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S Illinois | What kind of storage does the e-plant have versus usage. It seems like a Ray J type of place will have lines like harvest most of the year otherwise they would not have enough to run on. A few days of storage means that they are limited to the amount they can take one day otherwise they would plug up. Also sellers would begin to be burnt out if they started to stop hauling on random days. Hence they would have lines everyday but no one day heavier or lighter than any other. Lines seems to be poor indicators of usage, bullish or bearish. Lines at most of the facilities we haul to indicate poor logistics at the pit or mechanical problems rather than amount of grain being hauled in. | |
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