三泰虎

《华尔街日报》谈中美,中国经济不再需要美国玉米了

 Why China’s Economy Doesn’t Want American Corn Anymore | WSJ U.S. vs. China

为什么中国经济不再需要美国玉米了?|《华尔街日报》美国vs中国

The U.S. produces more corn than any other crop, with American farmers selling $5.3 billion of it to China last year. But China has spent years courting other producers as it is relying more on Brazil and other Latin American countries. China is also exploring ways to become self-sufficient long-term through embracing new technology and better farming education.

美国的玉米产量超过其他任何作物,去年美国农民向中国出售了53亿美元的玉米。但随着中国越来越依赖巴西和其他拉美国家,中国花了数年时间拉拢其他生产商。中国也在探索通过采用新技术和更好的农业培训实现长期自给自足的途径。

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以下是外国网友的评论:

summersnow7296

On one hand, you sanction your customer, poke him in the eye,  gather your friends to go against him and then you expect him to continue to buy from you?    That's not just being naive, it's also plain arrogance.

一方面,你制裁客户,戳他的眼睛,号召你的朋友反对他,然后你还指望他继续从你这里购买?这不仅是幼稚,也是明显的傲慢。

 

user-ej7pg7in5x

You stab someone, but you want them to be friendly to you.

你捅了别人一刀,还希望对方对你友好?

 

chuckguyitt4017

The whole thing boils down to simply SUPPLY AND DEMAND. Brazil has a huge record breaking crop of corn this year and have to market it somewhere, they sell more cheaper than USA corn.

整个事情可以归结为简单的供求关系。巴西今年的玉米产量打破了历史记录,必须把它卖到其他地方去,而且他们的玉米卖得比美国的便宜。

 

ixanaths

US is the one who wants to decouple with China, Americans should be thrilled that China is not buying their corn anymore.  American farmers should be very happy instead.

美国才是想要与中国脱钩的那个,美国人应该为中国不再购买他们的玉米而感到兴奋。相反,美国农民应该非常高兴。

 

user-nf7og9bg6b

in the long terms, china would import Corn from both US and Brazil, but in the current time, china doesn't want american corn anymore is just playing the de-risking game like the US did to China

从长远来看,中国将从美国和巴西进口玉米,但目前,中国不再需要美国玉米了,只是在玩降低风险的把戏,就像美国对中国做的那样

 

kennethkueh1256

Other countries will be more than happy to plant and supply China.

其他国家非常乐意为中国种植和供应。

 

minibuns6220

Most corn in the US is GMO due to Monsanto aka Bayer Chemical “Round Up Ready” corn.

美国的大多数玉米都是转基因的,孟山都公司被拜耳化学公司收购了。

 

ongsengfook

Who wants to buy from seller who treats you as an enemy?

谁想从把你当作敌人的卖家那里买东西?

 

privacyvalued4134

U.S. farmers don't have margins.  They have debt...to companies like John Deere.

美国农民没有利润,他们欠债,比如欠约翰迪尔这样的公司

 

wendellreis4338

As a Brazilian guy let me explain to you what´s happening.  Brazil has a large and diversified source of fertilizers, so there is not dependence on Russian or other country on that matter. Corn crops require almost nothing of labour force, hence the low minimum wage do not explain its competitiveness. What explain the Brazilian  competitiveness is climate factors(two harvests a year), long tradition on commodity, improvement in infrastructure, high value of Dollar compared to the Real(Brazilian currency) and subsidies from Goverment to buy brand new equipments and machinery.

On top of that, China and US have been brewing a Cold War and others parts of the world will reap the benefits of it. As simple as that.

作为一个巴西人,我向你解释一下发生了什么。

巴西拥有丰富多样的肥料来源,我们在这方面不依赖俄罗斯或其他国家。

种植玉米作物几乎不需要劳动力,工资低并不就一定带来竞争力。解释巴西竞争力的因素是气候因素(一年两次收成)、悠久的商品传统、基础设施的改善、美元相对于雷亚尔(巴西货币)的高价值以及政府为购买全新设备和机器提供补贴。

最重要的是,中国和美国正在酝酿一场冷战,世界其他地区将从中受益。就这么简单。

 

Herodotus__

As a BRICS member it is only Reasonable importing from Brazil. They dont even have to use the $ for transaction. Win win

作为金砖国家的一员,中国从巴西进口是合理的。他们甚至不需要在交易中使用美元,双赢!

 

guilhermetavares4705

Brazil has another great advantage: we use a lot of ethanol, but it's produced from sugar cane, so there's a lot of corn left over for export. Infrastructure in Brazil is improving, agriculture is the fastest growing sector, there is a lot of money in the countryside and we have Embrapa, a public agricultural research company that has revolutionized cultivation in the country. The next step is to expand wheat plantations in tropical areas, as was done with soybeans.

巴西还有一个巨大的优势:我们使用大量的乙醇,但它是由甘蔗生产的,所以有很多玉米可以出口。巴西的基础设施正在改善,农业是增长最快的部门,农村有很多钱,我们有Embrapa,一家公共农业研究公司,它彻底改变了这个国家的种植方式。下一步是在热带地区扩大小麦种植园,就像种植大豆一样。

 

blokin5039

China buying corn from a friendly country using the Yuan as currency is a win win for China and Brazil.

中国用人民币从一个友好国家购买玉米,这对中国和巴西来说是双赢。

 

GraniteInTheFace

I have been to Brazil. A lot of Chinese investments in roads and infrastructure has made Brazil more efficient in growing crops hel a lot of communities. However this has caused a lot of issues with deforestation as more Brazilian farmers want to get into the industry.

我去过巴西。中国在道路和基础设施方面的大量投资提高了巴西种植农作物的效率,帮助了许多社群。然而,随着越来越多的巴西农民想要进入这个行业,这导致了森林砍伐问题。

 

parklilys3108

Who is to be blamed for American farmers' problems?  More sanctions and more trade wars will solve the problems?

谁该为美国农民的问题负责?更多的制裁和更多的贸易战能解决问题吗?

 

powerhour4602

why was there no talk about the ship routes from Brazil to China. Is Brazil to China going to use the panama canal?

为什么没有提到从巴西到中国的航线?巴西去中国要经巴拿马运河吗?

 

Subaru2_1

I strongly like these types of video themes that inform me of economics, trade, and commercial affairs.

我非常喜欢这类能让我了解经济、贸易和商业的主题。

 

douglashurd4356

Look at the current chip war and we see why China wants more diverse supplies.

China seems to be doing it's best to avoid Thucydides Trap.

看看目前的芯片战争,我们就知道为什么中国想要更多样化的供应。

中国似乎正在尽最大努力避免修昔底德陷阱。

 

martinanane3446

That's China"s version of decoupling

这就是中国版的脱钩

 

who2u333

For the local farmers that can't shift with the new economics, the corporate growers will be there to buy them out. Hopefully the local farmers are shifting to other crops.

对于那些无法适应新经济的当地农民来说,企业种植者会买断他们的份额。希望当地农民改种其他作物。

 

SorminaESar

My friends import corn of US to process pop corn, beside it will use to the animals too. But umfortunately, if we import corn from US to Imdonesia will spend time at least a month and the price to clearance of the port will pay tax of  importy duty too. It's so different when we import from China have no importy duty tax at all

我的朋友从美国进口玉米来加工爆米花,除此之外,也用来喂动物。但不幸的是,如果我们从美国进口玉米到印度尼西亚将花费至少一个月的时间,到港口清关还要缴纳进口税。当我们从中国进口时,根本没有进口关税,情况就大不一样了

 

walnutkraken9430

Considering all the flooding and crop damage recently it’s pretty safe to say they will be buying any grains they can find. American or not.

考虑到最近的洪水和农作物受损,可以肯定地说,他们会购买他们能买到的任何谷物,不管是不是美国的。

 

davidchang2015

how about switching to other crops?

换种其他作物怎么样?

 

martikepler4700

Brazil is already the world first producer of coffee, sugar cane, orange juice, soy bean. It has the largest cattle herd in the world. It is the first exporter of chicken,  beef, celullose, cotton (2023) and soon will be biggest corn producer. It is achieving autonomy in wheat production perhaps next year. It has the largest amount of arable land in the world.  But it uses only 64 million hectares from 410 million  ha available of arable land.

巴西已经是世界上第一大咖啡、甘蔗、橙汁、大豆生产国,它拥有世界上最大的牛群,是鸡肉、牛肉、纤维素和棉花的第一大出口国(2023年),不久将成为最大的玉米生产国。它可能在明年实现小麦生产的自主。它拥有世界上最多的可耕地,但它只使用了4.1亿公顷可用耕地中的6400万公顷。

 

ttemp2631

same for Australian wine. Suddenly there is a billion dollar market up for grabs. All wine producing countries like France, S Africa, Chile all want to jump in the gap and do business there

澳大利亚葡萄酒的情况也是如此。突然间,一个价值10亿美元的市场出现了。所有的葡萄酒生产国,如法国、南非、智利,都想在那里开展业务

 

j.c.4192

So shouldn't farmland prices be deflating?

那么,农田价格难道不应该下跌吗?

 

resnica3557

If China reduces its purchase of corns from the US, the corn price will drop, which is good news for consumers who love corns.  Besides, the corn farmers can turn their farm land into F-35 jet fighter manufacturing factories and team up with the Pentagon and US Military Industrial Complex. After all, corn farmers could make a lot of money by selling just ONE F-35 jet, in place of millions of tons of corn.

如果中国减少从美国购买玉米,玉米价格就会下降,这对爱吃玉米的消费者来说是个好消息。此外,种植玉米的农民可以在他们的农田,建造F-35喷气式战斗机制造工厂,并与五角大楼和美国军工联合体合作。毕竟,售出一架F-35战斗机,种玉米的农民就能赚很多钱,比辛辛苦苦去卖数百万吨玉米好多了。

 

shaneedwards367

Great mowing down the rainforest I’m sure there be no repercussions.

砍掉雨林真是太好了,我相信不会有什么后果。

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