Has the market fully recognized the ASF impact to China?

Maybe, says Joe Kerns of Kerns and Associates in Ames, but probably not quite as it's a big problems to try and wrap your brain around. He was kind enough to share with us a couple of charts:

On the export side to China, despite what you may hear, we are doing a boat load of business right how:

He does point out this is all tariff free trade as it is being bought by the Chinese government. He also says this has the potential to change the face of agriculture in the U.S. much like the introduction of ethanol into the gas supply several years ago.


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