Andrew Luzum

you know, especially, you know, just the corn bean spread and ratios, that'll be pretty telling. But I think the market's still gonna, you know, the thing we got to remember we're back into this six month, we still can't forget about the South American crop.

you know, especially, you know, just the corn bean spread and ratios, that'll be pretty telling. But I think the market's still gonna, you know, the thing we got to remember we're back into this six month, we still can't forget about the South American crop.

you know, especially, you know, just the corn bean spread and ratios, that'll be pretty telling. But I think the market's still gonna, you know, the thing we got to remember we're back into this six month, we still can't forget about the South American crop.

Um, you know, that although we dropped us carry out and, you know, world carry out drop commensurately, um, even though we had a slow start in Brazil this year, um, things have nominalized and look pretty good for right now. And, and, you know, this first, first, uh, crop bean crop down there actually is in pretty decent shape today. So man, now they go,

Um, you know, that although we dropped us carry out and, you know, world carry out drop commensurately, um, even though we had a slow start in Brazil this year, um, things have nominalized and look pretty good for right now. And, and, you know, this first, first, uh, crop bean crop down there actually is in pretty decent shape today. So man, now they go,

Um, you know, that although we dropped us carry out and, you know, world carry out drop commensurately, um, even though we had a slow start in Brazil this year, um, things have nominalized and look pretty good for right now. And, and, you know, this first, first, uh, crop bean crop down there actually is in pretty decent shape today. So man, now they go,

Flip off a record or near record crop again, suddenly world stocks are back up and this bean thing just kind of stays ho-hum for a little bit here.

Flip off a record or near record crop again, suddenly world stocks are back up and this bean thing just kind of stays ho-hum for a little bit here.

Flip off a record or near record crop again, suddenly world stocks are back up and this bean thing just kind of stays ho-hum for a little bit here.

Yeah, I mean, you know, we had that concern there as we rallied that first time in mid-October, early October, dry kind of a repeat of a year ago. But then, you know, mid-October, they started getting some really plentiful rains and crop has gotten back in in good time. Not that exceptionally late versus normal.

Yeah, I mean, you know, we had that concern there as we rallied that first time in mid-October, early October, dry kind of a repeat of a year ago. But then, you know, mid-October, they started getting some really plentiful rains and crop has gotten back in in good time. Not that exceptionally late versus normal.

Yeah, I mean, you know, we had that concern there as we rallied that first time in mid-October, early October, dry kind of a repeat of a year ago. But then, you know, mid-October, they started getting some really plentiful rains and crop has gotten back in in good time. Not that exceptionally late versus normal.

You know, so obviously, like all growing crops, there's still a weather component to it. But just getting the crop in the ground is the first battle and that battle is basically over with now.

You know, so obviously, like all growing crops, there's still a weather component to it. But just getting the crop in the ground is the first battle and that battle is basically over with now.

You know, so obviously, like all growing crops, there's still a weather component to it. But just getting the crop in the ground is the first battle and that battle is basically over with now.

Yeah, they'll start taking that new crop off late January, early February. So that's the other thing is you kind of start watching this demand piece on the export side. You know, we've been a little behind. You know, we keep getting some, you know, obviously the big China in the room business through the first of the year growing.

Yeah, they'll start taking that new crop off late January, early February. So that's the other thing is you kind of start watching this demand piece on the export side. You know, we've been a little behind. You know, we keep getting some, you know, obviously the big China in the room business through the first of the year growing.

Yeah, they'll start taking that new crop off late January, early February. So that's the other thing is you kind of start watching this demand piece on the export side. You know, we've been a little behind. You know, we keep getting some, you know, obviously the big China in the room business through the first of the year growing.

You know, a lot of things as administration changes, you know, what's the rhetoric around that? You know, certainly their preference has been for Brazilian. You know, the Chinese has been for Brazilian beans this last 12 months. And so would expect that to be very similar unless we see some pretty major issues in that crop or delays further.

You know, a lot of things as administration changes, you know, what's the rhetoric around that? You know, certainly their preference has been for Brazilian. You know, the Chinese has been for Brazilian beans this last 12 months. And so would expect that to be very similar unless we see some pretty major issues in that crop or delays further.