U.S. beef exports to China have been stalled since early March, and chicken exports dropped nearly 50 percent back in February.
Economists with StoneX have been watching the situation, and say they are not holding their breath for a resolution anytime soon, pointing to the high approval rating of China’s president.
“Xi Jinping is the one who has the courage to stand up to America, and so a sense of nationalism is very strong in China right now, and Xi Jinping’s popularity is very high. And so, if he negotiates, he risks looking weak in doing so, and that’s also an incentive for him not to negotiate. I don’t expect an agreement with China anytime soon. A little bit sobering related to that, USDA currently projects ending stocks of soybeans in China at 44 million metric tons. That’s surplus supplies. That’s nearly twice what they bought from us this year,” said Arlan Suderman.
China’s government recently distributed a propaganda video condemning the U.S., accusing America of bullying other countries into submission. Suderman says this situation is likely to be a defining moment in the fight for the largest economy and military in the world.
With China’s pullback, U.S. sorghum producers must broaden their export markets. Building connections now could help stabilize prices and demand for the upcoming larger crop.
September 30, 2025 04:23 PM
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Higher domestic rail tariffs and mixed capacity shifts will influence grain movement this harvest. Strong corn exports provide momentum, but logistics costs remain a critical factor.
September 30, 2025 04:12 PM
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Malone, Senior Director of Trade Execution at Bunge, emphasized the importance of spaces where women can engage in meaningful conversations about global trade, supply chains, and leadership opportunities.
September 30, 2025 03:16 PM
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“Those could’ve easily been our beans going over there. It goes to show that if that opportunity is there, China would be willing to buy.”
September 29, 2025 03:59 PM
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We caught up with Karen Braun, Chief Market Analyst at Zaner Ag Hedge, at the Women in Agribusiness to discuss the data behind commodity trading.
September 29, 2025 03:30 PM
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North Dakota Farmers Union (NDFU) President Mark Watne joined us Monday to share his perspective on the America First Trade Promotion Program and potential implications for producers.
September 29, 2025 01:38 PM
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