The Setup: One Bad Deal Away from the Abyss Here’s what they won’t tell you on cable news or even in ZeroHedge’s semi-woke corners: the U.S. agricultural system—especially soybean exports—is hanging by a fraying thread. The data point that exports “ticked up” last week doesn’t mean a damn thing if the long-term buyer, China, has slammed the door. That’s exactly what’s happening. China has shifted its sourcing to Brazil and Argentina, and they’re not bluffing. This isn’t a market spat. It’s a permanent pivot—a strategic de-Americanization of their supply chain. And while Trump rants about used cooking oil and slaps tariffs on rare earths, the Chinese government is quietly building new shipping lines, stockpiling reserves, and retooling their agricultural logistics…
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