There is no data point to just assume KS was overestimated that much.
I live here..
I know.
800 myn bushels.. then 135 bump in F&R to balance Q1 stocks.. = overestimation.. no other conclusion can be drawn.
If we are only 20 mb more than last year.. where did the extra 150 mb crop go?
answer.. never existed.
I talked about this back in December..I have it laid out in a post.. later..
tried looking for it.. it's after the Dec 1st or Mar 1st stocks.. must be March.. I laid it all out then.
Edited by JonSCKs 7/1/2020 09:59
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