6月份中国进口巴西大豆量同比增长13.7%，同期美国大豆进口量下降20.6%。大豆进口总量达到1355万吨的月度纪录。
巴西大豆进口量的增加以及中国港口滞留货物的清关推动了6月份的总量增长。上半年巴西大豆进口量增长9.1%，达到3475万吨。
同期美国大豆进口量下降42.4%，至931万吨。尽管中国承诺到2028年前每年至少购买2500万吨美国大豆，但这一进口量仍出现下滑。
6月份的到货量反映了数周或数月前的采购决策。鉴于该承诺是年度性质的，美国大豆进口量在今年晚些时候仍有增长空间。
由 AI 报道 AI 生成的图像
Mexican exports to the United States reached a record 54.179 billion dollars in May, up 17.5 percent year-over-year, according to US Census Bureau data. Mexico solidified its position as the top US trading partner. The United States-Mexico-Canada Agreement (USMCA) was not renewed on July 1 and will undergo annual reviews for the next ten years.
Beijing renewed import licences for hundreds of US beef plants during US President Donald Trump’s visit to meet Chinese leader Xi Jinping. Brazil nears its annual beef export quota to China and is seeking alternative markets.
由 AI 报道
The soybean campaign reached 50.1 million tons, the second best in five years despite a smaller planted area, and will generate strong foreign exchange inflows for Argentina.
South Korea's exports rose 52.3 percent from a year earlier in the first 20 days of July, driven by a near tripling of semiconductor shipments amid the AI boom.
由 AI 报道
China's export prices rose 5 percent in April, marking the fastest increase in three years. The jump was fueled by global energy costs and demand tied to artificial intelligence for commodities such as oil, metals and semiconductors.