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Ontario's middle east | I don't recall questioning your take on the NY supply? My corn is and will remain priced out of your market. Niagara area corn moves that way quite readily. I really don't know how big your shortage is and how much the constraint is due to "bin welders". I'm already hearing numbers backing off like a significant amount has got done. Indiana is a similar story, posted values may not of backed off much but the pushes have..... From what I see. The basis will of course ebb and flow but I will suggest the flat spread structure will temper the traditional basis improvement ..... Unless of course, the basis don't follow the spreads.... So what's the plan? You going to sell it or store it and smoke us merchandisers out? | |
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