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2026/08/01貿易米国

Tariffs, in the way of larger China purchases of US soybeans: market sources

Market sources say remaining Chinese tariffs of 13% on US soybeans are limiting commercial purchases, leaving demand mainly with state buyers. USDA had confirmed about 2.0 million mt of US soybean sales to China this year, well short of the 25 million mt annual objective.

Trump and Xi are expected to meet in September.

重要性

Chinese tariffs cap US soybean demand and keep Brazil as the main supplier, so a tariff cut would be a major bullish trigger for US soybean prices.

影響を受ける銘柄大豆▼大豆粕◆

1 件のソース
spglobal.comElizabeth Machuca, Grace Tan, Jose Roberto Gomes2026/08/01

価格反応と履歴

大豆▼弱気現時点1d -0.3%5d -1.3%20d +8.9%

過去の弱気な貿易イベント803件の後、大豆は5営業日で中央値 +0.0% 動き（51% が上昇。中央50%は -1.7% から +1.7%）、20営業日では +0.9% 動きました。

2018/05/09China cutting US soybean purchases in face of tariffs threat | AP News+0.7%
2023/09/22China cuts soybean purchases from the US in August+0.5%
2020/06/01China asks state firms to halt purchases of U.S. soybeans, pork, sources say+3.2%
2018/03/09China says U.S. soybeans 'prime target' over tariffs: trade group-1.2%
2025/08/11US soybean market skeptical China will follow through on Trump’s purchase request+5.7%

大豆粕◆中立現時点1d +0.5%5d -0.8%20d +8.2%

過去の中立な貿易イベント224件の後、大豆粕は5営業日で中央値 -0.2% 動き（43% が上昇。中央50%は -1.7% から +1.2%）、20営業日では -0.2% 動きました。

2020/06/02China buys U.S. soybeans after halt to U.S. purchases ordered: sources+1.9%
2025/04/09Wave of US soybeans set to reach China's shores despite tariffs+1.4%
2020/03/25China's purchase of US soybeans spike in Jan-Feb under phase one deal-3.2%
2018/03/09China says U.S. soybeans 'prime target' over tariffs: trade group-2.5%
2019/09/12Ahead of trade talks, China makes biggest US soybean purchases since June, traders say+0.7%

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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