world ending stock to use is up 1% over the previous 2 years. Average cash price one year ago today was approx. $1 higher, $2 higher two years ago today. Exports to date are down 26%. Ending stocks for the world excluding the US are down sustainably from the last two year. People can take whatever side they want on the tariffs but claiming the tariffs haven't affected price is crazy.
People expecting a reset to the days before tariffs will be disappointed. Damage is done. This will last a generation.