Posted 12/5/2018 08:18 (#7150058 - in reply to #7149964) Subject: RE: China Has Begun Preparations to Buy US Soy
I think what it comes down to is Brazil simply can't supply china with enough beans and china knows it. I would guess their domestic reserves are very low at this point and could see them buying from us well past the normal window as they try to restock. But all of this is subject to the truce going well which I'm not very optimistic. I'm hoping to get a good run up in the next 60 days that would be a wonderful opportunity to unload some risk before crap hits the fan again.