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S Illinois | Who was expecting 500 mb less use in the 2nd quarter than printed? That would be 100mb under last years usage despite exports being 100mb higher in the same timeframe.
Edit: Was someone expecting a 7.85 type number on total stocks? I don’t remember seeing anyone estimating under 8.1
Edit: My edit would actually be the other way so they had to be looking for an 8.85 printed number. I don’t remember any estimates over 8.7. Also if they were that pessimistic they had to be looking at a carryover of 2.8-2.9. The last half of the marketing year would never find enough usage to stay on that 2.2-2.3 carryout with 500 mb less disappearance in the second quarter. Did you mean to say 50mb with the average guess being 8.4bb?
Edited by w1891 3/30/2024 15:20
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After the dust settles what do we have to look forward to
