巴西大豆出口激增, 随着中国转向价格低廉、关税较低的巴西豆类, Brazilian soybean exports surge, beating U.S. supplies as China shifts to cheaper, lower-tariff Brazilian beans.

巴西大豆出口因创纪录的收成而猛增, 迫使中国买家不顾12月的贸易休战, 偏向便宜、低关税的巴西豆类, Brazilian soybean exports are surging due to a record harvest, driving Chinese buyers to favor cheaper, lower-tariff Brazilian beans over U.S. supplies, despite a December trade truce. 随着全球供应量的增加,美国大豆期货下降,3月的合同每棵灌木木下降2.75美分至10.7275美元。 U.S. soybean futures fell as global supply increased, with March contracts down 2.75 cents to $10.7275 per bushel. 中国为3月和4月的交货预订了25批巴西大豆,而美国的出口仍然有限,部分原因是关税提高和巴西竞争激烈。 China has booked 25 cargoes of Brazilian soybeans for March and April delivery, while U.S. exports remain limited, partly due to higher tariffs and strong Brazilian competition. 分析家预计,如果外交会谈取得进展和放宽关税,美国今年晚些时候的销售额将会改善,但中国尚未宣布新的进口承诺。 Analysts expect U.S. sales to improve later in the year if diplomatic talks progress and tariffs ease, but no new Chinese import commitment has been announced. 与此同时,45Z的税收抵免正在刺激对大豆油的需求,并支持市场稳定。 Meanwhile, the 45Z tax credit is boosting demand for soybean oil and supporting market stability.