Posted 10/12/2025 15:41 (#11397938) Subject: So let’s be honest about a China deal
If China does start buying US origin beans how much of an increase in board price are you expecting?
Looking at this weeks FOB prices out of different ports US beans aren’t that far off from their historical 5 yr price comparison between NOLA Brazil and the Argentines.
As of Monday the NOLA FOB was only $45/mt under the Brazil FOB and even with Argentina.
So let’s be honest about a China deal
