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panfluteyesterday at 3:24 PM1 replyview on HN

I don't think international trade is so stable that any shift would imply equal and opposite shifts in trade. For example it looks like Brazil's production is up 5% while China's overall usage may be down 6%.


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nonethewiseryesterday at 6:42 PM

Do you think China's new demand on Brazil could be handled by Brazil with previously idle capacity?

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