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custar ohio | There is no denying this is a pure demand driven rally.
Gotta give some credit to USDA on their robust export projections.
But this is the reason we are so focused on '26 production. There is much smaller wiggle room.
It is going to be us and Argentina as the world exporters next year if this Black Sea conflict continues and they are in the bullseye for the Super El Nino.
Thanks to Brazil's forward looking biofuels consumption.
Look out above. I am cleaning up some old crop on this rally but am on the sideline for now new crop. Kind of wish I didn't have any new crop hedged. | |
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Rally with the stamina of demand.........
