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扛不住了!中方订单归零后,加拿大遭遇双重打击,加总理喊话中国
Sou Hu Cai Jing·2025-09-07 09:46

Core Viewpoint - The article highlights the severe crisis faced by Canadian canola farmers due to a sudden shift in trade policies, leading to a drastic reduction in exports to China and a significant drop in market prices [2][4][5]. Group 1: Trade Crisis - Canadian canola exports to China have plummeted from 1.2 million tons to 360,000 tons, a staggering decline of 70% [4][5]. - The Chinese market, which previously relied on Canadian canola for over 90% of its imports, has quickly shifted to new suppliers like Australia and Ukraine, with imports from non-Canadian sources rising to 43% in less than a year [4][5]. - The crisis has resulted in Canadian farmers facing storage issues, with warehouses overflowing and new harvests at risk of spoilage [4][11]. Group 2: Government Response - Canadian Prime Minister Carney announced the formation of a high-level delegation to visit China, aiming to rebuild bilateral trust amidst growing political pressure [7][9]. - The Canadian government is under increasing pressure from agricultural associations to lift retaliatory tariffs on Chinese goods, as each day of delay results in further loss of market share [9][10]. - The government has initiated a formal review of tariffs on Chinese electric vehicles, steel, and aluminum, signaling a potential shift in policy to address the crisis [9][10]. Group 3: Market Dynamics - The price of canola futures has been in a continuous decline for 21 trading days, marking the longest downturn since the 2008 financial crisis, indicating a collapse in investor confidence [11][14]. - Despite the turmoil in Canada, the Chinese market has maintained stability in supply and prices, with only a minor increase of 0.3% in domestic canola oil prices [4][14]. - The article emphasizes that Canada must adopt a more pragmatic approach in negotiations with China to regain its market position, as the global supply chain is rapidly evolving [16].