Core Viewpoint - The article highlights a significant case of trade fraud involving 300,000 tons of "Argentinian soybeans" that were actually sourced from the United States, revealing the complexities and challenges in international trade due to tariffs and technological advancements in customs enforcement [1][3]. Group 1: Trade Fraud Detection - Advanced technology, including near-infrared spectroscopy and blockchain tracing, played a crucial role in uncovering the fraudulent nature of the soybeans, with a protein content of 34.9% indicating U.S. origin, as South American soybeans never exceed 34% [3]. - The cost of "laundering" the origin of the soybeans has surged by 300%, with exporters facing an $8 per ton audit insurance fee and a 30% risk premium on the value of the goods [3]. Group 2: Impact on U.S. Agriculture - The agricultural sector in the U.S. is experiencing severe distress, with 23% of family farms in Iowa seeking bankruptcy protection and a daily decay rate of 0.3% for 24.7 million tons of soybeans stored [5]. - The trade war initiated by the Trump administration has led to a significant decline in support for the current government in key agricultural states, dropping below 40% [5]. Group 3: Consequences for Argentina - Argentina's agricultural sector is facing a crisis, with a 15% reduction in export share due to the rejection of the "problematic soybeans" by Chinese buyers, leading to significant financial losses for farmers [7]. - Farmers in Argentina are forced to sell soybeans at a loss of $120 per ton, and protests have erupted as truck drivers block major highways [7]. Group 4: New Trade Dynamics - China is reshaping trade rules through the implementation of the Cross-Border Data Sovereignty Act, which allows for real-time tracking of global logistics data, effectively replacing traditional credit systems with smart contracts [8][10]. - The deployment of quantum tracking systems is revolutionizing supply chain transparency, allowing for detailed tracing of goods over three years, which poses a challenge to traditional exporters [10]. Group 5: Historical Context and Future Outlook - The situation reflects a historical pattern of trade crises that have led to the rewriting of trade rules, with blockchain technology emerging as a new barrier to trade fraud [11]. - The article emphasizes the need for a collaborative global approach to trade, rather than a zero-sum game, highlighting the plight of farmers in the U.S. and Argentina who are caught in the crossfire of international trade disputes [11].
美国30万吨大豆,换上包装出口中国,中方做法太解气
Sou Hu Cai Jing·2025-05-06 02:01