三艘美国货轮将装运大豆高粱前往中国

Core Insights - The article highlights a significant recovery in U.S. exports to China, particularly in soybean and sorghum shipments, indicating a potential thaw in trade relations [2][3] Group 1: Export Activity - Two cargo ships have departed for the U.S. port near New Orleans carrying the first batch of U.S. soybeans to China since May, while another ship is heading to Texas to load sorghum, marking the first shipment to China since mid-March [2] - Since late October, following progress in U.S.-China trade negotiations, Chinese buyers have booked nearly 2 million tons of U.S. soybeans and a small amount of wheat [3] - On Monday, U.S. private exporters reported the completion of a sale of 123,000 tons of soybeans to China [3] Group 2: Market Sentiment and Trade Dynamics - Despite the recent export activity, market sentiment remains pessimistic regarding Chinese purchases, as the U.S. soybean market had initially expected a quick resolution to trade issues due to Chinese demand [3] - In the first ten months of the year, China imported 71 million tons of soybeans, with Brazilian and Argentine soybeans accounting for 90% of imports in October [3] - Current shipments and purchases from China are significantly below U.S. official expectations, prompting plans for the U.S. government to announce soybean purchase agreements in the coming weeks [3] Group 3: Tariffs and Pricing - China continues to impose an additional 10% tariff on certain U.S. agricultural products, including soybeans [3] - Trade data indicates that Brazilian soybeans are priced nearly $1 per bushel cheaper than U.S. supplies for February 2026 shipments, suggesting that Chinese buyers may prefer Brazilian soybeans unless non-commercial purchases occur [3]