Thaw in U.S.–China Tariffs Brings Export Boom—but Not a Strategic Reversal

Setelah 696 peristiwa perdagangan bullish sebelumnya, Kedelai bergerak median +0,3% selama 5 sesi (54% lebih tinggi; separuh tengah -1,3% sampai +1,9%), dan +0,7% selama 20 sesi.

• 16 Sep 2026China's soybean buying revival boosts US export outlook; tariffs cloud prospects | S&P Global+0,5%
• 24 Sep 2019China gives waivers to importers to buy U.S. soy exempt from tariffs: sources+1,5%
• 19 Des 2024Exclusive: China's state importer books US soy purchases as tariff threat looms | Reuters+3,8%
• 4 Mar 2019U.S. and China Near a Trade Deal to Drop Tariffs-1,7%
• 5 Okt 2021Is Argentina’s Soy Boom Over? - Transport Energy Strategies-0,6%

Setelah 729 peristiwa perdagangan bullish sebelumnya, Jagung bergerak median +0,4% selama 5 sesi (56% lebih tinggi; separuh tengah -1,1% sampai +1,8%), dan +0,5% selama 20 sesi.

• 24 Feb 2021U.S. Corn Exports To China Boom - 2020 Year in Review+0,7%
• 4 Mar 2019U.S. and China Near a Trade Deal to Drop Tariffs-2,2%
• 30 Apr 2020China Boosts Low-Tariff Corn Imports as State Reserves Drop (1)+1,9%
• 27 Okt 2017US export report: China buys soybeans / Spain buys-0,2%
• 10 Mar 2023China props up U.S. corn, soy exports as other buyers stay quieter than usual+1,2%

Setelah 224 peristiwa perdagangan netral sebelumnya, Bungkil Kedelai bergerak median -0,2% selama 5 sesi (43% lebih tinggi; separuh tengah -1,7% sampai +1,2%), dan -0,2% selama 20 sesi.

• 28 Jun 2018China to remove tariffs on feed ingredients from 5 countries | Feed Strategy-1,7%
• 26 Okt 2026China’s Soybean Buying Picks Up, But a Tariff Wall Still Blocks Full Trade Recovery-3,6%
• 25 Okt 2023China signs US soy export deals, but unclear if sales will follow | Reuters-0,1%
• 14 Nov 2022Kazakhstan plans to start exporting sunflower meal/cake to China in 2023 – NOPA+0,4%
• 16 Agu 2018US fishmeal producers left exposed by China’s 25% tariff blow - Saving Seafood-2,5%