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The latest news in the US-China trade war is we appear to have phase one of a deal involving China purchasing $40-50 billion of agricultural products. The media is sceptical given past false starts, but Seeking Alpha analyst Jeff Miller makes a good case for why this time might be different. Such orders would be filled via drybulk Panamax, Ultramax and Supramax ships from names such as Scorpio Bulkers (SALT) or Eagle Bulk (EGLE); however, success there could lead to a phase two involving energy products such as oil