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| Curious why so low on the national yield, and what happens if that does come to fruition. That takes about 1B away from production which theoretically takes carryout to below 500M. Pretty sure that's going to get some attention. Why, is it possible, what happens? Not sure the world economy can take a price spike that I envision with that kind of carry on corn, a soy crop that even if it produces will still be used up and a wheat and cotton battle brewing.
I think 160 is as low as we go, still sub 13B, more than enough to turn heads, but 155 WOW. Soy, probably 3.2B is as low as we go, which changes things too, however probably come in close to estimate.
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I see some guys are in the 155 camp.
