Is this based on China not importing American agricultural goods, or have you seen something more specific?
Of course, re China v US, the flipside of China blocking American imports, is that American exports will be diverted to other markets and may undercut Australian exports to those markets. So there's no real winner, it's just shifting exports around the place.
News: GNC UPDATE 1-Australia's GrainCorp expects loss for year as severe drought bites, page-4
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