Good question.. We're not looking at imports yet.. Maybe the market is looking at beans this way..?? We have beanies at the ports in Brazil.. and tributary to the PNW.. those are flowing to demand.. Brazil beans to the US East Coast.. and PNW beans to Asia.
The stocks report says that we are not out of beans.. It is kind of odd.. but until we see the whole picture.. we know we'll import beans.. just don't know how much yet.
OR.. some other reason.. idk. |