--- title: "陣亡將士紀念日的汽油需求激增與霍爾木茲海峽的衝擊相碰撞，5 美元的需求破壞線即將逼近" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286958319.md" description: "隨着陣亡將士紀念日的臨近，美國汽油價格的全國平均為每加侖 4.53 美元，由於霍爾木茲海峽未解決的緊張局勢，可能會出現價格上漲。分析師警告，如果海上交通不盡快恢復，原油短缺的風險將加劇。美國汽車協會（AAA）預測將有 3910 萬美國人選擇駕車出行，這將在假期週末提高汽油需求，可能會將價格推向 5 美元的需求破壞閾值" datetime: "2026-05-19T19:42:20.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286958319.md) - [en](https://longbridge.com/en/news/286958319.md) - [zh-HK](https://longbridge.com/zh-HK/news/286958319.md) --- # 陣亡將士紀念日的汽油需求激增與霍爾木茲海峽的衝擊相碰撞，5 美元的需求破壞線即將逼近 Drivers heading into Memorial Day weekend are set to face some of the highest regular gasoline prices at the pump in years. **With the U.S. national average sitting at $4.53 per gallon** (according to AAA data) and no resolution yet on a U.S.-Iran peace deal or the reopening of the Strait of Hormuz, **pump prices risk rising even higher into the holiday weekend as the summer driving season begins.** **Let's start with the chart of the day**: AAA retail gas prices in the U.S. on a seasonal basis closely track the 2022 run, when the Russia-Ukraine conflict was in its first several months. **Gas prices in 2022 did not top out until mid-June.** The **impending problem**, with no near-term Hormuz resolution, as JPMorgan analysts recently warned, is that the world is spiraling toward a catastrophic cliff-edge shortage of crude oil if the maritime chokepoint remains blocked into June. Former CIA analysts and current RBC commodities head Helima Croft told clients days ago that she is "**very skeptical of a June grand reopening or even that maritime traffic will return to February 27 levels for the foreseeable future**." **AAA Retail Gas Price Map** For Memorial Day 2026, **AAA forecasts around 39.1 million Americans will travel by car**, representing 87% of all holiday travelers. That will create a meaningful near-term lift in gas demand, especially from Thursday through Monday. EIA notes that gas demand typically rises into the summer driving season, while last year's Memorial Day period coincided with the highest weekly implied gas demand of 2025 up to that point. So, in an already tight gas market, a busy **Memorial Day driving weekend can certainly pull more barrels through the system**, support pump prices, and may only lead to higher prices if no Hormuz resolution is found in the near term. **The demand destruction level sits around $5.** ### 相關股票 - [OXY.US](https://longbridge.com/zh-HK/quote/OXY.US.md) - [XOP.US](https://longbridge.com/zh-HK/quote/XOP.US.md) - [IEO.US](https://longbridge.com/zh-HK/quote/IEO.US.md) - [BNO.US](https://longbridge.com/zh-HK/quote/BNO.US.md) - [IXC.US](https://longbridge.com/zh-HK/quote/IXC.US.md) - [XLE.US](https://longbridge.com/zh-HK/quote/XLE.US.md) - [IEZ.US](https://longbridge.com/zh-HK/quote/IEZ.US.md) - [XES.US](https://longbridge.com/zh-HK/quote/XES.US.md) - [CRAK.US](https://longbridge.com/zh-HK/quote/CRAK.US.md) - [OIH.US](https://longbridge.com/zh-HK/quote/OIH.US.md) - [VDE.US](https://longbridge.com/zh-HK/quote/VDE.US.md) - [USO.US](https://longbridge.com/zh-HK/quote/USO.US.md) - [UCO.US](https://longbridge.com/zh-HK/quote/UCO.US.md) - [JPM.US](https://longbridge.com/zh-HK/quote/JPM.US.md) - [RY.US](https://longbridge.com/zh-HK/quote/RY.US.md) - [JPM-M.US](https://longbridge.com/zh-HK/quote/JPM-M.US.md) - [JPM-C.US](https://longbridge.com/zh-HK/quote/JPM-C.US.md) - [JPM-D.US](https://longbridge.com/zh-HK/quote/JPM-D.US.md) - [JPM-L.US](https://longbridge.com/zh-HK/quote/JPM-L.US.md) - [8634.JP](https://longbridge.com/zh-HK/quote/8634.JP.md) - [JPM-K.US](https://longbridge.com/zh-HK/quote/JPM-K.US.md) - [JPM-J.US](https://longbridge.com/zh-HK/quote/JPM-J.US.md) ## 相關資訊與研究 - [花旗喊 Brent 原油上看 120 美元 油市低估中東風險](https://longbridge.com/zh-HK/news/286971527.md) - [美上週原油總庫存創紀錄暴跌 1780 萬桶 出口創新高](https://longbridge.com/zh-HK/news/287096913.md) - [美國上週原油庫存減少 786 萬桶](https://longbridge.com/zh-HK/news/287085193.md) - [瑞銀上調 9 月布蘭特油價預測至 105 美元](https://longbridge.com/zh-HK/news/287239620.md) - [突圍荷莫茲 阿聯：第二條陸上輸油管已完工五成](https://longbridge.com/zh-HK/news/287171408.md)