美国禁止柴油出口可能如何影响拉美

关键论点

• 美国柴油出口禁令在法律上可行，无需国会新行动，因为权力已授予总统。
• 拉丁美洲国家，尤其是墨西哥、智利和秘鲁，高度依赖美国柴油进口，将首当其冲。
• 墨西哥的全面柴油补贴可吸收临时价格上涨，但其财政状况疲弱（2027年赤字目标为GDP的3.9%），几乎没有额外补贴空间。
• 智利和秘鲁的价格平滑机制限制了短期传导，但延迟了缓解，使外部冲击消退后国内价格仍居高不下。

对应原文证据

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