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| how many, what brand, how far..............tomorrow morning.............couple of things I am looking at..........first off SA corn production is still overstated, particularly Argentina................SA soya production is likely to tick up alittle, Argentina number is probably a good spot to sit, but IMO could go down at some point, Brazil likely moves up alittle....................BIG QUESTION HERE is exports, those guys have a major infrastructure problem along with some harvest delays with rain in Brazil compounding issues...............if you can't get it too market in decent shape or onto the world market it doesn't matter how big the crop is or WAS..........what implications does this have down the road.................
Demand, who knows......................did corn demand cool, what about soya.............
Wheat............may be in the driver seat...............in rough shape now, and still dry in some key areas..............the post about La Nina and wheat production had some pretty highly correlated numbers that meant, strong La Nina=tough wheat crop....................this could be what sets up 2012..............
Anyone take their hammer to the shop and bang on the planter instead of their fingers yet..............
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Shoes................
