| w1891 - 8/22/2024 07:36
So can we at least get our story straight then. Reports don't matter. All this ink spilled debating how wrong the USDA reports are is just filler and venting correct.
Maybe we're both right.. Demand vs production has been "snug" here.. but "y'all" more dependent upon the world export price.. have been flush.. with a tin can harvest over there..??
I like how NASS put Ks at 125 vs Illinois at 225.. "yall figure it out"
AND maybe that's the way it is..
What if Illinois is not quite 225.. 207 ("gasp") or whatever..
AND Kansas dryland is just a hair better.. 85?
Where I'm leaning at now . But ?? On Illinois..
Again.. it does matter LDPs.. hedges.. etc.. everyone is too wrapped up.. those who hedged.. shorted the board didn't bust their hind ends fixing pivots this summer.. those of us who did.. welp.. whatever.
The Crop is more variable then we realize.. at these levels.. etc.
Edited by JonSCKs 8/22/2024 08:49
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Illinois yields??
