加拿大油菜籽出口印度,取代中国的买家
加拿大震惊中国——取代中国的买家
Canada shocked china —The Buyer That Replaced China!
2025年8月28日
https://www.youtube.com/watch?v=8AGv59ozJNo
中国对加拿大征收75.8%的油菜籽关税,重创加拿大——但加拿大非但没有崩溃,反而化危机为全球之战。 从在印度和欧洲找到新买家,到将油菜籽转化为高价值产品,加拿大农民比以往任何时候都更加强劲地复苏。以下是中国此举如何适得其反,以及专家为何认为加拿大可能永远不再需要中国。
加拿大油菜籽种植户正感受到中国关税的打击。中国对油菜籽征收近76%的关税。该措施于上周四生效。中国对加拿大油菜籽进口征收初步反倾销税。临时税率将于周四起设定为近76%。这场持续一年的贸易争端再次升级,始于去年夏天渥太华对中国进口电动汽车征收关税。
中国对加拿大油菜籽征收高达75.8%的关税。一夜之间,最大的买家消失了。数十亿美元的贸易额化为乌有。草原地区的农民担心最坏的情况会发生。这对萨斯喀彻温省的油菜籽产业,以及我敢说,最终对萨斯喀彻温省的鸡蛋生产商来说,价格都受到了毁灭性的打击。加拿大的油菜籽产业似乎完蛋了。但事实并非如此。加拿大非但没有崩溃,反而强势反弹。农民找到了新的买家。贸易商迅速采取行动。政府也介入并提供支持。这场看似危机的贸易战变成了机遇。而转折点就在这里。中国的举动不仅失败了,而且适得其反。加拿大的油菜籽现在正在进入新的市场。需求比以往任何时候都更加强劲。与此同时,中国却在付出更高的成本。
那么,加拿大是如何将压倒性的关税转化为全球胜利的呢?为什么专家们说加拿大可能永远不需要中国了?让我们来分析一下。
如果你曾在夏天驾车穿越加拿大大草原,你可能见过这样的景象:一望无际的亮黄色花田,一直延伸到地平线。这就是油菜籽。对加拿大农民来说,它不仅仅是一种作物。它是他们的生计,他们的骄傲,也是该国有史以来最有价值的出口产品之一。事实上,加拿大生产了全球约90%的油菜籽,使其成为全球农业强国。但问题是,油菜籽的用途不仅仅局限于农业。它还用于制作食用油、沙拉酱、动物饲料,甚至可再生燃料。这意味着这种小小的黄色种子不仅养活了家庭,还为各行各业提供动力。几十年来,加拿大农民辛勤耕耘,致力于将油菜籽打造成全球信赖的产品,而中国成为了他们最大的客户。每年,价值数十亿美元的加拿大油菜籽涌入中国港口,让农民们忙得不可开交,贸易也因此保持强劲。因此,当中国突然对加拿大油菜籽征收75.8%的关税时,他们感到如遭重击。一夜之间,一个价值近50亿美元的市场消失了。
萨斯喀彻温省、阿尔伯塔省和曼尼托巴省——油菜籽产区的核心——的农民们只能盯着自己的田地,思考着接下来会发生什么。有些人已经播种了当季的作物,期待着销往中国。现在,这些销售消失了。感受到冲击的不仅仅是农民。粮仓、加工商和出口商都准备承受巨额损失。全球油菜籽价格开始下滑,人们担心加拿大的农业产业即将在北京的重压下崩溃。
在外人看来,加拿大似乎别无选择,只能屈服于中国的压力。但, 加拿大农民对艰难时期并不陌生。他们曾经与干旱、虫害和贸易战作斗争。他们知道如何在逆境中
随机应变。随着消息的传播,一个不同的故事开始成形。
原本应该对加拿大油菜籽产业造成毁灭性打击的事件,很快就变成了令人难以置信的转折。因为, 当中国关闭一扇门时,世界却悄悄地打开了另一扇门。新的市场出现了。当中国撤军时,大多数人认为加拿大的油菜籽产业完蛋了。
但, 加拿大农民和贸易商并没有屈服于压力,而是做了一件出人意料的事情。他们寻找
新的买家。接下来发生的事情几乎震惊了所有人。印度是首批打开的大门之一。印度人口超过十亿,对食用油的需求快速增长,因此,印度是一个完美的新市场。那里的家庭日常饮食严重依赖植物油。随着葵花籽油和大豆油等其他油类价格的攀升,加拿大油菜籽成为一个颇具吸引力的选择。报告显示,印度买家几乎立即介入,填补了中国留下的空白。几个月内,加拿大油菜籽就陆续运抵印度港口。但这并没有止步于此。其他国家也看到了机会。日本、韩国和欧盟迅速增加了进口量。在欧洲,加拿大油菜籽拥有独特的优势。它不仅被视为清洁优质,而且与欧洲推动可再生能源的战略完美契合。油菜籽油不仅仅是用于煎炸。它也是生物燃料的关键成分。随着欧洲各国政府竞相实现气候目标,加拿大油菜籽成了本国农民的热门商品。这成了他们的生命线。他们不再依赖单一大型买家,而是拥有多个客户争夺他们的作物。价格稳定,出口攀升,最重要的是,信心重回大草原。失去中国的冲击迫使加拿大实施多元化发展。结果证明,这反而是因祸得福。更令人惊讶的是,这一切发生得如此之快。在不到一年的时间里,加拿大就成功地将大量油菜籽转向了新的目的地。曾经担心破产的农民现在看到了稳定的需求,在某些情况下,利润率甚至更高。贸易团体称之为历史性转变,证明加拿大不仅可以在没有中国的情况下生存,而且实际上可以通过建立更强大、更均衡的伙伴关系而蓬勃发展。就在加拿大忙于寻找新买家的同时,幕后却发生了另一件事。这一转变将永远改变油菜籽产业。为什么这对中国的伤害比对加拿大更大?理论上,中国认为自己打了个赢家。对加拿大油菜籽征收高达75.8%和8%的关税。北京预计农民会恐慌,渥太华会退缩,加拿大会来乞求贸易谈判。然而,这一策略非但没有伤害到加拿大,反而以意想不到的方式适得其反。原因如下:油菜籽不仅仅是一种作物。它是世界上最便宜、最可靠的食用油和动物饲料来源之一。多年来,中国食品公司严重依赖加拿大油菜籽来保持低价和稳定供应。一旦供应中断,这些公司就不得不争相寻找替代品。他们转而选择大豆油和葵花籽油等其他油类。但问题显而易见。这些产品价格更高,而全球供应早已捉襟见肘。结果,中国国内成本上升。食用油价格开始攀升。牲畜饲料价格上涨,甚至生物燃料项目也受到投入成本上升的冲击。所有这一切发生之际,中国经济已经承受着增长放缓和与贸易伙伴紧张关系加剧的压力。关税非但没有展现出强劲的势头,反而在国内制造了更多问题。与此同时,加拿大通过在印度、欧洲和亚洲寻找新买家,在新的现实中蓬勃发展。加拿大农民不仅维持了产业的活力,还减少了对单一客户的依赖。这正是经济学家多年来一直警告的。不要把鸡蛋放在一个篮子里。中国的关税非但没有压垮加拿大,反而迫使它最终做出了改变。而且,这一举措奏效了。这种转变赋予了加拿大更强大的筹码——杠杆。拥有多个稳定的买家,加拿大不再那么容易受到政治压力的冲击。如果一个国家试图压制它,其他国家随时准备介入。这种韧性使加拿大更加强大。尽管中国最终为自己的举动付出了代价,但最终,北京看似大胆的举动却变成了代价高昂的错误。这传递的信息很明确:加拿大可以适应,但中国无法轻易弥补失去的东西。就在加拿大似乎已经通过新的买家确保了其未来时,它又采取了另一项举措。这一举措彻底改变了油菜籽对世界的意义。油菜籽的转型。寻找新买家只是故事的一半。真正的转折点出现在加拿大提出一个更大的问题时:既然我们可以把油菜籽加工成更有价值的产品,为什么只出售原料油菜籽呢?多年来,加拿大出口的大部分都是散装运输的普通种子,利润微薄,而且经常面临突然征收关税的风险。但在中国采取这一举措后,该行业意识到必须改变思维方式。于是,加拿大加倍重视增值加工。企业不再仅仅出口生油菜籽,而是开始投资建设能够将这些小小的黄色种子转化为食用油、植物蛋白,甚至清洁能源产品的工厂。突然之间,油菜籽不再仅仅是一种作物,而是成为了满足全球一些重大需求的解决方案,例如粮食安全、更健康的饮食和可再生燃料。这一举措很快就取得了成效。欧洲和亚洲的食品公司开始纷纷购买加拿大油菜籽油,称赞其清洁的品质和健康益处。与此同时,可再生能源行业也注意到了这一点。油菜籽是生物燃料的重要原料。随着各国加大对绿色能源的投入,对加拿大油菜籽的需求也大幅增长。曾经看似农业危机的这场危机,如今却在全新行业中开启了价值数十亿美元的机遇。而这正是这种转变如此重要的原因。一旦油菜籽成为一种加工高价值产品,就很难被取代。油菜籽的原料来源广泛。但专业的油料混合物、蛋白粉和可再生燃料原料需要信任、质量和稳定性。这赋予了加拿大某种议价能力。前所未有的情况。它不仅不再容易受到关税打击,反而成为其他国家无法承受失去的行业的关键参与者。对于草原地区的农民来说,这种转变意义非凡。他们不再只是种植农作物,而是在推动全球变革。而对于整个加拿大来说,这意味着登上世界舞台,不仅作为供应商,更作为食品和能源领域的战略合作伙伴。然而,就在加拿大重塑其油菜籽产业的同时,大洋彼岸发生了另一件事。事实证明,中国的豪赌完全适得其反。中国原本认为75.8%的关税会摧毁加拿大的油菜籽产业,但结果却引发了全球贸易最大的逆转之一。通过寻找新市场、投资增值产品以及证明其韧性,加拿大变得比以往更加强大。贸易战的真正教训是,赢家并不总是实力最强的一方,而是适应最快的一方。
Canada shocked china —The Buyer That Replaced China!
2025年8月28日
https://www.youtube.com/watch?v=8AGv59ozJNo
Canada shocked China —The Buyer That Replaced China
China hit Canada with a crushing 75.8% tariff on canola—but instead of collapsing, Canada turned the crisis into a global win. From finding new buyers in India and Europe to transforming canola into high-value products, Canada’s farmers bounced back stronger than ever. Here’s how China’s move backfired and why experts say Canada may never need China again.
Canadian canola farmers are feeling the
blow of Chinese tariffs. China slapped a
duty of nearly 76% on canola seed. This
came into effect last Thursday. A
preliminary anti-dumping duty on
Canadian canola imports. The provisional
rate will be set at nearly 76% starting
Thursday. It is a fresh escalation in a
year-long trade dispute that began with
Ottawa imposing tariffs on Chinese EV
imports last summer.
China hit Canada's canola with a massive
75.8% tariff. Overnight, the biggest
buyer was gone. Billions of dollars in
trade disappeared. Farmers on the
prairies feared the worst. Devastating
impact on the price points for
Saskatchewan's canola industry and I
would say ultimately uh Saskatchewan's
egg producer. It looked like Canada's
canola industry was finished. But that's
not what happened. Instead of breaking,
Canada bounced back. Farmers found new
buyers. Traders moved fast. The
government stepped in with support. What
looked like a crisis turned into an
opportunity. And here's the twist.
China's move didn't just fail, it
backfired. Canada's canola is now
reaching new markets. Demand is growing
stronger than ever. Meanwhile, China is
the one paying higher costs. So, how did
Canada turn a crushing tariff into a
global victory? And why are experts
saying Canada may never need China
again? Let's break down the story. If
you've ever driven across the Canadian
prairies in summer, you've probably seen
it. Endless fields of bright yellow
flowers stretching all the way to the
horizon. That's canola. For Canadian
farmers, it's more than just a crop.
It's their livelihood, their pride, and
one of the most valuable exports the
country has ever built. In fact, Canada
produces about 90% of the world's
canola, making it a global powerhouse in
agriculture. But here's the thing,
canola isn't just about farming. It's in
cooking oil, salad dressings, animal
feed, and even renewable bofuels. That
means the tiny yellow seed isn't just
feeding families, it's powering
industries. For decades, Canada's
farmers worked hard to make canola a
trusted product around the world, and
one country became their biggest
customer, China. Billions of dollars
worth of Canadian canola flowed into
Chinese ports every year, keeping
farmers busy and the trade balance
strong. So when China suddenly slammed
down a 75.8% tariff on Canadian canola,
it felt like a punch to the gut.
Overnight, a market worth almost $5
billion was gone. Farmers across
Saskatchewan, Alberta, and Manitoba, the
heart of canola country, were left
staring at their fields, wondering what
would happen next. Some had already
planted crops for the season, expecting
to sell to China. Now those sales had
vanished. It wasn't just the farmers who
felt the shock. Grain elevators,
processors, and exporters all braced for
huge losses. Global canola prices
started sliding, and people feared
Canada's agriculture industry was about
to collapse under the weight of
Beijing's decision. To outsiders, it
looked like Canada had no choice but to
give in to China's pressure. But
Canadian farmers are no strangers to
tough times. They've battled droughts,
pests, and trade wars before. They know
how to adapt when the odds are stacked
against them. And as the news spread, a
different story began to take shape.
What was supposed to be a crushing blow
to Canada's canola industry would soon
turn into an incredible twist. Because
while China closed one door, the world
was quietly opening another. The new market emerges. When China pulled out, most people thought Canada's
canola industry was finished. But
instead of folding under pressure,
Canadian farmers and traders did
something unexpected. They looked for
new buyers. And what happened next
shocked almost everyone. One of the
first doors to open was India. With a
population of over a billion people and
a fast growing demand for cooking oils,
India was the perfect new market.
Families there rely heavily on vegetable
oil for everyday meals. And with prices
of other oils like sunflower and soybean
climbing, Canadian canola became an
attractive option. Reports showed Indian
buyers stepping in almost immediately to
fill the gap left by China. And within
months, shipments of Canadian canola
were sailing into Indian ports. But it
didn't stop there. Other countries saw
an opportunity, too. Japan, South Korea,
and the European Union quickly boosted
their imports. In Europe, Canadian
canola found a special advantage. Not
only was it seen as clean and high
quality, but it also fit perfectly into
Europe's push for renewable energy.
Canola oil isn't just