Okay I've gone down this path before.. and been rebuffed.. but Given the Stocks Report I have data behind my arguments.

For those that might care..  ??

Fringe States Corn Acres, Production, Yields and Stocks.

2018 Corn Prospective Plantings.. from a year ago..  https://www.nass.usda.gov/Publications/Todays_Reports/reports/pspl0319.pdf

and 2020's from Tuesday https://downloads.usda.library.cornell.edu/usda-esmis/files/x633f100h/zp38wx43m/bk128w44q/pspl0320.pdf

Corn Acreage has been growing over time.. in 2018 we planted 90.167 million acres.. In 2019 we WERE going to INCREASE that to 92.792 million acres.. Specifically..

Kansas 5,450 k Corn Acres in 2018 intended 5,700 k Acres.. Given all the problems.. Actually INCREASED to 6,400 k Acres and on Mar 1 Intended to do 6,300.. NOT GOING TO HAPPEN NOW!!  Neighbor just cut his 2,000 acres in HALF!!  More to come..

North Dakota 3,150 k Acres in 2018 intended 4,050 k Acres DID 3,500 intend 3,200 K Acres for 2020

South Dakota 5,300 k Acres in 2018.. intended 6,000 k Acres DID 4,350 k Acres Intend to do the 6,000 k Acres for 2020

Okay now the stocks..

from below.. reposting..

Grain Stocks North Dakota 9/1/18  Corn 61 myn bushels

2018 North Dakota Corn Production 448 myn bushels

Therefore Total Supply = 509 myn bushels

Grain Stocks 12/1/18 North Dakota 333 myn bu

Implied Disappearance ( 509 - 333 = ) 176 myn bushels

...

Grain Stocks 9/1/19 ND 46 myn bu

2019 Current ND Corn Crop size 455 (7 myn bu MORE than 2018)

Therefore Total Supply fall of 2019 = 501 myn bushels (8 myn less)

Grain Stocks 12/1/19 ND 430 myn bushels

Implied Disappearance 71 myn bushels.. 105 myn LESS than 2018 despite a Larger Crop..  ???

...

Grain Stocks 3/1/19 ND  246 myn bushels

Grain Stocks 3/1/20 ND 268 myn bushels

Do you believe that ND has 22 million bushels more Corn now vs a year ago?

Despite challenges bringing the crop in.. it is one of the only States to Show a Gain in Stocks Yoy.. Illinois on the other hand showed a 319 myn bu reduction.. and probably had better success harvesting it.

Kansas  2018 Corn Crop 642 myn bushels 3/1/19 Corn Stocks 333 myn bushels

2019 Corn Crop 801 myn bushels 3/1/20 Corn Stocks 359 myn bushels.

In spite of raising 159 Million bushels more.. Implied Disappearance 19/20 vs 18/19 is 135 Million bushels more... ?!?  On paper.. 159 million more.. On paper 135 million more in disappearance..  ???

... after a 24 myn bu gain in stocks yoy.

So Long story short.. AFTER INCREASING Acres 850 acres..in 2019 over 2018 we have 24 myn bushels more as of Mar 1st 2020 vs March 1st 2019.  So That BIG Increase in DRYLAND Corn acres.. was a dud.. 40 - 80 bu yields in 2019 on 850 k more acres.. vs 70 - 135 on Less in 2018.

..

On my farm we were already dropping acres due to the poor yields.. add the price drop and Corn acres are DROPPING BY.. ???  "alot" maybe.. ?? 1.5..1.8.. 2 million acres...???


idk.

but it's dropping VERY FAST RIGHT NOW!!