Sorry for the more free-form nature of this note. I had to attend to a family issue on Tuesday evening and Wednesday. My work schedule is a bit off.
Hogs/soy meal
Reuters published an article, Chinese pigs fed new menu as Beijing weans farmers off US soy. The crux of the article is that Chinese farmers are using fermented food to replace soybean meal, especially due to questions about the trade war with the US, and China’s dependence on US soybeans.
But the US-China trade war started in 2018. In...