订单清零!特朗普是真没办法了,中方这次不买了,美国人很绝望:中国不买只能搅碎
Sou Hu Cai Jing·2025-09-15 02:05

Core Insights - Trump's call for China to quadruple soybean orders is seen as unrealistic and disconnected from market realities, as China has shifted its procurement strategy away from the U.S. to countries like Brazil [1][3][5] - U.S. farmers are facing significant anxiety as they await orders from China, which has historically been a major buyer of U.S. soybeans, but is now delaying purchases, marking the latest order wait in nearly 20 years [1][5] - The trade war initiated by Trump has fundamentally altered the dynamics of the soybean market, with China diversifying its suppliers and reducing reliance on U.S. soybeans [3][5][7] Market Dynamics - The Chicago futures market saw a slight uptick in soybean prices following Trump's announcement, but this is viewed as a temporary reaction amidst deep concerns within the U.S. agricultural sector [3] - The U.S. Soybean Association has expressed strong dissatisfaction with Trump's tariff policies, indicating that the loss of China as a buyer poses a risk to the entire industry [3][5] - Brazil's soybean industry is experiencing growth due to improved infrastructure and logistics, allowing for efficient delivery to China, which has become a strategic partner beyond mere trade [5][7] Strategic Shifts - China's procurement strategy has evolved to include a variety of suppliers, indicating a significant shift in its approach to securing soybean imports [7] - Trump's proposal for increased orders lacks substantive backing and fails to address the underlying issues affecting U.S.-China trade relations [7] - The ongoing trade war has not only impacted tariffs but has also deeply affected the livelihoods of American farmers, highlighting the broader implications of the conflict [7]