摘要:据美联社偷拍的一张照片显示,美国财政部长斯科特・贝森特的手机上收到一条来自名为 “BR” 的联系人的短信,据推测 “BR” 正是美国农业部长布鲁克・罗林斯的简称。短信内容揭示了美国政府向阿根廷提供经济援助后所引发的严重后果。短信中提到:“特此提醒。我正在获取更
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阿根廷总统米莱是特朗普开启第二任期后首位到白宫拜会的拉美国家领导人
一、试图帮助盟友阿根廷总统米莱延续政治生命的特朗普遭背刺?
在国际政治与经济的复杂棋局中,特朗普政府近期的两项决策正引发美国国内的强烈反弹,尤其是对美国财政、农业部和广大豆农而言,可谓是 “搬起石头砸自己的脚”。
据美联社偷拍的一张照片显示,美国财政部长斯科特・贝森特的手机上收到一条来自名为 “BR” 的联系人的短信,据推测 “BR” 正是美国农业部长布鲁克・罗林斯的简称。短信内容揭示了美国政府向阿根廷提供经济援助后所引发的严重后果。短信中提到:“特此提醒。我正在获取更多情报,但此事极为不利。我们昨日向阿根廷提供了救助,作为回报,阿根廷取消了谷物出口关税,而眼下本应是我们向中国出口大豆的时期,他们此举却降低了对中国的出口价格。” 并且强调 “受此影响,大豆价格正进一步下跌。这会让中国在我们面前拥有更多筹码。”
阿根廷总统哈维尔·米莱自2023年执政以来,对该国的财政支出与监管政策进行了全面改革并取得一定成效,月度通胀率从25%以上降至约2%。但休克式疗法重创阿根廷经济的其他领域,导致米莱所在政党在本月早些时候的地方选举中遭遇惨败。
特朗普与其追随者米莱之间存在深厚盟友关系,多次称赞这位“挥舞电锯的自由意志主义者”,并在上周的联合国会议上公开支持米莱连任,称:“致阿根廷人民:我们100%支持他。”
特朗普政府正安排向阿根廷央行提供200亿美元的紧急援助,通过美元与阿根廷比索的兑换,帮助稳定阿根廷金融市场。财长贝森特表示,该援助协议将起到“选举桥梁”的作用,使米莱能够继续推进其激进改革。
但据路透社报道,阿根廷为刺激谷物销售而暂时取消出口税后,中国企业迅速购入了“至少10船阿根廷大豆”。这一举措进一步复杂化了美中和中国与拉美国家的贸易关系。这对美国豆农来说,无疑是雪上加霜。
美联社拍摄的美国财长贝森特手机信息
二、美国和阿根廷政府的政策为何让美国农民很受伤?
要知道,中国曾是美国大豆的最大买家,2024 年中国企业购买了价值 125 亿美元的美国大豆,但自今年 5 月以来,由于美国对中国商品加征关税以及中国采取的反制措施推高了美国农产品价格,中国企业未再购买任何美国大豆。这种局面已对价值 607 亿美元的美国大豆产业造成严重负面影响。
美国大豆协会主席凯莱布・拉格兰德也明确表示:“数月来,美国豆农的立场一直很明确:政府需要与中国达成贸易协议。中国是全球最大的大豆买家,通常也是我们的最大出口市场。在本作物销售年度,由于中国针对美国关税实施了 20% 的反制关税,美国对中国的大豆销量为零。”
面对如此困境,特朗普于 9 月 25 日在白宫表示,其政府可能会暂时向美国农民发放部分关税收入,以缓解因他的政策给农民带来的经济压力。但这一举措无疑是杯水车薪,而且补贴最快也要到 2026 年才能兑现,根本解不了美国豆农的燃眉之急。
一位印第安纳州的农民在接受 CNN 采访时无奈地说:“我们一直希望相关谈判能取得进展,但如今收获季已至,大家的耐心可能正在耗尽。” 田纳西州农业科技软件公司 Daitaas 控股的首席执行官乔・詹宁斯更是直言:“这不是一场普通的农业危机。我们称之为‘农业末日’。”
阿根廷伺机抢占中国大豆市场
特朗普本想通过向阿根廷提供援助来巩固与米莱的战略友谊,却未曾料到阿根廷取消出口税会抢占美国对华大豆出口市场,让美国财政和农业部陷入尴尬境地,更让广大豆农承受了巨大的经济损失。
这一系列事件也凸显出特朗普外交政策的杂乱无章,以及其对美国国内农业经济造成的诸多意料之外的负面影响。美国豆农的未来何去何从,是否能等来美国与中国的贸易大协议,一切都还是未知数,而这个秋天对于他们来说,注定是充满苦涩与无奈的收获季。
Candid photo of Scott Bessent’s phone reveals administration’s concern about two key Trump policies. By Bryan Mena on CNN. September 30, 2025.
United States Secretary of the Treasury Scott Bessent, second from left, attends the 80th session of the United Nations General Assembly, Tuesday, Sept. 23, 2025, at UN headquarters. Yuki Iwamura/AP
A member of the Trump administration has seemingly raised a red flag after China bought millions of tons of Argentinian soybeans, taking advantage of a financial lifeline the US Treasury Department said it plans to provide to Buenos Aires – all while American soybean farmers are struggling with a Chinese blockade of their crops.
A photo of Treasury Secretary Scott Bessent’s phone captured by the Associated Press shows a text from a contact named “BR,” presumed to be US Agriculture Secretary Brooke Rollins. The message linked to the X account of grain trader Ben Scholl, who has sounded the alarm on what Argentina’s massive bailout means for America’s soybean farmers.
“Just a heads up. I am getting more intel, but this is highly unfortunate. We bailed out Argentina yesterday and in return, the Argentine’s (sic) removed their export tariffs on grains, reducing their price to China at a time when we would normally be selling to China,” the message said.
“Soy prices are dropping further because of it. This gives China more leverage on us,” the message added. “On a plane but scott I can call you when I land.”
Administration officials did not respond to requests for comment.
The caught-on-camera text conversation appears to show how President Donald Trump’s haphazard foreign policy agenda has produced a number of unintended negative consequences for American farmers — a situation Trump has acknowledged by suggesting his administration may take action to help bail them out.
“There’s no doubt that the farm economy is in a significant challenge right now, especially our row croppers,” Rollins told reporters Tuesday.
“The ability to offset any payments to the farmers through potential tariff revenue is really where the president wants us to head, and that’s what we’re looking at,” she added.
A strategic friendship that is hurting US farmers
Since taking power in 2023, Argentina’s President Javier Milei has overhauled the country’s spending and regulations. That has resulted in some success, such as monthly inflation slowing from over 25% to around 2%. But other corners of the Argentine economy are languishing, and the president’s party got trounced in local elections earlier this month.
Milei has a powerful friend in Trump, who has praised the chainsaw-wielding libertarian and endorsed his reelection at the United Nations last week, saying: “To the people of Argentina, we’re backing him 100%.”
The Trump administration has said it is arranging a $20 billion lifeline to Argentina’s central bank, which would exchange US dollars for pesos to help stabilize Argentina’s financial market.
Bessent said the deal would function as a “bridge to the election,” thereby allowing Milei to continue with his radical reforms.
But after Argentina temporarily rolled back its export tax on grain in the hopes of juicing sales, China snapped up “at least 10 cargoes of Argentine soybeans,” according to reporting from Reuters.
The move has further complicated America’s trade relationship with China: Once the largest buyer of American soybeans — Beijing bought $12.5 billion worth last year — USDA data shows it has not purchased any US soybeans since May, amid a trade spat with Washington.
The situation has hobbled America’s $60.7 billion soybean industry, and there seems to be no concrete solution in sight without a trade deal and China reconfiguring its soybean supply chain.
“US soybean farmers have been clear for months: the administration needs to secure a trade deal with China. China is the world’s largest soybean customer and typically our top export market,” American Soybean Association President Caleb Ragland said in a September 24 statement.
“The US has made zero sales to China in this new crop marketing year due to 20% retaliatory tariffs imposed by China in response to US tariffs.”
Trump on Thursday at the White House suggested that his administration may distribute some tariff revenue to American farmers on a temporary basis to help alleviate their financial strain from his policies.
“We’re going to take some of that tariff money that we’ve made, we’re going to give it to our farmers, who are — for a little while — going to be hurt until it kicks in, the tariffs kick in to their benefit,” Trump said.
It’s the latest frustration for American farmers as they start to bring in this year’s crop.
“We’re always hopeful that those negotiations are moving forward, but yet with harvest here, patience may be running thin,” one Indiana farmer told CNN, describing the result on America’s heartland of inflation, Trump’s trade war and the deportation of the industry’s key migrant workforce.
“This is not your ordinary farm crisis. We call it ‘farmageddon,’” Joe Jennings, CEO of Daitaas Holdings, a Tennessee-based farm tech and software company, told CNN.
来源:读行品世事一点号