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w1891

Posted 1/14/2019 06:12 (#7243928 - in reply to #7243787)
Subject: RE: Walking through this..

S Illinois

I will take the under on Brazil ending stocks coming in at 24.8 MMT and at best 45.5 MMT domestic use will be a push. You are 4-5MMT too low on what Brazil has for export at a 115MMT crop. That along with an extra 3-4MMT in exportable Arg supplies will keep the US export number under 2 BB.

Revisiting Soybean Numbers. - JonSCKs : 1/13/2019 19:41
- RE: Revisiting Soybean Numbers. - JonSCKs : 1/13/2019 19:54
  - RE: Revisiting Soybean Numbers. - IN555 : 1/13/2019 20:54
    - Brazil can not supply China's needs. WASDE has you duped. - JonSCKs : 1/13/2019 21:11
      - RE: Brazil can not supply China's needs. WASDE has you duped. - w1891 : 1/13/2019 21:41
        
        No. - JonSCKs : 1/13/2019 21:58
        
        RE: No. - w1891 : 1/13/2019 22:26
        
        Walking through this.. - JonSCKs : 1/13/2019 22:55
        
        RE: Walking through this.. - w1891 : 1/14/2019 06:12
        
        Quantitative Easing Stocks eh? - JonSCKs : 1/14/2019 08:58
        
        RE: I don't know about some of the ..... - farmer4321 : 1/13/2019 22:35
        
        We do that all the time.. - JonSCKs : 1/13/2019 23:02
        
        RE: We do that all the time.. - indeeppigfarmer : 1/14/2019 05:41
        
        RE: We do that all the time.. - GrainTrader : 1/14/2019 05:43
        
        RE: We do that all the time.. - indeeppigfarmer : 1/14/2019 06:07
        
        RE: We do that all the time.. - GrainTrader : 1/14/2019 16:53
        
        RE: We do that all the time.. - IN555 : 1/14/2019 08:34
        
        They are not going to have as much as last year.. - JonSCKs : 1/14/2019 09:06
        
        RE: They are not going to have as much as last year.. - Bengal Stripes : 1/14/2019 11:10
        
        RE: They are not going to have as much as last year.. - IN555 : 1/14/2019 12:06
        
        RE: They are not going to have as much as last year.. - Bengal Stripes : 1/14/2019 12:11
        
        RE: They are not going to have as much as last year.. - IN555 : 1/14/2019 12:14
        
        RE: They are not going to have as much as last year.. - Bengal Stripes : 1/14/2019 12:41
        
        Regardless the numbers are tightening up. - JonSCKs : 1/14/2019 12:53
        
        RE: Regardless the numbers are tightening up. - Bengal Stripes : 1/14/2019 13:14
        
        On paper.. - JonSCKs : 1/14/2019 13:19
- RE: Revisiting Soybean Numbers. - Conan the Farmer : 1/13/2019 22:32
  - Lol.. and we did it supposedly on Fringe acre increase.. ?? - JonSCKs : 1/13/2019 23:16
  - RE: Revisiting Soybean Numbers. - Don Smith : 1/14/2019 01:35
  - RE: Revisiting Soybean Numbers. - zenfarm : 1/14/2019 06:08
    - RE: Revisiting Soybean Numbers. - Conan the Farmer : 1/14/2019 10:04
      - RE: Revisiting Soybean Numbers. - zenfarm : 1/14/2019 10:49
        
        RE: Revisiting Soybean Numbers. - Conan the Farmer : 1/14/2019 11:47
        
        RE: Revisiting Soybean Numbers. - zenfarm : 1/14/2019 12:07
        
        RE: Revisiting Soybean Numbers. - roarintiger1 : 1/14/2019 13:01
    - RE: Revisiting Soybean Numbers. - Conan the Farmer : 1/14/2019 10:40
  - RE: It may level off - Deere6 : 1/14/2019 06:13
    - RE: It may level off - farmernick : 1/14/2019 12:58
  - RE: A couple of comments. - farmer4321 : 1/14/2019 06:36
    - The Assumption that Brazil has filled the US void is false. - JonSCKs : 1/14/2019 09:19
  - RE: Revisiting Soybean Numbers. - IN555 : 1/14/2019 12:12
- RE: Revisiting Soybean Numbers. - McFarmer : 1/14/2019 07:11
  - RE: Revisiting Soybean Numbers. - roarintiger1 : 1/14/2019 13:07

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