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Simple math doesn't look good.
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JonSCKs
Posted 12/30/2023 10:09 (#10548666 - in reply to #10548519)
Subject: 2nd highest weekly ethanol grind ever last week.



I realize I’m out here where demand is greater than production.. usually we haul to feedlots out west.. This year we’re basically staying local.. going into a 45 k lot.  Taking 20 trucks a day to keep grinding 14.. there are..??  100+ more just like this one (collectively some more smaller lots.. a couple double or more) plus the ethanol plant across the road grinding 55 loads per day.

Usually the elevators just finished harvest.. are 96% full with ground piles.  This year.. we had 60% of a normal wheat crop.. with less than 30% not far away.. within our coop..  the coop just added bins to a site.. and probably filled 75% of existing..brand new bins.. storing air.

Half the elevators are empty..  even last year they were probably fuller than now.. as it took everything to get through.. including bringing into this state an estimated 500+ shuttles..  this year.. we will be down a little..and the feedlots will be backing off as stockers are very tight.. still.. we’re expecting an 85 myn ethanol plant to come back online here in a few..  currently ethanol (during the off-season) is break even.. however ramping up by May.. They’ve had the best year in over a decade with last weeks grind being the 2nd highest ever.  1.108 myn bbls.

we’ve got 18” we can probe in the soil.. more than this time last year when we only had 18” of precip total.. 69% of normal.. the wheat crop can last another 2 months.. but there is No deep subsoil.. which will continue to pull the excess out of our limited root zone.

Things are better.. but not by much.

According to cycles.. 2024 is supposed to be the wet interlude sandwiched by droughts.. just like the 1930s.. bad 1932- 1934, wetter 1935.. the mother of all bad in 1936.  89 years cycle.. 2024 should be okay.. but 2025..??

This story is from 2020..

Dust Bowl coming in 2025? Climatologist sees trends with 1930s

February 4th, 2020

https://www.agriculture.com/weather/news/dust-bowl-coming-in-2025-climatologist-sees-trends-with-1930s

A rise in temperature could shift into the Midwest within the next five years, says Elwynn Taylor, Iowa State University climatologist emeritus.



Edited by JonSCKs 12/30/2023 10:10




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