Group 1 - The U.S. soybean industry is facing significant challenges as exports to a key market have drastically declined, with imports from the U.S. dropping to 22.8% in the first eight months of 2025 and reaching zero in September [3] - U.S. soybean inventory has reached a historical high of 22 million tons, with 7 million tons clearly unsold, leading to a drop in futures prices from $12 to $10 per bushel, resulting in losses exceeding $200 per acre for farmers [5] - The trade tensions have not only affected soybeans but have also led to price declines in related products such as corn and wheat, tightening credit and logistics services, and causing layoffs in some regions [5] Group 2 - U.S. Treasury Secretary is planning to engage in a fifth round of trade negotiations during APEC, aiming for significant breakthroughs in trade discussions with the affected country [1] - The U.S. government is under pressure to address trade issues, especially after the country has shifted its focus on soybean imports to South America due to high tariffs imposed on U.S. soybeans [3] - The current tariff structure includes a 34% combined tariff on U.S. soybeans, which may increase further as trade tensions escalate [3]
美财长提前官宣赢麻了,美国豆商给出条件?美高层认为今时不同往日
Sou Hu Cai Jing·2025-10-04 03:45