英媒：中国进口商锁定巴西进口大豆，美大豆出口商今年或错失数十亿美元的对华销售机会

Group 1 - Brazil is filling a critical supply gap for soybeans, while the U.S. is missing out on sales opportunities to China worth billions due to tariff issues [1][3] - Chinese importers have completed soybean orders for September, totaling approximately 8 million tons, all sourced from South America, with an additional 4 million tons for October, which accounts for half of their expected demand [3] - Analysts suggest that China's significant soybean purchases in Q3 indicate that the industry is stockpiling in advance to mitigate potential supply risks in Q4 [3] Group 2 - U.S. soybean exports to China may still have some room until the end of 2025 or early 2026, but ongoing tariffs could limit sales volumes [3] - There is a potential shortfall of 2 to 5 million tons in soybean supply from Brazil to meet China's import needs [3] - In 2024, China is expected to import 105 million tons of soybeans, with 22.14 million tons (21.1%) from the U.S. and 74.65 million tons (71.1%) from Brazil, indicating a dominant reliance on Brazilian soybeans [4]