Posted 12/11/2012 12:47 (#2745751 - in reply to #2745747) Subject: Re: Under the surface of the report, ja
wheat fundamentals will come onto the stage...competition faded from ukraine, romania, russia now over past wknd we saw good demand then argentine caps 25% of their exports..
stockpiles continue shrinking...australia has cut theirs...global drought is going to push these babies out of the water, ja.
have a good afternoon
g
edit..brazil's infrastructure or lack thereof will rear it's head for all to see in spring...bulls are in play here...you have to look at who is buying what from whom and when...then why they buy.....
edit#2..brazil..were they not scheduled to run out of corn in dec...