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Friendly report tomorrow ????
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w1891
Posted 2/9/2026 10:07 (#11545886 - in reply to #11545794)
Subject: RE: Friendly report tomorrow ????


S Illinois
What do you feel can be changed to create a bullish reaction?No US yield/acre changes in this report. Demand will change but it would be out of character to pull in the Trump tweet on China purchases or 45Z proposals. So that leaves 25-50 mb corn export bump and perhaps a 10-20mb soybean crush bump. SA production at least regarding soybeans will be bumped higher. Their demand will be strong but not a game changer. Not many other significant numbers to be changed.
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