I agree, the US still has international exposure and will feel impacts from it. I mostly had issue with the claims that the US isn’t planting enough in 2026 and will have to cull livestock because of it. It’s just not true. Most of the planting has been done and is being fertilized with supply that was secured before the shock. 2027 will likely be the tougher year, but it still won’t be because the US can’t plant anything.
I agree, the US still has international exposure and will feel impacts from it. I mostly had issue with the claims that the US isn’t planting enough in 2026 and will have to cull livestock because of it. It’s just not true. Most of the planting has been done and is being fertilized with supply that was secured before the shock. 2027 will likely be the tougher year, but it still won’t be because the US can’t plant anything.