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Non-Tech : The Brazil Board

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To: elmatador who wrote (2460)11/11/2024 12:55:24 PM
From: E_K_S  Read Replies (4) of 2504
 
I am wondering what the reciprocal trade agreements will be with Brazil as they compete with the US in many of the Ag products US produces. I started a position in FMC and will be adding to CTVA both export their US manufactured Ag goods to Foreign Ag producers.

I had also built a nice position in AGRO w/ most of their production in Brazil but sold that as it tends to trade on annual production & current crop prices.

My focus is now finding US manufactures that can export their production into different Foreign Countries and perhaps countries that can do reciprocal trade deals. The win win would be to increase the total production by the end user using US inputs (ie seeds & specialty crop insecticides etc).

I do think Brazil will make a great trading partner especially in the Ag sector.
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