Trade sources are saying that internal Chinese Prices have a trade resolution baked in.. IF we do not begin to see movement by the G-20.. there will not be enough time to get production to port.. to get to China.

China has maximum leverage right now.. going forward.. they will be at the mercy of a longer trade line from South America.. and higher world prices.. the US will sell beans to those countries other than China.. and US Sales will become back loaded.

I'm not sure what the acreage will go to yet.. but the market is convinced that lower 2019 US Soybean Plantings are in the works.. to the tune of 3..5..6.. million or more less acres.

No doubt that the 2018 crop is overstated on the WASDE.. Yes Illinois and the heart of the Cornbelt had good yields.. the rest of us.. were more variable.. lots of 30 bushel top dryland soybeans in the fringe.. with 1..2..5% that will never get harvested.. this year.. if ever.

The bin doors are welded shut here.. it's gonna take a dollar move higher to pry them open.. and winter will dictate movement for meal needs.

Yes there's enough for now.. but as the trade war winds down.. things will start to move.. imho.

It's a waiting game at this point.

EVERYONE is talking about lower wheat acres.. this morning.. and still trying to get finished on harvest.. email buddy was talking about 4 hour lines at the processor down in Arkansas.. before this storm.  There's still alot of the crops out in the fields.. whole quarter sections that have yet to see a machine..

The only combines running here are 4wd.. without that.. guys are parking and waiting for the neighbors to come get it.

later.