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2025/11/08貿易米国

Here’s what the U.S.-China trade truce really means for the U.S. soybean market

Under a White House deal announced November 1, China will buy at least 12 million metric tons of US soybeans in the last two months of 2025 and at least 25 million tons in each of the next three years. Analysts say US exporters may not regain market share lost to Brazil during the trade conflict.

重要性

Committed Chinese purchases could support US soybean demand and prices, but Brazil's entrenched supply position limits the lasting price benefit for US beans.

影響を受ける銘柄大豆◆

1 件のソース
marketwatch.comMyra P. Saefong2025/11/08

価格反応と履歴

大豆◆中立現時点1d +1.3%5d +1.0%20d -0.7%

過去の中立な貿易イベント250件の後、大豆は5営業日で中央値 +0.0% 動き（50% が上昇。中央50%は -1.4% から +1.6%）、20営業日では -0.2% 動きました。

2025/05/13US farmers say Brazil keeps edge in China's soy market despite trade truce | Reuters-1.4%
2018/04/08As U.S. and China trade tariff barbs, others scoop up U.S. soybeans+2.0%
2018/08/17Soybean bulls and bears both watching China and trade talks-4.9%
2026/06/23U.S. fights with Brazil for China's giant soybean market-0.6%
2020/02/20China Back in the Market for U.S. Farm Goods After Waivers | Financial Post-1.8%

イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。

大豆 SOY · GP ▸

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