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CNBC AI · 2026/8/3 15:27:52

California's diesel prices have jumped since the Iran war started, with ripple effects across the country
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最抓人眼球的是:伊朗战争打了半年,加州柴油价格先跳起来了,而这把火正顺着物流链条烧向全美老百姓的钱包。
简单来说,加州一直是全美油价最贵的地方,同时它又握着一个关键命脉——全美近三分之一的集装箱进出口货物都要经过这里的圣佩德罗湾港口群。通俗讲,这就是全美商品的“总入口”。货物从船上卸下来,先得靠卡车和火车转运到各地,而这一路的“口粮”就是柴油。现在伊朗局势紧张,石油产品价格居高不下,加州柴油成本一涨,运费自然跟着涨,这笔多出来的开销最后都会被算进商品价格里。
对普通人来说,最直接的影响就是超市货架上的东西可能要悄悄涨价了。无论是食品、衣服还是日用百货,只要经过这条物流线,成本都会受到牵连。这就像是在生活必需品上多了一笔隐形的“燃油税”,短期内老百姓的日常开销压力恐怕会进一步加大。
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MarketsCalifornia's diesel prices have jumped since the Iran war started, with ripple effects across the countryPublished Mon, Aug 3 202611:27 AM EDTPippa Stevens@PippaStevens13WATCH LIVEwatch nowVIDEO2:3202:32How high diesel prices are creating a hidden tax for consumersMarkets and Politics Digital Original VideoCalifornia is home to the highest fuel prices in the U.S. as well as the busiest containership port complex in the nation. So as the Iran war enters its sixth month and petroleum-product prices remain elevated, consumers across the U.S. could be hit with higher prices for a host of everyday products. Nearly one-third of containership imports and exports travel through the San Pedro Bay port complex. In other words, before goods end up on shelves across the nation, they're first hauled by trucks and trains paying California fuel prices. Since the war in Iran began, much of the focus has been on oil itself, but experts say petroleum product markets are much tighter — especially when it comes to diesel."I think this refining challenge is going to be with the world for a while," ExxonMobil CEO Darren Woods told CNBC on Friday."Even after the Strait opens up, we'll see more products start to flow through the Strait, which is going to be critically important. But we've still got the Russia capacity that's been lost, and we'll have to see what the Chinese do with respect to exporting," he added.The combination of the war in Iran and Ukraine ramping up attacks on Russian refining infrastructure means the world is now short about 8% of global diesel demand, according to Lipow Oil Associates' Andy Lipow. Diesel is sometimes known as the workhorse of the American economy since trucks and trains that transport goods across the U.S. are powered by it. The U.S. is the world's largest energy producer, but California's fossil fuel industry has shrunk over the years and refiners h
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