Deere6 - 10/30/2025 07:58
IN555 - 10/30/2025 07:45
I don't have time to dig into the numbers but I believe this is around the amount we need them to purchase in order to meet current projections. The trade is likely excited based on expectations yield will be coming down enough to make this very tight. The 25 mmt for next year sounds great other than its still well below what they were buying prior to the first trade war. That is what I think most die hard trump fans are missing is we are still losing and likely will lose even more in the long run as SA expansion ramps up faster based on these trade wars. So far US agriculture has done nothing but take it on the chin from this administration, words mean nothing actions mean everything.
And what you are missing is this is a path set long before trump 1 ever took place. The Chinese want to be king of the mountain and they have long realized they aren’t going to get there relying on the current king of the mountain for a lot of their food source. We are about a decade behind in realizing it’s not smart to become so dependent on a foreign adversary. The Chinese investment in Brazil has been happening for a long time, maybe trump does it up a year or 2 but that’s it.
What does 12MMT do to the US balance sheet at 53 nat yield?
