Trump’s war in China is a “blessing” of Brazil, but it sends us farmers to reel

The United States and the amazing China stimulated the agricultural sector in Brazil and American farmers who suffer from this, as Beijing looks forward to the largest economy in Latin America to obtain a set of goods from soybeans to beef.

Brazil was a major winner in the first trade war of President Donald Trump with China, as it expanded its progress in its sands in the United States as the largest food supplier in Beijing. It seems now that it is scheduled to move forward, as exports to China have already rose before Trump raised the customs duties on the country by 145 percent and added that the drawings of 125 percent.

“It is a blessing for farmers in Brazil and Argentina, and their manufacture will help a lot,” said Ishhan Behno, the main agricultural analyst at Commodities Data Provider Kpler. “The repercussions of this will be longer than actual measures – in Asia, countries will build better relations with South America.”

Brazil meat sales to China rose third in the first quarter of 2025, compared to the previous year, while Chinese imports of their poultry increased by 19 percent year on year in March, according to local trade societies. Meanwhile, the foreign demand witnessed the trading of Brazilian soybeans with a bonus of $ 1.15 for their counterparts in the United States in the global markets, where it was sold at a discount of only 25 degrees in January.

“China is traveling quickly to secure supplies not only soybeans, but other goods,” said Rodrigo Alfim, international director of the Mina Port Group in Brazil. “This will lead to less demand for American pills.”

US agricultural shipments to China sank 54 percent in January compared to the previous year. The Asian giant usually buys 90 percent of American atom exports and about half of the soy exports.

The American farmers were “still reeling” from Trump’s first trade war and “certainly the” extended “, a Fuld Fuld farmer in Kentucky Calib Rajland, a Trump voter three times, did not delight me. He said on Thursday.

In open letterRajland, president of the American Soy Soy Society, appealed to Trump to make a deal with China.

“It is necessary to have a deal. The farm’s economy is much weaker than it was in its first term. After the first trade war, we lost nearly 10 percent of its market share to China that we have never recovered.”

Last month, China prevented a large share of the entry of US beef exports to the country, which is estimated at 1.6 billion dollars last year, by Not renewing the records Which allows hundreds of meat facilities to export there. A person familiar with the United States agricultural exports, who asked not to be identified because there is a person familiar with American agricultural exports, who requested not only to be identified because they were not allowed to speak to the media.

The person familiar with this industry said that many Chinese grain crushers had stopped imports from the United States, as the customs tariff had sparked its margin. They said: “If the situation continues, the grain shipments may go to zero by May.” “The only way we can enjoy a normal year is if the definitions returned to scratch.”

Aurelio Pavinso, CEO of SLC Agrícola, one of the largest grain producers in Brazil, said Brazil was in a strong position to take advantage of this transformation. He said: “Since China is looking to diversify its suppliers and Europe, which is increasingly viewing Brazil as a stable option, we are witnessing an increase in foreign demand and a significant increase in prices.”

South America thanks Trump, at least in part, for helping it to build exporters who are able to enter the American void. The CEO of the US Soy Export Council said that during the first American trade war with China, Brazilian soy was circulating at a rate of about 20 percent compared to US soybeans, which helped invest in the agricultural sector in the country.

Souter said this investment reduces the competitive advantage of the United States, which was based on strong and reliability infrastructure.

The American share of food imports in China collapsed from 20.7 percent in 2016 to 13.5 percent in 2023, while Brazil grew from 17.2 percent to 25.2 percent in the same period.

The logistical infrastructure in Brazil is still behind the United States, as export ports are often exported. China was hoping that China would not invest in Brazilian logistical services that the latest trade war could once again bring an increase in capital.

Europeans, who are awaiting the ratification of a free trade deal between the European Union and the Mercosur, can also be forced into a protein resource protein for animal fodder from Brazil instead of the United States, according to the FEFAC.

With the European Union slapped the reprisal customs duties by 25 percent on soy, meat and poultry in the United States between April and December, concerns are escalating that the state in South America may not have enough products to meet the demand. Although Brazil has a crop, Souter said, its large supplies “will be absorbed quickly” if both China and the European Union focus on all their sources on Brazil.

Pedro Cordero of FEFAC said the Europeans have shared this anxiety.

“We will compete with China, among other countries, for the same products,” he said. “This means high feed prices, which means high food prices.” He added: If South America is unable to climb, “We will be in trouble.”

Data perceptions by Jonathan Vincent