七国集团达成1亿桶原油与柴油协同释储协议G7 Agrees on Coordinated 100-Million-Barrel Oil and Diesel Stockpile Release

在法国总统马克龙召集的G7领导人视频会议上，七国集团联合声明确认，将由总部位于巴黎的国际能源署具体统筹这一轮协同释储行动。根据协议安排，1亿桶应急原油和柴油储备的投放将在未来四个月内分阶段执行，首阶段20天内将优先集中投放大量柴油，以迅速缓解下游燃油供应链的紧缩压力。

During the emergency video summit convened by French President Emmanuel Macron, G7 leaders agreed in a joint statement to carry out the coordinated emergency release through the Paris-based International Energy Agency. Under the terms of the plan, the deployment of 100 million barrels of crude oil and diesel stockpiles will run across a four-month period, prioritizing a substantial frontloaded release of diesel within the initial 20 days to ease prompt downstream fuel supply pressures.

联合声明指出，G7成员国将在国际能源署框架下于近期再次举行会议，评估市场供求情况并讨论视需要追加释放更多柴油储备的可能性。国际能源署执行干事法提赫·比罗尔本周早些时候表示，成员国此前达成的4亿桶释储协议中已有约三分之二完成投放。除储备释放外，法国总统马克龙表示G7成员国还将协同采取措施提高产量并降低油轮保费等运输成本。

The joint statement detailed that G7 member states will reconvene within the IEA framework in the coming days to assess market dynamics and evaluate the possibility of additional diesel releases if necessary. Earlier this week, IEA Executive Director Fatih Birol noted that participating nations had already executed roughly two-thirds of an earlier 400-million-barrel drawdown agreement. Alongside the stockpile release, President Macron stated that G7 partners will coordinate to boost output and work to lower maritime transport expenses, including tanker insurance costs.

在本次达成协议前，美国总统特朗普曾公开警告，若欧洲盟友不愿向市场投放更多自身储备，美国将对柴油实施出口禁令。美国财政部长斯科特·贝森特此前表示，美国农民、卡车司机和企业不应独自承担全球柴油短缺带来的负担。国际能源署数据显示，美国在8月份供应了欧盟约一半的柴油进口量，使欧洲面临极大的断供风险，法国总统马克龙随后与特朗普通话并组织紧急会议以应对这一危机局面。

Prior to the summit agreement, US President Donald Trump had threatened to ban American diesel exports if European allies refused to tap and release their own fuel inventories onto the market. US Treasury Secretary Scott Bessent stated that American farmers, truckers, and businesses should not bear the burden of a global diesel shortage alone. According to data from the International Energy Agency, the United States supplied roughly half of the European Union's diesel imports in August, exposing European markets to significant risk and prompting French President Emmanuel Macron to hold a direct phone call with Trump before convening the emergency meeting.

在七国集团正式敲定协同释放储备方案后，特朗普在社交媒体上表示欧洲已同意立即释放大量柴油库存。随后在白宫向媒体发表讲话时，特朗普改口称柴油出口禁令此前从未真正纳入考虑选项，并肯定了欧洲释储的做法，表示美欧双方都在作出重要贡献，美国将按原定规则运作而不再推行出口限制。

Following the G7 decision, Trump posted on social media that Europe had agreed to immediately release substantial amounts of stockpiled diesel fuel. Speaking later at the White House, Trump shifted his stance, asserting that an export ban had never really been on the table and commending Europe for tapping its reserves, adding that both the United States and European partners were making major global contributions and that Washington would proceed without imposing export restrictions.

在七国集团达成的框架协议中，成员国明确承诺在彼此之间不实施任何能源及能源产品的出口禁令或限制措施。法国总统马克龙在会后向媒体表示，此前市场上关于盟友间实施出口限制的传言推高了能源价格，而伙伴国之间就禁止设置出口限制达成明确共识，有助于消除市场疑虑并稳定预期。英国外交大臣埃德·米利班德在代表英方参会时表示，协同行动将稳定能源供应、增强供应链韧性，并保护家庭与企业免受价格波动冲击。

Within the agreed framework, G7 leaders formally pledged that member nations will refrain from placing any export bans or limitations on energy and energy products among themselves. Speaking to reporters following the summit, French President Emmanuel Macron stated that market rumors regarding potential export bans between partners had previously driven prices higher, adding that the explicit agreement against mutual restrictions aims to restore certainty. Representing the United Kingdom at the meeting, Foreign Secretary Ed Miliband said the measures are designed to stabilize energy supplies, build supply chain resilience, and protect households and businesses from price shocks.

除贸易规则保障外，七国集团联合声明还确立了炼油厂维护计划的统筹协调机制。各成员国同意对G7范围内的炼油设施检修时间表进行跨国协调，防止多家主要炼厂出现集中停产或重叠检修，并在可行的情况下暂时提高炼油厂的产能利用率。此外，马克龙指出成员国还将共同努力推动更多油轮顺利通过霍尔木兹海峡，并寻求降低油轮保险等关键海运物流成本。

Beyond the commitment on open trade, the G7 joint statement established a operational coordination mechanism covering refinery maintenance schedules. Member states agreed to align refinery downtime across the bloc to prevent simultaneous capacity shutdowns and to temporarily boost facility utilization rates wherever feasible. Macron also noted that G7 partners will collaborate to lower maritime transport expenses, including tanker insurance premiums, while actively working to ensure the steady passage of oil tankers through the Strait of Hormuz.

全球能源市场的剧烈震荡主要源于多重地缘冲突对供应链的持续干扰。美以对伊朗的战事直接冲击了海湾地区的能源出口通道，同时乌克兰对俄罗斯能源设施的打击进一步削弱了全球燃料供应能力。在欧洲失去俄罗斯能源供应的背景下，其对中东与美国油品进口的依赖大幅增加，导致柴油价格持续飙升。美国汽车协会（AAA）数据显示，上周五全球柴油价格创下历史新高，平均每加仑柴油价格达到6.50美元，较一个月前的5.61美元明显攀升，直接推高了物流运输与农业生产的运营成本。

The acute turmoil in global energy markets stems primarily from ongoing geopolitical conflicts disrupting supply chains across multiple regions. The war involving the United States, Israel, and Iran has constrained energy exports out of the Gulf region, while Ukrainian strikes against Russian energy infrastructure have further strained international fuel availability. With Europe unable to rely on Russian supplies, its dependence on Middle Eastern and American imports has deepened. According to data from the American Automobile Association, global diesel prices reached record levels last Friday, with average diesel prices climbing to $6.50 per gallon from $5.61 a month earlier, placing severe upward cost pressures on agriculture and freight transport.

在七国集团正式宣布协同释储计划后，原油市场在周五收盘时出现小幅回落走势。作为国际基准的布伦特原油期货价格下跌6美分，报收于每桶102.25美元；美国西得克萨斯中质原油（WTI）期货价格下跌1.76美元，收于每桶91.11美元。而在释储协议公布前一个交易日，由于市场传出美国向中东派遣第三个航母战斗群以及沙特阿拉伯计划针对也门胡塞武装展开军事行动的消息，原油价格曾在周四单日结算时上涨超过4美元。

Following the G7's announcement of the coordinated emergency drawdown, benchmark crude oil futures edged lower in Friday settlements. International benchmark Brent crude lost 6 cents to close at $102.25 per barrel, while US West Texas Intermediate crude fell by $1.76 to settle at $91.11 per barrel. This downward movement followed a sharp spike during the preceding trading session, when crude prices had surged more than $4 a barrel amid reports that the United States was dispatching a third aircraft carrier strike group to the Middle East and that Saudi Arabia was preparing military operations against Houthi forces in Yemen.