Gulke 091314

http://www.agweb.com/article/jerry_gulke_talks_frost_sds_and_big_crops_NAA_Alison_Rice/?smartid=DDZZZZS111ZZZZ1Z2ZZZZZZZZZ000003963592ZZZZZZZZZZZZZ&spMailingID=46962450&spUserID=MTE5MTM3NjQwMTES1&spJobID=521542955&spReportId=NTIxNTQyOTU1S0

excerpt --

Given the monster size of the corn and bean crop projected this year by the USDA,
 that might not be such a bad thing for prices.

But Gulke is still thinking that while there might be big yields this fall,
there just isn’t going to be the harvested acres that the USDA expects.
 "It could be real interesting when and if the market decides to look at these numbers or believe them
 or even deal with them," says Gulke.

He believes there are a million fewer soybean acres and 2 million fewer corn acres than the USDA has projected,
which could significantly reduce supply and boost the current low prices for both commodities.
"Maybe there’s a chance for a dead-cat bounce after all," he says.
 
>> poss acre change >>

poss 10 mill +/- acres of corn and/or beans/corn not reported  in FSA  program

a new "dump" of info on Tues regarding acres

Gulke thinking closer to 89 - 89.5 mill a corn planted = about 2 mill a less then current USDA planting numbers

and poss 1 mill a less beans

corn - poss result of 400 - 500 mill bu less would result in 1.5 to 1.6 mill carry rather then 2.1 now projected

fwiw - at least worth a listen