Core Viewpoint - The ongoing trade conflict between China and the United States is significantly impacting the U.S. soybean industry, with American farmers facing unprecedented market challenges due to tariffs imposed by the Trump administration [1][3][6]. Group 1: Market Conditions - As the soybean harvest season begins in the U.S. Midwest, farmers are struggling with unsold inventory, with no shipments of U.S. soybeans to China so far this season, contrasting sharply with the 6.5 million tons purchased by China during the same period last year [1][3]. - Historically, over half of U.S. soybean exports relied on the Chinese market, and the cessation of Chinese purchases has severely affected the livelihoods of thousands of farmers [3][5]. - In the first eight months of this year, Brazil exported 66 million tons of soybeans to China, accounting for three-quarters of its total exports, marking a historical high [5]. Group 2: Political and Economic Implications - The Trump administration's tariff policies have led to a significant loss of market share for U.S. farmers, with a previous trade war resulting in a 20% market share loss that has yet to be recovered [5]. - The U.S. government has indicated it may use tariff revenues to subsidize affected farmers, but such measures are unlikely to provide a long-term solution to the underlying market issues [5][8]. - The Trump administration remains steadfast in its tariff policies, even in the face of government shutdown threats, indicating a lack of responsiveness to farmers' growing discontent [6][8]. Group 3: Future Outlook - The ongoing trade tensions and China's diversification of soybean procurement are expected to have lasting impacts on the U.S. soybean market, making it difficult for the U.S. to regain its previous export levels to China [8]. - Farmers are increasingly facing financial pressures and risks of bankruptcy, with warnings from agricultural organizations about the potential collapse of the agricultural economy [5][8].
中国不买美国大豆,美方仍然态度强硬,哪怕政府停摆,关税也不能停
Sou Hu Cai Jing·2025-09-29 10:21