英媒：中国又从阿根廷买了至少10船大豆，美国农民再遭重创

Core Insights - The Argentine government announced the temporary cancellation of export withholding taxes on agricultural products, including grains, beef, and poultry, to boost exports and stabilize the local currency [1] - Following this policy change, Chinese buyers ordered at least 10 ships of Argentine soybeans, each approximately 65,000 tons, indicating a shift away from U.S. soybean purchases [1][2] - The cancellation of the export tax is set to last until October 31, aiming to increase dollar supply in Argentina [1] Impact on Soybean Market - The removal of the export withholding tax makes Argentine soybeans more attractive to China, although the impact may be short-lived due to the limited overall supply from Argentina [2] - U.S. farmers are facing significant losses as they miss out on soybean orders during the critical sales season, with estimates suggesting losses could reach 14 to 16 million tons if China does not enter the U.S. market by mid-November [5][6] Trade Dynamics - Historically, China has been a major buyer of U.S. soybeans, importing nearly $13 billion worth last year, but trade tensions have drastically reduced these orders [5] - In 2024, China's imports of U.S. soybeans are projected to account for only 20% of total imports, a significant drop from 41% in 2016 [5] - The shift in purchasing patterns has led to over 70% of China's soybean imports coming from Brazil, doubling the figure from 15 years ago [5] Diplomatic Context - Chinese officials emphasize the importance of agricultural cooperation between China and the U.S., arguing that agriculture should not be politicized [6] - The Chinese government expresses willingness to collaborate with the U.S. to resolve trade issues and enhance mutual benefits [6]