Core Viewpoint - The U.S. Treasury Secretary's claim that China is using American soybean farmers as hostages in trade negotiations is seen as misleading and an attempt to shift domestic anger towards China rather than addressing the root causes of the issue [1][10]. Group 1: Trade Dynamics - Prior to tariffs, the import duty on U.S. soybeans to China was 3%, which increased to 23% after retaliatory tariffs were imposed by both countries [3]. - The price competitiveness of U.S. soybeans has diminished due to tariffs, leading Chinese buyers to prefer Brazilian soybeans, which are significantly cheaper [5]. - In the first nine months of the year, China imported approximately 8 million tons of soybeans from Brazil compared to nearly 2 million tons from the U.S., indicating a shift in sourcing due to cost factors [5]. Group 2: Impact on U.S. Farmers - U.S. farmers are facing severe market losses, with reports of farmers unable to sell their soybeans, leading to drastic measures such as destroying crops [7][9]. - The American Soybean Association acknowledges that 60% of their exports go to China, highlighting the critical nature of this market for U.S. farmers [7]. - Farmers express frustration over the loss of market access, attributing it to the tariffs imposed during the trade war, which they feel has been mischaracterized by government officials [10]. Group 3: Future Considerations - The U.S. farmers may need to adjust their pricing strategies to regain competitiveness in the Chinese market, potentially by absorbing some of the tariff costs [7][12]. - The establishment of stable supply chains between China and Brazil poses a long-term challenge for U.S. soybean exports, as lost orders may not easily be recovered [12]. - The upcoming winter season may provide clarity on whether U.S. farmers will wait for government negotiations or take proactive steps to reclaim market share [12].
美国财长的这套理论真牛逼,立马就把中国的被害者身份转成了加害者!
Sou Hu Cai Jing·2025-10-10 15:52