特朗普赚麻了，大豆可以出口到中国了，承认关税让美国人付出代价

Core Viewpoint - Former President Trump acknowledged that tariffs may indeed be costing Americans, contradicting his previous stance that foreign entities bear the burden of tariffs [1][12] Group 1: Trade Dynamics - In the months leading up to Trump's admission, U.S. soybean farmers faced significant challenges, with a notable decrease in soybean planting area from 34.82 million acres to 33.4 million acres and 32.42 million acres in July and August 2025, respectively [3][5] - U.S. soybean exports to China plummeted to 5.93 million tons in the first eight months of 2025, a stark decline from 26.8 million tons in the same period the previous year, with exports to China hitting zero for five consecutive months [5][10] - China has shifted its soybean imports to South America, particularly Brazil, with August 2025 imports reaching a record high of 12.27 million tons, and 73.31 million tons imported in the first eight months, marking a 4% year-on-year increase [5][7] Group 2: Economic Impact on U.S. Farmers - The trade war has resulted in an estimated loss of $45 billion for U.S. agriculture, with farmers facing rising production costs due to increased fertilizer prices and supply chain disruptions [9][10] - The number of small business bankruptcy filings among U.S. farmers reached a five-year high, with 259 filings from April 2024 to March 2025, nearly double the number from the previous year [9][10] - The U.S. government considered using $10 billion to $14 billion in tariff revenue to subsidize farmers, but this amount is seen as insufficient compared to the actual losses incurred [10][12] Group 3: Negotiation and Policy Changes - In August 2025, U.S.-China trade negotiations resumed in Stockholm, with soybean exports becoming a critical bargaining chip amid increasing pressure on U.S. farmers [10][12] - On November 10, 2025, China announced the restoration of soybean import qualifications for three U.S. companies, which accounted for over 8 million tons of soybean exports to China in 2024, representing 18% of total U.S. soybean exports to China [10][12] - Despite the restoration of import qualifications, U.S. soybeans still face competitive pricing challenges, with U.S. soybeans priced at $1,026 per ton compared to Brazilian soybeans at $580 per ton [7][13]