Today lets get back to marketing and strategy as it seems to me the Grain companies are in La La Land with the 2017 crop both in USA Australia Europe and Canada.
SA has problems also. Its not a perfect growing conditions kind of year.
So will the USA hit trend line yields I'm thinking no on Corn for sure and Soy if the rains start in August all will fill nice. Wheat is F#$Ked already.
Now its funny how High Protein wheat is talked about over and over as the market mover thats in Short supply. Oh and Canada Grows that kind. Always told grow this other shit like the rest wheat is wheat. Till their is a shortage.
So what are strategies farmers will be using?
For us with a lower yielding crop i have two large contracts for Sept and Oct. for my HRS. Both were sold in the last month when wheat topped. Canola is sitting unpriced except the last of last years that went in last weeks run up.
My thought is what ever we harvest will rise as the year goes on. HRS they will realize is needed especially if its top quality in Jan. To March. The companies are playing us with all talk of better crop timely rains etc. It isn't adding yield each day its dropping.
On the Canola side this crop is getting way smaller each day. The crushers were out cleaning farmers bins last week so the big carry over is out of here. Their never was a huge carry over it was all bullshit. But this year they are going to try the same continued supply no problem shitty starting basis.
Who the F#$K is selling when all farmers know the crop isn't big. Now if the SA and USA crop was growing each day yea maybe it will effect us but unless the pattern changes down their the use crop is in deep shit also.
Then yesterday Palm is way up but we tank.
Go figure.
The USA HRS tour showed a good first day by Fargo. Then the Wheels fell off and today the whole car will implode.
So let the games begin.
Get a good basis watch the markets and pull the trigger once we know what we will get. Lots of unknowns right now. Last time a heat wave happened like this the calendar changed to august and it froze go figure. One weekend your burning up and the next you have on long pants and a jacket.
Feed wheat would add to our problems as that competes with RUSSIA ETC.
So I think we missed the boat for big sales on fall because the Market knows shit and all they want is cheap grain off the combine.
Let the games begin Its marketing and yes its us against them.
They never want to pay what its worth or what we spent on the crop.
Small crop or large or none at all its time to get serious this year. Lock the bins and leave till better opportunities come
Share your strategies.
SA has problems also. Its not a perfect growing conditions kind of year.
So will the USA hit trend line yields I'm thinking no on Corn for sure and Soy if the rains start in August all will fill nice. Wheat is F#$Ked already.
Now its funny how High Protein wheat is talked about over and over as the market mover thats in Short supply. Oh and Canada Grows that kind. Always told grow this other shit like the rest wheat is wheat. Till their is a shortage.
So what are strategies farmers will be using?
For us with a lower yielding crop i have two large contracts for Sept and Oct. for my HRS. Both were sold in the last month when wheat topped. Canola is sitting unpriced except the last of last years that went in last weeks run up.
My thought is what ever we harvest will rise as the year goes on. HRS they will realize is needed especially if its top quality in Jan. To March. The companies are playing us with all talk of better crop timely rains etc. It isn't adding yield each day its dropping.
On the Canola side this crop is getting way smaller each day. The crushers were out cleaning farmers bins last week so the big carry over is out of here. Their never was a huge carry over it was all bullshit. But this year they are going to try the same continued supply no problem shitty starting basis.
Who the F#$K is selling when all farmers know the crop isn't big. Now if the SA and USA crop was growing each day yea maybe it will effect us but unless the pattern changes down their the use crop is in deep shit also.
Then yesterday Palm is way up but we tank.
Go figure.
The USA HRS tour showed a good first day by Fargo. Then the Wheels fell off and today the whole car will implode.
So let the games begin.
Get a good basis watch the markets and pull the trigger once we know what we will get. Lots of unknowns right now. Last time a heat wave happened like this the calendar changed to august and it froze go figure. One weekend your burning up and the next you have on long pants and a jacket.
Feed wheat would add to our problems as that competes with RUSSIA ETC.
So I think we missed the boat for big sales on fall because the Market knows shit and all they want is cheap grain off the combine.
Let the games begin Its marketing and yes its us against them.
They never want to pay what its worth or what we spent on the crop.
Small crop or large or none at all its time to get serious this year. Lock the bins and leave till better opportunities come
Share your strategies.
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