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.
RaboResearch says China’s pivot from mass production to innovation-driven growth could reshape global pesticide supply chains — and influence prices and product access for U.S. farmers in the coming years.
November 04, 2025 01:20 PM
·
Farmers for Free Trade Executive Director Brian Kuehl shares more about the tour to gather farmers’ insights on the economic challenges they face in the ag economy.
November 04, 2025 01:15 PM
·
Wheat futures briefly hit a three-month high before retreating as the markets wait for word on whether the deal will actually happen.
November 04, 2025 12:19 PM
·
According to Ag Secretary Brooke Rollins, the top three soy-crushing companies in Bangladesh agreed to buy $1 billion worth of U.S. soybeans over the next year.
November 04, 2025 11:17 AM
·
November 03, 2025 01:29 PM
China’s crusher losses and Brazil tensions, Gale warns, could reopen critical soybean trade channels for U.S. producers.
November 03, 2025 11:13 AM
·
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
·
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.
October 31, 2025 01:35 PM
·
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.
October 31, 2025 01:29 PM
·
