全球柴油价格持续攀升，对欧洲经济造成严重冲击。1俄罗斯炼油厂自2022年以来遭乌克兰无人机袭击至多15次，柴油产量下降近30%。1与此同时，美国柴油价格也在上升，从一年前的每加仑3.74美元上升至6.52美元。1
欧洲成为全球柴油价格上涨最直接的受害者，原因在于其独特的能源消费结构和进口依赖。1欧盟乘用车中超过38%使用柴油，道路运输占总柴油消费的77%。1欧盟驾驶员自伊朗战争开始以来，每50升柴油平均多支付30欧元。1德国长途卡车司机受影响尤甚，平均每周多支付236欧元。1据统计，欧盟因道路柴油额外成本高达400亿欧元，日均额外支出包括270万欧元总额中用于柴油的203万欧元。1
美国对欧洲柴油出口的增加提供了一定缓解，美国柴油出口欧洲同比增长37%，占欧洲需求的8%。1然而这种供应助力可能面临风险，特朗普政府在9月22日宣布考虑实施柴油出口禁令。1全球范围内，炼油能力自2019年以来大幅下降，进一步加剧了供应紧张局面。1
Global diesel prices are surging to levels that threaten Europe's economy, with the crisis extending far beyond the conflict in Ukraine.1 Russian refinery output has declined by nearly 30 percent since 2022 following drone attacks, with facilities targeted as many as 15 times, while the United States faces its own supply pressures that compound the global shortage.1
The price impact is acute across the Atlantic. American diesel costs have climbed from $3.74 per gallon a year ago to $6.52 per gallon, and U.S. diesel exports to Europe have surged 37 percent year-over-year to meet demand that now represents 8 percent of European consumption.1 On September 22, President Trump announced that his administration was considering an export ban on diesel, a move that could further tighten European supplies.1
Europe faces disproportionate vulnerability due to its energy infrastructure and consumption patterns. More than 38 percent of European Union passenger vehicles run on diesel, and road transport accounts for 77 percent of total diesel consumption in the bloc.1 The added cost is significant: EU drivers have paid an average of 30 euros more per 50-liter tank since the Iran conflict began, while German long-haul truckers face weekly surcharges exceeding 236 euros.1 The cumulative toll reaches 40 billion euros in additional road diesel costs, translating to approximately 2.7 million euros in extra daily expenses across the EU.1 Global refining capacity has contracted sharply since 2019, constraining supply at a moment when Europe can least afford it.1
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