| 1). Explain boogeyman mentality.
2) Not saying China can pick their demand, but they somehow do. Claim 70% loss to ASF when in reality was more like 35-40%. They sold crap interior reserves at a premium because they hammered our prices down enough to replace cheaper.
2). Look up China purchases pre Derecho (August10) versus post Derecho.Writing was on the wall for them to front load.
3). Didn't say the US got “dumped” on. |
Phase 1 trade agreement
