Maloni Intelligence Chart of the Week

Tariff Impact on Commodities

Written by David Maloni | Nov 25, 2024 6:55:48 PM

Will we play nice with China in 2025? Or will additional tariffs knock the markets down? There’s no denying that agricultural exports are a key driver of the commodity markets. Additional tariffs could have a deflationary effect on certain products. China has been the largest destination for U.S. agricultural exports by volume over the past four years. However, this dynamic is shifting. With declining trade to China, it’s possible that Mexico may take the top destination for U.S. agricultural exports championship belt this year. Note that the share of U.S pork exports to China this year is second smallest since "the baddest man on the planet" was a young 44 years old in 2010.  Want to learn how Datum FS can help you anticipate commodity volatility? Learn more by exploring this website or fill out the form below.  Thanks for reading.