レポートディーゼル価格が6ドルに、トランプ氏はウクライナを非難。データが示すのは別の要因執筆 2026年9月15日 10:19 UTC視聴文字起こし0:11Diesel just hit $6 a gallon in the United States for the first time.0:16That's a 60% jump in a year.0:18It's the fuel that moves the economy.0:20Trucking, farming, construction, and shipping all run on it.0:24Every jump lifts the cost of getting goods to shelves, bringing in harvests, and0:28moving supplies.0:29This isn't just a number at the pump.0:31It's a cost that ripples through the entire supply chain.0:34Now the president says Ukraine is to blame.0:36Is he right?0:37President Trump is publicly blaming Ukrainian strikes on Russian refineries for the0:41record prices, and he's demanding Kyiv stop hitting diesel fuel.0:45Energy analyst Olga Kakova says that's only part of the story.0:48Trump's demand puts the blame on a wartime ally, while the market data points0:52elsewhere.0:53The president specifically called on Kyiv to stop the strikes on Russian diesel0:57infrastructure, saying they're driving up prices worldwide.1:00Kakova points out that the Strait of Hormuz carries about 10% of the world's1:04seaborne diesel, while Russian exports at their peak account for only 2-3% of global1:09demand.1:10In other words, what Ukraine can affect is a fraction of what the Middle East1:14controls.1:15So which matters more?1:16The expert puts the weight on the choke point.1:18Kokova says the market data points to the Middle East and the tightness of the1:22global refining and export system, not Ukrainian drones.1:26American refineries are already running at 95 to 97 percent capacity, and diesel1:31exports are near a record 2 million barrels a day.1:34The expert's conclusion, stopping the Ukrainian strikes would bring only marginal1:38relief.1:39Refineries worldwide are already running near capacity, leaving little room to1:43absorb shocks and every rise at the pump gets passed along to everyone who buys1:47goods.1:48The President's target is Russia's fuel exports, but the biggest pressure point is a1:51narrow waterway far from Ukraine, the Strait of Hormuz, where tankers thread through1:55on their way to world markets.1:57The Strait of Hormuz is the single most important waterway for global diesel, and2:01its disruption sends ripples through the entire market.2:04It's the fuel that moves freight, runs farm equipment, powers construction, and2:07drives shipping.2:09The U.S.2:09is producing as much diesel as it can, but much of it is flowing abroad, that2:13tightens supply at home, and it's one reason prices are at record highs.2:17The Middle East war has been squeezing that corridor for months, and that's the2:21pressure the market treats as dominant.2:23The war has disrupted shipping, and the choke point is at the center of it.2:27The war in the Middle East has been a constant source of supply risk, and that risk2:31is baked into the price.2:33Attacks on refineries in the region have taken capacity offline, adding to the2:36squeeze.2:37Those strikes are aimed at Russian fuel infrastructure that sustains Moscow's2:41invasion.2:42The President is asking a country defending itself against a full-scale war to halt2:46them, based on a claim the market data contradicts.2:48Still, there are open questions.2:50The precise share of the price rise linked to Ukraine's strikes has never been2:54quantified, and there's no confirmed response from Kyiv.2:57The analysis rests on a single report, and independent confirmation hasn't been3:01obtained.3:02Without that, the analysis remains one account.3:04So the evidence says Ukraine is a factor, but a small one.3:08The real drivers are the strait of Hormuz, tight refining, and record exports.3:12The President's demand wouldn't lower the price at the pump.3:15So the next time you see a diesel price climb, the cause is more likely a choke3:19point than a drone.記事を読むストーリーの時系列HeyDexショート動画 ↗関連報道その後の展開·10月18日 10:07 UTCトランプ、約束したディーゼルによる負担軽減が実証される前に新たな対ロ制裁の大半を停止背景·10月2日 16:32 UTC米国が同盟国へのディーゼル供給停止を脅す中、G7が備蓄放出を約束
