Things are coming in hot and heavy and I feel it’s important to drive value for my subscribers by posting more regular Private Blog content.  This morning’s announcement by the Chinese to target U.S. soybean exports with a 25% tariff is telling.

I have some thoughts about the medium-term market effects and potential moves by China to offset lost U.S. imports in this morning’s Private Blog, which you can access for just $4/month by signing up at my Patreon Page.