阿根廷“疯子”又赢了，130万吨大豆运往中国，没有一粒是美国的

Group 1 - Argentina's government announced the immediate cancellation of export tariffs on soybeans and their products, previously set at 26% for soybeans and 24.5% for soybean oil and meal, effective until October 31 [3][5] - This decision was made in response to Argentina's precarious economic situation, with foreign reserves dropping below critical levels and the peso experiencing significant depreciation, prompting the central bank to sell $1.1 billion to stabilize the currency [5] - The announcement led to a surge in demand from Chinese buyers, resulting in contracts for 1.3 million tons of soybeans worth $7 billion being signed within 48 hours, causing the peso to rise by 4.5%, the largest single-day increase in five months [5][7] Group 2 - The sudden policy shift negatively impacted U.S. soybean farmers, who have seen a drastic decline in Chinese purchases since tariffs were imposed in 2025, leading to a record inventory of 43.8 million tons, the highest since 1988 [5][7] - The U.S. had anticipated that China would return to purchasing American soybeans after Brazil's harvest season, but Argentina's move disrupted these expectations [5][7] - The rapid implementation and subsequent reversal of the zero-tariff policy highlighted the government's strategy of trading short-term gains for political breathing room, raising concerns about the long-term impact on domestic agriculture [7][8] Group 3 - Chinese buyers benefited from the situation, purchasing Argentine soybeans at prices $30 to $50 per ton lower than U.S. soybeans, indicating a shift in import sources from the U.S. to Argentina and Brazil [8] - The event underscores the dynamic nature of global trade, where market forces prioritize cost-effectiveness over long-standing trade relationships [8]