Core Insights - The article discusses the current challenges faced by American soybean farmers due to a decline in orders from China, which has historically been a significant market for U.S. soybeans [4][7][11] - It highlights the competitive advantage of Brazilian soybeans over American soybeans, primarily due to lower tariffs and transportation costs, leading to a shift in Chinese orders from the U.S. to Brazil [9][11] Group 1: Market Dynamics - American farmers are experiencing anxiety as they see their soybean fields ready for harvest but lack the expected orders from China, prompting calls from U.S. officials to increase exports [7] - Observers from South Korea believe that despite Brazil's production capacity, China will eventually need to source soybeans from the U.S. again, suggesting a potential future collaboration [7][9] - Australian analysts point out that while U.S. soybeans appear cheaper, hidden costs such as tariffs and shipping make Brazilian soybeans more competitive, with logistics costs being over 20% higher for U.S. soybeans [9] Group 2: Historical Context and Future Outlook - Historically, U.S. soybeans held a 40% market share in China, but trade tensions have shifted orders to Brazil, which coincides with China's peak demand for feed [11] - The article notes that U.S. soybean sales have dropped to their lowest level in 20 years, indicating a significant risk for American farmers if this trend continues [11] - The dynamics of international trade are complex, with the article suggesting that both American and Brazilian soybean producers need to find mutually beneficial solutions to ensure continued trade and farmer prosperity [11]
加拿大网友:美国大豆比巴西便宜,为什么中国要从巴西大量购买?澳大利亚网友:算上关税就贵了
Sou Hu Cai Jing·2025-09-07 06:40