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SE IL | He isn’t wrong, I have heard the same thing, and some started talking about it last fall in unison with the too dry is taking yield discussions. The question is how much of usdas 350mb ish reduction is due to over dry crops at harvest. Some was certainly due to crops not filling out all the way, and a small portion due to extra field loss. 75mb reduction in demand on the Jan report likely was due to increased prices which slows demand. Maybe another 1-200mb could be lost in demand due to higher “yields” by end users? Time will tell. | |
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So everybody was calling out how could usda
