|
| While many on here like to talk of land bubbles and such the big risk to grain prices besides ever growing worlwide production is the China hog diseas risk. FWIW If African swine fever ever gets from russia to china IMO it cuts chinese hog herd in half and they never recover. They will see the error of trying to be self sufficent and will accept the idea of bringing more pork in. This disruption would take years to play out and grain carryouts with normal global weather would swell to unheard of records going forward. That me boys is one thing to watch going forward. | |
|
china hog disease risk
