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NCND | It's both grain and rail. Time and economics will fix it faster than any government program ever would.
This time will pass. Can't build track over night. I have double track going in right out my door. There has been thousands if not a million loads of dirt hauled and they have completed 2 miles of just dirt work. Their is 8 miles stretch here. From what I understand they will do 4 this summer and 4 miles mext summer.
I fixed new crop beans -80. That is normal for here. I didn't see any point in hoping for better when it was there. -95 now. Still not the worst.
People talk about too much corn and how yields have grown look at spring wheat and how yields have grown. 10 years ago we thought 50 was a success. Now it's failure. 70 is new happy number here. That's only a 40% increase!
Us planting soybeans is us doing our part to hekp logistics. They run 30-36 instead of 55-80 or 80-140.
There is no fix but pipelines and more track without the state turning into a feedlot. It all takes time doing something completely retarded like bringing in more government will only make it worse.
If you don't think I know what I'm talking about I have pipe and track projects I see everyday. It is a ton of work and often in poor conditions. The guys doing the work say the people are way easier to work with here but it's the dirt, wet conditions, lack of housing and other stuff that makes this place an animal all it's own. Until you can fully grasp the scale and obstacles these projects face pontificating on them is just uneducated guessing at best.
Give it time and then wait a bit and give it a little more. That is the best long term solution. The oil has as much right to the tracks as grain, cars, ethanol, lumber or anything. It sucks and it's going to keep sucking but we must sleep in the bed we made.
EDIT to add.
I grew up with little to no storage on farm. This forced me to market, market, market, market, market. I never had the luxury of growing it and then binning it and then marketing it. I have had many ups and downs in markets but I do know the times I was burnt the most was when I was complacent. In general as an industry here in upper great plains we have become complacent and now we are playing catch up.
Spring wheat bid today is as good as -45 here. Not historically terrible by any stretch. Soooo a guy could have sold the futures and rolled until basis improved or made sense and today deliver with zero lines at elevators. Just saying as all these stories I see never do mention those facts which would help the growing sentiment that government is the answer here.
Edited by vailcat 7/31/2014 08:43
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White Shadow, The pain has .....
