Core Viewpoint - The article discusses the severe challenges faced by American soybean farmers due to the trade policies implemented by former President Trump, particularly the increased tariffs on Chinese imports, which have led to a significant loss of market access for U.S. soybeans. Group 1: Impact of Tariffs - Trump's announcement in April 2025 to raise tariffs on Chinese imports from 34% to 84% resulted in a total tax rate of 104%, which prompted China to retaliate with a 10% tariff on U.S. soybeans, eliminating the price advantage of American soybeans [3] - As a consequence, Chinese buyers signed contracts for 12 million tons of soybeans from Brazil, accounting for half of the demand for the next two months, leaving American farmers without any sales [3] Group 2: Agricultural Subsidies - In response to the crisis, Trump proposed a $61 billion subsidy plan, but most of the funds went to large farms and urban investors, while small farmers received minimal support, insufficient to cover rising costs [5] - Following the announcement of subsidies, soybean prices fell by 1.5%, indicating market skepticism about the effectiveness of these measures [5] Group 3: Market Dynamics - Trump's pressure tactics, including demands for China to purchase four times the amount of soybeans, were ineffective as China continued to secure supplies from Brazil, even establishing currency settlements to avoid exchange rate risks [7] - The reliance on Chinese orders has historically been significant, with over 40% of U.S. soybean exports going to China, but by August 2025, orders from Chinese buyers had completely ceased [9] Group 4: Consequences for Farmers - The financial strain on American farmers is evident, with 88 farms filing for bankruptcy, a 76% increase from the previous year, as subsidies failed to cover loan interests [11] - The article highlights the disparity in subsidy distribution, with funds benefiting Wall Street investors rather than actual farmers, leading to disillusionment among the agricultural community [11] Group 5: Competitive Landscape - China's investments in Brazil have strengthened its supply chain, with a 48% increase in Brazilian soybean shipments to Chinese ports, while American shipments have virtually disappeared [13] - The cost advantage of Brazilian soybeans, which are $31 per ton cheaper than U.S. soybeans, combined with shorter transportation times and reduced currency risks, has made American soybeans less competitive [15]
中方终于翻脸,美国被踢出局,1200吨杂粮将入华,美农民财路被断
Sou Hu Cai Jing·2025-08-19 16:52