Spiralling trade tensions between the US and its key trading partners are starting to reshape the market for agricultural commodities. While US soyabean farmers risk being significant losers, Vietnamese yarn spinners and German pig farmers look like potential winners.
Canola
Chinese buyers of soyabeans such as state-owned Cofco have already turned to Brazil as an alternative to the US for supply of the livestock feed. Soyabeans are one of the commodities targeted by Beijing as a retaliation against US import duties.
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