<p>牧場主對特朗普的牛肉價格評論感到震驚</p>
<p>牛肉期貨下跌，影響牧場主利潤</p>
<p>零售牛肉價格對消費者仍然很高</p>
<p>作者：湯姆·波蘭塞克</p>
<p>芝加哥，12 月 24 日（路透社）-</p>
<p>加里·維特在家族農場開始餵養牛時只有 10 歲。</p>
<p>55 年後，經歷了極端天氣、消費者口味變化和全球貿易中斷後，愛荷華州西側的農民面臨來自他支持的美國總統唐納德·特朗普的意外風險。</p>
<p>面對選民對日常生活成本上升的強烈</p>
<p>不滿</p>
<p>，特朗普在這個秋季宣稱</p>
<p>牛肉價格太貴</p>
<p>牧場主必須降低牛價。特朗普表示，牛肉價格 “高於我們希望的，但很快會下降。”</p>
<p>就像拜登政府期間的雞蛋價格一樣，牛肉價格已成為美國可負擔危機的象徵。今年早些時候，由於牛羣減少和消費者需求強勁，牛肉價格創下歷史新高。</p>
<p>特朗普的評論讓牧場主感到震驚，他們大多數支持這位總統。隨後，他的政府宣佈計劃將從阿根廷進口的低關税牛肉數量增加四倍，發起對肉類加工商的</p>
<p>價格操控調查，並</p>
<p>取消特朗普在夏季對巴西牛肉進口徵收的關税。</p>
<p>一系列舉措打壓了牛市，但並未顯著降低超市的牛肉價格，導致通常直言不諱的牧場主發聲。</p>
<p>“如果特朗普什麼都不説，那就好了，” 維特説。“我仍然是特朗普的支持者。我只是對特朗普不太滿意。”</p>
<p>路透社與八位牧場主進行了交談，他們表示仍然支持特朗普，儘管他傷害了他們的牛價。</p>
<p>飼料牛期貨（FcF26）在達到 10 月 16 日的高點後，因交易所設定的最大跌幅限制而下跌了 21%。在那一天，特朗普首次表示他的政府正在努力降低牛肉價格。</p>
<h3>牧牛農民感受到壓力</h3>
<p>拋售削減了牧場主的利潤，迫使牲畜買家停止購買，並驅趕了投機交易者，導致牛市變得越來越不穩定，牧場主和交易者表示。</p>
<p>“這影響了我們作為牧場主所獲得的價格；也影響了飼養場所獲得的價格；但我還沒有看到或聽説過對消費者支付的價格產生影響，” 66 歲的馬蒂·史密斯説，他的家族在佛羅里達州的瓦卡胡塔經營牧場已有 175 年。</p>
<p>牛肉期貨在 11 月底開始回升，儘管仍低於特朗普評論前的水平。經濟學家表示，零售牛肉價格可能需要幾個月才能反映牛市的下滑。他們還表示，零售價格的影響不會那麼顯著，因為肉類加工商、批發分銷商和零售商在牧場主和消費者之間，增加了成本。</p>
<p>許多牛牧場主也種植農作物，牛肉在穀物和大豆價格因供應過剩和特朗普的貿易政策下跌時，成為他們業務的亮點。特朗普本月推出了一項</p>
<p>120 億美元的援助計劃，</p>
<p>主要針對農作物種植者。</p>
<p>由於乾旱多年導致放牧土地乾枯，迫使生產者將全國牛羣削減至數十年來的最低水平，牛肉價格在 2025 年達到了歷史新高。根據美國政府的估計，2025 年美國首次失去了作為世界最大牛肉生產國的地位，轉而被巴西取代。</p>
<p>在特朗普政府停止美國進口墨西哥牲畜以防止肉食性寄生蟲入侵後，牛肉供應進一步緊縮。由於供應緊張，肉類加工商的成本上升，泰森食品（TSN.N）在 11 月表示將永久關閉一家美國大型牛肉加工廠，減少了牛的市場。美國農業部本月下調了對 2026 年牛肉價格的預估，部分原因是即將關閉的工廠。</p>
<p>特朗普指責肉類加工商，如泰森，因操控和串通抬高牛肉價格，並命令司法部進行調查。肉類加工商表示，他們的行業受到嚴格監管，交易是透明的。</p>
<h3>超市貨架上的價格震驚</h3>
<p>根據美國勞工統計局的最新數據，11 月的牛肉零售價格從一年前的每磅 5.63 美元上漲至每磅 6.54 美元，漲幅為 16%。無骨燉肉的零售價格從每磅 7.43 美元躍升 23%，達到每磅 9.17 美元。自特朗普在 10 月中旬發表評論以來，發往大宗買家的精選牛肉切塊的批發價格截至週一上漲了 0.5%，而優質牛肉的批發價格則下降了 1%。</p>
<p>包括牛肉、咖啡和電力在內的一系列商品價格高企，令消費者感到不安，也讓特朗普感到沮喪。最近的一份商務部報告顯示，</p>
<p>9 月份年通脹率以近一年半以來最快的速度上升。</p>
<p>民主黨利用選民對經濟的焦慮，在最近的州和地方選舉中獲勝，並在 2024 年競選中承諾降低消費者價格。</p>
<p>“特朗普政府正在採取全政府的方式來降低牛肉價格，多個機構削減監管，支持小型加工設施，並採取其他措施來支持牧場主和消費者，” 白宮發言人安娜·凱利説。</p>
<h3>誰來重建牛羣？</h3>
<p>牧場主感到牛肉受到不公平的針對，因為許多商品的成本都很高。</p>
<p>“這對我們所有人來説都是一記重擊，” 62 歲的迪恩·邁耶説，他是一位來自愛荷華州洛克拉皮茲的飼料牛養殖者，由於不確定性增加和價格下跌，上個月暫時停止了購買牛。</p>
<p>美國農村的八位牧場主表示，他們在上次總統選舉中投票支持特朗普，因為他在移民和其他問題上的立場。但對他們中的一些人來説，特朗普對牛肉市場的干預動搖了他們對他的信心。</p>
<p>“他對一羣實際上對商店牛肉價格沒有真正影響的生產者發起了戰爭，” 位於密蘇里州巴特勒的牛肉加工公司 Hertzog Meat Company 的老闆 Todd Hertzog 説。</p>
<p>一項初步努力</p>
<p>重建國家的牛羣</p>
<p>, 經濟學家表示這最終將有助於降低牛肉價格，但在特朗普對進口市場注入不確定性後，牧場主和經濟學家表示這項努力面臨風險。</p>
<p>牛價下跌並沒有帶來幫助。</p>
<p>Vetter 説，他購買年輕牛隻以便餵養後出售給肉類加工商 Cargill，他在十月底為 450 頭每頭約 500 磅的公牛支付了約 2500 美元。到十一月底，價格下降了約 300 美元。</p>
<p>與此同時，肉類加工商願意支付更少的價格來購買 Vetter 餵養的、重約 1650 磅的牛。</p>
<p>在感恩節前夕，Vetter 表示，由於價格暴跌，他在最近的牛隻購買中面臨 25 萬美元的潛在損失。</p>
<p>“總統可以隨心所欲，但如果沒有一些穩定性，建立牛羣將會很困難，” Vetter 説。“在購買下一批小牛之前，我會仔細計算。”</p>

泰森食品

<p>牧場主對特朗普關於降低牛肉價格的評論感到不滿，這導致了牛肉期貨價格下跌，影響了他們的利潤。儘管特朗普採取了增加牛肉進口和調查肉類加工商的措施，零售牛肉價格仍然居高不下。曾大力支持特朗普的牧場主們，現在因牛市波動而面臨財務挑戰。零售牛肉的成本持續上升，加劇了消費者對高價格的沮喪</p>

<p>Ranchers shocked by Trump’s beef price comments</p>
<div class="lb-trans"><p>牧場主對特朗普的牛肉價格評論感到震驚</p>
</div><p>Cattle futures fell, impacting rancher profits</p>
<div class="lb-trans"><p>牛肉期貨下跌，影響牧場主利潤</p>
</div><p>Retail beef prices remain high for consumers</p>
<div class="lb-trans"><p>零售牛肉價格對消費者仍然很高</p>
</div><p>By Tom Polansek</p>
<div class="lb-trans"><p>作者：湯姆·波蘭塞克</p>
</div><p>CHICAGO, Dec 24 (Reuters) -</p>
<div class="lb-trans"><p>芝加哥，12 月 24 日（路透社）-</p>
</div><p>Gary Vetter was 10 years old when he started feeding cattle at his family’s farm.</p>
<div class="lb-trans"><p>加里·維特在家族農場開始餵養牛時只有 10 歲。</p>
</div><p>Fifty-five years later, after surviving bouts of extreme weather, changing consumer tastes and global trade disruptions, the Westside, Iowa, farmer faces an unexpected risk from the man he backed for U.S. president: Donald Trump.</p>
<div class="lb-trans"><p>55 年後，經歷了極端天氣、消費者口味變化和全球貿易中斷後，愛荷華州西側的農民面臨來自他支持的美國總統唐納德·特朗普的意外風險。</p>
</div><p>Facing intense</p>
<div class="lb-trans"><p>面對選民對日常生活成本上升的強烈</p>
</div><p>frustration</p>
<div class="lb-trans"><p>不滿</p>
</div><p>from voters over rising everyday costs, Trump declared this fall that</p>
<div class="lb-trans"><p>，特朗普在這個秋季宣稱</p>
</div><p>beef was too expensive</p>
<div class="lb-trans"><p>牛肉價格太貴</p>
</div><p>and ranchers must lower cattle prices. The price of beef was “higher than we want it, but it’s going to be coming down soon,” Trump said.</p>
<div class="lb-trans"><p>牧場主必須降低牛價。特朗普表示，牛肉價格 “高於我們希望的，但很快會下降。”</p>
</div><p>Much like the price of eggs during the Biden administration, the cost of beef has become an emblem of the affordability crisis in America. Beef prices hit record highs earlier this year as the cattle herd shrank and consumer demand remained strong.</p>
<div class="lb-trans"><p>就像拜登政府期間的雞蛋價格一樣，牛肉價格已成為美國可負擔危機的象徵。今年早些時候，由於牛羣減少和消費者需求強勁，牛肉價格創下歷史新高。</p>
</div><p>Trump’s comments shocked ranchers, who largely voted for the president. Then his administration announced plans to quadruple low-tariff U.S. imports of beef from Argentina, launched an</p>
<div class="lb-trans"><p>特朗普的評論讓牧場主感到震驚，他們大多數支持這位總統。隨後，他的政府宣佈計劃將從阿根廷進口的低關税牛肉數量增加四倍，發起對肉類加工商的</p>
</div><p>investigation into meatpackers</p>
<div class="lb-trans"><p>價格操控調查，並</p>
</div><p>for price manipulation, and</p>
<div class="lb-trans"><p>取消特朗普在夏季對巴西牛肉進口徵收的關税。</p>
</div><p>removed duties</p>
<div class="lb-trans"><p>一系列舉措打壓了牛市，但並未顯著降低超市的牛肉價格，導致通常直言不諱的牧場主發聲。</p>
</div><p>that Trump imposed over the summer on imports of Brazilian beef.</p>
<div class="lb-trans"><p>“如果特朗普什麼都不説，那就好了，” 維特説。“我仍然是特朗普的支持者。我只是對特朗普不太滿意。”</p>
</div><p>The series of moves knocked down cattle markets but did not significantly lower the cost of beef at grocery stores, causing ranchers, typically straight shooters, to speak up.</p>
<div class="lb-trans"><p>路透社與八位牧場主進行了交談，他們表示仍然支持特朗普，儘管他傷害了他們的牛價。</p>
</div><p>“It would have been nice if Trump hadn’t said anything,” Vetter said. “I’m still a Trump supporter. I’m just not a happy Trump supporter.”</p>
<div class="lb-trans"><p>飼料牛期貨（FcF26）在達到 10 月 16 日的高點後，因交易所設定的最大跌幅限制而下跌了 21%。在那一天，特朗普首次表示他的政府正在努力降低牛肉價格。</p>
</div><p>Reuters spoke with a total of eight ranchers who said they still backed Trump, though he hurt prices for their cattle.</p>
<div class="lb-trans"><h3>牧牛農民感受到壓力</h3>
</div><p>Feeder cattle futures (FcF26) dropped by an exchange-imposed maximum that limits how far prices can fall each day and sank by 21% over a little more than a month after reaching a high on October 16. On that day, Trump first said his administration was working to lower beef prices.</p>
<div class="lb-trans"><p>拋售削減了牧場主的利潤，迫使牲畜買家停止購買，並驅趕了投機交易者，導致牛市變得越來越不穩定，牧場主和交易者表示。</p>
</div><h3>CATTLE FARMERS FEEL HEAT</h3>
<div class="lb-trans"><p>“這影響了我們作為牧場主所獲得的價格；也影響了飼養場所獲得的價格；但我還沒有看到或聽説過對消費者支付的價格產生影響，” 66 歲的馬蒂·史密斯説，他的家族在佛羅里達州的瓦卡胡塔經營牧場已有 175 年。</p>
</div><p>The selloff sliced profits for ranchers, pushed livestock buyers from making purchases, and chased away speculative traders as cattle markets turned increasingly volatile, cattle producers and traders said.</p>
<div class="lb-trans"><p>牛肉期貨在 11 月底開始回升，儘管仍低於特朗普評論前的水平。經濟學家表示，零售牛肉價格可能需要幾個月才能反映牛市的下滑。他們還表示，零售價格的影響不會那麼顯著，因為肉類加工商、批發分銷商和零售商在牧場主和消費者之間，增加了成本。</p>
</div><p>“It’s affected the price that we as ranchers are getting; it’s affected what feedlots are getting; but it hasn’t done anything that I’ve seen or heard about yet to impact what the consumers are paying,” said Marty Smith, 66, whose family has been ranching in Wacahoota, Florida, for 175 years.</p>
<div class="lb-trans"><p>許多牛牧場主也種植農作物，牛肉在穀物和大豆價格因供應過剩和特朗普的貿易政策下跌時，成為他們業務的亮點。特朗普本月推出了一項</p>
</div><p>Cattle futures started rising in late November following their steep slide but remain below where they were before Trump’s comments. Economists said it would likely take months for retail beef prices to reflect the setback in cattle markets. Impacts on retail prices would also be less dramatic because meatpackers, wholesale distributors and retailers stand between ranchers and consumers and add to costs, they said.</p>
<div class="lb-trans"><p>120 億美元的援助計劃，</p>
</div><p>Many cattle ranchers also raise crops, and cattle had been a bright spot for their businesses as grain and soybean prices slumped due to large supplies and Trump’s trade policies. Trump unveiled a</p>
<div class="lb-trans"><p>主要針對農作物種植者。</p>
</div><p>$12 billion aid package</p>
<div class="lb-trans"><p>由於乾旱多年導致放牧土地乾枯，迫使生產者將全國牛羣削減至數十年來的最低水平，牛肉價格在 2025 年達到了歷史新高。根據美國政府的估計，2025 年美國首次失去了作為世界最大牛肉生產國的地位，轉而被巴西取代。</p>
</div><p>intended mostly for crop growers this month.</p>
<div class="lb-trans"><p>在特朗普政府停止美國進口墨西哥牲畜以防止肉食性寄生蟲入侵後，牛肉供應進一步緊縮。由於供應緊張，肉類加工商的成本上升，泰森食品（TSN.N）在 11 月表示將永久關閉一家美國大型牛肉加工廠，減少了牛的市場。美國農業部本月下調了對 2026 年牛肉價格的預估，部分原因是即將關閉的工廠。</p>
</div><p>Cattle prices had reached record highs throughout 2025 after years of drought dried up grazing lands and forced producers to slash the nation’s herd to its smallest size in decades. As a result of the decline, the U.S. for the first time in 2025 lost its spot as the world’s biggest beef producer to Brazil, according to U.S. government estimates.</p>
<div class="lb-trans"><p>特朗普指責肉類加工商，如泰森，因操控和串通抬高牛肉價格，並命令司法部進行調查。肉類加工商表示，他們的行業受到嚴格監管，交易是透明的。</p>
</div><p>Cattle supplies tightened further after the Trump administration</p>
<div class="lb-trans"><h3>超市貨架上的價格震驚</h3>
</div><p>halted U.S. imports of Mexican livestock</p>
<div class="lb-trans"><p>根據美國勞工統計局的最新數據，11 月的牛肉零售價格從一年前的每磅 5.63 美元上漲至每磅 6.54 美元，漲幅為 16%。無骨燉肉的零售價格從每磅 7.43 美元躍升 23%，達到每磅 9.17 美元。自特朗普在 10 月中旬發表評論以來，發往大宗買家的精選牛肉切塊的批發價格截至週一上漲了 0.5%，而優質牛肉的批發價格則下降了 1%。</p>
</div><p>to keep out a flesh-eating parasite. As tight supplies raised costs for meat processors, Tyson Foods (TSN.N) said in November it would permanently shut a major U.S. beef plant, removing a market for cattle. The U.S. Department of Agriculture this month lowered its estimates for cattle prices through 2026 in part because of the impending closure.</p>
<div class="lb-trans"><p>包括牛肉、咖啡和電力在內的一系列商品價格高企，令消費者感到不安，也讓特朗普感到沮喪。最近的一份商務部報告顯示，</p>
</div><p>Trump has</p>
<div class="lb-trans"><p>9 月份年通脹率以近一年半以來最快的速度上升。</p>
</div><p>accused meatpackers</p>
<div class="lb-trans"><p>民主黨利用選民對經濟的焦慮，在最近的州和地方選舉中獲勝，並在 2024 年競選中承諾降低消費者價格。</p>
</div><p>such as Tyson of driving up beef prices through manipulation and collusion, and ordered the Justice Department to investigate. Meatpackers said their industry is heavily regulated, and transactions are transparent.</p>
<div class="lb-trans"><p>“特朗普政府正在採取全政府的方式來降低牛肉價格，多個機構削減監管，支持小型加工設施，並採取其他措施來支持牧場主和消費者，” 白宮發言人安娜·凱利説。</p>
</div><h3>STICKER SHOCK IN THE GROCERY AISLE</h3>
<div class="lb-trans"><h3>誰來重建牛羣？</h3>
</div><p>The retail cost of ground beef in November climbed to $6.54 per pound from $5.63 per pound a year earlier, up 16%, according to the latest data from the Bureau of Labor Statistics. For boneless stew meat, retail prices jumped 23% to $9.17 per pound from $7.43 per pound. Since Trump’s comments in mid-October, wholesale prices for select cuts of beef shipped to buyers in large boxes were up 0.5% as of Monday, while wholesale prices for choice boxed beef eased 1%, according to U.S. data.</p>
<div class="lb-trans"><p>牧場主感到牛肉受到不公平的針對，因為許多商品的成本都很高。</p>
</div><p>High prices for a range of goods, including beef, coffee and electricity, have upset consumers and frustrated Trump. A recent Commerce Department report showed</p>
<div class="lb-trans"><p>“這對我們所有人來説都是一記重擊，” 62 歲的迪恩·邁耶説，他是一位來自愛荷華州洛克拉皮茲的飼料牛養殖者，由於不確定性增加和價格下跌，上個月暫時停止了購買牛。</p>
</div><p>annual inflation rose</p>
<p>at its fastest pace in nearly 1-1⁄2 years in September.</p>
<p>Democrats exploited voters’ angst about the economy in recent state and local election victories, campaigning in 2024 on a pledge to lower consumer prices.</p>
<p>“The Trump administration is taking a whole-of-government approach to lowering beef prices, with multiple agencies slashing regulations, supporting small processing facilities, and taking other actions to support both ranchers and consumers,” White House spokesperson Anna Kelly said.</p>
<h3>WHO WILL REBUILD THE HERD?</h3>
<p>Ranchers felt beef was targeted unfairly because costs were high for a number of goods.</p>
<p>“It’s a sock in the gut for all of us,” said Dean Meyer, 62, a Rock Rapids, Iowa-based cattle feeder who temporarily paused buying cattle last month due to increased uncertainty and falling prices.</p>
<p>Eight ranchers in rural America said that they still supported Trump because of his stances on immigration and other issues, after voting for him in the last presidential race. But for some of them, Trump’s interference in the beef market shook their confidence in him.</p>
<div class="lb-trans"><p>美國農村的八位牧場主表示，他們在上次總統選舉中投票支持特朗普，因為他在移民和其他問題上的立場。但對他們中的一些人來説，特朗普對牛肉市場的干預動搖了他們對他的信心。</p>
</div><p>“He’s waged war against a group of producers that literally have no real effect on the price of beef in the store,” said Todd Hertzog, owner and operator of beef processor Hertzog Meat Company in Butler, Missouri.</p>
<div class="lb-trans"><p>“他對一羣實際上對商店牛肉價格沒有真正影響的生產者發起了戰爭，” 位於密蘇里州巴特勒的牛肉加工公司 Hertzog Meat Company 的老闆 Todd Hertzog 説。</p>
</div><p>A fledgling effort to</p>
<div class="lb-trans"><p>一項初步努力</p>
</div><p>rebuild the nation’s cattle herd</p>
<div class="lb-trans"><p>重建國家的牛羣</p>
</div><p>, which economists say would eventually help reduce beef prices, is at risk after Trump injected uncertainty into the market over imports, ranchers and economists said.</p>
<div class="lb-trans"><p>, 經濟學家表示這最終將有助於降低牛肉價格，但在特朗普對進口市場注入不確定性後，牧場主和經濟學家表示這項努力面臨風險。</p>
</div><p>Falling cattle prices did not help.</p>
<div class="lb-trans"><p>牛價下跌並沒有帶來幫助。</p>
</div><p>Vetter, who buys young cattle to fatten for sale to meatpacker Cargill, said he paid about $2,500 per head for 450 steers weighing about 500 pounds each around the end of October. By the end of November, the price had dropped by about $300.</p>
<div class="lb-trans"><p>Vetter 説，他購買年輕牛隻以便餵養後出售給肉類加工商 Cargill，他在十月底為 450 頭每頭約 500 磅的公牛支付了約 2500 美元。到十一月底，價格下降了約 300 美元。</p>
</div><p>At the same time, meatpackers were willing to pay less to buy cattle that Vetter feeds to weigh about 1,650 pounds.</p>
<div class="lb-trans"><p>與此同時，肉類加工商願意支付更少的價格來購買 Vetter 餵養的、重約 1650 磅的牛。</p>
</div><p>Reached just before Thanksgiving, Vetter said that he was facing potential losses of $250,000 on his recent cattle purchases after prices tumbled.</p>
<div class="lb-trans"><p>在感恩節前夕，Vetter 表示，由於價格暴跌，他在最近的牛隻購買中面臨 25 萬美元的潛在損失。</p>
</div><p>“The president can do whatever he wants but it’s going to be hard to build the cow herd if we don’t have some stability,” Vetter said. “I’m going to push a pencil really hard before I buy that next set of calves.”</p>
<div class="lb-trans"><p>“總統可以隨心所欲，但如果沒有一些穩定性，建立牛羣將會很困難，” Vetter 説。“在購買下一批小牛之前，我會仔細計算。”</p>
</div>

INSIGHT-‘Not a happy Trump supporter’: Cattle ranchers hit by push for lower beef prices

- 特朗普關於牛肉價格的評論讓養牛户感到震驚。
- 牛肉期貨價格下跌，影響養牛户利潤，零售價格依舊高企。
- 政府幹預未能顯著降低超市牛肉價格。

洞察 - ‘不再是快樂的特朗普支持者’: 牧場主受到降低牛肉價格的壓力影響