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NCIA | Exactly. The consensus that I do believe is correct is that the heart of the belt is lower on yield as backed by the plot data. They raised yield and acres. So that means that the “fringe” acres added would need to yield over their projected average would it not?
This is what they will trade anyway, but someday a couple years down the road there will be a 300mb correction out of the blue. Probably when we are all heavily hedged/sold. I know it’s coming, but it’s hard to risk my operation on the when.
Edited by SJR 2/12/2026 08:32
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186.5?
