American agriculture has to face a reality, that is, American soybeans did not receive an order from China this year, and half of American agriculture suddenly "cut off food."

The worst thing is that Trump stood up and shouted was useless, and he wanted to push his soybeans back to the Chinese market, but the result was - no one paid attention to him.

Behind this is not the simple business is difficult to do, but the United States has finally realized a reality: in the big game of global supply chain, China cannot replace it.

The United States wanted to trade tax hikes, decoupling, and threats for initiative, but in the end it found that it became the first person to fall into the pit.

Agricultural product exports are cold, American agriculture itself "freezes" first

Let's talk about what the situation is now for American farmers. At this time in previous years, farmers should be busy getting packed trucks and shipped to port.

But this year, no one wants soybeans piled in the warehouse, the port is deserted, and the grain stations in the town are no longer as lively as before. The most critical buyer - China, did not place an order at all.

Watching the situation getting worse and worse, Caleb Ragland, president of the American Soybean Association, also emphasized in a recent interview that no orders from China have been received, and that American agriculture is facing a crisis.

In the past, the United States regarded soybean exports as "iron rice bowl", especially the Chinese market, which basically achieved steady growth.

But now that this "rice bowl" suddenly broke, everyone realized that the global market was not fixed. China no longer purchases large quantities of American soybeans as before, and directly caught American agriculture off guard.

American farmers are certainly unhappy, but even more uneasy is that they find themselves unable to solve the problem at all.

It is not because it is not good to plant or sell, but because the entire export channel is stuck by politics. And the farmers can't get involved in this matter.

Trump "got to the scene in person", but no one answered the call

Seeing that the situation was not good, Trump appeared in the public eye again. As early as August, he spoke out loud on social platforms, saying how hard American farmers work and how high-quality products are. He also directly named China, hoping to "resuming procurement."

This is very loud, but the reality is that China is silent at all, and the orders are still zero.

Why? In fact, the logic is very simple. In recent years, there have been constant frictions between China and the United States. The United States first wields the tariff stick, fighting a trade war, and at the same time trying to protect its export share.

But how cheap is the world? When you turned over the table, you didn't consider the consequences. Now you want to pull someone back to the negotiating table, so they naturally don't want to.

What's more, China is not without choice. Countries like Brazil and Argentina have been working hard to expand their export capacity in recent years, and transportation, warehousing and port facilities are also being upgraded.

As soon as China turns to its head, there will be other alternatives to procurement channels immediately. Moreover, the prices in these countries are more realistic and the services are more stable. Anyone who has to reconsider the "cost-performance ratio".

So no matter how loud Trump shouted, no one responded. This is not ruthless, but reality is there: market rules cannot be changed by shouting slogans.

China's replacement of suppliers is not a temporary intention, but it is prepared for a long time

The reason why China can change it is not because of impulse, but because it has a plan early. From soybeans, corn to natural gas and coal, China is gradually reducing its dependence on certain single countries in many resource fields.

This adjustment is not to "who is against", but to make one's supply more stable and less risky.

In the early years, the United States increased taxes and restricted exports, which caused China to suffer a lot of losses. But China did not engage in confrontation, but instead found new channels and built new channels step by step. For example, if you engage in construction in South America and discuss cooperation in Central Asia, and if these channels are opened, you will naturally do business with whoever you buy is more cost-effective.

This approach has also made China stronger in the international market. Now that it has more choices and more confidence after turning to other countries.

On the other hand, the United States has become the party "waiting for orders". To put it bluntly, the United States is now begging to sell.

The United States has also begun to understand that trade does not depend on attitude, but on strength and trust

In the past few years, the United States has always thought that it holds the dominance of the world economy and does whatever it wants. Increase taxes on China, put pressure on allies, and swing the knife on the global supply chain at any time.

But looking back now, this approach did not bring about the imagined "victory", but instead forced its core industry to the corner.

Especially agriculture. This is one of the few industries in the United States that can still stabilize exports and maintain competitiveness. But now, because of the swing policy and tough attitude, the biggest buyer has been scared away.

Trump said "protecting farmers", but real protection is not about shouting a few slogans, but about creating a stable and predictable trade environment.

The Chinese side is doing another way of playing. If you don’t argue with you or make trouble with you, you just quietly change people, channels, and methods. It seems that there is no movement, but the result is that you can't change the status quo even if you shout out.

Cooperation depends on mutual benefit, not impressing

The essence of globalization is that you have me and I have you. Business is about who is reliable and who is easy to cooperate. In the past, the United States relied on its own strength and often blocked and cut off its supply, thinking that others could not live without it.

But now everyone understands a truth: no one is necessary, only who is more suitable.

China relies on a huge market and a strong industrial chain, and can afford it and support it. But China is not a "snatcher" who just orders casually. It is about practicality and efficiency. If you are expensive and unstable, then naturally it will not be your first choice.

This is why the United States hit a wall this time. China is not "angry", but has seen the rules and understood the rhythm, and has prepared the "Plan B" long ago, and has strong execution ability.

The "warning bell" of American agriculture is not just a loss of one order

The soybean orders are reset to zero. This is not a problem with one order, it is a problem with the entire export system.

What American farmers are most worried about is not that they can't sell it this time, but whether anyone will buy it in the future. If a big customer says he won’t buy it, no one knows who will be next.

At this time, the United States began to reflect. Many agricultural associations, local governments and even media are calling for: Should we deal with the world in another way? Should we focus on “building trust” rather than “pressure”?

This voice shows that the United States has also begun to realize the seriousness of the problem. But the problem is that it is easy to change, but it is difficult to change it. Especially when politics became the first priority, no one dared to "low down" easily. But reality tells you that you have to face it sooner or later.

What China has come out step by step is its own rhythm and strategy

In the past, many people thought that China was a "stress reaction" in international trade, and I would fight back whoever sanctioned me. But after looking at this soybean incident, it is more of a "strategic reaction".

China is not in a hurry to fight back, but chooses to use the means at the key points and hold the right to speak in its hands.

In this process, China does not "turn aside" everyone, but rather looks at every transaction and every partner rationally. If you really want to cooperate, then everyone will do their business well; if you want to make small moves, then I have an alternative.

This approach not only makes China more proactive, but also allows other countries to see new possibilities. In the future, trade is no longer about "whoever has the final say", but about "whoever is more reliable has a market."

This "quiet contest" about soybeans is actually a microcosm of a bigger game. The United States once thought it could dominate the rules, but now it is found that others have changed their gameplay quietly.

China is not strong by shouting, but steady by step by step.

The order is gone, and Trump's voice is useless. The United States finally realized that it is facing a completely changed market structure.

If you still want to gain advantage in this game, you have to adjust your thinking from the root instead of continuing to rely on threats and pressure.

China uses actions to tell the world: Cooperation is not charity, and the market is not at the mercy of others. Whoever can understand this principle can go far and steadily.

Reference information:

"The harvest season has arrived, but China has not placed a single order", the chairman of the US Soybean Association warned again: the situation is extremely serious—Global Network 2025-09-10 14:46