Tariffs
Expect incremental near-term lift for feed grains, proteins, and ethanol as tariff cuts and smoother approvals translate into real orders.
“This essentially shuts Canada out of the China market.”
“Applying significant broad-based tariffs on Mexico and Canada would be really a downside to the U.S. economy.”
$15 billion in U.S. energy, $4.5 billion ag products, 50 Boeing jets—plus a 19% tariff on Indonesian exports in exchange for U.S. market access.
If you don’t push back, do you get a better deal?
USMCA is “still intact.”
