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| I think we tend to focus on production in the Americas and forget:
that fish protein from the sea is greatly diminished
animal bone/meat use in feed is greatly diminished
that China has become such a huge consumer
that many countries this year had much smaller crops, not just N and S America,not every country will have a bumper next year either
that the US currencies, and others may devalue
Makes it difficult to assess the impact of a large crop in USA, when given current conditions, which may change.
The bears are powerful, politics can be dangerous.
I am bullish. | |
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Simple poll... 2013 grains. Bullish or bearish
