
今年夏天打算烧烤的人都知道,汉堡肉饼和牛排价格昂贵,但最新数据显示,牛肉价格涨势正愈演愈烈。专家表示,消费者短期内不要指望价格会有所下降。
根据美国政府数据,6月份每磅碎牛肉均价涨至6.12美元,较去年同期上涨近12%。所有未加工牛排的均价上涨8%,至每磅11.49美元。
但这并非近期才出现的现象。过去20年来,牛肉价格持续攀升,原因在于牛群供应紧张,而牛肉需求却居高不下。
事实上,美国牛群数量在过去数十年间一直在稳步减少。根据美国农业部(U.S. Department of Agriculture)的数据,截至1月1日,美国牛和小牛存栏量为8670万头,较2019年的近期峰值下降8%,为1951年以来的最低水平。
干旱、牛价等诸多因素导致存栏量下降。如今,墨西哥出现的一种顽固寄生虫,加之大范围加征关税的前景,都有可能进一步削减供应量,进而推高牛肉价格。
以下是导致牛肉价格上涨的原因。
牛群规模缩减
得克萨斯农工大学(Texas A&M)的牲畜经济学家戴维·安德森(David Anderson)表示,美国牛肉产业在培育大型牲畜方面取得了进展,因此牧场主能凭借更少的牛产出同等数量的牛肉。
但美国农业局联合会(American Farm Bureau Federation)指出,自2020年起持续三年的干旱导致牧场牧草枯竭,牛饲料成本攀升。此后,西部地区干旱持续,饲料成本的上涨让本就利润微薄的牧场主承受着更大的压力。
在此情形下,许多农场主宰杀的母牛数量超过往常——这在短期内增加了牛肉供应,却导致未来牛群规模缩减,而牛群数量的减少推高了牛肉价格。
近年来,牛肉价格飙升,如今一头牛的售价高达数千美元。近期价格显示,牛肉售价已超过每百磅(约合45公斤)230美元。
安德森称,牛价居高不下使得牧场主更倾向于现在出售母牛以锁定利润,而非继续饲养用于繁殖——因为未来几年小牛的价格存在下跌的可能。
“对他们而言,需要斟酌考量的是:‘我此刻卖掉这头牛,就能拿到这张创纪录的支票?’还是‘把它留下来,在它的繁殖期内通过产犊来获取回报?’”安德森说道,“这无疑是一种权衡,而就目前来看,卖掉牛、落袋为安的选择占了上风。”
疾病困境
墨西哥牛群中出现的食肉害虫给牛肉供应再添压力——美国官员去年已切断从边境以南进口牛只的渠道。美国用于屠宰的牛中,约4%来自墨西哥。
这种害虫是新大陆螺旋锥蝇,雌蝇会选择在温血动物的伤口处产卵。孵化出的幼虫与其他苍蝇不同,它们以活体组织和体液为食,而非腐物。美国官员担心,若这种苍蝇蔓延至得克萨斯州,其食肉幼虫可能造成巨大经济损失——数十年前美国尚未根除这种害虫时,曾有过类似教训。
美国农业局联合会农业经济学家伯恩特·尼尔森(Bernt Nelson)表示,失去如此数量的牛群正对供应造成额外压力,进而推高价格。
关税隐忧
唐纳德·特朗普推行的关税政策虽尚未对牛肉价格产生重大影响,但可能成为推高价格的又一因素——因为美国每年进口的牛肉超400万磅(约合181万公斤)。
进口牛肉中,瘦碎牛肉占据了相当大的比例。肉类加工商将其与美国本土产的脂肪含量较高的牛肉混合,制成符合国内消费者需求的各类碎牛肉。这些瘦牛肉大多来自澳大利亚和新西兰,目前仅面临10%的关税;但部分来自巴西——特朗普已威胁对巴西牛肉加征高达50%的关税。
若关税长期维持,肉类加工商将不得不为进口瘦牛肉支付更高价格。而美国本土生产商难以替代这部分供应,原因在于美国养殖体系向来侧重于生产脂肪含量较高的牛肉(这类牛肉以大理石花纹牛排闻名)。
价格或持续高企
正值烧烤旺季,美国对牛肉的需求依然强劲,堪萨斯州立大学农业经济学家格林·托恩索尔(Glynn Tonsor)表示,如此旺盛的需求将支撑牛肉价格维持高位。
倘若价格持续居高不下,消费者可能会开始更多地选购汉堡肉,同时减少牛排的购买量,但就目前而言,这种情况尚未普遍出现——人们似乎也并未用鸡肉或猪肉来替代牛肉。
尼尔森表示,近期干旱有所缓解,牧场条件得以改善;同时,受关税影响,玉米出口需求出现下滑,谷物价格有所回落。这些因素叠加牛价高企,或许会促使更多牧场主留下母牛用于繁殖,进而扩大牛群规模。
即便牧场主决心扩大养殖规模以替代进口,但繁育和饲养也至少需要两年时间。而且,要等到今年秋季后期(牧场主通常在这一时期做出养殖决策),才能确定这种情况是否会出现。
“扩大牛群规模仍面临诸多障碍。”尼尔森说道。比如,一位年轻农场主若打算在牛群中增加25头已配种的母牛,在当前借贷成本高企的情况下,必须做好在拍卖会上花费超10万美元的准备。
通常而言,随着秋季烧烤季落幕,牛肉价格会出现季节性回落,不过今年的跌幅可能较为温和。
美联社驻底特律记者迪-安·达宾(Dee-Ann Durbin)对本文有贡献。(*)
译者:中慧言-王芳
今年夏天打算烧烤的人都知道,汉堡肉饼和牛排价格昂贵,但最新数据显示,牛肉价格涨势正愈演愈烈。专家表示,消费者短期内不要指望价格会有所下降。
根据美国政府数据,6月份每磅碎牛肉均价涨至6.12美元,较去年同期上涨近12%。所有未加工牛排的均价上涨8%,至每磅11.49美元。
但这并非近期才出现的现象。过去20年来,牛肉价格持续攀升,原因在于牛群供应紧张,而牛肉需求却居高不下。
事实上,美国牛群数量在过去数十年间一直在稳步减少。根据美国农业部(U.S. Department of Agriculture)的数据,截至1月1日,美国牛和小牛存栏量为8670万头,较2019年的近期峰值下降8%,为1951年以来的最低水平。
干旱、牛价等诸多因素导致存栏量下降。如今,墨西哥出现的一种顽固寄生虫,加之大范围加征关税的前景,都有可能进一步削减供应量,进而推高牛肉价格。
以下是导致牛肉价格上涨的原因。
牛群规模缩减
得克萨斯农工大学(Texas A&M)的牲畜经济学家戴维·安德森(David Anderson)表示,美国牛肉产业在培育大型牲畜方面取得了进展,因此牧场主能凭借更少的牛产出同等数量的牛肉。
但美国农业局联合会(American Farm Bureau Federation)指出,自2020年起持续三年的干旱导致牧场牧草枯竭,牛饲料成本攀升。此后,西部地区干旱持续,饲料成本的上涨让本就利润微薄的牧场主承受着更大的压力。
在此情形下,许多农场主宰杀的母牛数量超过往常——这在短期内增加了牛肉供应,却导致未来牛群规模缩减,而牛群数量的减少推高了牛肉价格。
近年来,牛肉价格飙升,如今一头牛的售价高达数千美元。近期价格显示,牛肉售价已超过每百磅(约合45公斤)230美元。
安德森称,牛价居高不下使得牧场主更倾向于现在出售母牛以锁定利润,而非继续饲养用于繁殖——因为未来几年小牛的价格存在下跌的可能。
“对他们而言,需要斟酌考量的是:‘我此刻卖掉这头牛,就能拿到这张创纪录的支票?’还是‘把它留下来,在它的繁殖期内通过产犊来获取回报?’”安德森说道,“这无疑是一种权衡,而就目前来看,卖掉牛、落袋为安的选择占了上风。”
疾病困境
墨西哥牛群中出现的食肉害虫给牛肉供应再添压力——美国官员去年已切断从边境以南进口牛只的渠道。美国用于屠宰的牛中,约4%来自墨西哥。
这种害虫是新大陆螺旋锥蝇,雌蝇会选择在温血动物的伤口处产卵。孵化出的幼虫与其他苍蝇不同,它们以活体组织和体液为食,而非腐物。美国官员担心,若这种苍蝇蔓延至得克萨斯州,其食肉幼虫可能造成巨大经济损失——数十年前美国尚未根除这种害虫时,曾有过类似教训。
美国农业局联合会农业经济学家伯恩特·尼尔森(Bernt Nelson)表示,失去如此数量的牛群正对供应造成额外压力,进而推高价格。
关税隐忧
唐纳德·特朗普推行的关税政策虽尚未对牛肉价格产生重大影响,但可能成为推高价格的又一因素——因为美国每年进口的牛肉超400万磅(约合181万公斤)。
进口牛肉中,瘦碎牛肉占据了相当大的比例。肉类加工商将其与美国本土产的脂肪含量较高的牛肉混合,制成符合国内消费者需求的各类碎牛肉。这些瘦牛肉大多来自澳大利亚和新西兰,目前仅面临10%的关税;但部分来自巴西——特朗普已威胁对巴西牛肉加征高达50%的关税。
若关税长期维持,肉类加工商将不得不为进口瘦牛肉支付更高价格。而美国本土生产商难以替代这部分供应,原因在于美国养殖体系向来侧重于生产脂肪含量较高的牛肉(这类牛肉以大理石花纹牛排闻名)。
价格或持续高企
正值烧烤旺季,美国对牛肉的需求依然强劲,堪萨斯州立大学农业经济学家格林·托恩索尔(Glynn Tonsor)表示,如此旺盛的需求将支撑牛肉价格维持高位。
倘若价格持续居高不下,消费者可能会开始更多地选购汉堡肉,同时减少牛排的购买量,但就目前而言,这种情况尚未普遍出现——人们似乎也并未用鸡肉或猪肉来替代牛肉。
尼尔森表示,近期干旱有所缓解,牧场条件得以改善;同时,受关税影响,玉米出口需求出现下滑,谷物价格有所回落。这些因素叠加牛价高企,或许会促使更多牧场主留下母牛用于繁殖,进而扩大牛群规模。
即便牧场主决心扩大养殖规模以替代进口,但繁育和饲养也至少需要两年时间。而且,要等到今年秋季后期(牧场主通常在这一时期做出养殖决策),才能确定这种情况是否会出现。
“扩大牛群规模仍面临诸多障碍。”尼尔森说道。比如,一位年轻农场主若打算在牛群中增加25头已配种的母牛,在当前借贷成本高企的情况下,必须做好在拍卖会上花费超10万美元的准备。
通常而言,随着秋季烧烤季落幕,牛肉价格会出现季节性回落,不过今年的跌幅可能较为温和。
美联社驻底特律记者迪-安·达宾(Dee-Ann Durbin)对本文有贡献。(*)
译者:中慧言-王芳
Anyone firing up the grill this summer already knows hamburger patties and steaks are expensive, but the latest numbers show prices have climbed increasingly fast. And experts say consumers shouldn’t expect much relief soon either.
The average price of a pound of ground beef rose to $6.12 in June, up nearly 12% from a year ago, according to U.S. government data. The average price of all uncooked beef steaks rose 8% to $11.49 per pound.
But this is not a recent phenomenon. Beef prices have been steadily rising over the past 20 years because the supply of cattle remains tight while beef remains popular.
In fact, the U.S. cattle herd has been steadily shrinking for decades. As of Jan. 1, the U.S. had 86.7 million cattle and calves, down 8% from the most recent peak in 2019. That’s the lowest number of cattle since 1951, according to the U.S. Department of Agriculture.
Many factors including drought and cattle prices have contributed to that decline. And now the emergence of a pesky parasite in Mexico and the prospect of widespread tariffs may further reduce supply and raise prices.
Here’s a look at what’s causing the price of beef to rise.
Smaller herds
The American beef industry has gotten better at breeding larger animals, so ranchers can provide the same amount of beef with fewer cattle, said David Anderson, a livestock economist at Texas A&M.
Then in 2020, a three-year drought began that dried out pastures and raised the cost of feed for cattle, according to the American Farm Bureau. Drought has continued to be a problem across the West since then, and the price of feed has put more pressure on ranchers who already operate on slim profit margins.
In response, many farmers slaughtered more female cattle than usual, which helped beef supplies in the short term but lowered the size of future herds. Lower cattle supplies has raised prices.
In recent years cattle prices have soared, so that now animals are selling for thousands of dollars apiece. Recent prices show cattle selling for more than $230 per hundredweight, or hundred pounds.
Those higher prices give ranchers more incentive to sell cows now to capture profits instead of hanging onto them for breeding given that prices for those calves in the years ahead may decrease, Anderson said.
“For them, the balance is, ‘Do I sell that animal now and take this record high check?’ Or ‘do I keep her to realize her returns over her productive life when she’s having calves?’” Anderson said. “And so it’s this balancing act and so far the side that’s been winning is to sell her and get the check.”
Disease dilemma
The emergence of a flesh-eating pest in cattle herds in Mexico has put extra pressure on supply because officials cut off all imports of cattle from south of the border last year. Some 4% of the cattle the U.S. feeds to slaughter for beef comes from Mexico.
The pest is the New World screwworm fly, and female cows lay eggs in wounds on warm-blooded animals. The larvae that hatch are unusual among flies for feeding on live flesh and fluids instead of dead material. American officials worry that if the fly reaches Texas, its flesh-eating maggots could cause large economic losses as they did decades ago before the U.S. eradicated the pest.
Agricultural economist Bernt Nelson with the Farm Bureau said the loss of that much cattle is putting additional pressure on supply that is helping drive prices higher.
Tariff trouble
President Donald Trump’s tariffs have yet to have a major impact on beef prices but they could be another factor that drives prices higher because the U.S. imports more than 4 million pounds of beef every year.
Much of what is imported is lean beef trimmings that meatpackers mix with fattier beef produced in the U.S. to produce the varieties of ground beef that domestic consumers want. Much of that lean beef comes from Australia and New Zealand that have only seen a 10% tariff, but some of it comes from Brazil where Trump has threatened tariffs as high as 50%.
If the tariffs remain in place long-term, meat processors will have to pay higher prices on imported lean beef. It wouldn’t be easy for U.S. producers to replace because the country’s system is geared toward producing fattier beef known for marbled steaks.
Prices will likely stay high
It’s the height of grilling season and demand in the U.S. for beef remains strong, which Kansas State agricultural economist Glynn Tonsor said will help keep prices higher.
If prices remain this high, shoppers will likely start to buy more hamburger meat and fewer steaks, but that doesn’t appear to be happening broadly yet — and people also don’t seem to be buying chicken or pork instead of beef.
Nelson said that recently the drought has eased — allowing pasture conditions to improve — and grain prices are down thanks to the drop in export demand for corn because of the tariffs. Those factors, combined with the high cattle prices might persuade more ranchers to keep their cows and breed them to expand the size of their herds.
Even if ranchers decided to raise more cattle to help replace those imports, it would take at least two years to breed and raise them. And it wouldn’t be clear if that is happening until later this fall when ranchers typically make those decisions.
“We’ve still got a lot of barriers in the way to grow this herd,” Nelson said. Just consider that a young farmer who wants to add 25 bred heifers to his herd has to be prepared to spend more than $100,000 at auction at a time when borrowing costs remain high.
There is typically a seasonal decline in beef prices as grilling season slows down into the fall, but those price declines are likely to be modest.
Associated Press writer Dee-Ann Durbin contributed to this report from Detroit.