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Well, apparently China .......
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JD70
Posted 1/15/2019 09:48 (#7246381 - in reply to #7246196)
Subject: Timing is everything


the coordination between the freight and lift facilities has to happen and it does take time. but that was the thing that NOBODY wanted to admit at least nobody who wanted to tell us that when this first mention of china buying US beans started and the Pure trumpers tried to push.

If the majority of these beans to china will not be readliy available for exports until Feb 1 and beyond We should have a nice month of Feb and 1st half of March but from there on it will be a struggle to get off load space in China. All of those ships waiting in Brazil already have dock space booked into China and that space is not available to US shipments.

At this point it is my best guess that all of the 18 crop beans going to china from the US have been bought and 90% of future sales will be for 2019 crop beans. which is why in spite of my belief that US bean yields for 18 will be lowered ending stocks will be going up.
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