3小时前 | 美国有线电视新闻网（CNN）政治版
2026年3月9日周一，美国华盛顿州西雅图的一家壳牌加油站，一名司机正在为车辆加注柴油。汽油、柴油和航空燃油价格大幅上涨，原因是美国、以色列与伊朗之间的冲突切断了通过霍尔木兹海峡的石油运输。
M. Scott Brauer/Bloomberg/Getty Images
特朗普政府已开始对飙升的油价感到恐慌。
熟悉内部讨论的人士告诉CNN，尽管特朗普政府的高级助手们曾预计与伊朗开战后最初几天油价会出现短暂上涨，但市场反应的规模和持续性却让他们措手不及。
如今，距离对伊战争仅一周多一点，油价已徘徊在每桶近100美元的水平，美国汽油价格也在急剧上涨，这促使政府姗姗来迟地急于安抚投资者，并寻求抑制油价上涨影响的方法。但政府正面临自身权力的局限，以及一个现实：唐纳德·特朗普总统决定在海外发动战争，可能会摧毁他在国内的一些关键经济成就。
“除了持续的价格上涨压力外，几乎看不到任何缓解迹象，”长期能源分析师、前国际能源署石油行业和市场部门负责人尼尔·阿特金森表示，“人们将在加油时遭受损失。”
熟悉情况的人士称，官员们在周末和周一紧急制定了一系列更广泛的方案，旨在稳定金融市场并限制油价飙升对美国汽油价格的影响。这些想法从更有限的监管行动（例如放松对国内石油流通的限制）到更极端的措施（如直接干预全球石油贸易）不等。据熟悉情况的人士透露，特朗普的助手们预计最早在周一就会向总统提交一系列方案。
Brendan McDermid/Reuters
目前，霍尔木兹海峡的运输交通实际上已处于停滞状态，约占全球石油供应20%的石油运输受到中断，且短期内没有迹象表明油轮能再次安全通过伊朗沿海的这条关键水道。
自一周多前美国和以色列对伊朗发动轰炸以来，几乎没有航运公司愿意冒着伊朗向其油轮开火的风险。这导致了石油积压，以创历史速度推高了全球油价。
周一早间，油价接近每桶120美元，随后略有回落，这一水平自2022年俄罗斯对乌克兰战争初期以来尚未出现过。油价的快速上涨迅速传导至美国汽油价格，导致全国平均汽油价格在过去一周飙升了51美分/加仑。
这一飙升在特朗普政府内部引发了警报。原本，官员们计划将降低汽油价格作为共和党在11月中期选举中保住多数席位的关键支柱。
随着油价达到每桶100美元，且政府最初的措施显然未能缓解人们对长期能源危机的担忧，这种紧迫感在周末显著加剧。
能源部长克里斯·赖特、财政部长斯科特·贝森特和内政部长道格·伯加姆已牵头制定一系列新方案，白宫国家能源主导委员会的工作人员也参与其中。
Rebecca Blackwell/Pool/AFP/Getty Images
赖特和其他官员在过去几天的公开露面中试图淡化这一担忧，将油价上涨归咎于石油交易员非理性地哄抬价格，并坚称霍尔木兹海峡的运输很快就会恢复正常。
赖特周日在CNN表示：“我认为，我们不久就会看到船只交通更正常地恢复。这是几周内的事情，不是几个月。”
特朗普最近几天也淡化了战争对汽油价格的影响，周日在“真实社交”平台上写道：“这是一个很小的代价，只有傻瓜才会有不同想法！”
白宫发言人泰勒·罗杰斯在一份声明中称，油价上涨是“油价的短期变化，一旦‘史诗愤怒行动’的目标实现，油价将大幅下降。”
她表示：“特朗普总统及其整个能源团队在‘史诗愤怒行动’开始前就有了保持能源市场稳定的强大计划，并且他们将继续审查所有可靠的选择。”
但在幕后，官员们正疯狂地寻求缓解这场危机的方法，他们担心这场危机将损害特朗普在选民中的支持率，而选民们已经对生活成本感到焦虑，并且这场危机还有可能对更广泛的美国经济产生严重影响。他们还向石油行业代表施压，要求加快石油产量，但在油价高企的持续时间尚不明确的情况下，各公司并没有大幅增产的意愿。
Mark Schiefelbein/AP
助手们探讨了一系列潜在的行政手段，包括放松《琼斯法案》限制以促进国内石油运输，以及放宽可能减缓汽油价格上涨的其他法规。
据熟悉情况的人士透露，他们还考虑了更激进的措施，包括对美国出口实施新限制、可能实施价格管制，甚至让财政部直接干预石油期货市场以压低价格。
特朗普政府现在还提出了动用美国战略石油储备（SPR）的可能性，尽管此前几天他们坚决排除了这一选择。但对使用SPR仍有强烈抵触情绪，拜登政府在2022年曾依赖SPR来缓解油价上涨，但效果有限。
特朗普多次批评前总统拜登使用战略石油储备，指责他为政治目的耗尽了储备。
周一，七国集团（G7）讨论了协调释放各国储备以应对供应短缺的问题。但据熟悉情况的人士称，美国对这一步骤持怀疑态度，该集团没有采取任何立即行动。
白宫将评论请求转至G7的联合声明，声明称各国“随时准备”在必要时释放储备。
能源专家表示，政府内部讨论的剩余方案可能会对石油市场和美国汽油价格产生一些微小的益处，但不太可能改变整体趋势，也无法弥补霍尔木兹海峡每天通常运输的多达2000万桶石油的供应缺口。
特朗普政府原本乐观地认为，提供高达200亿美元的油轮保险以鼓励其穿越水道的举措可能会改变局势，但这一计划未能奏效。
金融研究公司Wolfe Research的美国政策与政治主管托宾·马库斯表示：“即使你为船只沉没的风险投保，你也不想让自己的船沉没。这些想法不错，但它们无法让人们忽视霍尔木兹海峡已经六天没有船只通行的事实。”
特朗普政府最近几天还提出了为霍尔木兹海峡提供军事护航的可能性，但目前尚不清楚美国能多快组织起这些护航力量。与此同时，这进一步凸显了稳定石油市场的唯一确定方法是尽快结束战争，以避免长期的经济后果。
不过，政府能多快组织起护航力量仍不清楚。特朗普本人在周一接受哥伦比亚广播公司新闻采访时表示，他的政府正在“考虑”接管霍尔木兹海峡。
与此同时，这一想法进一步强化了一个观点：稳定石油市场的唯一确定方法是结束战争，并以足够快的速度结束，以避免长期的经济后果。
阿特金森表示：“除了结束战争外，政府的其他选择实际上相当有限。石油市场严重供应短缺。”
Trump administration starts to panic over rapidly rising oil costs
3 hr ago | CNN Politics
A fuel pump as a driver refuels a vehicle with diesel fuel at a Shell gas station in Seattle, Washington, US, on Monday, March 9, 2026. Gasoline, diesel and jet fuel prices have jumped, as the conflict between the US, Israel and Iran chokes off oil shipments through the Strait of Hormuz.
M. Scott Brauer/Bloomberg/Getty Images
The Trump administration has started to panic about the spiking price of oil.
While senior Trump aides had anticipated some brief surge in oil prices in the first days of the war with Iran, the size and sustainability of the market reaction caught them off guard, people familiar with the internal discussions told CNN.
Now, as oil prices hover near $100 a barrel just over a week into the war and US gas prices are moving sharply higher, it’s prompted a belated rush to try to reassure investors and seek ways to tamp down the impact. But the administration is confronting the limits of its power — and the reality that President Donald Trump’s decision to wage war abroad threatens to wipe out some of his key economic accomplishments at home.
“It’s hard to see anything but continued upward pressure on prices,” said Neil Atkinson, a longtime energy analyst and former head of the International Energy Agency’s oil industry and markets division. “People will get hurt at the pump.”
Officials spent the weekend and Monday urgently drawing up a wider array of options aimed at calming financial markets and limiting the impact of oil’s surge on US gas prices, the people familiar said. Those ideas have ranged from more limited regulatory actions, such as easing restrictions on the flow of domestic oil, to far more extreme steps like directly intervening in the global oil trade. Trump aides were expected to present a slate of options to the president as soon as Monday, according to the people familiar.
Futures-options traders work on the floor at the New York Stock Exchange’s NYSE American (AMEX) in New York City, on March 9, 2026.
Brendan McDermid/Reuters
For now, shipping traffic through the Strait of Hormuz remains at an effective standstill, disrupting roughly 20% of the world’s oil supply with little sign of when tankers will again be able to safely traverse the critical waterway off the coast of Iran.
Few shipping firms have been willing to risk the threat of Iran firing on their tankers since the US and Israel bombed Iran more than a week ago, creating a backlog that’s driven up global oil prices at a historic pace.
Oil prices early Monday neared $120 a barrel before backing off somewhat, a level not seen since the early stages of Russia’s war against Ukraine in 2022. That run-up has swiftly rippled through to gas prices in the US, spurring a 51-cent-per-gallon jump in the national average over the last week.
The spike has prompted alarm throughout the Trump administration, where officials had originally planned to make lower gas prices a key pillar of the GOP’s efforts to hold onto their majorities in November’s midterm elections.
That level of urgency picked up markedly over the weekend, the people said, as the price of oil hit $100 a barrel and it became clear that the administration’s initial steps had largely failed to allay fears of a prolonged energy crisis.
Energy Secretary Chris Wright, Treasury Secretary Scott Bessent and Interior Secretary Doug Burgum have taken the lead in developing a slate of new options, alongside staffers on the White House’s National Energy Dominance Council.
US Energy Secretary Chris Wright attends a working lunch at the “Shield of the Americas” Summit at Trump National Doral in Miami, Florida, on March 7, 2026.
Rebecca Blackwell/Pool/AFP/Getty Images
Wright and other officials have sought to downplay the concern in public appearances over the last several days, blaming oil traders for irrationally bidding up prices and insisting that traffic through the Strait of Hormuz would soon resume as normal.
“We are not too long away, I think, before you’ll see more regular resumption of ship traffic,” Wright said Sunday on CNN. “This is a weeks, this is not a months, thing.”
Trump in recent days has also dismissed the war’s impact on gas prices, writing Sunday on Truth Social that it’s a “very small price to pay” and that “ONLY FOOLS WOULD THINK DIFFERENTLY!”
In a statement, White House spokeswoman Taylor Rogers called the surge “a short-term change in oil prices, which will drop dramatically once the objectives of Operation Epic Fury are achieved.”
President Trump and his entire energy team have had a strong game plan to keep the energy markets stable well before Operation Epic Fury began, and they will continue to review all credible options,” she said.
But behind the scenes, officials have frantically sought ways to ease a crisis they worry will damage Trump with voters already anxious over the cost of living and has the acute potential to ripple across the wider US economy. They’ve also pressed oil industry representatives for ways to accelerate production, though there’s little inclination among companies to produce significantly more oil without any clear sense of how long the high prices will last.
President Donald Trump steps off Air Force One, Saturday, March 7, 2026, at Miami International Airport.
Mark Schiefelbein/AP
Aides have explored a range of potential administrative levers, including easing Jones Act restrictions to boost the flow of domestic oil around the country and loosening other regulations that might slow the rise in gas prices.
They have also weighed more aggressive steps, including new restrictions on US exports, the possibility of imposing price controls and even having Treasury intervene directly in oil futures markets to put downward pressure on prices, the people familiar said.
And Trump officials have now broached the potential for deploying the US’ strategic petroleum reserve, after days of firmly ruling it out as an option. But there is still deep aversion to using the SPR, which the Biden administration leaned on to ease oil prices in 2022 — to only marginal success.
Trump has repeatedly criticized former President Joe Biden’s use of the reserve, accusing him of depleting it for political purposes.
On Monday, the Group of Seven nations discussed a coordinated release of their countries’ reserves in a bid to address the supply crunch. But the US was among those skeptical of that step, one of the people familiar said, and the group opted against any immediate action.
The White House deferred a request for comment to a joint G7 statement that the nations “stand ready” to release their stockpiles if necessary.
The remaining options under discussion within the administration could have some marginal benefit for the oil markets and US gas prices, energy experts said. Yet they’re unlikely to shift the trajectory and would do little to make up the loss of as many as 20 million barrels of oil a day that typically transits the Strait of Hormuz.
Already, one initiative that Trump officials were optimistic might shift the dynamics — offering up to $20 billion in insurance for tankers willing to cross the waterway — has fallen flat.
“Even if you’re insured against the risk of your ship being sunk, you don’t want your ship to be sunk,” said Tobin Marcus, the head of US policy and politics at financial research firm Wolfe Research. “They’re not bad ideas, but they’re not enabling people to ignore the fact that the Strait has had nothing go through it for six days.”
Trump officials in recent days have also floated the potential for military escorts through the Strait. But it remains unclear how quickly the US will be able to organize those escorts. And in the meantime, it’s only further reinforced that the only certain way to stabilize the oil markets is to bring an end to the war — and do it fast enough to avert lasting economic consequences.
Still, it remains unclear how quickly the US will be able to organize those escorts. And Trump himself said in an interview with CBS News on Monday that his administration is “thinking” of taking over the Strait.
In the meantime, the idea has further reinforced that the only certain way to stabilize the oil markets is to bring an end to the war — and do it fast enough to avert lasting economic consequences.
“The other options that the administration has, other than ending the war, are actually pretty limited,” Atkinson said. “The oil market is massively short of supply.”