Trade tensions are back in the spotlight — and agribusiness stocks like Bunge Global (NYSE: BG) could be front and center in the weeks ahead.
President Trump recently warned of 100% tariffs on Chinese exports by November 1, following Beijing’s threat to impose new export controls on rare earth metals.
He also hinted at a cooking-oil embargo targeting China — a move that could directly benefit U.S.-based agricultural firms like Bunge.
Tariffs and Trade Shifts
In a Truth Social post quoted by CNBC, Trump stated:
“I believe that China purposefully not buying our Soybeans, and causing difficulty for our Soybean Farmers, is an Economically Hostile Act. We are considering terminating business with China having to do with Cooking Oil, and other elements of Trade, as retribution… We can easily produce Cooking Oil ourselves; we don’t need to purchase it from China.”
Such rhetoric underscores how global supply realignments could boost U.S. agriculture producers that already have deep domestic infrastructure — and Bunge stands near the top of that list.
Bunge’s Outlook
BG last traded near $82.41, and technical momentum suggests potential upside toward $88 in the near term.
The company’s fundamentals also support the case for value-minded investors:
-
Dividend yield: 3.4%
-
Upcoming dividend: $0.70 per share payable December 1 (record date November 17)
-
Next quarterly payout: March 3 (record date February 17)
With a strong balance sheet and steady demand for its agricultural products, Bunge could emerge as a defensive play in an uncertain trade environment.
The Bottom Line
If tariffs and trade restrictions continue to escalate, U.S. agribusinesses like Bunge may benefit from reshoring supply chains and increased domestic production.
While volatility is likely to remain high, BG offers both income through dividends and potential upside if trade tensions persist.
Keep an eye on this one — it could be a quiet winner in a noisy market.
Ian Cooper is an experienced trader who uses a combination of technical, fundamental, and news analysis to help individual investors grow their wealth. Ian’s Premium Options Strategies