【环球财经】无奈的葡萄——关税战令美国加州葡萄酒业陷入困境

Core Viewpoint - The California wine industry is facing significant challenges due to the ongoing trade war initiated by the Trump administration, particularly the tariffs imposed on wine exports to Canada, which is a crucial market for California wineries [1][2]. Impact on Sales and Exports - California wineries have seen a drastic reduction in sales due to Canadian retailers removing American wines from their shelves in response to tariffs, with Canada accounting for approximately 35% of California's wine exports [1][3]. - The inability to sell grapes has led to many vineyards leaving grapes unharvested, resulting in potential economic repercussions for the entire region [3]. Cost Increases and Supply Chain Issues - Tariffs have caused a rise in the cost of raw materials, including glass bottles, corks, and barrels, which are primarily imported from China, Mexico, and Europe, creating additional financial strain on California wine producers [2][3]. - The volatility of tariffs has disrupted supply chain stability, making it difficult for exporters to predict final prices and affecting order planning for distributors [2][3]. Competitive Disadvantages - The U.S. wine industry is already at a competitive disadvantage due to higher production costs compared to wines from countries like Australia, New Zealand, Argentina, and Chile, which have seen increased imports into the U.S. as a result of the trade war [3][4]. - The trade policies intended to improve the competitive position of U.S. wines have instead exacerbated the industry's challenges [3]. Economic Consequences - The agricultural economy in California, particularly in the Central Valley, is heavily reliant on the wine industry, and continued difficulties could lead to broader economic impacts in the region [3][4]. - Despite rising domestic food prices, farmers' incomes have not seen a corresponding increase, highlighting the adverse effects of the trade war on agricultural profitability [4].