he said. “And when heating oil consumption goes up, it means basically distillate or diesel consumption goes up.”
Edited by Aimee Picchi
https://www.cbsnews.com/video/how-rising-diesel-price-may-affect-inflation-amid-iran-war/
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