
上涨的柴油和肥料成本,加上特朗普总统不断变化的关税政策,使得俄克拉荷马州农民布伦特·伦德尔更难规划未来的作物。他说,在过去几个月里,同为农民的同僚——传统上是总统最可靠的支持者之一——的政治情绪已经开始转变。
Rising diesel and fertilizer costs, coupled with President Donald Trump’s shifting tariff policies, have made it harder for Oklahoma farmer Brent Rendel to plan future crops. Over the past few months, he says, the political mood among fellow farmers—traditionally some of the President’s most reliable supporters—has begun to shift.
“根据我与其他农民的讨论,人们对特朗普政府当前所做之事的不满情绪有所上升,”伦德尔说。“以前你很少看到这种情况,但现在我们既能看到也能听到。”这种不满情绪可能在关键的中期选举前夕,对特朗普和共和党构成政治问题。特朗普在2024年赢得了69%的农村选票,但美联社-凯撒家庭基金会(AP-KFF)在8月进行的一项民意调查发现,57%的农村选民对特朗普处理经济事务的方式表示不满意。
“From my discussions with other farmers, there is a higher level of dissatisfaction with what's going on with the [Trump] Administration,” says Rendel. “You didn't used to really see that, but now we're seeing it and hearing it.”That dissatisfaction could pose a political problem for Trump and Republicans ahead of the pivotal midterm elections. Trump won 69% of the rural vote in 2024, but an AP-KFF poll, conducted in August, found that 57% of rural voters disapprove of Trump’s handling of the economy.
在农村共和党选民中,大约四分之一(27%)的人不赞同他处理经济问题的方式——这一群体“明显不太可能”像那些赞同他处理方式的人那样表示他们肯定会在11月投票。
Among rural Republican voters, around one-quarter (27%) disapproved of his handling of the economy—and that group was "substantially less likely" than those who approved to say they were certain to vote in November.
四分之三的农村选民将他们社区的生活成本描述为“一般”或“较差”。路透社-益普索(Reuters/Ipsos)在6月进行的一项民意调查已经显示,特朗普在美国农村地区的支持率降至历史新低50%,而只有31%的人赞同他处理经济问题的方式。
Three-quarters of rural voters described the cost of living in their communities as “fair” or “poor.”A Reuters/Ipsos poll, conducted in June, had already put Trump's approval rating among rural Americans dropped at a new low of 50%, with just 31% approving of his handling of economic issues.
这些发现正值民主党在一些传统上为共和党的州份如得克萨斯州、爱荷华州和堪萨斯州的民意调查中表现出竞争力之时。民主党领导人也在其政策提案中针对农民的经济不满进行回应。参议院少数党领袖查克·舒默和参议院农业委员会首席议员艾米·克洛布查尔上个月共同提出了一项法案,旨在为“美国首个肥料储备”奠定基础。舒默在介绍《战略肥料储备法》时表示,美国农民“正遭到本届政府各方面的打击”,该法案得到了全国农民联盟和纽约州农场局的支持。
The findings come as Democrats poll competitively in some traditionally Republican states such as Texas, Iowa, and Kansas. Democratic leaders are also addressing farmers' economic frustrations in their policy proposals. Senate Minority Leader Chuck Schumer and Sen. Amy Klobuchar, ranking member of the Senate Agriculture Committee, last month unveiled a bill intended to lay the groundwork for “America’s first-ever fertilizer reserve.”American farmers are “getting crushed from all sides by this Administration,” Schumer said as he introduced the Strategic Fertilizer Reserve Act with endorsements from the National Farmers Union and New York Farm Bureau.
《时代》杂志采访的农民和农业专家描述了四种相互交叉的压力:特朗普扩大低关税牛肉进口、因伊朗战争引发的全球能源危机导致的肥料和柴油成本上升、以及一些关税导致生产成本增加并引发对美国出口的报复。
Farmers and agricultural experts interviewed by TIME described four overlapping pressures: Trump’s expansion of low-tariff beef imports, rising fertilizer and diesel costs stemming from a global energy crisis triggered by the Iran war, and tariffs that have increased some production costs while provoking retaliation against American exports.
这些影响已经波及消费者,他们看到杂货价格持续攀升。在一次九月份的美联社-NORC民意调查中,64%的美国人表示特朗普“对其他国家征收新关税已经走得太远”。特朗普与加拿大的最新关税争端进一步引发了经济担忧,特别是在蒙大拿州等农村州,该州在2025年将加拿大列为其最大的出口市场。
The impact has been felt by consumers, who have seen a steady climb in grocery prices. In one September AP-NORC poll, 64% of Americans said Trump has “gone too far” on imposing new tariffs on other countries. Trump’s latest tariff row with Canada has prompted further economic concern, particularly in rural states such as Montana, which listed Canada as its largest export market in 2025.
作为回应,白宫发言人奥利维亚·威尔士对《时代》杂志表示,特朗普“多次重申他对美国伟大农民和牧场主的支持”。她补充道:“虽然总统已经明确表示,伊朗冲突导致的临时中断是不可避免的,但政府继续推行经过验证的特朗普议程——减税、放松管制和能源丰富,以使美国保持在稳健的经济轨道上。”特朗普在竞选期间承诺让美国远离外国战争,并专注于国内繁荣。
In response, White House spokesperson Olivia Wales told TIME that Trump “has repeatedly affirmed his support for America’s great farmers and ranchers.”She added: “While the President has been clear about temporary disruptions as a result of the conflict in Iran, the Administration continues to implement the proven Trump agenda of tax cuts, deregulation, and energy abundance to keep America on a solid economic trajectory.”Trump campaigned on promises to keep the U.S. out of foreign wars and focus on prosperity at home.

接受《时代》杂志采访的农民表示,他的政策带来的经济后果如今已经影响到他们的日常运营。
The farmers who spoke to TIME say the economic consequences of his policies are now reaching their day-to-day operations.
牛肉进口 根据美国劳工统计局的数据,自2020年底以来,美国碎牛肉的平均价格大幅上涨。从2024年8月的每磅5.58美元涨至2026年8月的每磅6.92美元。牛群规模缩减、干旱以及强劲需求共同导致了这一涨幅。今年年初,美国牛库存降至75年来的最低点。价格上涨给特朗普带来了政治挑战。
Beef imports The average price of ground beef in the U.S. has risen sharply since the end of 2020. It climbed from $5.58 per pound in August 2024 to $6.92 in August 2026, according to U.S. Bureau of Labor Statistics data. Shrinking cattle herds sizes, drought and strong demand have all contributed to the increases. At the start of this year, the U.S. cattle inventory hit a 75-year low. The price surge has created a political challenge for Trump.
“特朗普两年前在面向全美家庭的竞选活动中,一个重要部分就是宣称他们能够保持通胀低位,”国际食物政策研究所研究员乔·格劳伯表示,并指出许多美国农村居民和农民担心这一承诺尚未兑现。
“A major part of [Trump’s] campaign to households around the U.S. two years ago, was the fact that they could keep inflation low,” says Joe Glauber, a research fellow at the International Food Policy Research Institute, noting that many rural Americans and farmers are concerned that this hasn’t materialized.
特朗普的90天计划旨在暂停对30万吨进口外国牛肉的关税,以减轻杂货账单的压力,该计划于9月1日生效。其表述的意图是让进口牛肉以低于市场价25%的价格出售。
Trump’s 90-day scheme to suspend tariffs on 300,000 metric tons of imported foreign beef to ease the strain on grocery bills went into effect on Sept. 1. The stated intention was for the imported beef to be sold at 25% lower than market price.
但美国农场联合会(AFBF)——一个农业游说团队——敦促特朗普逆转这一政策,引用其自身分析结果称,进口增加并未降低消费者价格。AFBF自该宣言生效次日起,追踪了22个州41家杂货店中80%瘦牛肉碎的日常价格。在这41家店铺中,有30家的碎牛肉价格在9月23日与9月2日相比基本持平。
But the American Farm Bureau Federation (AFBF), an agriculture lobbying group, has urged Trump to reverse course, citing its own analysis that found the increased imports have not lowered prices for consumers. The AFBF tracked daily prices of 80% lean ground beef at 41 grocery stores in 22 states, starting the day after the proclamation went into effect. In 30 of those 41 stores, ground beef prices cost relatively the same on Sep. 23 as they did on Sep. 2.
现任得克萨斯州农业专员西德·米勒是一名八代农民和牧场主,他表示,农民们已经感受到牛肉进口方案后续影响的冲击。
Incumbent Texas Commissioner for Agriculture Sid Miller, an eighth-generation farmer and rancher, says farmers have felt the effects of the fallout of the beef import scheme.
“我还没跟一个不为此感到愤怒的牧场主谈过,”米勒说。“只有屠宰商和加工商在获益,消费者和养牛场主都没有获益。现在上市的犊牛每头少卖300到500美元。”俄克拉荷马州立大学专攻畜牧和牛肉市场的农业经济学教授德雷尔·皮尔表示,绞肉已成为“食品价格上涨的代名词”,使其成为政治辩论的焦点。
“I haven't talked to one rancher that's not upset about it,” says Miller. “Just the packers and the processors are reaping the benefits, not the consumer or the cattle rancher. Calves that are going to market now are bringing $300-500 a head less.”Derrell Peel, a professor of agricultural economics at Oklahoma State University who specializes in livestock and cattle markets, says ground beef has become the “poster child for higher food prices,” making it a focus of the political debate.
皮尔告诉《时代》周刊:“养牛生产者越来越觉得,特朗普为了在大选前压低牛肉价格,愿意牺牲他们的利益。”“没有任何政治行动对牛肉价格产生显著影响,高牛肉价格也没有速效解决方案。”根据Civiqs在8月21日至9月21日期间收集的民调数据,在佛罗里达、堪萨斯、肯塔基、密苏里、蒙大拿、内布拉斯加、北达科他、俄克拉荷马、南达科他和得克萨斯这10个主要产牛州,特朗普的支持率出现了下降。
“Cattle producers increasingly feel that Trump is willing to throw them under the bus to try to get lower beef prices before the election,” Peel tells TIME. “None of the political actions have had any significant impact on beef prices and there is no quick solution to high beef prices.”In Florida, Kansas, Kentucky, Missouri, Montana, Nebraska, North Dakota, Oklahoma, South Dakota, and Texas—10 major beef-producing states—Trump has seen a decline in approval rating, according to Civiqs polling data collected between Aug. 21-Sep. 21.
“一般来说,对共和党而言,我们最坚实的投票基本盘是美国的农村地区,”米勒说。
“For Republicans, as a rule, our strongest voting bloc is the rural areas of the United States,” says Miller.
“我觉得我们会因为多种原因在得克萨斯州输掉一些全州范围的选举,”他补充道,列举了关税、柴油成本和化肥价格等其他主要担忧。“这就像凌迟处死。”最近,美国移民及海关执法局(ICE)突袭堪萨斯、俄克拉荷马和得克萨斯的肉类加工厂,也引发了担忧,并给美国牛肉供应链带来了进一步压力。
“I think we're going to lose some statewide races in Texas because of multiple things,” he adds, listing tariffs, diesel fuel costs, and fertilizer prices as other key concerns. “It's like death from 1000 cuts.”Recent ICE raids targeting meatpacking plants across Kansas, Oklahoma, and Texas are also causing concern and placing further strain on the U.S. beef supply chain.
“ICE [近期] 突袭了堪萨斯州包装厂的工人,导致包装厂停工,”米勒说。“这降低了养牛场主的收购价,因为牛只积压无法屠宰加工,同时推高了消费者价格,因为市场上的牛肉减少了。” 国土安全部长马克韦恩·马林于 9 月 25 日对突袭的性质提出异议,并表示 “ICE 并未在堪萨斯州开展工作场所执法行动。” 行业团体表示,工人缺勤仍迫使一些工厂暂时关闭。
“ICE [recently] raided workers from packing plants in Kansas, shutting the packing plants down,” says Miller. “That lowers prices for the cattlemen because the cattle back up, they can't get processed, and it raises prices for the consumer, because there's less beef on the market.”Homeland Security Secretary Markwayne Mullin on Sept. 25 disputed the nature of the raids and said “ICE is not conducting worksite operations in Kansas.”Industry groups said worker absences nevertheless forced some plants to close temporarily.

担任蒙大拿州谷物种植者协会会长的小麦农户史蒂夫·谢费尔斯表示,他的支出中约 40% 用于购买化肥。他说,如果价格继续上涨,前景可能会变得 “严峻”。
Fertilizer Steve Sheffels, a wheat farmer who serves as president of the Montana Grain Growers Association, says that around 40% of his expenses go towards buying fertilizer. He says that outlook could become “dire” if prices continue to rise.
化肥成本上升,加上过去一年蒙大拿州遭遇极端天气,导致谢费尔斯得出结论:“我们无法在种植作物的同时实现盈利。” 谢费尔斯举了一个具体例子,说明自伊朗战争爆发以来他的成本是如何上升的。
Rising fertilizer costs, combined with extreme weather in Montana over the past year, has led Sheffels to conclude that “we are not able to produce our crops and make money doing it.”Sheffels highlights a specific example of how his costs have risen since the onset of the Iran war.
“我们刚在今秋完成播种,含钾量高的苗肥成本刚刚低于每吨 1000 美元,”他说。“去年是每吨 600 美元。” 化肥成本上涨是一个主要担忧,因为玉米和小麦等作物严重依赖氮肥。天然气是生产尿素和无水氨等氮基化肥的关键。海湾国家液化天然气出口因战争和航运中断而严重受阻。
“We just got done seeding this fall, and the cost of starter fertilizer, which has a lot of potassium in it, was just under $1,000 a ton,” he says. “Last year, it was $600 a ton.”The rise of fertilizer costs is a major concern as crops such as corn and wheat heavily rely on nitrogen fertilizer. Natural gas is key in the production of nitrogen-based fertilizers, including urea and anhydrous ammonia. Exports of liquified natural gas from Gulf countries have been severely disrupted by the war and shipping disruptions have continued.
根据上月发布的数据,通过霍尔木兹海峡运输的天然气出口 “实际上一直处于暂停状态” 直到 8 月,而其他化肥产品出口在整个月份 “仍然零星且低迷”。
The shipping of natural gas exports via the Strait of Hormuz “remained effectively suspended” through August, according to data published last month, while other fertilizer product exports “remained sporadic and subdued” across the month.
4月,接受《农民与牧场主政策情绪调查》的农民中有94%表示,伊朗战争通过推高化肥成本、能源成本或两者兼有,影响了他们的生意。虽然该调查是在4月至6月化肥价格急剧飙升期间进行的,但担忧依然存在。
In April, 94% of farmers responding to a Farmer & Rancher Policy Sentiment survey said the Iran war had impacted their business by raising fertilizer costs, energy costs, or both. While the survey came amid a sharp spike in fertilizer prices across April to June, concerns remain.
根据分析公司DTN的数据,截至9月下旬,无水氨价格较战争爆发前的2月下旬上涨了9.3%。同期尿素价格上涨了7.9%。
The price of anhydrous ammonia was up 9.3% as of late September compared to late February, before the onset of the war. The price of urea is up 7.9% for the same period, according to data from analytics company DTN.

柴油 在美国,柴油价格上月创下历史新高,根据美国汽车协会(AAA)数据,9月22日全国平均价格超过每加仑6.52美元。
Diesel fuel In the U.S., the price of diesel hit record highs last month, sitting at a national average of over $6.52 per gallon on Sept. 22, according to the American Automobile Association.
特朗普上周签署行政命令,豁免农业行业主要使用的一种特定免税柴油的非公路使用要求。白宫表示,暂时允许红柴油上路行驶“将直接把钱装进美国农民、卡车司机和工人的口袋”。虽然这可能有助于降低收获农产品运输相关的成本,但伦德尔表示,这“解决不了我们农场经济的困境”。几天后,总统还宣布,俄罗斯同意向美国和全球市场供应超过30万吨柴油。
Trump signed an Executive Order last week to waive the off-road requirement for a specific type of tax-free diesel fuel primarily used by the agriculture industry. Temporarily allowing highway use of red-dyed diesel “will put money directly back in the pockets of American farmers, truckers, and workers,” the White House said. While it may help lessen the costs associated with the transportation of harvested goods, Rendel says it “won’t be the solution for our farm economy woes.”Days later, the President also announced that Russia had agreed to supply over 300,000 tons of diesel fuel to the American and global marketplace.
在这些举措之前,特朗普曾提出柴油出口禁令的可能性。但他在10月2日排除了这一想法,当时七国集团(G7)承诺通过国际能源署(IEA)协调释放1亿桶柴油及其他储备,以稳定全球能源市场。与此同时,农民们仍在应对价格上涨的困境。
Prior to these efforts, Trump floated the possibility of a diesel export ban. But he ruled out the idea on Oct. 2 as the G7 group of nations committed to a co-ordinated release of 100 million barrels of diesel alongside other reserves through the International Energy Agency (IEA), in an effort to stabilise world energy markets. In the meantime, farmers continue to grapple with increased prices.
“柴油直接影响田间作业、播种、收获以及投入品和产品运输的农场生产成本,”皮尔说。“当价格上涨时,影响非常直接。”在8月份的美联社/KFF民意调查中,67%的农村选民表示他们对汽油或其他交通成本“非常或有点”担忧。
“Diesel directly affects farm production costs for field operations, planting, harvesting, and for shipping both inputs and outputs,” says Peel. “The impact [when prices are increased] is very immediate.”In the August AP/KFF poll, 67% of rural voters said they were “very or somewhat” worried about gasoline or other transportation costs.
伦德尔已经感受到了这种影响。上个月,他解释说,他为农场订购的柴油每加仑花费超过5美元。
Rendel is already feeling the impact. Last month, he explains, he had diesel delivered to his farm that cost him over $5 a gallon.
“我知道在世界很多地方,这可能不算离谱,但美国的农用柴油享受较低的税率,所以这确实离谱,”他说。“只要超过4美元每加仑,就会很痛苦,而现在我们已经超过5美元了。”“燃油对每个人来说都是一个真正的痛点。只要战争还在进行,就真的不会有什么显著的缓解可言,”他补充道。特别是作物农民,严重依赖柴油驱动的重型机械来播种和收获。
“I know in a lot of the world, that's probably not ridiculous, but for farm diesel, which is subjected to a lower tax rate in the U.S., that is ridiculous,” he says. “Anytime it goes over $4, it gets painful, and now we're already over five.”“Fuel is a real strong pain point for everyone. As long as the war is going on, there's really not going to be any significant relief available,” he adds. Crop farmers in particular rely on heavy, diesel-fueled machinery to sow and harvest.
“如果肥料价格上涨——而它们在过去一年左右确实上涨了——你可以真正查看土壤肥力并做出能省下一些钱的决定。当种子价格上涨时,你可以货比三家,也许能找到更便宜的种子或降低播种率,”伦德尔说。“但燃油不是这样。我在收获大豆时使用的联合收割机,每天大约消耗200加仑的燃油,而这个量不会变化。”收获后,柴油对运输货物也至关重要。“我必须把谷物送到买家手里。燃油是一项非常不灵活的支出,”伦德尔说,并指出缺乏替代方案。
“If fertilizer prices rise, which they have risen over the past year or so, you can really look at your soil fertility and make decisions that can save you some money. When seed prices go up, you can shop around and maybe find less expensive seed or reduce your seeding rates,” Rendel says. “But fuel's not that way. My combine, when I'm harvesting soybeans, uses about 200 gallons of fuel per day, and that doesn't change.”Diesel is also essential for transporting goods once they are harvested. “I’ve got to deliver the grain to the buyer. The fuel is a very inflexible expense,” Rendel says, citing a lack of alternatives.
Sheffels 也因柴油价格而感受到运输成本的冲击。他说:“我们在短期内必须支付更高的费用来运输谷物。长期来看,由于距离的原因,这将产生巨大的(财务)影响。”
Sheffels is feeling the impact of transport costs as a result of diesel fuel prices, too. “We're having to pay more to get our grain moved around in the short term,” he says. “In the long term, it's going to have a huge [financial] impact because of the distances.”

自从美国与加拿大的贸易战重新升级后,美国农民的担忧进一步加剧。两国在八月的谈判破裂后,加拿大对美国商品的报复性关税于上月生效,加拿大总理马克·卡尼(Mark Carney)对标特朗普政府所加征的关税。加拿大的反制关税涉及价值276亿美元的美国进口商品,重点覆盖钢铁、乳制品、家用电器、农业机械、纸浆和造纸等行业。
The renewed trade war with Canada has added to concerns for farmers in the U.S., after negotiations between the two countries collapsed in August. Canada’s retaliatory tariffs on U.S. goods took effect last month, with Canadian Prime Minister Mark Carney matching the levies imposed by the Trump Administration. Canada's counter tariffs apply to products covering $27.6 billion in imports from the U.S., focusing on sectors such as steel, dairy, appliances, agricultural equipment, pulp and paper, among other products.
Peel 说:“美加两国经济高度一体化。一般而言,贸易战没有赢家,尤其是这场涉及众多环节的贸易战更是如此。”
“The U.S. and Canadian economies are highly integrated,” says Peel. “There are no winners in trade wars in general and especially in this one with so many components that will be impacted.”
根据美国设备制造商协会的数据,关键生产投入的关税自2025年2月至2026年7月已给作物农户增加约26亿美元的额外成本。
Overall, tariffs on key production inputs have imposed roughly $2.6 billion in additional costs on crop farmers from February 2025 through July 2026, according to data from the Association of Equipment Manufacturers.
在中国国家主席习近平于九月下旬访问白宫后,北京同意取消对多种美国农产品的关税。然而,大豆未被列入免税名单,仍将被征收10%的关税,这对像 Rendel 这样的农民几乎没有缓解作用。
Following Chinese President Xi Jinping’s visit to the White House in late September, Beijing agreed to drop tariffs on various U.S. agricultural products. However, soybeans were excluded from the list, and will remain subjected to 10% tariffs, offering little relief to farmers like Rendel.
尽管在2024年至2025年间美国对北京实施了广泛的关税,导致大豆出口量下降约四分之三,但大豆仍是2025年美国对华农业出口的首位产品。
Soybeans remained the top U.S. agricultural export to China in 2025, even as shipments fell by roughly three-quarters between 2024 and 2025 amid Trump’s implementation of wide ranging tariffs on Beijing.
对于已经面临柴油和化肥成本上升的农民来说,出口市场的萎缩在供应链的两端都带来压力。国际粮食政策研究所的格劳伯说:“这在投入环节就已经冲击到农民,随后如果他们无法出口,商品的售价也会受到影响。”谢弗尔斯表示,反复的政策变动对全美农民造成了干扰。
For farmers already facing higher diesel and fertilizer costs, shrinking export markets create pressure at both ends of the supply chain. “You're hitting people at both levels, at the input level, and then look at the prices they get for their commodity if they're not able to export it,” says Glauber, from the International Food Policy Research Institute. Sheffels says the repeated policy shifts are disruptive for farmers across America.
他说:“我们不得不面对的高度不确定性是完全不可接受的。规则在五分钟后甚至六个月后会怎样,你根本无法做出投资决策。”随着中期选举临近,问题在于这种沮丧情绪是否会改变部分农民的投票意向——或者他们是否会投票。
“The level of uncertainty that we've had to live with is completely unacceptable,” he says. “It's impossible to make investment decisions when you don't know what the rules are going to be five minutes from now, let alone in six months.”With the midterms fast approaching, the question for Republicans is whether that frustration will change how some farmers vote—or whether they vote at all.