According to my FedEx salesman, 3-10% of packages from Amazon FCs were being delivered by FedEx. After August 31, that volume will go to UPS. He claims that it will be a massive problem for them.
I'm skeptical. Takes a long time to grow soybeans. Here in the U.S., because Trump is so "spontaneous" I avoid making long-term commitments in response to his tariffs and other policies.
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It is farners, ranchers, loggers doing it. Why the question at greater scale I admit I want to decouple from China. But will affect other Asia due to their own currency suppression and transmission. Mexico looks attractive.
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Soybeans take 3-5 months from seed to harvest.
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