Under a protectionist USA I think we could end up performing better. I did some rough numbers on Beef exports and the US accounts for roughly 30% of our market, might see some cheaper beef on the shelves.
But rare earths, precious metals, any thing of strategic value will be highly sort after. The west has missed the start on the precious metals race.
SPR Price at posting:
$1.38 Sentiment: Buy Disclosure: Held
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