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Hi cparker - interesting article for the US domestic market. Are you implying direct relevance to AAC by posting it on this forum?
Only link i can see is possibility of excess supply increasing US exports, a % of which would possibly go to AAC markets. Keep in mind Australia has a number of its own free trade agreements in key target markets, and long term reliable supplier to other markets, and forecast continuing growth in Asian demand, see little of any serious concern.
I'd be a lot more concerned owning shares in a US beef exporter under Trumps reign.
Growing US meat supply threatens cattle prices, page-2
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