Brazil's soybeans are taking advantage of the situation to raise prices to China, and China has decisively taken a move of feinting east and striking west, which even the US couldn't help but applaud!

Recently, a soybean quotation from Santos Port in Brazil shocked the market: the export price of Brazilian soybeans to China has surged by 79.9% compared to the beginning of the year, setting a record for the highest price increase in seven years.

Faced with this sudden situation, Chinese importers decisively terminated the purchase of Brazilian soybeans, causing great embarrassment for Brazil.

Behind these numbers is Brazil's accurate grasp of changes in China's soybean import pattern — from January to September 2025, the proportion of soybeans imported from Brazil accounted for about 80%.

The international market suddenly fell into an unusual silence, while at the same time, China quietly launched a beautiful set of feinting east and striking west combinations.

After Brazil raised its prices, China decisively secretly expanded its import channels. In September, after a series of negotiations, Argentina reduced its export tariff to 0, and China quickly purchased 1.3 million tons of soybeans within 48 hours. This single purchase volume is more than one-third of the total imports from Argentina in 2024.

More notably, on October 27, U.S. Treasury Secretary Bowser publicly stated that it is expected that China will "massively" purchase U.S. soybeans. For the United States, which has 4.2 million tons of unsold soybeans, this is like a gift in the snow. This undoubtedly hit Brazil hard, as they didn't expect China to quickly resume purchasing soybeans from the U.S.

In addition to diversifying imports, China is also continuously promoting technological alternatives and increasing domestic production, fundamentally changing the supply and demand pattern of soybeans. This is backed by technological advances, with technologies such as using rapeseed meal to replace soybean meal being developed.

In the chess game of international soybean trade, China's series of moves have impressed observers, even prompting American netizens to leave comments praising China's strategies.

Original: www.toutiao.com/article/1847117215157257/

Statement: This article represents the views of the author.