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| After the stocks and acreage reports last week the cushion which we thunked we had has diminished.
We’re staring a forecast of triple digit heat and winds going into pollution of so so conditions.. with usage or disappearance larger than expected.
Does this set the stage to rally into a smaller fall crop than what we thunked this spring?
Lots of variables yet to play out.. but this roller coaster ride continues.
If we verify the forecast.. a lot of dryland crops are going to be in trouble. | |
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Seasonals
