Before the deadline, Trump mentioned China

On Monday, Trump posted an interesting message on Truth Social:

He claimed that China is very concerned about soybean shortages and hopes that China can "quadruple its orders for American soybeans," which is also a way to significantly reduce China's trade deficit with the U.S.

As a result of this news, Chicago soybean prices rose more than 2% on Monday.

This incident occurred at a special juncture—the U.S.-China tariff truce agreement expires tomorrow. Trump seems to be looking for a way to extend the trade truce period—this way, he can tell the domestic audience, "I secured more purchases," while avoiding market turbulence caused by tariff escalations.

Soybeans are a low-risk political symbol:

· The supply chain is simple, unlike chips that touch sensitive nerves;

· Both quantity and amount are easy to manage; it’s easy to increase volume in the short term;

· There are actual benefits for agricultural states and livestock industries on both sides of the U.S.-China relationship.

During Trump's first term, the U.S. and China agreed in the "Phase One Trade Agreement" that China would increase its purchases of American agricultural products (including soybeans). However, the actual execution did not reach the planned procurement targets. $BTC $XRP #币安Alpha上新

But this kind of "political procurement" often has a problem: poor sustainability. When trade negotiations enter the next phase, or when the domestic supply-demand pattern changes, these additional orders may be quickly retracted. Therefore, this is more like a short-term diplomatic bargaining transaction, with limited impact on long-term trade relations, but it can provide the market with a bit of breathing room.