# China absorbs massive Brazilian soy shipments in first quarter | Reuters

> Brazilian soybean traders are poised to ship record volumes in the first quarter, driven by strong Chinese demand, according to three analysts citing shipping data. Current shipments do not yet reflect the new US-China trade war, and analysts expect escalation to shift more Chinese demand toward Brazil.

- Date: 2025-03-28 · published 2025-03-28T12:00:00.000Z
- Category: trade · region Brazil · magnitude medium
- Page: https://feedsoft.ai/events/25611-china-absorbs-massive-brazilian-soy-shipments-in-first-quarter-reuters
- Commodities: [Soybeans](https://feedsoft.ai/c/SOY.md), [Soybean Meal](https://feedsoft.ai/c/SBM.md)

## Why it matters

Chinese buying of Brazilian beans during the US-China tariff dispute supports South American export prices and keeps US soybean sales to China under pressure.

## Read by commodity

- SBM: neutral
- SOY: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SOY | 2022-01-20 | [China's 2021 soy imports from U.S. rise while Brazilian shipments fall \| Reuters](https://feedsoft.ai/events/14961-china-s-2021-soy-imports-from-u-s-rise-while-brazilian-shipments-fall-reuters.md) | +3.5% | +14.1% |
| SOY | 2026-03-13 | [Tighter checks disrupt Brazilian soybean exports to China \| Reuters](https://feedsoft.ai/events/5795-tighter-checks-disrupt-brazilian-soybean-exports-to-china-reuters.md) | -3.7% | -3.1% |
| SOY | 2023-07-17 | [China to buy more Brazilian soybeans for Q4 as U.S. crop suffers - traders \| Reuters](https://feedsoft.ai/events/14826-china-to-buy-more-brazilian-soybeans-for-q4-as-u-s-crop-suffers-traders-reuters.md) | +0.4% | -6.3% |
| SOY | 2025-12-02 | [Exclusive: More US soybean shipments to China due to load through mid-December \| Reuters](https://feedsoft.ai/events/11268-exclusive-more-us-soybean-shipments-to-china-due-to-load-through-mid-december.md) | -3.0% | -7.2% |
| SOY | 2025-02-01 | [EXCLUSIVE: Brazil says soy shipments to China from five firms halted due to contamination](https://feedsoft.ai/events/26512-exclusive-brazil-says-soy-shipments-to-china-from-five-firms-halted-due-to.md) | +0.7% | -4.2% |
| SBM | 2022-01-20 | [China's 2021 soy imports from U.S. rise while Brazilian shipments fall \| Reuters](https://feedsoft.ai/events/14961-china-s-2021-soy-imports-from-u-s-rise-while-brazilian-shipments-fall-reuters.md) | +0.2% | +11.1% |
| SBM | 2026-01-26 | [China to favour Brazilian soybean imports in H1 despite renewed US inflows \| Reuters](https://feedsoft.ai/events/14606-china-to-favour-brazilian-soybean-imports-in-h1-despite-renewed-us-inflows.md) | -0.9% | +4.4% |
| SBM | 2024-01-01 | [COMMENTARY: Massive Brazilian soybean exports too heavily leaning on China?](https://feedsoft.ai/events/32739-commentary-massive-brazilian-soybean-exports-too-heavily-leaning-on-china.md) | -2.7% | -7.2% |

## Sources

- reuters.com: https://www.reuters.com/markets/commodities/china-absorbs-massive-brazilian-soy-shipments-first-quarter-2025-03-28/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.