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115 mmt's of Soybean Carryout.. 36% in Argentina.. 41.3 mmt's	View previous thread :: View next thread
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thereaper

Posted 2/2/2019 12:07 (#7292243 - in reply to #7291975)
Subject: RE: 115 mmt's of Soybean Carryout.. 36% in Argentina.. 41.3 mmt's

Ol’ Wisco

John I can say from a volatility perspective the trade isn’t worried about Brazil and Arg. crop being drastically shrunk. The vol curve is pretty flat and without major conviction or worry in a specific timeframe. If there begins to be issues the trade will show it.

115 mmt's of Soybean Carryout.. 36% in Argentina.. 41.3 mmt's - JonSCKs : 2/2/2019 09:27
- RE: 115 mmt's of Soybean Carryout.. - indeeppigfarmer : 2/2/2019 09:52
  - A short crop?!? but a year ago Feb 8, 2018 WASDE says.. 54 mmt's - JonSCKs : 2/2/2019 10:12
    - RE: A short crop?!? but a year ago Feb 8, 2018 WASDE says.. 54 mmt's - indeeppigfarmer : 2/2/2019 10:28
      - hmm.. So the WASDE guessed ARGY 54 = 37.8.. Brz @122 = ?? - JonSCKs : 2/2/2019 10:39
        
        Since Argy holds 1/3 of World Reserves.. good thing they "got stocks." - JonSCKs : 2/2/2019 10:44
        
        RE: Since Argy holds 1/3 of World Reserves.. good thing they "got stocks." - indeeppigfarmer : 2/2/2019 10:54
        
        "To Ending Stox" or NOT to "Ending Stox" tis the question.. - JonSCKs : 2/2/2019 11:09
        
        Do the Stocks that the US has..when exporting 1.89 mmt to Argy count in Argy "stocks?" - JonSCKs : 2/2/2019 10:55
        
        RE: Do the Stocks that the US has..when exporting 1.89 mmt to Argy count in Argy "stocks?" - trebfms : 2/2/2019 11:12
        
        Who covered China's 18..19.. 20 mmt's NOT from the US? - JonSCKs : 2/2/2019 11:22
        
        RE: hmm.. So the WASDE guessed ARGY 54 = 37.8.. Brz @122 = ?? - indeeppigfarmer : 2/2/2019 10:50
        
        Gosh Darn We DO KNOW that the US has a Billion bushels of Soybeans..?? - JonSCKs : 2/2/2019 10:59
- RE: 115 mmt's of Soybean Carryout.. 36% in Argentina.. 41.3 mmt's - thereaper : 2/2/2019 12:07
- RE: 115 mmt's of Soybean Carryout.. 36% in Argentina.. 41.3 mmt's - Deere6 : 2/2/2019 16:44
  - RE: 115 mmt's of Soybean Carryout.. 36% in Argentina.. 41.3 mmt's - JonSCKs : 2/2/2019 17:04
    - RE: 115 mmt's of Soybean Carryout.. 36% in Argentina.. 41.3 mmt's - Deere6 : 2/2/2019 17:28
      - Fair enough.. ASR vs Brazilian dryness. - JonSCKs : 2/2/2019 17:40
        
        RE: Fair enough.. ASR vs Brazilian dryness. - Deere6 : 2/2/2019 20:53

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