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China retaliated against US tariffs with duties on US farm products, after China had already shifted soybean purchases toward Brazil. About half of US soybean exports went to China in 2024, worth $12.8 billion.
US corn exports to China fell sharply in 2024 as Chinese domestic production rose and Brazil overtook the US as the top supplier.
China's declining reliance on US soybeans and corn reduces the value of US export demand and leaves US prices more exposed to tariff-driven shifts. Brazilian supply continues to gain share in China's feed grain and oilseed imports.
reuters.comMei Mei Chu1 Apr 2025Setelah 803 peristiwa perdagangan bearish sebelumnya, Kedelai bergerak median +0,0% selama 5 sesi (51% lebih tinggi; separuh tengah -1,7% sampai +1,7%), dan +0,9% selama 20 sesi.
Setelah 683 peristiwa perdagangan bearish sebelumnya, Jagung bergerak median -0,2% selama 5 sesi (47% lebih tinggi; separuh tengah -1,7% sampai +1,6%), dan +0,3% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
Background on China's retaliation against US farm goods and the heavy reliance of US soybean exports on China (about half), which makes the demand-loss risk large.
