Trump威胁要禁止中国用过的食用油进口, Trump threatens ban on Chinese used cooking oil imports, sparking stock rally amid minor trade dispute.

特朗普总统威胁要禁止美国从中国进口用过的食用油, 以中国停止大豆采购为“经济敌对行为”, President Trump threatened to ban U.S. imports of used cooking oil from China, citing China’s halt in soybean purchases as an "economically hostile act," sparking a rally in agricultural stocks like Bunge and ADM. 然而,中国对美国的食用油出口在2025年8月之前已经下降了65%,原因是此前的关税大幅提高和中国取消了出口减税。 However, Chinese cooking oil exports to the U.S. had already dropped 65% through August 2025 due to earlier tariff hikes and China’s removal of export tax rebates. 市场分析家认为,与大豆相比,大豆贸易规模较小,美国进口目前微不足道,而股市激增反映的是投机,而不是即时的供应变化。 Market analysts say the trade is minor compared to soybeans, with U.S. imports now negligible, and the stock surge reflects speculation rather than immediate supply changes. 这一举动被视为具有象征意义,旨在支持国内生物燃料生产者面对更广泛的贸易紧张局势,包括美国的制裁和中国对稀土出口的控制。 The move is seen as symbolic, aimed at supporting domestic biofuel producers amid broader trade tensions, including U.S. sanctions and China’s export controls on rare earths.