So as I read over the morning Ag News every one says that this time stats Canada seeding intentions report is wrong and all the experts and the Market knows what farmers are going to seed.
HA HAHAHHAHAH you useless fools have no clue.
But when useless stats Canada came out in the better price times these same Ag experts said oh stats Canada is right that's how much grain farmers produced and down went our prices only to prove that 6 months later the crop wasn't as large as they said.
So who is right and who is wrong.
Well, the cards are stacking up that the experts have no clue.
Why you ask.
Dry conditions, overextended farmers, high land prices and high rents shitty grain movement and way more awesome varieties that are still available at this time of year.
See when times get tough and I would say with ag farmers start to quietly change their ways and adapt.
Pulse acres are way to high. Coming from experts it just can't be. Well, they are easy to grow and if you get a decent yield they can store for a while and are sort of like money in the bank and other countries aren't playing India"s game so maybe some demand. Cheap to grow and guys who know how to grow have land and area that they grow well on and will continue to grow.
Wheat is up. Yea that's a no-brainer when times get dry what is the one crop that can give you something with just a couple rains. Maybe not the big yields like past but still fill some bins. Cheap yet to grow because the experts haven't screwed up that seed system yet. They are working on it but haven't got the bumps out of the screw farmers for a wheat project.
Barley is the follow the past price spike crop. Its the crop that paid well last year for feed barley going to China for Malt yea the malt game is a dead horse but Feed and Barley to China for Beer works. Experts just don't get that.
Oats is down because tired of hearing we don't have to grow a crop in Canada quaker has enough only to have quaker not pay top dollar and pull oats out of bins slowly all year long.
Canola acres are levelling out why you ask its easy only can take a rotation so far and price of seed and inputs to grow big canola yield is way to expensive. Canola snow canola works for a few years till RB has your sale or Input capital owns your land. The north cant adds acres and the south with dryer conditions will seed some but not put in massive acreage in case it doesn't rain. Manitoba is Soy and left the building. Alberta is at their usual. Seed is in dealer sheds and you can buy what every variety you want.
So to all the experts that believe it's not a true case this time around, I think its closer than you guys want to believe.
Looks good out of your office window.
Comment