The Australian Broadcasting Corporation published an article today (April 14) saying, "Currently, about 300 U.S. slaughterhouses have not yet obtained permits to export beef to China, and 'most U.S. beef no longer qualifies for exports to China.' It seems that Australia is filling this gap, with significantly growing exports of grain-fed beef to China. 'Australia is now the only country that can supply high-quality, white-fat marbled beef to China.'"
The Sino-U.S. tariff war has reshaped the global beef supply chain, with Chinese imports of beef showing the characteristics of "high-end + diversification," forming an import combination of "South America dominance + Australia recovery + Europe supplementation." Brazilian grass-fed beef dominates the mass market with its cost advantage, Australian grain-fed beef seizes high-end shares, and European chilled beef supplements niche demands, successfully avoiding market gaps and supply chain risks caused by the U.S. withdrawal.
China was once an important export market for American beef. However, the continuous escalation of U.S. tariff measures forced China to retaliate, greatly increasing the onshore cost of American beef. At the same time, many U.S. slaughterhouses without permits have severely impacted the American beef industry, preventing a large amount of beef from entering the Chinese market and losing significant export shares.
Source: https://www.toutiao.com/article/1829361105129483/
Disclaimer: This article solely represents the author's viewpoint.