Posted 2/9/2021 14:48 (#8819326 - in reply to #8819186) Subject: RE: End Users
SE Iowa
I would agree..Global corn stks +2.7mmt from Jan......usda today world will replace corn feeding with 8.4mmt of wheat...china wheat feeding increased +5mmt to 140mmt.
Going forward downward revisions HAVE to be made in SA in order to keep this thing going...or the big book (36mmt) waiting to ship is not gonna happen..so thats the rub.
End Users
