Overall Highlights

• The U.S. soybean sector is experiencing volatility due to tariffs and trade disruptions, with recent large purchases from China providing some relief to farmers.
• Despite significant soybean purchases from China, U.S. farmers remain cautious and uncertain about the long-term stability of trade relations.
• The G-20 has called for protection of critical minerals, which is perceived as a veiled criticism of China, highlighting ongoing geopolitical tensions.
• China’s military rhetoric regarding Taiwan remains aggressive, indicating a potential escalation in regional tensions, particularly with Japan and the U.S.

United States Perspective (United States Sources)

• U.S. soybean farmers are hopeful after China’s largest purchase in two years, but remain unsettled about the future of trade relations due to past disruptions.
• Questions persist about the effectiveness and stability of the U.S.-China trade deal, with farmers expressing skepticism despite recent sales.
• The G-20’s call to protect critical minerals is seen as a strategic move to counter China’s influence in global supply chains.
• Concerns about China’s military ambitions, particularly regarding Taiwan, are growing among U.S. analysts and policymakers.

China Perspective (China Sources)

• No China sources available for this time period.

Sources

This summary is based on 20 articles from the following sources:

1. [en-US] The Continuing Impact of Tariffs, Trade Disruptions, and Federal Government Reopening on the U.S. Soybean Sector - Bergeson & Campbell (11/21/2025)
2. [en-US] Questions remain with U.S.-China trade deal - Iowa Agribusiness Radio Network | (11/21/2025)
3. [en-US] BABA’s Cloud, XPEV Going ‘Full Tesla’ & State of China’s Tech Trade - KraneShares (11/21/2025)
4. [en-US] ‘We want to trust what we’ve heard’: Farmers remain unsettled on trade, even after China’s biggest U.S. soybean purchase in two years - Fortune (11/21/2025)
5. [en-US] US-China: a fragile truce, divergent accounts and a Thanksgiving test - South China Morning Post (11/21/2025)
6. [en-US] G-20 Calls to Protect Critical Minerals in Veiled Swipe at China - Bloomberg.com (11/21/2025)
7. [en-US] China’s risky challenge to Japan — and the US - Financial Times (11/21/2025)
8. [en-US] China & Taiwan Update November 21, 2025 - Institute for the Study of War (11/21/2025)
9. [en-US] Even 10,000 missiles won’t be enough: China’s sprint toward Taiwan invasion - Ynetnews (11/21/2025)
10. [en-US] China’s largest US soybean buy in 2 years buoys prices, triggers sales by struggling farmers - Reuters (11/21/2025)
11. [en-US] Asia week ahead: Bank of Korea rate decision and key data from China, Taiwan, Japan, India - ING Think (11/21/2025)
12. [en-US] Why Japan’s support for Taiwan has gone down so badly in China - The Conversation (11/21/2025)
13. [en-US] China’s Senkaku Warning To Japan – OpEd - Eurasia Review (11/21/2025)
14. [en-US] China urges Japan to respect political basis of bilateral ties - plenglish.com (11/21/2025)
15. [en-US] Chinese Airlines Issue Mass Refunds on Japan Flights Without Request Due To Political Tension - Travel Radar (11/21/2025)
16. [en-US] Access Asia - China’s fury over Japan’s Taiwan remarks: Cancelled flights, concerts and seafood ban - France 24 (11/21/2025)
17. [en-US] EXPLAINER – Why are China and Japan at odds over Taiwan? - Anadolu Ajansı (11/21/2025)
18. [en-US] China’s military rebukes Takaichi’s remarks on Taiwan - news.cgtn.com (11/21/2025)
19. [en-US] China pledges to work with South Africa on multilateral trade, zero-tariff plan, Xinhua reports - Reuters (11/21/2025)
20. [en-US] Japan’s New Leader Mentions Taiwan, and Tanks Her Relationship With China - The New York Times (11/21/2025)