Core Insights - The number of U.S. grain transport ships docking at major Chinese grain terminals has decreased by 56% from 72 to 32 vessels in the first nine months of this year, with no U.S. ships docking since July [1] - In contrast, an average of over 40 vessels from South American countries such as Argentina, Brazil, and Uruguay have been docking monthly since May, primarily transporting soybeans [1] - U.S. soybean exports to China reached nearly 27 million tons in 2024, but only 5.9 million tons were exported from January to July this year, as China ceased purchasing U.S. soybeans since May [1] - A market research firm predicts that if China does not return to the U.S. market by mid-November, the potential loss of U.S. soybean orders to China could reach 14 to 16 million tons, equating to the loss of half the market [1]
自今年5月以来中国已停止购买美国大豆！美国或失1600万吨大豆订单，失去中国就等于失去半个市场
Ge Long Hui·2025-10-14 05:59