Trump’s China trade war a ‘boon’ for Brazil but sends US farmers reeling

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The US and China’s dizziness tariff has stimulated the agricultural sector of Brazil and hooked American farmers, as Beijing looks at the largest economy of Latin America, soy beef.

In China, President Donald Trump was a major winner, sharply expanding the narrow leader of the US then as Beijing’s largest food supplier. Now it is getting worse for more advancing, and China’s exports are already growing up to Trump, collected its tariffs by 145 percent, and Beijing increased by 125 percent.

“It’s Boon for Brazilian Farmers, and it will help their industry a lot,” said Prince Banju for a agricultural service provider. “The consequences will be longer than real events in Asia, countries will provide better relations with South America.”

Brazil’s beef rose one-third in the first quarter of 2025, compared to the previous year, while the Chinese port of poultry was increased in the 19th year, according to local trade associations. Meanwhile, the foreign demand saw the Brazilian Soyanaban trade for $ 1.15 in the global markets for their American counterparts, selling only in January only in January.

“China is fast moving to ensure not only soy, but also supplies to other products,” said Rodrigo Alvim, International Director of Minas Port. “It will lead to less demand for American grain.”

In January, US agricultural deliveries in China in January compared to the previous year compared to the previous year. The Asian giant usually goes to 90 percent of US Sorghum exports and its exports to its soy.

US farmers have “returned” from the first Trump’s first trading war and “Of course, there are not an enlarged” secondary, Kentucky Soyabyan Farmer Caleb Ragland, voters of three-day victories. said on ThursdayA number

Open letterRagland, the President of the American Soy Association, begged Trump to make a deal with China.

“It is urgent that the transaction happens. The agricultural economy is now much weaker than in its first term.

China also gave a significant share of the US beef export last month to the country, last year it was estimated at $ 1.6 billion Registrations do not recover which allow hundreds of meat products to export there. This year, only restricted soy, wheat, corn or sorger, says the person familiar with the US agricultural exports, which asked for anonymity, as they are not eligible to talk to the media.

Many Chinese grain crushers stopped imports from the United States, as tariffs evacuated their margins, the person familiar with the industry said. “If the situation continues, the deliveries of grain can reach until May,” they said. “The only way we could have a normal year if tariffs return to zero.”

Brazil is setting up for the main management, “said Auri Pavinato, Chief Executive Officer of Slk Agkin, one of the largest grain producers in Brazil. “He looks for his suppliers with China and to watch more and more and more as a stable option, we see an increase in external demand and bring significant prices,” he said.

Workers collect soy crops at Brazil's Ordi Farm Harvest
Evening Europeans can also be moved to the FefAC of the European Trade Association through the source of Brazil © Dado Galdieri / Bloomberg

The country of South America has overcome, at least thanking it for the construction of exporters who are able to walk in the United States. During the first USD in the United States, Brazilian Soya sold about 20% premium, compared to US soy, helping the introduction of funnel in the country’s agriculture.

This investment has been reduced to the competitive advantage of the United States, which was based on strong infrastructure and reliability, Sals said.

The US share of Chinese food imports collapsed from 20.7 percent to 20.5 percent, and Brazil increased from 17.2 percent to 25.2 percent in the same period.

Brazil’s logistics infrastructure is still beheaded by the United States, bottles are often exported in ports. But the last trading war can once again increase the capital, said Engen Figuir, Chief Executive Director of the Port Port, who hoped that instability would encourage China to invest in Brazilian logistics.

Europeans who are waiting to ratify the free trade deal between the EU and Merkosur, can also be passed to the protein source for the petroleum feeding of Brazil.

The EU, which should be slapped by 25%, during the years of beef and poultry in April-December, concerns that the country of South America may not have enough production to meet the requirement. Although Brazil had a bummer harvest, Sutut said that its large supply would be “quickly absorbed” if both China and the EU focus on all of them in Brazil. “

Fefac’s Pedro Cordon said that Europeans share that concern.

“We will compete with China, among other countries, for the same products,” he said. “It means higher feeding prices, which means higher food prices.” If South America cannot walk, he added: “We causes problems.”

Jonathan Vincent Data Imaginations

 
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