A sharp decrease in US soybean exports to China may affect more than just farmers – it may soon start pressing trucks, rail ‘charges and port operations throughout the country.
Once, China has reduced purchases in favor of suppliers in South America. With fewer soybeans to move outside, the demand for charging – as well as jobs can decrease.
“Yes, it will have a real impact on them,” Mike Steinok, CEO of Soy Transport AllianceHe said shipping waves. “When you suddenly have this significant decline due to geopolitical issues, it really imposes hardship on the railway industry and other transportation. Companies that invest in export capacity in these stations – such as the Colombia or clay sound by Seattle – are clearly a real concern.”
China’s retreat from the commercial tensions that started in 2018, when it imposed a retaliatory tariff on American goods, including soybeans, after Washington raised duties on Chinese imports. Today, the Chinese definitions on soybeans in the United States remain about 34 %, which prompted Beijing to transfer purchases to Brazil and Argentina, where they were imprisoned in millions of tons.
In 2024, the United States shipped an estimated $ 12.8 billion from soybeans to China – about 25 % of the total American exports, according to foreign agricultural service in the US Department of Agriculture. But throughout the year 2025-2026, China has laid zero new soybean orders, a big blow with the start of the peak harvest season.
The effect can be especially severe in the higher producing countries such as Illinois, Iowa, Minnesota and Indiana, which grows together about half of the country’s soybean crop. Nebraska, Missouri, Ohio, North Dakota, South Dakota, and Arkansas are also major producers.
Most of the soybeans in the middle west are transmitted with railways to the northwest of the Pacific Ocean of export. In 2024, the best shipping centers included Seattle, Longvio, Callama and Vancouver in Washington, as well as Los Angeles and New Orleans.
“There are a number of these states, which are located in the west of the Mississippi River, which produces a lot of soybeans, such as north and south of Dakota, Nebraska,” said Steinok. “Traditionally, these soybeans are planted and then transferred by an overwhelming majority to the northwestern Pacific Ocean and placed on the ocean bowl.”
Mary E -Layal, an older colleague in Peterson Institute for International Economy.
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