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连巴西也要卡中国!大豆涨价趁机会,中国不买账,美抢着送订单
Sou Hu Cai Jing· 2025-11-02 06:09
Group 1 - The international soybean market is experiencing significant price fluctuations, with Brazilian soybean prices rising sharply while U.S. prices are declining due to excess inventory [1][3] - Brazilian soybean prices increased from $580 to $650 per ton, representing a 12% rise, which translates to an additional $7 million for a 100,000-ton purchase [1] - U.S. soybean inventory has reached 1.82 billion bushels, a 45% increase compared to the same period last year, leading to lower prices [1][3] Group 2 - The price difference between U.S. and Brazilian soybeans has widened to $66 per ton, creating a competitive environment for buyers [3] - Chinese buyers are now in a strong position, having diversified their sources of soybean imports, reducing reliance on any single supplier [3][6] - Argentina is expected to increase its market share in China to 22% by 2025, while Russia is also increasing its soybean exports to China, providing more options for buyers [6][8] Group 3 - The competitive landscape allows China to leverage its purchasing power, choosing suppliers based on price and quality rather than loyalty [8][10] - U.S. soybean prices are becoming attractive again due to the need for U.S. farmers and exporters to clear excess inventory, providing opportunities for Chinese buyers to take advantage of lower prices [8][10] - The dynamics of the global soybean market are increasingly influenced by China's purchasing decisions, making it a key player in determining market trends [10]
克劳斯·拉雷斯:在谈论中美关系时,永远要记住一句名言“争论总比战争好”
Guan Cha Zhe Wang· 2025-07-10 00:50
Group 1 - The article discusses the ongoing trade tensions between the US and China, highlighting the recent extension of tariffs and the potential for a trade agreement [1][6][11] - It emphasizes the historical context of US-China relations, noting significant changes since the Nixon-Kissinger era, particularly China's rise as a competitive economic power [2][27] - The article mentions the impact of tariffs, with the US imposing up to 145% tariffs on Chinese goods and China retaliating with 125% tariffs, leading to a significant economic decoupling [5][6] Group 2 - The dialogue between the US and China is framed as essential for coexistence, with both nations needing to engage in discussions to resolve trade conflicts [4][10] - The potential for a new trade agreement is discussed, with the expectation that it should be detailed and long-lasting, ideally lasting several years [8][9][10] - The article also touches on the geopolitical implications of the trade relationship, including concerns over military and technological competition [28][27] Group 3 - The article reflects on the broader implications of US foreign policy under Trump, particularly regarding transatlantic relations and the perception of Europe [20][22] - It suggests that Trump's approach has damaged the US's image in Europe and that rebuilding trust will take time and effort [22][23] - The discussion includes the need for a multilateral approach to global order, indicating that a new world order cannot be established solely by the US and China [12][24]