Posted 1/15/2019 12:50 (#7246729 - in reply to #7246338) Subject: Last USDA report
The Last USDA report that had shipments by destination had China down 17 million metric tons.. like 0.6 mmts..?? picked up from the US.
while total shipment were down 12 mmts vs a year ago so we have picked up about 5 mmts to others thus far.
I know China probably got some more from Brasil.. but it kind of looks like they're just living off of stocks.. mostly.
If you believe the wasde numbers.. ?? D Newsom notwithstanding.. If they're going to get anywhere close to last year's 94 mmts they are going to have to kick it in gear from somewhere..
Well, apparently China .......
