美国跌倒，南美“吃饱”！美财长手机短信曝光，两国疯抢中国市场

Core Viewpoint - The article discusses the negative impact of U.S. tariffs on agricultural exports to China, leading to significant losses for American farmers while benefiting countries like Australia and Argentina, which are seizing the opportunity to fill the market gap left by the U.S. [2][28] Group 1: U.S. Tariff Impact - Following the announcement of a 10% tariff on Chinese imports in March 2025, U.S. beef exports to China plummeted by 96%, resulting in monthly losses of hundreds of millions of dollars over the past five months [3][5] - The imposition of tariffs led to a backlog of U.S. soybeans, with inventories reaching 43.8 million tons, the highest level since 1988, as China halted purchases of U.S. soybeans for 14 consecutive weeks [7][12] Group 2: Market Dynamics - Australia capitalized on the U.S. market exit, with beef exports to China increasing by 40% year-on-year in February and March 2025, selling 21,000 tons in just two months [5][17] - Argentina's sudden cancellation of soybean export taxes allowed Chinese buyers to purchase 1.3 million tons of Argentine soybeans at prices $30-$50 per ton lower than U.S. soybeans, disrupting U.S. farmers' harvest season [10][13] Group 3: South American Gains - By 2024, Brazil's soybean exports to China accounted for 71%, while U.S. exports dropped to 21%, with projections indicating U.S. soybean exports to China could reach zero by September 2025 [19][22] - Brazil's beef exports to China increased by 25% year-on-year from January to August 2025, as it targeted the lower-end market previously served by the U.S. [17][19] Group 4: Structural Changes - South American countries are enhancing their agricultural infrastructure, with Australia expanding beef processing facilities, Brazil constructing dedicated soybean ports, and Argentina optimizing logistics networks, creating a "de-Americanized" supply chain [26][28] - China's strategy of diversifying imports and enhancing domestic production has led to a significant reduction in reliance on U.S. agricultural products, with over 90% of soybeans imported from Brazil and Argentina by 2024 [22][24]