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

과거 상승 무역 이벤트 696건 이후, 대두은 5거래일 동안 중앙값 +0.3% 변동(상승 54%; 중간 50% 범위 -1.3%~+1.9%), 20거래일 동안 +0.7%.

• 2026. 9. 16.China's soybean buying revival boosts US export outlook; tariffs cloud prospects | S&P Global+0.5%
• 2019. 9. 24.China gives waivers to importers to buy U.S. soy exempt from tariffs: sources+1.5%
• 2024. 12. 19.Exclusive: China's state importer books US soy purchases as tariff threat looms | Reuters+3.8%
• 2019. 3. 4.U.S. and China Near a Trade Deal to Drop Tariffs-1.7%
• 2021. 10. 5.Is Argentina’s Soy Boom Over? - Transport Energy Strategies-0.6%

과거 상승 무역 이벤트 729건 이후, 옥수수은 5거래일 동안 중앙값 +0.4% 변동(상승 56%; 중간 50% 범위 -1.1%~+1.8%), 20거래일 동안 +0.5%.

• 2021. 2. 24.U.S. Corn Exports To China Boom - 2020 Year in Review+0.7%
• 2019. 3. 4.U.S. and China Near a Trade Deal to Drop Tariffs-2.2%
• 2020. 4. 30.China Boosts Low-Tariff Corn Imports as State Reserves Drop (1)+1.9%
• 2017. 10. 27.US export report: China buys soybeans / Spain buys-0.2%
• 2023. 3. 10.China props up U.S. corn, soy exports as other buyers stay quieter than usual+1.2%

과거 중립 무역 이벤트 224건 이후, 대두박은 5거래일 동안 중앙값 -0.2% 변동(상승 43%; 중간 50% 범위 -1.7%~+1.2%), 20거래일 동안 -0.2%.

• 2018. 6. 28.China to remove tariffs on feed ingredients from 5 countries | Feed Strategy-1.7%
• 2026. 10. 26.China’s Soybean Buying Picks Up, But a Tariff Wall Still Blocks Full Trade Recovery-3.6%
• 2023. 10. 25.China signs US soy export deals, but unclear if sales will follow | Reuters-0.1%
• 2022. 11. 14.Kazakhstan plans to start exporting sunflower meal/cake to China in 2023 – NOPA+0.4%
• 2018. 8. 16.US fishmeal producers left exposed by China’s 25% tariff blow - Saving Seafood-2.5%