全球大豆贸易格局
Search documents
全球大豆博弈:中国不买美国大豆,特朗普和《纽约时报》都酸了
Sou Hu Cai Jing· 2025-10-18 16:12
Core Viewpoint - The ongoing narrative conflict surrounding soybean trade highlights the shifting dynamics between the U.S. and China, with implications for global soybean supply chains and environmental concerns [1][5]. Group 1: Changes in Soybean Trade Dynamics - Since the onset of U.S.-China trade tensions, there has been a structural shift in global soybean trade flows, with China's soybean imports projected to reach 109 million tons in the 2024/25 season, marking a 4.4% year-on-year increase [3]. - China is gradually reducing its dependence on U.S. soybeans and increasing its purchases from Brazil, reflecting a significant change in import sources [4]. - Brazil's soybean export value is expected to reach approximately $54 billion in 2024, positioning it as the world's largest soybean exporter, which has created pressure on traditional soybean powerhouses like the U.S. [5]. Group 2: Environmental and Ecological Concerns - The New York Times highlights the ecological impact of China's soybean demand, noting that nearly half of the native vegetation in the Cerrado ecosystem has been lost due to the expansion of soybean fields and pastures [5][7]. - Approximately 40 million hectares of land in Brazil are currently used for soybean cultivation, primarily located in the Cerrado region, which accounts for about 14% of the country's agricultural land [6]. Group 3: Complex Trade Realities - The reality of global soybean trade is more complex than simple attribution of blame, as the expansion of Brazil's soybean industry has been significantly influenced by the market opportunities created by U.S.-China trade disputes [8]. - Despite Trump's threats to terminate trade relations with China in the edible oil sector, U.S. imports of edible oils and related products from China are projected to be less than $2 billion in 2024, representing a minimal share of total agricultural imports [8].