10/23/25 Afternoon CommStock Report – Fixing Columbia’s Trade Surplus with the US

The president of the United States and the president of Columbia were exchanging words and slurs with each other of a nature that it will be hard for them to come back from. President Trump called Gustavo Petro a “drug trafficker and lunatic” and Petro came back calling president Trump a “murderer” as a Columbian was one those killed when the US military sank an alleged drug boat. President Trump has turned up the heat on South American drug trafficking which is initially being taken positively by many Americans as 48% approve while 38% do not (YouGov poll). Trump is literally targeting Venezuelan president Maduro in the same crosshairs that marked the boats before missiles blew them up. He wants him to know that a similar missile could target him and would like to scare Maduro into exile.   This brings us back to agriculture again. In recent years Columbia has become our 3rd best corn export customer taking over 11% of our corn exports in 2024 according to SF. 2 of every 100 bushels of corn produced in the US went to Columbia. The ACGA has put a lot of effort into developing this market that is now at…