Cooking Oil Is the New Front in the U.S.-China Trade War. Who Might Benefit.

1. Trump considers banning Chinese used cooking oil imports for biofuel, impacting BG. 2. Chinese UCO exports dropped over 40% in 2025, affecting supply dynamics. 3. U.S. ban could benefit domestic oilseed processors like Bunge (BG) and ADM. 4. Green commodities are central in escalating trade tensions between the U.S. and China. 5. Bunge shares rose 14% following Trump's potential import ban announcement.