X @外汇交易员

Trade Dynamics - China's imports of US grain via major ports decreased significantly, with US grain transport ship arrivals down 56% year-on-year from January to September, falling from 72 to 32 [1] - Since July, there have been zero arrivals of grain transport ships from the US at the mentioned ports [1] - Grain transport ships from South American countries like Argentina, Brazil, and Uruguay have increased, averaging over 40 arrivals per month since May, with 90% transporting soybeans [1] - As of September 11, China had not booked any US soybeans for the new sales season, a first since 1999 [1] - The US could lose 14 million to 16 million tons of soybean orders from China if China does not return to the US market by mid-November [1] - The US accounted for one-fifth of China's soybean imports last year, valued at over $12 billion, representing more than half of total US soybean exports [1] - China is using commodities as leverage in broader trade negotiations [1]