816吨大豆粮仓轰然倒塌，中国一颗没买，力挺川普的美国豆农哭了

Core Insights - The U.S. soybean industry has long relied on the Chinese market, with China being the largest importer, consuming vast amounts of soybean meal for feed, significantly boosting the income of U.S. Midwest farmers [2] - The trade war initiated by the Trump administration in 2018 led to a drastic decline in U.S. soybean prices and a shift in Chinese purchasing to South American suppliers, resulting in a significant loss of market share for U.S. farmers [3][5] - By 2025, the situation worsened, with U.S. soybean farmers facing increased costs and a dramatic drop in exports to China, leading to financial distress and rising bankruptcy rates among farmers [5][11] Group 1: Trade War Impact - The imposition of tariffs on U.S. soybeans by China in response to U.S. trade policies resulted in a price drop from over $10 per bushel to below $9, marking a ten-year low [3] - U.S. soybean exports to China plummeted from $14 billion to just $2.5 billion by 2024, with the share of U.S. soybeans in China's imports dropping from 60% to less than 10% [11][12] - The trade war has led to a structural loss in market share for U.S. soybeans, with South America capturing a significant portion of the market [14][16] Group 2: Economic Consequences - The accumulation of unsold soybean inventory led to a structural failure of a grain silo in Illinois, highlighting the pressures faced by farmers due to market imbalances [7][9] - Economic losses from the silo collapse are estimated in the hundreds of thousands of dollars, affecting local economies and emphasizing the fragility of agricultural infrastructure [9] - The bankruptcy rate among farmers increased by 25% in the first half of 2025 compared to the previous year, reflecting the severe financial strain caused by the trade policies [11] Group 3: Industry Adaptation - U.S. farmers are adapting by diversifying crops and increasing crop rotation to reduce reliance on soybeans alone, while federal assistance is shifting towards technological upgrades [18] - The trade war has accelerated the construction of a more resilient agricultural supply chain, with U.S. exporters looking to expand markets to India and the EU [18] - Major grain companies are now sourcing soybeans from South America to meet Chinese demand, creating a complex supply chain that reflects the ongoing challenges in U.S.-China trade relations [16]