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12mmt
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ehoff
Posted 1/20/2026 09:41 (#11517727 - in reply to #11517699)
Subject: RE: 12mmt


Central Missouri
The way to look at this imo is this… what market is currently the exact opposite of soybeans? Imo it’s silver. The end users of silver are concerned that they won’t get the supply they need so they are taking delivery driving price higher.
End users in beans have no concern that they will run short of beans. In addition the USA is no longer the primary supplier of beans to the world we are the residual supplier. This isn’t gonna change.
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