we still aren’t anywhere close to a supply issue.
No.. but If Brazil only has.. ?? 68 mmt's to export vs Last year's 76..
And China covers part or all of that 18 mmt hole.. that's a 26 mmt swing..
.. which is the "current" US Soybean Carryout.
So Yal I think it all is "relevant."
I could see us coming in around or under 600 myn carryout.. with less acres going into next year.. for instance.
we got the weekend to hash it out.. who knows.. models could come in hot and dry monday and off to the races we go... ??
Edited by JonSCKs 2/1/2019 15:58
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