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20万吨油菜籽运往中国,加拿大财路被断,这才明白了中国的底气
Sou Hu Cai Jing·2025-07-22 23:18

Group 1 - Canada has imposed a 25% tariff on Chinese steel, which has led to a loss of market share, while Australia is set to secure a new canola trade agreement with China, marking the end of years of trade freeze [1][11][15] - China's canola seed inventory has reached a low point, and Australia's nearshore supply capability allows for quick delivery to China, filling the gap left by Canada [3][23] - Canada's agricultural sector is facing severe drought, and the loss of canola exports to China exacerbates its economic challenges [11][29] Group 2 - Canada's actions appear to be a strategic move to appease the U.S., but this has resulted in economic isolation and a loss of significant agricultural contracts with China [7][15] - In contrast, Australia has shifted its approach under the Albanese government, focusing on national interests and re-establishing trade relations with China, leading to the removal of over 20 billion AUD in trade barriers [19][21] - The geographical advantage of Australia allows for faster shipping times to China compared to Canada, making Australian canola more competitive [23][31] Group 3 - China's market power and diversified supply sources, including increased imports from Russia and Kazakhstan, provide it with strong bargaining leverage in international trade [27][29] - China's domestic agricultural production is improving, ensuring stability in its supply chain despite external pressures [29][32] - The evolving agricultural trade landscape indicates a shift towards greater autonomy and diversification for China, allowing it to maintain control over its economic strategies [32]