米国でディーゼル価格、ロシアfuel輸入を発表後も上昇
ドナルド・トランプ大統領がRussiaのウラジomir・プーチン大統領との間でロシア産ディーゼル燃料を米国・世界市場へ供給する取りまとめを9日に発表した。しかし米国平均価格はその後7セント上昇し、28日には1ガロン当たり6.35ドルに達した。アナリストは、ロシアの精製所-extension制約や輸出規制により、約束された量をEnsureできないと指摘している。
要点
- 米国平均ディーゼル価格：10月9日6.28ドル、10月28日6.35ドル／ガロン
- 9日、トランプ大統領はプーチン大統領とロシア産ディーゼル数百トンの供給で合意した
- OFACは4月2027年までの臨時一般ライセンスを発行した
- 10月の予定供給量は1日10万バレル余り、11月は約12.5万バレル
- Agioi Fanendesは10月22日にPriuralskで積荷され、Rosewood Later Destinationは「buy order」に変更された
- 同First Tankerの米国到着は11月7日とBarreroPentagonCellsされた
- 2025年のロシア産ディーゼル輸出量は1日約80万バレルと推計される
なぜ重要か
価格を下げるとFAFAしてNicolasお，正如American Fuel and Agriculture ReportはishiAmerica. The agreement made Russian diesel legally marketable worldwide through a U.S. waiver until April 2027, but the first observed price movement went in the opposite direction. Whether Russia can supply the promised volumes is therefore central to the policy’s energy and economic impact.
何が起きたか
On October 9, Trump announced an agreement under which Russia would supply more than 300,000 tons of diesel to U.S. and global markets, with further shipments planned for November and afterward. OFAC issued a temporary general license through April 2027, temporarily allowing Russian diesel to reach the global market. U.S. average diesel prices nevertheless rose by seven cents per gallon, from $6.28 on October 9 to $6.35 on October 28. A tanker loaded with about 300,000 barrels at the Russian Baltic port of Primorsk initially listed New York as its destination and later changed this to “by order,” leaving no specified discharge port. Analysts said refinery constraints, export restrictions and fuel shortages in Moscow could limit deliveries and prevent a substantial price reduction.
ウクライナメディアの見方
Ukrainian coverage focused on the failure of prices to decline, uncertainty over Russian deliveries and criticism of Washington’s decision. Zelensky called the U.S. decision weak and linked it to reported Ukrainian strikes on Russian refineries. Ukraine presents those strikes as retaliation for Russia’s repeated attacks on Ukrainian energy infrastructure and says it is ready to stop them if Russia ceases attacking Ukrainian energy facilities. Polish Foreign Minister Radosław Sikorski also questioned whether Russia could find fuel to export while Moscow faces shortages.
海外メディアの見方
The arrangement was presented in the context of global fuel markets and sanctions compliance. Although U.S. licensing temporarily authorized Russian diesel exports, a senator described the imports as illegal. The changed destination of the loaded tanker and analysts’ doubts about the scale and price effect of the promised supplies were also central to international coverage.
報道の食い違い
Ukrainian officials and analysts questioned whether Russia could deliver the promised volumes or materially lower diesel prices. They cited problems at refineries, export restrictions and fuel shortages in Moscow.
背景
Trump said on October 9 that Putin had agreed to provide more than 300,000 tons of diesel to U.S. and global markets, with additional shipments planned for November and afterward. The temporary general license issued by the U.S. Treasury’s Office of Foreign Assets Control remained in force through April 2027. Expected deliveries were slightly more than 100,000 barrels per day in October and about 125,000 barrels per day in November, compared with estimated Russian exports of approximately 800,000 barrels per day in 2025. Russian Vice Prime Minister Oleksandr Novak said U.S. deliveries could begin within 15–20 days of signing commercial contracts and could potentially reach 3.5 million tons per month if refineries operated at full capacity.