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South america has problems just a heads up.

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    South america has problems just a heads up.

    Anyone who farmed in the mud years knows rain doesn't make grain and if your a country like Brazil where the crop is two to three weeks late and now it's starting to really rain like an inch or two every morning you have serious problems starting.

    Some states are 50% damage on the soy crop due to sprouting and mud.

    The bigger problem is corn usually goes in after the beans and guess what we all know how much fun it is to seed into the mud.

    Mud is a dud.

    So maybe when the market experts are talking a big blow upcoming in March on prices just a little heads up they know the situation down south and supply will be limited for quality.

    So the last in your bins has a worth.

    #2
    Rain in the tropics and crops hm

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      #3
      Sprouting and pods dropped to the ground....record or large crop is questionable....

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        #4
        Yes rain, sprouting and delayed corn planting is starting to make the news, and social media.

        When beans sprout is there a impact on oil crush yield or quality?

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          #5
          We have to remember they are a topical country not like us every day is getting colder. They are 70 above in the winter so early August rain and heat and we have hairs growing out of Barley in less than three days in CAnada.

          I am getting reports of 1 to 2 inches a night and it's heavy rain. Watched a guy trying to seed in the mud as we did in mud years pulling a tractor with a long rope by another tractor.

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            #6
            The Canadian seed trade Assn. Should be falling all over this, selling short growing season varieties.

            If it’s too wet it’s too wet. They will have to wait.

            Any way this is all market bullish. We need bullish and strong markets up to May or June to make a somewhat educated - best guess to our own production volumes and crop size. Then forward sales and contracting might make sense, until then we are in a major drought, and the odds are against a normal size crop, regardless of what anyone says.

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              #7
              Canola $20?

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                #8
                Any word on what the winter weather in Texas and southern States has done to crops?

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                  #9
                  If your thinking ( or hoping) $20 canola you should be saying $24.
                  Then there’s room to negotiate, that’s what sales are, right?

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                    #10
                    It could go to 30 bucks a bushel but there would be few farmers getting wealthy....

                    Most is probably sold or committed....like 95 plus percent from farmers....

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