Core Insights - The article highlights the drastic decline in U.S. soybean exports to China, which have dropped from 34.4% pre-trade war to 19.5% in 2025, with new season orders reaching zero [3][5] - The shift in China's sourcing strategy towards Brazil and Argentina has significantly impacted U.S. farmers, leading to substantial financial losses [5][7] - The structural weaknesses in U.S. agriculture, including over-reliance on a single market and inconsistent policy responses, are underscored as critical issues [7][9] Group 1: Export Dynamics - U.S. soybean exports to China have plummeted, with last year's orders at 13 million tons compared to zero this year [1][3] - The U.S. share of soybean exports to China has decreased dramatically, with Brazil now capturing 73.9% of the market due to lower prices [3][5] Group 2: Market Response - China has diversified its soybean imports, with 85% of its imports in August 2025 coming from Brazil, while Argentina has eliminated export taxes to boost sales [5][7] - U.S. farmers are facing significant financial strain, with losses reported at $64 per acre, leading to collective petitions to the government for support [5][7] Group 3: Policy and Structural Issues - The article discusses the failure of U.S. agricultural policy to adapt to changing market conditions, with subsidies being insufficient to restore lost market trust [7][9] - The political narrative surrounding agriculture is contrasted with market realities, raising questions about the future strategy for U.S. farmers [9]
千万吨大豆烂在仓库!美国农民怒斥特朗普:我们的生计不是关税筹码
Sou Hu Cai Jing·2025-10-29 19:45