伊朗战争持续,燃油价格上涨重创美国农场


2026-06-09T18:47:26.909Z / reuters.com

摘要

5月美国中西部柴油价格创下历史新高,挤压农场利润并推高投入成本

  • 农民推迟田间作业、削减经营规模以节约燃油,应对开支上涨
  • 若伊朗冲突持续,油价可能进一步上涨,库存处于23年来低位

纽约/芝加哥,6月9日路透社 —— 随着伊朗战争通过霍尔木兹海峡阻断燃油供应,并推高主要农业州的柴油价格至历史新高,高企的能源成本正在挤压美国玉米带和大豆带的谷物与大豆种植户。

早在这场冲突爆发前,许多农民就已经面临压力,正遭遇连续第四年的利润缩水:持续反弹的干旱、高企的投入成本,以及美国总统唐纳德·特朗普贸易政策带来的余波都打压了作物价格。

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这场冲突推动美国主要玉米和大豆产区——中西部多个州的柴油价格在5月创下历史新高,而此时正值农民加紧播种和其他春季田间作业的时节。根据美国汽车协会(AAA)的数据,威斯康星州柴油价格达到每加仑5.873美元,印第安纳州达到6.167美元,伊利诺伊州在5月中旬涨至6.14美元。俄亥俄州和密歇根州也创下了价格纪录。

自中东冲突爆发以来,美国全国柴油平均价格已上涨逾40%。作为柴油和汽油定价基础的全球原油价格自2月底以来已上涨约30%。

在美国各地的农场,柴油为关键田间作业所需的设备提供动力,从喷洒农药、播种到施肥和收获作物。

与其他可以切换燃料的行业不同,大多数美国农机都是为使用柴油设计的,这使得农民极易受到柴油价格波动的影响。

“这是一笔巨额成本,”在堪萨斯州瓦梅戈种植大豆和养殖牛的格伦·布伦科夫说道,“我们对此几乎无能为力,而且我们并未将其纳入预算。这笔费用突如其来,让我们措手不及。”

伊利诺伊大学的估算显示,在战争爆发前,与燃油相关的开支约占伊利诺伊州大田作物农民投入成本的3%至4%,即每英亩约16至23美元。基准分析师本·克利夫援引该数据说道。

克利夫表示,如果柴油价格维持在当前水平,与燃油相关的成本可能升至总投入成本的5%至6%,大田作物农民的相关开支将从每英亩20美元的中点上涨至30美元。

“如今对于大田作物农民来说,环境非常艰难,”他说道,“他们种植的谷物价格近几周大幅下跌,实际上相较于伊朗战争爆发前的水平已经走低,而柴油和化肥等投入成本却依然高企,因此他们的利润只会越来越薄。”

农民准备承受损失

玉米和大豆种植户汤姆·墨菲表示,他推迟了在印第安纳州西北部新租土地上翻土的计划,因为他不想耗尽宝贵的燃油来操作农机。

在油价飙升前,墨菲原本打算翻耕五块田地,让土地平整,以便后续进行喷洒和收割作业时更方便操作。但由于他尽量延长去年12月购买的约6000加仑农用柴油的使用时间,他只翻耕了其中一块。他仍会利用这些田地种植作物,但土地状况将不如他所愿。

“我想今年我们只能让它们保持略微粗糙的状态,明年再修整,”墨菲说道,他大部分田地都不进行翻耕。

墨菲在5月下旬表示,他从去年12月储存的柴油还剩约2500加仑,但在重要的夏季生长季照料作物时还需要购买更多燃油。

内布拉斯加州波尼城的谷物和大豆种植户唐·布鲁斯表示,他正在向卡车司机支付更高的运费,将玉米运往80英里外的市场。

“你只能不断开支票,”布鲁斯说道,“我们只能任由其他人摆布。”

更多痛苦或将来临

专家警告称,如果伊朗战争继续阻断全球燃油供应,燃油价格可能进一步上涨。

自霍尔木兹海峡关闭以来,美国石油产品需求一直居高不下。这条关键航道承担了全球近五分之一的石油运输量。如果夏季汽油和柴油出口维持在纪录高位附近,帮助平抑价格的国内供应缓冲空间可能进一步缩小。

根据美国能源信息署的数据,5月美国馏分燃料油库存降至23年来的低位。美国馏分燃料库存(包括柴油和取暖油)在截至5月22日的一周减少了210万桶,降至1.008亿桶,为2003年5月以来的最低水平。

GasBuddy石油分析主管帕特里克·德哈恩表示,美伊之间可能达成协议的不确定性依然存在,局势绝非明朗。

“总体而言,谈判中的任何挫折都可能迅速扭转近期燃油价格的下跌趋势,”德哈恩说道。

妮可·乔在纽约、汤姆·波兰塞克在芝加哥报道;莉兹·汉普顿和尼克·齐明斯基编辑

我们的标准:汤森路透信托原则。

Rising fuel prices hit US farms as Iran war drags on

2026-06-09T18:47:26.909Z / reuters.com

Summary

Diesel prices in Midwest hit record highs in May, squeezing farm margins and raising input costs

  • Farmers delay fieldwork, cut operations to conserve fuel and cope with rising expenses
  • Prices may rise further if Iran conflict persists, inventories at 23-year low

NEW YORK/CHICAGO, June 9 (Reuters) – High energy costs are squeezing grain and soybean growers across the U.S. farm belt, as the Iran war ​chokes fuel supplies through the Strait of Hormuz and pushes diesel prices to record highs in key agricultural states.

Many farmers were already under pressure before the conflict and ‌facing a fourth straight year of shrinking margins, battered by a resurgent drought, high input costs and fallout from U.S. President Donald Trump’s trade policies, which have weighed on crop prices.

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The conflict drove diesel prices in several states across the Midwest, America’s primary corn and soybean-producing region, to new all-time highs in May, just as farmers ramped up plantings and other spring fieldwork. Wisconsin diesel hit $5.873 per gallon, while Indiana reached $6.167, and Illinois rose to $6.14 in mid-May. Ohio and ​Michigan also posted records, according to data from the motorists association AAA.

The national average diesel price has surged more than 40% since the Middle East conflict began. Global crude oil ​prices, which underpin diesel and gasoline, jumped about 30% since late February.

On farms across the U.S., diesel powers equipment needed for crucial field operations, from ⁠spraying pesticides and planting seeds to fertilizing fields and harvesting crops.

Unlike other sectors that can switch fuels, most U.S. farm machinery is designed to run on diesel, leaving farmers highly exposed to ​diesel price volatility.

“It’s a huge cost,” said Glenn Brunkow, who raises soybeans and cattle in Wamego, Kansas. “There’s just not much we can do about it, and we weren’t budgeting for it. It came out ​of nowhere and surprised us.”

Prior to the war, fuel-related expenses accounted for about 3% to 4% of an average Illinois row-crop farmer’s input costs, or roughly $16 to $23 per acre, said Ben Klieve, Benchmark Analyst, referencing estimates from the University of Illinois.

If diesel prices stay at their current level, fuel-related costs could rise to 5% to 6% of total input costs, or from a $20 per acre midpoint to $30 acre for row-crop farmers, Klieve said.

“It’s a very difficult environment ​for row-crop farmers today,” he said. “The prices of the grain that they’re producing have fallen sharply in recent weeks and are actually down relative to the pre-Iran war levels, while input costs like ​diesel and fertilizer remain significantly higher so their bottom lines are only getting weaker.”

FARMERS BRACE FOR LOSSES

Corn and soybean farmer Tom Murphy said he delayed plans to turn over soil in fields he recently rented in ‌northwest Indiana because ⁠he did not want to use up precious fuel to operate his machinery.

Before prices spiked, Murphy intended to till five fields to make the ground level so that it would be easier to operate equipment for spraying and harvesting crops. However, he only tilled one of those as he tried to stretch out about 6,000 gallons of farm diesel he bought in December. He will still use the fields to grow crops, but the land will not be in the condition he wanted.

“We’re going to leave them a little rough this year and fix them next year, I guess,” said Murphy, who ​does not till most of his fields.

Murphy said ​in late May that he had about ⁠2,500 gallons left in storage from December and would need to buy more to tend to crops during the important summer growing season.

Don Bloss, a grain and soybean grower in Pawnee City, Nebraska, said he was paying higher shipping rates to truckers to haul corn 80 miles to market.

“You just have ​to keep writing out the checks,” Bloss said. “We’re at everybody else’s mercy.”

MORE PAIN MAY BE ON THE WAY

Experts warned fuel prices may rise ​further if the Iran war ⁠continues to choke global fuel supplies.

Demand for U.S. petroleum products has remained high since the closure of the Strait of Hormuz, a critical passageway for nearly a fifth of global oil flows. If exports of gasoline and diesel remain near record levels heading into the summer, the domestic supply cushion that helps keep their prices in check could shrink further.

U.S. distillate fuel oil inventories fell to a 23-year low in May, according ⁠to the U.S. ​Energy Information Administration said. The country’s distillate stockpiles

(USOILD=ECI), which include diesel and heating oil, fell by 2.1 million barrels in ​the week ended May 22 to 100.8 million barrels, the lowest since May 2003.

The coast is anything but clear as uncertainty surrounding a potential deal between the U.S. and Iran persists, said Patrick De Haan, head of petroleum analysis at GasBuddy.

“Overall, ​any setback in negotiations could quickly reverse the recent decline in fuel prices” De Haan said.

Reporting by Nicole Jao in New York and Tom Polansek in Chicago; Editing by Liz Hampton and Nick Zieminski

Our Standards: The Thomson Reuters Trust Principles.

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