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Trendline Exports.. the numbers.
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JonSCKs
Posted 12/19/2013 18:18 (#3531552 - in reply to #3531480)
Subject: Record Sales and Shipments.


We are at the HIGHEST EVER for:

1) Soybean Sales for this week at 39.04 mmt's

2) Soybean Shipments the week of 11/14/13 at 2.488 mmt's.. 10/31 is the 2nd highest in history..

3) Soybean Shipments to this date.

We will "probably" exceed the highest ever shipments of soybeans for the year exceeding 2010's 39.9 mmt's.

We have only shipped about a third of the corn export sales of 27.5 mmt's as of this date because our infrastructure is tied up shipping beans.. (see above.)

We "probably" are on pace to record the highest corn shipments since 2008's 59.97 mmt's.. the LAST TIME corn prices got this cheap.. as foriegn customers refill the cupboards.

On the Wheaties.. once we fill the Soybean shipments.. and do whatever we do in the corn.. we can still fill in around the edges since we have a tremendous ability to export.  Again during the week of 11/14/13 we loaded 91.4 myn bushels of Soybeans, 29.7 myn bushels of Corn and 20.2 myn bushels of wheat or 141.34 myn bushels just for those three..  WOW!!

Canada has a big wheat crop.. but it's stuck in an elevator that has a grain train parked waiting on an Oil train to pass.. before it can load.. and ship it to port..  The other major wheat exporters of the world have similar logistical constraints.. Last year Brazil had ships waiting in harbor to load for 90 DAYS!!!

So.. we can fill wheat orders.. TODAY.. and that is why we will still sell wheat.. and besides it's a good value now that it has gone on sale.

Just to put some perspective on these AMAZING numbers.. Consider that we have gone from basically Empty bins.. to a FULL OUT SPRINT in exports in only 11 weeks.. Nobody.. NOBODY ELSE on the face of the PLANET can do this.

"fwiw."

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