Group 1 - The core issue in the soybean market is China's shift in purchasing from Brazil to Argentina, while almost completely ceasing imports from the United States, raising concerns within the U.S. soybean industry [1][4] - U.S. soybean growers are facing a critical situation as they have recorded zero purchases from China during the harvest season, prompting calls for government intervention to support the market [1][4] - The ongoing trade negotiations and tariffs have severely impacted U.S. soybean exports, with South American suppliers filling the void in the Chinese market [4][6] Group 2 - The geopolitical landscape and trade dynamics are undergoing significant changes, with China establishing stronger ties with Argentina for soybean procurement, which could reshape trade, infrastructure, and financial cooperation [6][8] - Argentina's central bank has extended its currency swap agreement with China, indicating a deepening economic relationship that could further disadvantage U.S. soybean exports [8] - The combined soybean supply from Brazil and Argentina has exceeded 210 million tons, sufficient to meet China's demand, highlighting the competitive pressure on U.S. soybean producers [8]
特朗普也无力回天,中国下单10船阿根廷大豆,美国豆农撑不住了
Sou Hu Cai Jing·2025-10-03 04:58