No doubt carryovers will increase this year. Not quite as negative as you are on canola carryover July 31, 2009 but a recognition of lots of canola in other areas of the world that will impact our ability to export.
What is the opportunity to increase grain and oilseed disapearance domestically and across the border? Increased Canadian canola crush capacity. More livestock feeding. Ethanol plants on the prairies. More grain shipped south.
On port capacity, I suspect there should be more opportunity to ship grain off the west. Another thread has comments on need to improve rail company performance. I suspect there are also things that can be done from a supply chain/logistics management to increase rail capacity/terminal performance (i.e. more than just railways that amount of grain shipped west).
From conversations here, there may be more willingness for farmers to store grain if prices stay at current levels.
What is the opportunity to increase grain and oilseed disapearance domestically and across the border? Increased Canadian canola crush capacity. More livestock feeding. Ethanol plants on the prairies. More grain shipped south.
On port capacity, I suspect there should be more opportunity to ship grain off the west. Another thread has comments on need to improve rail company performance. I suspect there are also things that can be done from a supply chain/logistics management to increase rail capacity/terminal performance (i.e. more than just railways that amount of grain shipped west).
From conversations here, there may be more willingness for farmers to store grain if prices stay at current levels.
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