ANALYSIS: Tariff Aftershocks Could Redirect Shrimp Flows Between Ecuador, India, China
The immediate impact of the new trade deal between the US and India is likely to be a near-term increase in Farmgate prices in India. Prices in India and Indonesia have been trending up moderately, while Ecuador's remain lower (Gabriel Luna's updated prices will be released soon). It is reasonable to expect a meaningful portion of US demand currently satisfied by Ecuador to shift back to India, particularly for peeled product...
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