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.
The National Milk Producers Federation (NMPF) says recent wins in markets like Malaysia and Cambodia help farmers focus on production rather than trade barriers.
November 11, 2025 03:50 PM
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Lucia Ruano, USMEF’s Central America representative, discusses what is driving demand for U.S. beef and pork in the region.
November 11, 2025 01:30 PM
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Tyson expects another year of beef-segment losses due to tight cattle supplies, even as chicken, pork, and prepared foods strengthen overall margins.
November 11, 2025 01:26 PM
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Export strength is concentrated in corn and wheat, while soybeans and sorghum lag, keeping basis and logistics dynamics highly commodity-specific into late fall.
November 11, 2025 11:21 AM
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Lewie Pugh, with the Owner-Operator Independent Drivers Association, joined us on Monday’s Market Day Report to share his perspective on what the bill could mean for truckers.
November 10, 2025 11:46 AM
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With port fees now lifted, economists believe that could help ease tensions. However, American Farm Bureau Federation (AFBF) economist Faith Parum said trade deals with smaller Asian countries are helping stabilize the ag economy.
November 10, 2025 11:36 AM
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