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Observations.
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Tara Farms
Posted 2/26/2008 09:47 (#319810 - in reply to #319759)
Subject: Re: Observations.


Red River Valley
no price rationing hmmm
major hog operation cuts 4-5% they were the first to cut in 96 also
China only takes 148,000 soyoil in Jan vs 196,000 (07) - and expected 250,000-300,000
many ethanol plants backing up start up and or filing for bankruptcy deep inside the numbers shows some slowing run rates
Canada cutting hogs 8-10%
China states will seek palm oil over soy oil because of price
this is not jumping out at anybody but it is starting to shift.
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