I don't mean to hyjack your thread, but thinking through cause and effect.

ETF's inflate prices ... which leads to demand destruction ...and more grain being grown and bins being built.

Could we run into a situation where herds liquidate, biodiesel quits expanding or contracts, farmers keep building bins as ETF's keep funding grain production and storage...  but then what happens in the end when the money evaporates?

Is that what you are leading to djm?