中国没有下单，美国毫无办法！美方警告：形势极其严峻！特朗普要联合27国对华征税？

Core Viewpoint - The U.S. soybean harvest season is facing a crisis as China, the largest buyer of U.S. soybeans, has placed zero orders this year, leading to significant financial distress for American farmers [1][3]. Group 1: Impact on U.S. Agriculture - U.S. agriculture contributes $9.5 trillion to the GDP, accounting for nearly 20% of the national economy, with soybeans being a critical component [3]. - Historically, China has purchased around 25 million tons of U.S. soybeans annually, representing over half of U.S. soybean exports, but this year, orders have dropped to zero [3]. - The Chicago soybean futures price has plummeted by 40% over three years, currently trading at $10.10 per bushel, which is below the production cost of $11.03 [3]. Group 2: Political and Economic Responses - The American Soybean Association has expressed severe concerns to President Trump, indicating that the situation is extremely dire, with record-high production but overwhelming inventory and financial pressures [3][6]. - Trump's administration has attempted to pressure China through tariffs and sanctions, but this strategy has not yielded the desired results, as it risks further alienating China and solidifying its alternative supply chains [4][6]. Group 3: Market Dynamics and Future Outlook - The ongoing crisis has led to fears of a domino effect throughout the agricultural supply chain, potentially resulting in farmer bankruptcies, business closures, and a deteriorating rural economy [6]. - China has diversified its soybean supply sources, increasing imports from Brazil and Argentina, and enhancing domestic production, which diminishes reliance on U.S. soybeans [6][8]. - Analysts believe that it is unlikely for China to triple its orders from the U.S. under current tariff conditions, as U.S. soybeans lack competitiveness due to a 23% import tariff [8].