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美国农民愈发失望:玉米产量预估创近160年来新高,价格却持续走低
Guan Cha Zhe Wang·2025-10-26 13:57

Core Insights - The article discusses the challenges faced by American farmers, particularly in corn production, due to record-high yields and falling prices, exacerbated by trade policies and rising costs [1][2][5][9] Group 1: Agricultural Production - The USDA predicts a record corn yield of 16.814 billion bushels (approximately 427 million tons) for this year, the highest since 1866 [1][4][7] - Farmers have planted corn on an area not seen since the Great Depression, leading to an oversupply situation [1][2][7] Group 2: Economic Challenges - Despite high yields, farmers are facing financial strain as corn prices have dropped below production costs, with an average price of $3.89 per bushel compared to the breakeven price of $4.58 [5][9] - The agricultural debt in the U.S. is expected to reach nearly $600 billion, a historical high, as farmers struggle with increased costs for fertilizers and equipment due to tariffs [5][9] Group 3: Trade Policies Impact - Trade policies from the Trump administration have significantly impacted U.S. agriculture, with China halting imports of U.S. soybeans, which previously accounted for 45% of U.S. soybean exports [2][5] - Farmers had hoped that increased corn production would be supported by demand from exports to Canada and Mexico, as well as ethanol production, but the oversupply has led to continued price declines [2][9] Group 4: Farmer Sentiment - Many farmers are expressing dissatisfaction with USDA's yield forecasts, believing they are overestimated, which contributes to their financial woes [6][9] - The current agricultural environment is described as a "triple whammy," with high production costs, low crop prices, and adverse trade conditions compounding the difficulties faced by farmers [9]