China has sharply increased purchases of U.S. soybeans after a brief lull, signaling renewed momentum behind a fragile trade truce struck late last month. The U.S. Department of Agriculture confirmed fresh sales of nearly 800,000 tons on Tuesday, while industry sources say additional cargoes were quietly booked this week for delivery through early next year.
According to market reports, Chinese state grain trader Cofco secured about 20 shipments departing from Gulf Coast and Pacific Northwest terminals, pointing to a decisive move to replenish supplies. While the company has not publicly commented, the activity was enough to boost confidence in the world’s most influential soybean trade lane, valued at more than $12 billion last year.
Futures in Chicago jumped more than 3% on the initial news before easing slightly on Tuesday, as traders interpreted Beijing’s orders as a sign of deeper commitment to trade normalization. The purchases come amid expectations that China will absorb 12 million tons of U.S. soybeans before year-end, followed by 25 million tons annually between 2026 and 2028—though China has yet to officially confirm those targets.
Still, Beijing has taken steps that appear aligned with these pledges, including tariff relief on U.S. soybeans and the removal of import restrictions on several American exporters. Washington has framed the buying surge as proof of progress, with President Donald Trump publicly suggesting that larger volumes are likely to follow before spring.
Market analysts note that with global stockpiles still heavy, sustained purchases in the months ahead will determine whether the rebound holds. But after weeks of uncertainty, China’s renewed appetite marks a significant psychological win for U.S. producers seeking stability in their largest export market.
