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| I don't know about some of the other numbers but, your US exports at 2131 million is equivalent to 58 MMT . It's hard to imagine how that is remotely possible to physically accomplish this level of exports even if Brazil stopped shipping beans.
But Brazil isn't going to stop shipping beans, even if Brazil's production is 115 MMT, they will still ship the lion's share of expected. We will literally be competing for ships, dock space and storage bin in China.
In order for us to get anywhere near 58 MMT we have to continue to ship to China after the middle of Feb, 5 weeks from now. And we're flying blind here. | |
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Revisiting Soybean Numbers.
