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Before you panic, look at the fundamentals
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WItitan2
Posted 10/28/2020 10:09 (#8571335)
Subject: Before you panic, look at the fundamentals


Pierce county WI
So, not much talk about the actual fundamentals of supply, except for China exports. So, real quick, I just thought I'd share good news.
So we know ethanol is supposed to be down, and it is. However, it's ahead of the demand NASS has so far. Export sales are way ahead of pace. Remember when they cut feed demand in the last wasde? Well, cattle on feed sure doesn't look like less demand to me. Back to work, but just think, were on the backside of harvest and we're not off much in a risk off day. We're over 70% harvested, assuming people combined since Sunday. If farmers have a big crop, now should be when excess inventory should be putting harvest pressure on. I know combines are going to be running around like a mechanic in a Case IH shop, he he........
https://www.dtnpf.com/agriculture/web/ag/news/article/2020/10/23/oct...



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