WASHINGTON, D.C. (RFD-TV) — In a high-profile summit this week, Presidents Trump and Xi Jinping agreed on a broader framework for U.S.–China trade cooperation, moving beyond tensions toward incremental renewal of access and purchases in key sectors, including agriculture and technology.
Among the early outcomes: China’s state-owned trader COFCO reportedly booked about 6.6 million bushels of U.S. soybeans for December-January shipment — its first confirmed buy from the 2025 harvest — providing a symbolic boost even as larger structural terms remain unresolved.
Analysts say the soy booking, while modest, reflects thawing relations and price parity with Brazil, which gives U.S. exporters a window of opportunity at Gulf and PNW ports. The meeting also yielded a one-year delay on China’s planned rare-earth export licensing regime, and discussions resurfaced around corn, sorghum, beef, and dairy market openings. Whether volumes follow and trade patterns truly shift depends on implementation details.
Farm-Level Takeaway: The summit raises hopes for stronger exports and reduced barriers, but U.S. ag players should remain strategically cautious until concrete volumes and certifications materialize.
Tony St. James, RFD-TV Markets Expert
September 15, 2025 12:09 PM
American Soybean Association President Caleb Ragland joins us to share his reaction to September’s WASDE and discuss the trade uncertainty between China and his industry.
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Harvested acres are estimated at 90.0 million, making this year’s corn crop one of the largest since the 1930s.
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China has been largely absent from U.S. markets lately, but not when it comes to cotton. It’s a buy that, traders say, isn’t surprising given China’s limitations.
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As the White House works to close the trade gap, patience is wearing thin for some lawmakers. Senator Chuck Grassley (R-IA) says farmers are getting backed into a corner.
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RealAg Radio host Sean Haney joins us for a Canadian perspective on President Trump’s controversial tariff rollout, lower court rulings, and upcoming review by the U.S. Supreme Court.
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