Trump: China worried about shortage of soybeans. I hope China will quadruple orders, reducing trade deficit | Metals Mine
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The Fool
Aug 10, 2025 11:01pm
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Don, soybeans ain't hard to find. Neodymium, praseodymium, dysprosium, and terbium, on the other hand, are quite rare. (They are rare earth metals, if you didn't know.) China has >90% of the refined capacity of all of those, plus big shares of some more, like lanthanum and cerium. Don Soy Boy, did you know it's damn hard to make the following without these Chinese metals?:

- nickel-metal hydride batteries
- high-end optical glass
- petroleum cracking catalysts
- specialized phosphors, used in LEDs and other lighting
- the best permanent magnets
- the best high-power infrared lasers
- some of the best safety glass
- the best lightweight alloys used in aircraft engines
...and so on

Most of the refined Chinese rare earth metals sell for $thousands per ounce. US soybeans go for $9.67 a bushel. That works out to exactly $0.01 per ounce.
dchristi
Aug 10, 2025 10:48pm
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"...reducing China's Trade Deficit with USA."??????

China has a substantial trade SURPLUS with the USA.

I would suggest that if you don't know the difference between a trade deficit and a trade surplus, you probably shouldn't be making trade policy.
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axecap
Aug 11, 2025 1:45am
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[quote=The Fool;15345517]Don, soybeans ain't hard to find. /quote]

According to shipping data provider Kpler, China imported 9.73 million tons of soybeans from Brazil in June

I think thats the same Brazil that just got slapped with US 40% tarrifs of 40%.
Im sure they will work a deal with China going forward....common trade enemies etc...
axecap
Aug 11, 2025 3:40am
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[quote=Polimini;15345722]
Quoting axecap
{quote} That started long ago in Trumps first term. The US lost a lot of export quota for soybeans to Brazil since then. And i bet they will continue to lose more with the new tariffs.
yes agree only buy what they need beyond what Brazil can supply. China has been working on becoming less reliant on the US for the last 10 years
Js3mwtRc
Aug 10, 2025 11:48pm
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Light in the end of the tunnel. > I think that was just a post to tell he is going to kick the can for another 90 days ahead!
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Polimini
Aug 11, 2025 3:27am — Edited
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Quoting axecap
According to shipping data provider Kpler, China imported 9.73 million tons of soybeans from Brazil in June I think thats the same Brazil that just got slapped with US 40% tarrifs of 40%. Im sure they will work a deal with China going forward....common trade enemies etc...
That started long ago in Trumps first term. The US lost a lot of export quota for soybeans to Brazil since then. And i bet they will continue to lose more with the new tariffs.
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Js3mwtRc
Aug 10, 2025 11:58pm
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Tomorrow the tarriffs deadline ends! Lets see what is going to happen!

That's a big can!
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Price
Aug 11, 2025 5:54am
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Trumps last Presidency.... China cancelled all its soy orders and Trump had to pay farmers for the loss.
Soybeans plowed back into the ground.
China buys from Brazil.
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jilvin
Aug 10, 2025 10:51pm
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Quoting dchristi
"...reducing China's Trade Deficit with USA."?????? China has a substantial trade SURPLUS with the USA. I would suggest that if you don't know the difference between a trade deficit and a trade surplus, you probably shouldn't be making trade policy.
I think what he meant is the US's trade deficit with China.

Got too excited!
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Polimini
Aug 11, 2025 4:46am
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Quoting Schultz
The US produces less than 30% of the world's soybeans. Chana has plenty of alternatives than to buy from a country with a very disagreeable and unpredictable decision maker.
they are working extra hard on making those decisions very easy worldwide (leaving them to trade with someone else)
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HouseTrader
Aug 11, 2025 5:08pm
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Quoting clockwork71
{quote} Yes, but the Brazilians have pumped supply, causing issues. However, this is a negotiation tactic. He is essentially telling the Chinese what he wants, and the Chinese will do it, but maybe say, double. This is exactly how its been done previously. Don't really care, soy is for manbun types, but this is the pattern.
Hello you all!

Just for illustration. Stock Mkt is lame in Brazil righ now, since our "beloved" Lula is lost in this tax war w/ Mr Orange Man + our internal basic interest tax is on the moon sitting in obscene 15%yearly. Of course one of the few sectors in Brazil I'm buying is AGROINDUSTRY, specifically those related to the Chinese market... and of course Bonds... impossible to ignore extremly low risk 15% yearly
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Trader#5364
Aug 11, 2025 12:52am
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Idiot doesn't remember he had to spend $12 billion to bailout soy farmers back in 2018 due to his tariffs yikes with China. Soy bean farmers were letting beans just rot on the field because it wasn't worth harvesting.
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Trader#A557
Aug 11, 2025 4:34am
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Trump’s appeal for China to “quickly quadruple soybean orders” highlights the strategic importance of agricultural exports in easing U.S.–China trade tensions. Since China imports roughly 105 million metric tons of soybeans annually—but gets less than a quarter from the U.S.—such a sudden jump in purchases seems highly unlikely
Reuters
+1
.

Still, the market reaction was immediate: Chicago soybean futures climbed over 2%, showing how sensitive traders are to even speculative announcements
Reuters
. This move underscores both the fragility of farmers’ reliance on the Chinese market and the broader geopolitical leverage that agricultural trade wields.

In the end, without a credible framework or concrete commitments, this sounds more like political theater than a practical strategy. But it's a reminder that agri-trade remains a high-stakes tool in diplomacy—and markets are watching every signal.
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Schultz
Aug 11, 2025 4:26am
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The US produces less than 30% of the world's soybeans.

Chana has plenty of alternatives than to buy from a country with a very disagreeable and unpredictable decision maker.
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Schultz
Aug 11, 2025 9:03am
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Quoting Trader#F075
{quote} Thats why we are here. Oh and I got banned from Reddit for my views on trade.
Were you also a bot over at Reddit?
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aldonin
Aug 11, 2025 5:39pm
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China will buy soybeans in Brazil you orange head and won't need dollars. You lost again Taco.
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clockwork71
Aug 11, 2025 10:28am
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Quoting dchristi
"...reducing China's Trade Deficit with USA."?????? China has a substantial trade SURPLUS with the USA. I would suggest that if you don't know the difference between a trade deficit and a trade surplus, you probably shouldn't be making trade policy.
Thank you, Grammar King. It's almost like you didn't take the inference. But you do you.
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clockwork71
Aug 11, 2025 10:32am
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Quoting Price
Trumps last Presidency.... China cancelled all its soy orders and Trump had to pay farmers for the loss. Soybeans plowed back into the ground. China buys from Brazil.
Yes, but the Brazilians have pumped supply, causing issues. However, this is a negotiation tactic. He is essentially telling the Chinese what he wants, and the Chinese will do it, but maybe say, double. This is exactly how its been done previously. Don't really care, soy is for manbun types, but this is the pattern.
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SoftPorridge
Aug 11, 2025 1:49am
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You didn't even wait for Asian open . Wild .
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UnitedFx
Aug 11, 2025 6:40am
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eat rice. at least its healthier.
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shakazulu888
Aug 11, 2025 2:48am
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lol
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Trader#3B8B
Aug 11, 2025 3:25am
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I really like how president Trump can reverse the basic meaning of words describing real situation "they gona pay", "china deficit" - really a very good example of narcissistic behavior to be studied. Maybe I will loose some money on forex but most of psychology scientists has undesputed chance to study NPD disorder in natural environment.
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Trader#2FDF
Aug 11, 2025 4:43am
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Seriously I do not understand why this old guy who don’t know what is trade deficit or trade surplus he can go ask his treasury why don’t he do that , the treasury guy or anyone also not sure what is those terms ?
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napalm
Aug 11, 2025 7:38am
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dump the trump!!!!! FFS maybe his crypto deal might line his pockets ............Not the people he claims to be helping. Id rather vget advice from a jack ass. At least he knows Jack......lol.
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Topguy88
Aug 11, 2025 8:00am
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everybody here apparently a trade expert
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Trader#9197
Aug 11, 2025 8:10am
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The US has the most contaminated food sources in the entire world. Genetic modification and the mass use of Glyphosate on crops is gradually mutating the entire planet. Recent scientific studies on the effects of glyphosate and glyphosate-based herbicides (GBH) on amphibian embryos, primarily using the Xenopus laevis (African clawed frog) as a model organism, reveal a range of concerning impacts:
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Trader#A306
Aug 11, 2025 10:11am
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Quoting Trader#9197
The US has the most contaminated food sources in the entire world.
Chicken, meat and even some products popular among children are made in USA full of hormones and cancer provoking agents like aspartame.
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Trader#02F1
Aug 10, 2025 10:27pm
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Trader#4B37
Aug 10, 2025 11:56pm
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Any chance of him hiring a fact checker before he tweets his dribble?? Like FFS, he gets dumber by the day...
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Trader#A796
Aug 11, 2025 1:42am
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Soyabeans?? Loser americans
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Trader#A372
Aug 11, 2025 2:44am
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this is not right!!!
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Trader#A306
Aug 11, 2025 4:16am
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Hunger in China may be among one the Trump's strategies to get the deal.
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Trader#A306
Aug 11, 2025 7:22am
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From weapons to food staples: many world countries cancel US output orders after the awkward artist Tramp tries to make a deal.
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Trader#BF56
Aug 11, 2025 8:33am
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let the non sense begings
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Trader#F075
Aug 11, 2025 8:37am
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Quoting Topguy88
everybody here apparently a trade expert
Thats why we are here. Oh and I got banned from Reddit for my views on trade.
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Trader#B749
Aug 11, 2025 9:07am
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Quoting Trader#F075
{quote} Thats why we are here. Oh and I got banned from Reddit for my views on trade.
The " everybody is trade expert" comment was sarcasm
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Trader#76AB
Aug 11, 2025 9:37am
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The whole thing is stupid and Trump is a dic!
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