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NCND | Spoke with the commercial. First few unit trains for new crop starting in October went for 700. This is for the big bean export push. The wild card is is how many times can they turn them? Avg for us was 2.2. Can we get that this fall?? No clue
The August September bids haven't started yet. Doing the Octobers first this year I guess.
With this knowledge I don't see basis blowing out to the bad side on new crop until it becomes apparent what realistic turn rate is. Jmho
After thinking or day dreaming a bit I'm falling in love with minny stallion spread July/sept | |
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