Fair enough Sat.. not on here for ego.. I purposefully kind of go quiet before a report.. chuckle well.. sometimes I do.. just to listen.

I didn't post the export stuff this week.. so housecleaning.

No doubt it's wrong.. "all models are wrong.. but some are useful."

Seeing USDA up ethanol by 50.. "seems useful" to me.. when everyone else was screaming the end of ethanol on the EPA earlier last fall...

maybe corn exports are front loaded.. thing is if they are not.. then USDA has room to up it and lower carry out.

Looks like USDA set that one up on purpose... They could have upped exports and left F&R alone.. they did the opposite..

One of the key takeaways.. imho.

later.