Posted 2/8/2019 13:47 (#7306652 - in reply to #7306579) Subject: RE: Who filled the 20 mmt Soybean HOLE that China did not take from the US?
Now why all of the sudden are all of SA stocks important(seemed like Brazil was our focus depending on the slant of the story). Arg ending stock are immaterial for this years exports because everyone knew they were out of that game. Brazil had 6.5 more MMT than previously thought to export. Combined with stock drawdown both in Brazil and China, your hole in the exports has been filled.