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| https://www.reuters.com/article/health-coronavirus-usa-biofuels/us-b...
Not sure if this has been posted here yet or not. Everything is annualized, and this shouldn't go on for a year but they quote over 3 billion gallons of ethanol demand destruction, which is over a billion bushels of corn demand. I know, I know, replace the DDGs, more will be fed, blah blah blah, my point is I don't know if we're fully grasping what is happening to our stocks yet. There's a WASDE this week, I think we'll be well served to be very defensive going into it. | |
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RFA bailout
