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This NYT’s article is missing some additional key info.
China has set up alternate agreements to help supply them with soybeans:
https://www.reuters.com/world/china/us-losing-out-china-soybean-sales-brazil-fills-key-supply-period-2025-08-13/If you want my 2 cents, I think the new Administration’s trade policies and goals are not very well thought out.