Group 1 - The core issue is the declining market share of U.S. soybeans in China, which has dropped from 40% to 18%, as China increasingly imports soybeans from Brazil, reflecting a shift in market demand and the tensions in U.S.-China trade relations [1][5] - Trump's call for China to triple its soybean orders is seen as unrealistic due to a 10% tariff on U.S. soybeans, making them significantly more expensive than Brazilian soybeans, thus putting U.S. soybeans at a competitive disadvantage [3][5] - The ongoing trade tensions have led to a significant number of soybean farms in the Midwest applying for bankruptcy protection, indicating the economic distress faced by American farmers [5] Group 2 - The U.S. inflation rate and unemployment are rising due to the prolonged tariff war, while China is enhancing its countermeasures, particularly through the control of rare earth exports, which puts pressure on U.S. military and renewable energy sectors [6] - The share of cross-border payments in renminbi is increasing in ASEAN countries, further undermining the global dominance of the U.S. dollar, indicating a shift in economic power dynamics [6] - U.S. Treasury Secretary's comments suggest a recognition that the trade war is unsustainable, highlighting the urgency for a reassessment of trade strategies [6][7]
特朗普的3个要求,中国全部拒绝,贝森特:美国总统还没答应访华
Sou Hu Cai Jing·2025-08-21 07:17