Core Viewpoint - The article discusses the significant decline of U.S. soybean exports to China due to trade tensions and China's strategic efforts to boost its domestic soybean production and diversify its import sources, particularly from South America [1][25]. Group 1: Trade Relations and Historical Context - In 2018, the Trump administration initiated trade tensions by imposing tariffs on soybeans, which were among the first products targeted [3]. - At that time, China imported 32.85 million tons of soybeans from the U.S., accounting for 34.4% of its total imports, making the U.S. a major supplier [4]. Group 2: China's Response and Domestic Production - In response to U.S. tariffs, China launched a "Soybean Revitalization Plan," significantly increasing domestic soybean planting and production [7][9]. - The area planted with soybeans in Northeast China has remained above 15 million acres for three consecutive years, with domestic production rising from 12 million tons to 20 million tons, achieving a self-sufficiency rate of nearly 20% [9]. Group 3: Technological Innovations and Efficiency - Chinese feed companies have adopted low-protein diets, reducing soybean meal usage by over 1 million tons annually, equivalent to a decrease in the need for 1.4 million tons of imported soybeans [11]. - Advanced processing techniques have reduced waste in soybean oil production, increasing output by 300,000 tons annually [13]. Group 4: Shifts in Import Sources - By January to July 2025, 65% of China's soybean imports came from Brazil, with U.S. soybeans accounting for less than 6% of imports in June [15]. - Brazil's soybean exports to China increased from 66.08 million tons in 2018 to 74.65 million tons in 2024, capturing over 71% of the market share [15]. Group 5: Impact on U.S. Farmers - U.S. farmers are facing significant economic challenges, with a backlog of 7 million tons of soybeans at risk of spoilage, translating to a potential loss of $4.3 billion in revenue [19]. - The ongoing trade war has made the economic situation for U.S. agriculture more difficult than during the initial trade tensions in 2018 [17]. Group 6: Global Agricultural Cooperation - China is expanding its agricultural cooperation globally, including establishing large-scale soybean planting bases in Africa and enhancing agricultural ties with countries like Japan and South Korea [22][23]. - The strategic partnerships and investments in agricultural infrastructure are reshaping the global food supply chain, reducing reliance on U.S. soybeans [25].
宁愿赔钱也要把粮食卖中国!美国的粮食垄断梦,如何被中国瓦解?
Sou Hu Cai Jing·2025-08-21 15:36