Posted 10/18/2020 12:09 (#8551679 - in reply to #8551668) Subject: RE: Why I am bullish 2021
I'll acknowledge Steve's point and almost mentioned it myself however I think it is reckless to base any marketing decisions on possible weather that will take 8+ months to play out. The professionals can't predict the weather worth a squat 7 days out, I'm for sure not going to try to predict next summer. If it comes to fruition I will adjust as needed. Personally I would be taking advantage of such an event mostly with the 2022-2024 crops.
IMO china is the bull case at this point in time.