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.
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.
September 12, 2025 12:07 PM
·
U.S. producers are holding off on equipment investments amid financial pressure, market uncertainty, a rising demand for diesel, and growing desperation for trade wins.
September 12, 2025 11:18 AM
·
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.
September 11, 2025 11:26 AM
·
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.
September 10, 2025 03:10 PM
·
The September WASDE report comes out on Friday at Noon ET. As always, we’ll bring you those numbers right here on Market Day Report along with our expert
September 10, 2025 11:44 AM
·
Lewie Pugh, with the Owner-Operator Independent Drivers Association, joined us on Monday’s Market Day Report with his insights on the incident and a deeper dive into the issues at hand.
September 08, 2025 12:00 PM
·
