New numbers show China may not be able to hold off trade talks for much longer. One commodity analyst says the pressure is mounting and warns China may soon need to re-engage.
Over the weekend, Treasury Secretary Scott Bessent warned tariff rates will return to reciprocal levels if deals are not soon reached. Chinese officials were confident heading into the latest tariff talks, but StoneX Economist Arlan Suderman says that confidence may be rooted in a strategic wait-and-see approach.
“Right now, China believes that it is in a better position than the United States, because it can control the message, and it believes that if it waits out Trump, that he’ll lose public support here in the United States, and Congress will clip his wings, so to speak, and then China won’t have to give up anything, because they watch the news. They see the negative reporting, and that’s what they’re banking on right now, so overall, they’re holding out for that, and they feel if they negotiate, they’ll get a worse story.”
Suderman adds that factory slowdowns, layoffs, and rising debt are hurting China’s economy and could be enough to bring them back to the negotiating table.
China is making strategic moves by purchasing more soybeans from Argentina and may soon follow the EU and reopen its market to Brazilian chicken exports.
September 23, 2025 01:21 PM
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Rollins says the new trade relationship with Taiwan, which is committed to buying a significant amount of U.S. soy, could not come at a better time for farmers facing financial strain.
September 23, 2025 11:06 AM
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The three-point plan was announced during remarks at the annual meeting of the National Association of State Departments of Agriculture.
September 23, 2025 10:44 AM
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Higher tariffs may shield some U.S. crops but risk retaliation, lost markets, and higher costs for growers. The WTO disputes highlight the fragile balance between trade policy, farm exports, and input supply chains.
September 22, 2025 12:39 PM
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USMEF CEO Dan Halstrom joined us on Monday’s Market Day Report for his analysis on the U.S.-Taiwan trade agreement, which includes big bucks for U.S. Beef.
September 22, 2025 12:30 PM
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Producers and processors should watch trade policy closely as tariff impacts ripple through seafood markets.
September 19, 2025 03:15 PM
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September 19, 2025 10:09 AM
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Farmers await concrete trade commitments from China. Until then, export prospects for soybeans, corn, and sorghum remain uncertain against strong South American competition.
September 16, 2025 11:04 AM
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National Sorghum Producers CEO Tim Lust said farmers face a challenging year with strong supply, murky trade conditions, and uncertain access to their largest market: China.
September 15, 2025 01:59 PM
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