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Why not lift hedges here?
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zenfarm
Posted 11/13/2026 14:24 (#11801760 - in reply to #11801460)
Subject: RE: Why not lift hedges here?


South central kansas		Ill take the bearish side on HRWW

I'll use the number system, with no importance as to the the order
1. The US dollar
2.Exports of HRW
3.Ending stocks of HRWW. Projected to be at almost 60%_ stocks to use
4.El Nino has the ability to increase the production of HRWW

These are just several reasons I am bearish medium to longer term.

Edited by zenfarm 11/13/2026 14:29




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