Skip to main content

China's Quotas Restrain Beef Imports during the Second Half of 2026

China's beef import quotas have begun to bite now that Brazil--its largest supplier--has filled its "safeguard" quota. Additional imports beyond the quota are subject to an additional 55% tariff, according to China's beef safeguard adopted in January 2026. China's beef output has been slow to rebound--production in the first three quarters of 2026 was down year-over-year. Chinese beef prices are up.

In September 2026, China's beef imports totaled 143,000 metric tons, down from 316,000 metric tons a year earlier. China's cumulative beef imports for the first nine months of 2026 total 2.1 million metric tons, down 26,000 metric tons year-over-year. 

China customs data.

Customs data show that Brazil's imports hit their import quota in August, but China announced officially that Brazil hit its quota in September. Australian imports had hit their quota in June. Imports from both countries continued at a slower pace after their quotas filled. Brazil supplied 35% of China's beef imports in September and Australia supplied 9%. 

Argentina, Uruguay, New Zealand, and the United States have not filled their quotas. In September Argentina supplied 28% of beef imports, Uruguay supplied 10%, New Zealand supplied 7%, and the United States supplied less than 1%. The rest was supplied by Canada--which was not given a quota, and by Bolivia and other developing countries exempt from the quota system.

China customs data and safeguard quotas for 2026.

China's beef production in the first 3 quarters of 2026 was down -0.7% from a year earlier, and cattle slaughtered were down -3.1%. The inventory of cattle in China at the end of September was down -4.1% from a year earlier. 

Quarterly data indicate a slight improvement in production during Q3 2026--also coinciding with the decline of imports. During Q3, the number of cattle slaughtered was down -1.8% year-over-year (versus -4.5% during Q2) and beef output was down -0.5% (versus -0.7% during Q2).

Calculated from National Bureau of Statistics data.

Average wholesale beef prices in China during October 2026 are up 9.1% from a year earlier, and prices are up 5.9% during the most recent four months since imports began falling in June. Cattle prices are up 14.5% year-over-year and up 9.7% since June.

Compiled from China Ministry of Agriculture and Rural Affairs

Brazil's monthly exports to China dropped 90% from 160,000 metric tons in June to 16,000 metric tons in August and less than 11,000 metric tons in September. 

Brazil Comex export database.

Comparing Brazil's September beef exports with its June exports shows a 21,000-metric-ton increase in exports to the United States and smaller increases of 4-to-7 thousand metric tons to the Netherlands, Russia, Egypt, and Turkey. Increases in Brazil's exports to other countries only offset a fraction of the decline in Brazil's monthly exports to China since June. 


Comments

Popular posts from this blog

China's Vanishing Soybean Self-Sufficiency Rhetoric

Chinese propagandists appear to have given up on soybean self-sufficiency now that China has gained the upper hand over the U.S. on the soybean trade war front. The barrage of Chinese articles about finding soymeal substitutes, low protein animal diets, corn-soy intercropping, etc. has quietly faded from Chinese media. China's plan to bolster soybean self-sufficiency actually failed, but Brazil's bottomless soybean supplies nevertheless enabled China to snub U.S. soybean producers during last year's trade war. Xi Jinping now is free to make offers of soybean purchases to President Trump in trade negotiations without appearing to do so from a weak position. Mission accomplished, but not in the way Chinese strategists planned. Back in 2019--at the height of the first U.S.-China trade war--China's "Number 1 Document" announced a "soybean revitalization plan" to increase self-sufficiency in soybeans. Soybeans were pronounced to have strategic significanc...

Xi Jinping's Doctoral Thesis

Xi Jinping is the vice president and presumed next president of China but little is known about him. In this post the dimsums blog offers its contribution to the genre of Xi Jinping-ology by conveying Xi's decade-old views on agricultural markets. Ten years ago Xi Jinping wrote a thesis, "Tentative Study of Agricultural Marketization" (中国农村市场化研究) for a Doctor of Law degree at Tsinghua University in Beijing, a top breeding-ground for Chinese officials. The dimsums blogger has spent several hours poring over the 200-plus page tome to see what it reveals about Dr. Xi. The thesis is remarkably close to what China has been doing lately in agricultural policy, suggesting that Xi (or the person who actually wrote the thesis) has a major say in policy or is at least in agreement with what's being done. There is nothing adventurous, controversial (or insightful) in the thesis. It seems to be the work of a wonkish technocrat who is not prone to talk out of turn or wander from...

Divergence in U.S. & Chinese egg prices

High egg prices are a hot topic in the United States. China, in contrast, has a glut of eggs and depressed prices.  The March 14, 2025 USDA Agricultural Marketing Service weekly eggs market overview reported that U.S. egg prices continued declining during the second week of March as the supply situation improved. No significant highly pathogenic avian influenza (HPAI) outbreaks have occurred in March and U.S. egg demand is relatively light. The average U.S. wholesale price for Grade A large white eggs was $4.15 per dozen, down sharply from their February peak.  Until 2021, Chinese and U.S. wholesale egg prices had been roughly equal at about $1-to-$2 per dozen with no trend. U.S. prices fluctuated more than Chinese prices, so the U.S. price was sometimes higher, sometimes lower than the Chinese price after converting them to dollars per dozen.  Chinese prices converted using monthly exchange rate and assuming 0.6 kg per dozen. Sources: USDA and China Ministry of Agricult...