this post was submitted on 08 May 2025
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I heard agristonks people saying it won't have a big impact cuz Brazil stock of soy isn't infinite so one way or the other the soy will flow, maybe just at a higher price overall.
But I don't know shit
Stock of soy? Why are they talking as if 90% of Brazil's agro wasn't producing soy?
That production already had a projected buyer before it was planted, some more of it can go to China instead of for example Philipines, but then Philipines will just buy the yank soy, simply at a higher price. It's like Russian oil and gas "ban", higher prices overall but no less production
commoditeez nuts
I mean US govt will probably give them money anyway and they will just burn the soy. Soy isn't also the hardest thing to farm so i wouldn't be surprised if Brazil would be able to take those contracts entirely.
Also THE SOY MUST FLOW