Posted 4/12/2019 06:28 (#7434735 - in reply to #7434349) Subject: RE: In Aug, '17 you sold....Meanwhile, while you debate.....
In Aug, 2017, you sold -18,000, 453,000 MT, 123,000 MT and -366,000 MT for a net of 192,000 & an average of 48,000 MT per week. So if you want to count them in the market year, go right ahead.
I find it ironic that while you fellows debate the effect of ASF on soybean demand, the Brazilians are loading boats as fast as they can, and not just to China. In just the past few hours, two ships pulled away from berths at Santos, one headed for Bangladesh, another for Singapore ( aka China). It's the same situation in Paranagua, with a load just pulling out, bound for France.
There is just no evidence that there is any significantly less demand for soybeans in China. But what's obvious is, the Chinese are slow-walking the purchase of soybeans for political reasons.