在美国和中国的贸易战下，其他一些国家开始收购美国大豆。 [英国媒体]

As U.S. and China trade tariff barbs, others scoop up U.S. soybeans

在美国和中国的贸易关税壁垒下，其他一些国家也开始收购美国大豆。



CHICAGO (Reuters) - Escalating tensions between the United States and China have triggered a flurry of U.S. soybean purchases by European buyers, in one of the first signs that trade tariff threats lobbed between the world’s top two economies are disrupting global commodity trade flows.

芝加哥（路透社）电- - -美国和中国之间的紧张关系升级，引发了欧洲买家对美国大豆的抢购狂潮，这是全球两大经济体之间贸易关税威胁正在扰乱全球大宗商品贸易流动的迹象之一。

News of the sales, confirmed by the U.S. Department of Agriculture on Friday, helped to underpin benchmark Chicago Board of Trade soybean prices <0#S:> after U.S. President Donald Trump threatened to slap tariffs on an additional $100 billion of Chinese goods.

美国农业部周五证实了这一消息，有助于支撑芝加哥期货交易所的大豆价格指数，此前美国总统川普威胁要对另外1000亿美元的中国商品征收关税。

The USDA said 458,000 tonnes of U.S. soybeans were sold to undisclosed destinations, which traders and grains analysts said included EU soybean processors such as the Netherlands and Germany.

美国农业部称，4.58万吨美国大豆被卖给了未披露的目的地，交易商和谷物分析师称，其中包括荷兰和德国等欧盟大豆加工商。

If the entire volume is confirmed to be going to the European Union, it would be the largest one-off sale to the bloc in more than 15 years, according to USDA data. The USDA could not immediately be reached for comment.

根据美国农业部(USDA)的数据，如果整个销售对象被确定为欧盟(eu)，这将是15年来对欧盟最大的一次一次性销售。记者未能立即联系到美国农业部置评。

“We’re seeing a realignment of trade,” largely because the politics is driving up Brazilian soybean prices, said Jack Scoville, analyst with the Price Futures Group.

“我们看到了贸易的重新调整，”价格期货集团的分析师Jack Scoville说，这很大程度上是因为政治因素推高了巴西的大豆价格。

Traders and analysts said the unusual trade flows were likely to continue in the near term, benefiting U.S. Gulf Coast shippers and likely hurting exporters in the U.S. Pacific Northwest, the No. 2 bulk grain outlet that relies heavily on Chinese demand.

交易员和分析师表示，这种不寻常的贸易流很可能在近期继续，令美国海湾沿岸的船运公司受益，并可能损害美国西北部地区出口商的利益。美国西北部是美国最大的粮食出口区域，严重依赖于中国。

Trade tensions between Washington and Beijing have rattled markets over the past week. Soybean prices tumbled by as much as 5 percent after China threatened to levy extra duties on U.S. shipments, though the market ultimately ended the week down about 1 percent.

过去一周，华盛顿和北京之间的贸易紧张局势令市场紧张。在中国威胁要对美国出口商品征收额外关税后，大豆价格暴跌了5%，最终在本周内下跌了约1%。

The United States is the second-largest soybean exporter in the world after Brazil. China is by far the top buyer, importing about two-thirds of all soybeans traded globally.

美国是仅次于巴西的世界第二大大豆出口国。到目前为止，中国是最大的买家，进口了全球约三分之二的大豆。

The big U.S. soybean sales come at a time when U.S. shipments are traditionally costlier than newly harvested soybeans shipped from Brazil, the world’s biggest exporter.

美国大豆的销售价格比从世界最大出口国巴西运来的新大豆价格更高，。

But accelerated buying of Brazilian beans by Chinese importers, weary of potentially paying steep tariffs on U.S. purchases, has sent Brazilian export premiums to historic highs.

但中国进口商加速购买巴西大豆，厌倦了美国过高的关税，使巴西的大豆出口溢价达到历史最高水平。

Near-term soybean shipments from Brazil peaked near 200 cents above CBOT May soybean futures SK8 before pulling back to around 170 cents over by the end of the week, traders said. U.S. Gulf Coast shipments, by comparison, were only around 90 cents a bushel above futures.

交易商称，巴西近期的大豆出货量达到近200美分，高于芝加哥期货交易所(CBOT)的大豆期货价格，在本周结束前回落至约170美分。相比之下，美国墨西哥湾沿岸地区的上述期货价格仅为每蒲式耳90美分。

“The Brazilian beans are likely going to go to China in the short run. With what’s happened to the price spreads, U.S. beans are sort of on sale for these buyers,” said Jim Sutter, CEO of the U.S. Soybean Export Council.

“巴西大豆很有可能在短期内进入中国市场。”美国大豆出口委员会的首席执行官吉姆•萨特说:“随着价格的上涨，美国大豆的价格也开始上涨。”

Some of the sales announced by USDA on Friday were initially booked as Brazilian shipments, but were switched to cheaper U.S. beans when Brazil’s prices spiked, traders said.

交易商表示，美国农业部上周五公布的一些销售订单最初被计入巴西出口，但在巴西价格飙升时转向了更便宜的美国大豆。

“U.S. prices got exceedingly cheap compared to Brazil,” said a U.S. trader who asked not to be named. “Some of this is outright new business. Some of it is arbitraging away from Brazil.”

“美国一位不愿透露姓名的美国交易员表示。其中一些是全新的业务。其中一些国家正在从巴西套利。

The current-season shipments are slated for loading from May to July, they said, typically the height of Brazil’s export season and a low point for U.S. shipments.

他们说，本季的出货量预计将从5月到7月，通常是巴西出口旺季的高峰期，也是美国发货量的低谷。

“I think we’ll see more (U.S.) selling to some destinations in volumes that we don’t ordinarily see, at least in the short term until the Brazilian basis calms down,” Scoville said.

斯科维尔说:“我认为，我们将看到更多(美国)销售到一些我们通常卖不到的地方，至少在短期内等到巴西的价格降下来。”