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| A carryover is what is left at the end of a crop year not in the middle, there 36 mmt is the same as the stocks in the US as of March 1, if you think they carryover a billion bushels that is ridiculous they export 31 mmt of meal alone and 9 mmt of beans without any domestic demand they use 42mmt of beans , so something has to give this year I say no bean exports or should I say net zero they have sales on the books same as all suppliers , they will be importing because at 2.00 crush they want to crush all they can. | |
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Bull sread bean time
