Nebraska aka the boondocks | I have two thoughts. One, there is slop in the numbers, by that I mean, the real carry could be 2.3 billion or 1.7, nobody will ever know the difference. Two, by firing so many usda employees, I believe, they are more reliant on the formulations and methodologies that we hate so much, more than ever. Will they print a larger yield for next year, they almost have to. I guess I have a third thought, subsidies drive people to what they know best, and like to do most, and that is plant more corn. My fourth thought, we have no clarity where we are going. Unless Mother Nature drops a drought, a bunch of rain or some other calamity, that takes the slop out of the equation, we all know where we are headed.
I recently talked to a local ethanol plant employee. He said they are running at 125% of capacity, and it sounded like maybe, they are overdoing it. I suppose this is good on one hand, but in the other hand, where is more demand coming from? And if nation wide e15 takes off, can it even be produced?
Edited by McHusker 1/2/2026 15:16
|
Jan Report and Acres
