East Central South Dakota | We will be at 90.5 million acres and a national yield of less than 150 when the dust settles ( or when the water drains) year end. We are planting like crazy here, into the wettest coldest muck i have ever planted into. Lost the month of May in heat units. We simply will not overcome all the agronomic challenges to have a good national average. I think we can come close to getting it planted, but the early cold and wet agronomics have already set a low base to build off of for yields.
I will predict that the drought in Kansas, Oklahoma and Texas will move into Mizzou's back yard and all the areas that have good planting. This will cost us more bushels. Have seen it happen before.
I will predict grains will eventually delink from crude putting the big hurt on ethanol. Some production problems will need to continue for this to happen, but we are well on our way for this to play out. |