Perma-damage to U.S. Ag?

[shtferbrains]

Saw one analyst that suggested NAFTA was just a sideshow and wasn't more than a few tweaks.

The real prize would be a better deal on the long standing problems with China and that would be considered " Regan Like " if accomplished.

Also suggested additional purchases Beans and more ag commodities might be used by China to help the trade balance.

[errolanderson]

Perma-damage to U.S. soybean growers now very real. China unwilling to ‘stand-down’ to U.S. tariffs. Declining China overall soybean usage likely to decline over the next year. China also willing to pay a premium for South American beans, but now also working toward hog feed substitutes. Cdn peas may be a bullseye.

Apparently, more than 1.4 billion dollar farm revenue loss for the state of Iowa alone. This may force some U.S. soy producers out-of-business and trigger shockwaves across American Midwest business. Where will this place corn acres next spring? Consequences are mind-boggling . . . .

Believe U.S. / China trade war already slowing global growth which will overhang commodity markets through 2019. But U.S. fall-from-grace could produce export opportunities for western Canada.

A realignment of global trade patterns now already in-progress . . . .

[ajl]

Perma-damage to U.S. soybean growers now very real. China unwilling to ‘stand-down’ to U.S. tariffs. Declining China overall soybean usage likely to decline over the next year. China also willing to pay a premium for South American beans, but now also working toward hog feed substitutes. Cdn peas may be a bullseye.

Apparently, more than 1.4 billion dollar farm revenue loss for the state of Iowa alone. This may force some U.S. soy producers out-of-business and trigger shockwaves across American Midwest business. Where will this place corn acres next spring? Consequences are mind-boggling . . . .

Believe U.S. / China trade war already slowing global growth which will overhang commodity markets through 2019. But U.S. fall-from-grace could produce export opportunities for western Canada.

A realignment of global trade patterns now already in-progress . . . .

Errol, better check the post on Argentina brokering US beans into China.

[macdon02]

Errol, better check the post on Argentina brokering US beans into China.

Chinese harvest weather doesn't look vey good either.

[malleefarmer]

My take here china buying shitloads of all sorts of grain from oz never ending demand seemingly which will only increase with trade war. Barley malt off spec malt and feed barley in particular.

Remember probably a freight advantage as well.

But one day usa may say to australia well efff you guys whos side are you on.......

Terms of grain has to be playing into russias hands probably have a huge share of chinas market as well.

Downside grains in toilet price wise in usa affects whole grain complex which begs the question why is wheat etc traded off benchmark chicago

[macdon02]

My take here china buying shitloads of all sorts of grain from oz never ending demand seemingly which will only increase with trade war. Barley malt off spec malt and feed barley in particular.

Remember probably a freight advantage as well.

But one day usa may say to australia well efff you guys whos side are you on.......

Terms of grain has to be playing into russias hands probably have a huge share of chinas market as well.

Downside grains in toilet price wise in usa affects whole grain complex which begs the question why is wheat etc traded off benchmark chicago

Are you hearing Canadian canola imports will be hitting the shores of Oz very soon Malle?