China Agrees to $17 Billion U.S. Agricultural Purchase Deal
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 17 2026
0mins
Source: seekingalpha
- Agricultural Purchase Commitment: China has agreed to purchase at least $17 billion of U.S. agricultural products over the next three years, covering purchases from 2026 to 2028, which may ease tensions in agricultural trade relations caused by escalating tariffs.
- Improvement in Trade Relations: U.S. agricultural exports to China plummeted nearly 66% in 2025 to $8.4 billion due to retaliatory tariffs, and this agreement could provide new market opportunities for U.S. agricultural producers and related businesses.
- Restoration of Export Channels: China also agreed to work with U.S. regulators to restore access for some American beef and poultry exports, particularly from states free of avian influenza restrictions, further promoting bilateral trade.
- Establishment of New Trade Mechanism: Both countries plan to establish new trade and investment boards to resolve market access disputes and support trade expansion, with this framework tied to reciprocal tariff reductions aimed at stabilizing economic relations.
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Analyst Views on MOS
Wall Street analysts forecast MOS stock price to rise
13 Analyst Rating
6 Buy
7 Hold
0 Sell
Moderate Buy
Current: 24.060
Low
24.00
Averages
32.38
High
43.00
Current: 24.060
Low
24.00
Averages
32.38
High
43.00
About MOS
The Mosaic Company is a producer and marketer of concentrated phosphate and potash crop nutrients. The Company’s segments include Phosphates, Potash and Mosaic Fertilizantes. The Phosphates segment sells phosphate-based crop nutrients and animal feed ingredients throughout North America and internationally. The Potash business segment owns and operates potash mines and production facilities in Canada and the United States, which produces potash-based crop nutrients, animal feed ingredients and industrial products, and is sold both in domestic and international. The Mosaic Fertilizantes Segment produces and sells phosphate- and potash-based crop nutrients, and animal feed ingredients, in Brazil. In addition to phosphate rock mines and chemical plants, this segment consists of sales offices, crop nutrient blending and bagging facilities, port terminals and warehouses in Brazil and Paraguay. This segment also serves as a distribution outlet for its Phosphates and Potash segments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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