Dr. Oliveira writes for the South China Morning Post.
Differences in the timing of planting and harvest in the northern and southern hemisphere allow China to avoid US soy for now, but domestic demand in Brazil and higher transportation costs will limit its capacity to backup China’s soy demand by December, when Chinese buyers will be forced to purchase US soy despite tariffs.
For the full length column, see: https://www.scmp.com/news/china/diplomacy-defence/article/2152109/why-china-cant-count-brazil-fill-soybean-gap-its-trade