Posted 4/11/2019 11:47 (#7433020 - in reply to #7432909) Subject: RE: ASF Should increase feed usage?
I think your overall assumptions are correct, but it comes down to a timing thing. I think we will see a dip in usage until they can start rebuilding, and as the rebuilding strengthens, the demand will grow also. Which comes to the point of once they are rebuilt, will usage taper off to normal levels as before and we’ll end up with another glut of grains? We shall see.