What does 12MMT do to the US balance sheet at 53 nat yield?
Pofarmer
Posted 10/30/2025 08:04 (#11418154 - in reply to #11418055)
Subject: RE: What does 12MMT do to the US balance sheet at 53 nat yield?



USDA had already figured in reduced exports in the September WASDE.

So maybe not much? 

And, yeah, I think 25mmt is a pipe dream right now. 

We'll see.

 https://www.usda.gov/oce/commodity/wasde/wasde0925.pdf



Edited by Pofarmer 10/30/2025 08:04
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