Granger forecasts are okay for malt barley exports (actual seed) and are consistent with my S&D.
My numbers are for domestic maltsters.
I don't fear for the export malt market. Malt barley is a commodity and as long as quality meets needs and price is competitive, the CWB or anyone else can do this business - not rocket science and hard to understand how the CWB achieves a premium in something that is blended/stuffed in a ship.
My fears are for maintaining current domestic malt processing capacity let alone expanding. I agree with brokers observations.
My numbers are for domestic maltsters.
I don't fear for the export malt market. Malt barley is a commodity and as long as quality meets needs and price is competitive, the CWB or anyone else can do this business - not rocket science and hard to understand how the CWB achieves a premium in something that is blended/stuffed in a ship.
My fears are for maintaining current domestic malt processing capacity let alone expanding. I agree with brokers observations.
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