The fat cat executives in the utilities need their doctor salaries, you know.
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I see reports this morning that significant increase in Mississippi River water levels have resulted in much increased barge traffic and basis increase as barge tolls decrease.
Ships out of Ukrainian ports are increasing as Putin seems to be dialing back nuclear rhetoric and not threatening shipping at the moment.
Ukrainian production is reported down 30% this crop year, and also shipping is down 30%… but is moving again now.
Could significantly pressure US grain markets as they are significantly over priced vs global grain prices….
Interesting times!!!
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