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’s grain expansion model may be hitting its limit. Lower prices, high rents, and policy fatigue threaten future output — with ripple effects across global feed and oilseed markets.
November 02, 2025 05:06 AM
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U.S. Rep. Dusty Johnson (R-SD) shares his outlook on the developing U.S.-China Trade agreement, and the ongoing impact of the federal government shutdown—now stretching past four weeks—on rural communities and producers.
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RealAg Radio host Shaun Haney joined us on Friday’s Market Day Report to discuss what the Carney-Xi meeting could mean for Canadian producers.
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Caleb Ragland, president of the American Soybean Association (ASA), shares his reaction to news of soybean sales to China, which is considered both “welcome news” and a return to near-normal trade relations.
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Farm Bureau Economist Faith Parum discusses key outcomes from the U.S.-China trade agreement and the benefits of expanding trade across Southeast Asia.
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Chris Bliley with Growth Energy discusses ongoing concerns about U.S. ethanol exports and the expansion of market access promised under the Phase One deal between the U.S. and China.
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“It does not extinguish right away here — in any sort of sense — the real profitability concerns and people’s ability to pay bills and get to the other side of this in the very short term. This is where the skepticism builds.”
October 30, 2025 02:20 PM
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U.S. Senator Roger Marshall (R-KS) shares his perspective on the U.S.-China trade developments and their potential impact on American producers, farmers, and ranchers.
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Rich Nelson, a commodity broker for Allendale Inc., joins us to break down what the U.S.-China trade agreement means for the ag economy.
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