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<blockquote data-quote="CattleMan1920" data-source="post: 1559975" data-attributes="member: 37967"><p>That's how I feel about things. In economics there is the law of substitution. I truly feel that China does NOT want to deal with us. They don't want cooperation as much as they want absolute control. They want to own every aspect of the supply chain, then there will be little to no disruption. </p><p></p><p>They have a friend in Bolsonaro, he will happily burn every last inch of rainforest to the ground in order to raise beans and cattle. Sim is correct to the point that this won't be done overnight and that China still needs our beans to feed a growing population, but they are looking at every way possible to avoid buying our beans and obtain them from cheaper and more secure providers. I don't think the U.S. should bow to China, but I also don't think we should arrogantly assume that they won't find another way to feed their people. </p><p></p><p>Steve, as for other proteins, I believe that quality will be the only thing that will save us. Most luxury brands didn't suffer much in the 2008 crash, compare that to Sears or Kmart which were crushed, same with autos, the Big Three barely survived, but Porsche and Rolls Royce kept on increasing sales right through the sh.tstorm. Those examples might not make sense to some, but the U.S. needs to focus on selling the best, because competing at the low end of the totem pole has razor thin margins and is a hard game to win for many people.</p></blockquote><p></p>
[QUOTE="CattleMan1920, post: 1559975, member: 37967"] That’s how I feel about things. In economics there is the law of substitution. I truly feel that China does NOT want to deal with us. They don’t want cooperation as much as they want absolute control. They want to own every aspect of the supply chain, then there will be little to no disruption. They have a friend in Bolsonaro, he will happily burn every last inch of rainforest to the ground in order to raise beans and cattle. Sim is correct to the point that this won’t be done overnight and that China still needs our beans to feed a growing population, but they are looking at every way possible to avoid buying our beans and obtain them from cheaper and more secure providers. I don’t think the U.S. should bow to China, but I also don’t think we should arrogantly assume that they won’t find another way to feed their people. Steve, as for other proteins, I believe that quality will be the only thing that will save us. Most luxury brands didn’t suffer much in the 2008 crash, compare that to Sears or Kmart which were crushed, same with autos, the Big Three barely survived, but Porsche and Rolls Royce kept on increasing sales right through the sh.tstorm. Those examples might not make sense to some, but the U.S. needs to focus on selling the best, because competing at the low end of the totem pole has razor thin margins and is a hard game to win for many people. [/QUOTE]
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