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特朗普宣布与普京达成1350万桶柴油协议

Isaias Makes Landfall, Diesel Deal Struck with Putin

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涉及重大地缘政策转向与大宗商品供应变动,直接影响能源价格预期及宏观流动性环境,建议关注后续制裁豁免细节及油价波动。

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。您听说过与俄罗斯的石油协议。这是一桩大交易。特朗普总统与俄罗斯总统达成柴油协议。坦率地说,我要感谢普京总统,因为它可能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在美国墨西哥湾沿岸登陆,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.

我们正追踪风暴的内移情况,它对石油生产和保险意味着什么,并准备疯狂一下。香蕉之国齐聚一堂,参加香蕉碗历史上最盛大的表演。部分像棒球,部分像P.T.巴纳姆(马戏团创始人)。香蕉球锦标赛今晚举行。您可以与联盟老板谈谈这一现象。周六快乐。欢迎来到彭博社。本周末我们从位于纽约的全球总部为您现场直播。

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。我是大卫·古拉,搭档丽莎·马特奥。今天是10月10日星期六。欢迎所有在广播、电视、流媒体、Bloomberg.com网站以及彭博商业APP上收听收看彭博节目的听众和观众,我们正密切关注这场风暴进入田纳西州、阿拉巴马州等地的进展,这些地方预计全天将有大量降雨。东海岸此刻依然黑暗。

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,但我们正在追踪它,并在节目过程中提供一些更新。我们还将讨论这对您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。如果您通过电视或数字平台观看我们,可以看到一些实时画面。这些画面来自佛罗里达州的潘萨科拉海滩。

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·马特奥带来更多头条新闻,包括关于那场风暴的一些最新情况。丽莎。是的,你提到了那里的黑暗。目前,阿拉巴马州和佛罗里达狭长地区数十万人停电,这是在大西洋飓风季的第一场飓风撞向墨西哥湾沿岸之后发生的。现在已转为后热带气旋的伊萨亚斯还淹没了道路并刮倒了树木。该风暴昨晚作为二级飓风在佛罗里达州盖斯附近登陆,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.

这一声明出台之际,白宫正关注美国中期选举前飙升的燃料价格。但在拳击传奇人物迈克·泰森陪同下,特朗普总统昨日在白宫外对记者发表讲话,随后登上“海军陆战队一号”前往纽约锡拉丘兹。他将该协议称为一项重大举措。“说实话,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.

因此,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称,该协议将允许俄罗斯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,但未确认对终端设施的损坏情况。乌克兰军方官员尚未认领此次袭击。大卫和克里斯蒂娜,非常感谢。很感激。谢谢,丽莎。我们就从这里开始。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,尤其是我们伟大的农民、牧场主和卡车司机的价格,是我最大的优先事项。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》的驻站记者,负责报道国防部的国家安全事务,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,让我们从他的这一举动开始谈起。我的意思是,我们原本打算在节目稍后讨论瘟疫、俄罗斯瘟疫的问题,总统表示他将就此与弗拉基米尔·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.

如果此事确实发生,目前尚无读数或迹象表明情况如何。对于俄罗斯总统向特朗普总统发出的这一姿态,我们应该感到多么惊讶?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支付乌克兰战争费用的收入来源。

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。美国愿意解除对俄罗斯收入的一些限制,试图抵消伊朗战争的成本。问题变成了,这真的有效吗?俄罗斯能否兑现它在协议中做出的那些承诺?如果是这样,即使发生了这种情况,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。这一时机似乎令人惊讶。我们是否有任何报道表明,他们本人或其他政府成员是否对此措手不及?

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细节。甚至连协议的一些细节也尚不清楚。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而 increasingly(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,他们对这项协议深感沮丧,因为他们认为这是潜在地为俄罗斯继续建造用于攻击乌克兰的导弹系统和其他进攻性武器提供资金的手段,尤其是在俄罗斯在寒冷的冬季来临前正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,因为正如你指出的那样,美国正试图达成一项帮助这场战争的协议,与此同时,它也在同意一些可能让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

目前尚不清楚这在将来是否合法。嗯,但让我问问你对欧洲反应的看法。鉴于这一宣布,我们还没有听到太多来自欧洲领导人的声音,这一宣布是在总统昨天下午离开白宫时做出的。

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