跳到主内容
@wquguru
精选78Bloomberg Podcasts(YouTube)宏观多源精选 ×12

特朗普宣布与普京达成1350万桶柴油供应协议

Diesel Deal Struck with Putin, Isaias Makes Landfall

原文
发到 X
推荐理由

涉及美俄能源交易落地及地缘政治博弈,直接影响大宗商品供给预期与宏观风险定价,建议关注油价波动及制裁豁免后续进展。

Coming up on Bloomberg this weekend. You heard about the oil deal with Russia. That is a big deal. President Trump strikes a deal on diesel with Russia's president. And I want to thank President Putin, to be honest with you, how it could impact prices weeks ahead of the midterms and why Ukraine's leader is calling it a birthday present to Putin. Isaias makes landfall as a powerful hurricane along the Gulf Coast with heavy rains and howling winds.

本周末彭博社即将播出。你听说过与俄罗斯的石油协议吗?这是一桩大交易。特朗普总统与俄罗斯总统达成柴油协议。说实话,我要感谢普京总统,因为这项协议可能会在中期选举前几周影响油价,以及为什么乌克兰领导人称这是送给普京的生日礼物。伊萨亚斯以强大的飓风形态登陆墨西哥湾沿岸,带来暴雨和狂风。

We're tracking the storm as it pushes inward, what it means for oil production and insurance, and get ready to go bananas. Banana nation comes together for the biggest performance in Banana Bowl history. Part baseball, part P.T. Barnum. The banana ball championship is tonight. You can talk to the league's owner about the phenomenon. Happy Saturday. Welcome to Bloomberg. This weekend we're coming to you live from our world headquarters here in New York.

我们正密切关注风暴的内移情况,了解其对石油生产和保险行业的影响,并准备为香蕉狂欢。香蕉之国齐聚一堂,参加香蕉碗历史上最盛大的表演。这是一场兼具棒球元素和P.T.巴纳姆式奇观的表演。香蕉球锦标赛将于今晚举行。你可以向联盟老板了解这一现象。周六快乐。欢迎来到彭博社。本周末,我们将从位于纽约的全球总部进行现场直播。

I'm Christina Ruffini. I'm David Gura with Lisa Mateo. It is Saturday, October the 10th. Welcome to our listeners and viewers across all of Bloomberg's platforms on radio, television, streaming the show on Bloomberg.com and on the Bloomberg Business app, really tracking the progress of this storm as it makes its way into into Tennessee, Alabama, these places expecting a lot of rain over the course of the day. It's still dark here on the East Coast.

我是克里斯蒂娜·鲁菲尼,我是戴维·古拉,还有丽莎·马特奥。今天是10月10日星期六。欢迎所有收听和收看彭博社各平台节目的听众和观众,包括广播、电视、Bloomberg.com上的流媒体节目以及彭博商业APP。我们正密切关注这场风暴进入田纳西州和阿拉巴马州的进展,这些地区预计全天将有大雨。东海岸目前仍是一片漆黑。

The storm is just starting to hit, but we're we're tracking it and we're gonna have some updates as we go through the show. We're also going to talk about what that means for your bottom line, what it means for these insurance companies, what it means for the diesel crisis that we're already dealing with, and that you can see some live pictures if you're watching us on TV or digital. And that's from Panama City Beach, Florida.

风暴刚刚开始袭击,但我们正在跟踪其动态,并在节目过程中提供最新更新。我们还将讨论这对你的财务状况意味着什么,对保险公司意味着什么,对我们已经面临的柴油危机意味着什么。如果你通过电视或数字平台观看我们,可以看到来自佛罗里达州潘萨科拉海滩的实时画面。

Uh, Lisa Mateo has more headlines, including some updates on that storm. Lisa. Yeah, you mentioned that that darkness over there. Well, now, hundreds of thousands of people without power in Alabama and the Florida Panhandle, that's after the first hurricane of the Atlantic season crashed into the Gulf Coast, what is now post Tropical Cyclone Isaias also flooded roads and downed trees. The storm made landfall last night near Guess in Florida as a category two hurricane, and were also watching two other storms this weekend.

嗯,丽莎·马特奥有更多头条新闻,包括关于这场风暴的最新动态。丽莎:是的,你提到了那边的黑暗景象。目前,阿拉巴马州和佛罗里达狭长地带数十万人停电,这是在大西洋飓风季首场飓风袭击墨西哥湾沿岸之后发生的。现已转为后热带气旋的伊萨亚斯还淹没了道路并吹倒了树木。该风暴昨晚作为二级飓风在佛罗里达州的盖斯附近登陆,我们本周末还在关注另外两场风暴。

Heavy rains from Tropical Storm Rachel is impacting parts of Southern California, where residents are using kayaks and paddle boards to navigate the flooding, and Hurricane Simon is approaching Mexico's coast, and its busiest Pacific port is strength into a category four storm and is expected to make landfall tonight. President Donald Trump says he's working with Vladimir Putin to release Russian diesel supplies into global markets.

热带风暴瑞秋带来的强降雨正影响南加州部分地区,居民正使用皮划艇和桨板在洪水中穿行;飓风西蒙正逼近墨西哥海岸,其最繁忙的太平洋港口已增强为四级风暴,预计将于今晚登陆。唐纳德·特朗普总统表示,他正与弗拉基米尔·普京合作,将俄罗斯柴油供应释放到全球市场。

The announcement comes as the white House looks at tame, soaring fuel prices ahead of the U.S. midterm election. But with boxing legend Mike Tyson by his side, the president spoke to reporters outside of the white House yesterday before boarding Marine One for a trip to Syracuse, New York. He called the agreement a big deal. And I want to thank President Putin, to be honest with you. We have massive amounts of oil being coming into our country, and it's diesel, which is what we want.

这一声明正值白宫关注美国中期选举前飙升的燃油价格之际。但昨天,在登上“海军陆战队一号”前往纽约锡拉丘兹之前,拳击传奇人物迈克·泰森陪同总统在白宫外向记者发表讲话。他将这项协议称为一桩大交易。“老实说,我想感谢普京总统。大量石油——正是我们所需的柴油——正在涌入我国。”

So thank you. The president announced a series of cargos beginning this month, totaling about 13.5 million barrels. Ukrainian President Volodymyr Zelensky and Senate Democratic Leader Chuck Schumer say the deal will prolong the war. Meanwhile, a day after the deal was announced, officials say Russian aerial bombs killed 12 people and wounded at least 14 in Ukraine. Ukrainian President President Zelensky had warned a deal would allow Russia to kill more and wage war for longer.

谢谢。总统宣布自本月起启动一系列货轮运输,总量约为1350万桶。乌克兰总统弗拉基米尔·泽连斯基和参议院民主党领袖查克·舒默表示,该协议将使战争延长。与此同时,在该协议宣布一天后,官员称俄罗斯的空袭炸弹在乌克兰造成12人死亡、至少14人受伤。泽连斯基总统此前曾警告,达成协议将使俄罗斯得以杀害更多人并更长时间地发动战争。

The major fire has been reported at an oil loading terminal in Russia overnight and reported drone attacks. Russian regional authorities confirmed a fire but did not confirm the damage to the terminal. Ukrainian military officials have not claimed responsibility for that reported attack. David and Kristina, thank you very much. Appreciate it. Thanks, Lisa. And that's where we want to start. As Lisa mentioned, President Trump thanks President Vladimir Putin for the release of those Russian oil supplies into the global market.

据报道,俄罗斯一处石油装载终端夜间发生大火,并遭到无人机袭击。俄罗斯地方当局证实了火灾,但未确认对终端造成的损害。乌克兰军方官员尚未认领此次报道中的袭击事件。大卫和克里斯蒂娜,非常感谢。很感激。谢谢,丽莎。这就是我们要开始的地方。正如丽莎所言,特朗普总统感谢弗拉基米尔·普京总统将俄罗斯石油供应释放到全球市场。

He also posted untrue social quote, lower prices for Americans, especially for our great farmers, ranchers and truckers, is my greatest priority. This is a very big and important announcement. But Ukraine's President Zelensky countered that posting on X gifts to Putin will not bring peace or any benefit to the civilized world. Russia will repay the diesel with further terror and perfidy. Allowing Russia to sell petroleum products is an investment in a war that must be ended.

他还发布了一条不实推文:“降低美国人的价格,特别是对于我们伟大的农民、牧场主和卡车司机而言,是我的首要任务。这是一个非常重大且重要的公告。”但乌克兰总统泽连斯基在X平台(原推特)上反驳称,向普京赠送礼物不会带来和平或对文明世界有任何益处。俄罗斯将以更多的恐怖和背信弃义来回报这些柴油。允许俄罗斯销售石油产品是对一场必须结束的战争的资助。

Not for long. Nancy Youssef is a staff writer at The Atlantic covering national security in the Defense Department, and she joins us now. Nancy. Later in the show, we're going to get into the economic ramifications so much as they're going to be some from the release of this diesel. Um, let's start with him doing this. I mean, we were going to talk about the plague, the Russian plague, a little later in the show, and the president said he was going to talk to Vladimir Putin about that.

不会太久。南希·尤塞夫(Nancy Youssef)是《大西洋月刊》的撰稿人,负责报道国防部内的国家安全事务,她现在加入我们的节目。南希。稍后在节目中,我们将深入探讨由此释放柴油所带来的经济影响。嗯,让我们从他做这件事开始谈起。我的意思是,我们原本打算在稍后的节目中讨论瘟疫、俄罗斯瘟疫,而总统表示他将就此事与弗拉基米尔·普京交谈。

No indication of the readout if, in fact, that happened. How surprised should we be by what really is an overture here by the Russian president to President Trump? Well, I think President Trump is signaling that he is trying to address an immediate economic problem, but doing so at a potential geopolitical cost. You'll remember that the United States put these sanctions into place because they were trying to cut off revenues that the Russian government was to using to pay for the war in Ukraine.

如果这确实发生了,目前没有任何迹象表明通话的具体内容。我们应该对俄罗斯总统向特朗普总统发出的这一姿态感到多么惊讶呢?嗯,我认为特朗普总统发出信号,表明他正试图解决一个紧迫的经济问题,但这样做可能会付出地缘政治代价。大家会记得,美国实施这些制裁是因为他们试图切断俄罗斯政府用于为乌克兰战争融资的收入来源。

Now, because of the war in Iran. The United States is willing to lift some of those, um, limits on Russian revenue to try to offset, um, the costs of the war in Iran. The question becomes, is it even going to work? One will Russia be able to produce the kinds of, um, promises that it's made in this deal? And if so, and even if that happens, it's not clear that that by itself will offset the cost of rising diesel brought on by the war in Iran.

现在,由于伊朗的战争。美国愿意解除部分对俄罗斯收入的限制,试图抵消伊朗战争的成本。问题变成了,这真的会奏效吗?首先,俄罗斯能否履行其在协议中做出的那些承诺?如果是这样,即使情况属实,也不清楚仅凭这一点是否能抵消因伊朗战争导致的柴油价格上涨带来的成本。

So, um, I think you're seeing a, uh, United States that is willing to, um, potentially, um, make a geopolitical, uh, gamble in a bid for a short term economic gains. This also came as Jared Kushner and Steve Wycoff were in Miami negotiating with Ukrainian representatives. The timing of this seems surprising. Do we have any reporting as to whether or not they themselves, or other members of the administration were caught off guard?

所以,嗯,我认为我们看到的是一个愿意进行地缘政治赌博的美国,以期获得短期经济利益。与此同时,贾里德·库什纳(Jared Kushner)和史蒂夫·怀科夫(Steve Wycoff)正在迈阿密与乌克兰代表进行谈判。这一时机似乎令人意外。我们是否有任何报道表明,他们本人或政府其他成员对此措手不及?

We haven't heard the details in terms of how administration officials have responded. Even the sort of details of the deal are a little bit unclear. We've heard promises of what, um, Russia will deliver, uh, in October, November, and then increasingly so as time goes on. But we have heard from the Ukrainians who are deeply frustrated by this deal because they see it as a means of potentially funding Russia's ability to keep, um, building the kinds of missile systems and other offensive weapons needed to attack Ukraine precisely at a time when Russia is so aggressively going after Ukrainian infrastructure ahead of the cold winter months.

我们尚未获悉行政当局官员是如何回应的具体细节。甚至这笔交易的细节也略显模糊。我们听到了关于俄罗斯将在十月、十一月以及随着时间推移越来越多地交付什么的承诺。但我们从乌克兰人那里听到了反馈,他们对这笔交易深感沮丧,因为他们认为这是潜在地为俄罗斯提供资金,使其能够继续建造用于攻击乌克兰的导弹系统和其他进攻性武器,而恰好在俄罗斯在寒冷的冬季来临前积极打击乌克兰基础设施之际。

And so I do think you're going to see a growing response, um, both in the United States in Ukraine because, as you note, the United States is trying to enter a deal to help in this war precisely when, um, it is also agreeing to something that could allow Russia to prolong it. Nancy, contemporaneous with this, we saw the Treasury Department lift sanctions on Russian oil, Russian petroleum, and, um, I guess there's some something dubious about that.

因此,我认为你会看到越来越多的回应,无论是在美国还是在乌克兰,因为正如你所指出的,美国正试图达成一项协议以帮助这场战争,与此同时,它又同意了一些可能允许俄罗斯延长战争的事情。南希,与此同时,我们看到财政部解除了对俄罗斯石油和俄罗斯石油产品的制裁,嗯,我想这其中有些可疑之处。

Unclear if that's going to be legal as we look ahead here. Um, but let me ask you about Europe's response. And we haven't heard a whole lot from European leaders in light of this announcement, which was made as the president was, was leaving the white House yesterday aftern

目前尚不清楚这在法律上是否可行,因为我们在此展望未来。嗯,但让我问问你对欧洲反应的看法。鉴于这一宣布,我们尚未听到欧洲领导人的太多声音,该宣布是在总统昨天下午离开白宫时做出的。

原文超出正文长度上限,此处截断——上游还有内容,完整版见上方「原文 ↗」。

更进一步:量化金融体系

看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力

进入量化体系 →

关联讨论

同一事件的更多信源

相似阅读

关联信息,但可能不是同一事件