美国大豆协会主席拉格兰喊话特朗普美国大豆对华出口订单为零，呼吁特朗普解除对华关税

Core Viewpoint - The U.S. soybean exports to China have dropped to zero due to tariffs, significantly impacting American farmers and the agricultural sector, while China has diversified its suppliers, primarily turning to Brazil for soybean imports [3][5][13]. Group 1: Impact on U.S. Soybean Industry - The U.S. soybean association's president has called for the removal of tariffs as exports to China have plummeted, highlighting the urgency of the situation [3][13]. - In 2017, the U.S. exported over 60 million tons of soybeans, with China purchasing two-thirds of that amount, indicating the critical role of China as a buyer [3]. - Following the trade tensions that began in 2018, U.S. soybean export value dropped from $12 billion to $3 billion, a decrease of over 70% [5]. Group 2: Changes in China's Supply Chain - China has shifted its soybean imports from the U.S. to Brazil, which became the largest supplier, with over 64 million tons imported in 2020, accounting for more than 60% of China's total imports [7]. - The diversification of suppliers has allowed China to maintain a steady supply of soybeans, despite the increased shipping costs [7]. Group 3: Broader Implications for U.S. Agriculture - The soybean crisis reflects a larger issue within U.S.-China agricultural trade, with potential repercussions for other commodities like pork, corn, and beef [9][11]. - The U.S. agricultural sector, particularly in key states like Iowa and Illinois, is facing significant challenges, with farmers expressing concerns about their sustainability amid ongoing trade disputes [9]. Group 4: Market Dynamics and Future Outlook - The U.S. soybean market has seen a drastic decline in prices, with futures hitting a ten-year low in 2018 due to the loss of Chinese orders, indicating that subsidies alone cannot sustain the industry long-term [11]. - The long-term strategy of using short-term farmer pain to exert pressure on China may backfire, as the market share lost to Brazil could be difficult to reclaim [11][13].