特朗普还在等中方订单，阿根廷突然背刺美国，转身把大豆卖给中国

Core Insights - Argentina's decision to export soybeans to China is perceived as a betrayal of the U.S. during a time when American farmers have not received orders from China for nearly five months, highlighting the competitive dynamics in the global soybean market [1][3] Group 1: Argentina's Export Strategy - The Argentine government has temporarily eliminated export taxes on soybeans, corn, wheat, and by-products to stimulate agricultural exports, leading to a significant increase in sales [3] - Argentina's soybean export tax was previously as high as 26%, and the recent tax reduction has attracted overseas buyers, resulting in $7 billion in sales within just two days [3] - The volume of soybeans exported during the November to December shipping period reached 2.66 million tons, accounting for over half of the total soybean export registrations during the tax exemption period, with most of these exports directed to China [3] Group 2: Impact on U.S. Agriculture - The shift in soybean supply from the U.S. to Argentina and Brazil has caused a decline in U.S. soybean prices and has provided China with leverage in tariff negotiations with the U.S. [5] - U.S. agricultural stakeholders have expressed strong dissatisfaction with the situation, as the trade between China and Argentina is causing economic losses for U.S. agricultural exports [5] - The difficulty for the U.S. to regain its market share in soybean exports to China is expected to increase, as the new supply chain established by Argentina and Brazil may become entrenched [5] Group 3: Political Ramifications - The situation poses a risk to the political standing of the Trump administration, as U.S. farmers in the Midwest are a crucial voter base, and failure to address the soybean export challenges could lead to electoral losses [7] - Continuous declines in soybean futures prices and unfavorable federal fiscal conditions may further complicate the Republican Party's prospects in upcoming elections [7]