Core Viewpoint - The article highlights the significant decline in U.S. soybean exports to China, raising concerns about the future of U.S.-China trade relations and the impact on American farmers [1][3]. Group 1: U.S. Soybean Market - U.S. soybean farmers are facing a challenging situation this harvest season, with a record yield but no orders from China, which was previously their largest buyer [1][3]. - Typically, by this time of year, Chinese buyers would have ordered at least 10% of U.S. soybean production, but currently, the orders stand at zero, indicating a severe market downturn [1][3]. Group 2: Historical Context - The decline in U.S. soybean exports can be traced back to the trade war initiated during Trump's presidency, which led to a 50% reduction in exports to China [3]. - Trump's attempts to persuade China to increase soybean purchases have not been successful, reflecting a loss of trust in the U.S. as a reliable trading partner [3][5]. Group 3: Competitive Landscape - Brazil has emerged as a significant competitor, capitalizing on the U.S. market loss and strengthening its ties with China, positioning itself as the new preferred supplier [5][7]. - Brazil is also looking to enter the U.S. beef market, further intensifying competition for American agricultural products [5]. Group 4: Future Outlook - There are speculations that Brazil might import U.S. soybeans to sell to China, which could further depress U.S. soybean prices and highlight the U.S.'s precarious position in international trade [7]. - The potential for a turnaround in U.S.-China trade relations exists, but rebuilding trust will require time, patience, and sincerity from both sides [7].
特朗普出面求情都没用,美国人终于明白,中方等待的时机已经来了
Sou Hu Cai Jing·2025-09-12 02:16