Andrew Luzum

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.

I think bean yields down there can be fairly consistent, obviously. And if I'm not incorrect and I've lost track of some of this, I mean, I think Argentina still doesn't allow GMO.

I think bean yields down there can be fairly consistent, obviously. And if I'm not incorrect and I've lost track of some of this, I mean, I think Argentina still doesn't allow GMO.

I think bean yields down there can be fairly consistent, obviously. And if I'm not incorrect and I've lost track of some of this, I mean, I think Argentina still doesn't allow GMO.

Yeah, you know, like Jan Wozniak coming up. And I think the other thing too, you know, not to get back onto the political spectrum, but, you know, this whole biofuels, advanced biofuels, renewable diesel, SAF, you know, we've had huge processor growth around that.

Yeah, you know, like Jan Wozniak coming up. And I think the other thing too, you know, not to get back onto the political spectrum, but, you know, this whole biofuels, advanced biofuels, renewable diesel, SAF, you know, we've had huge processor growth around that.

Yeah, you know, like Jan Wozniak coming up. And I think the other thing too, you know, not to get back onto the political spectrum, but, you know, this whole biofuels, advanced biofuels, renewable diesel, SAF, you know, we've had huge processor growth around that.

You know, we've been implying a lot of growth in the bean oil and oil seeds balance sheets to feed that need, kind of ethanol 2.0, but on the oil seeds side of the world. And I think we need to keep an eye on, you know, what the rhetoric around 45 Z is coming out, you know, and in January, you know, a lot of that was, you know, done through the inflation reduction act.

You know, we've been implying a lot of growth in the bean oil and oil seeds balance sheets to feed that need, kind of ethanol 2.0, but on the oil seeds side of the world. And I think we need to keep an eye on, you know, what the rhetoric around 45 Z is coming out, you know, and in January, you know, a lot of that was, you know, done through the inflation reduction act.

You know, we've been implying a lot of growth in the bean oil and oil seeds balance sheets to feed that need, kind of ethanol 2.0, but on the oil seeds side of the world. And I think we need to keep an eye on, you know, what the rhetoric around 45 Z is coming out, you know, and in January, you know, a lot of that was, you know, done through the inflation reduction act.

Does, do we continue with that? Is it going to, are those, you know, mandates going to get funded to the full extent?

Does, do we continue with that? Is it going to, are those, you know, mandates going to get funded to the full extent?

Does, do we continue with that? Is it going to, are those, you know, mandates going to get funded to the full extent?

Yeah, IRS has not ruled on anything in the pathway and how they're going to even do it. So now you've got a new administration that takes a little different bend on ethanol, biofuels, carbon scoring and IRS that really hasn't ruled on anything. And I think there's going to be a lot of question marks out there, at least at the end of the year and first part next year.

Yeah, IRS has not ruled on anything in the pathway and how they're going to even do it. So now you've got a new administration that takes a little different bend on ethanol, biofuels, carbon scoring and IRS that really hasn't ruled on anything. And I think there's going to be a lot of question marks out there, at least at the end of the year and first part next year.

Yeah, IRS has not ruled on anything in the pathway and how they're going to even do it. So now you've got a new administration that takes a little different bend on ethanol, biofuels, carbon scoring and IRS that really hasn't ruled on anything. And I think there's going to be a lot of question marks out there, at least at the end of the year and first part next year.

Well, I think, you know, just like you talked earlier, everything was dry. Everything came off so fast. We saw the same thing in the northern plains, a crop that would normally take. 30 to 45 days to take off. We had beans and most of the corn crop off in North Dakota in the month of October, which is almost unheard of.

Well, I think, you know, just like you talked earlier, everything was dry. Everything came off so fast. We saw the same thing in the northern plains, a crop that would normally take. 30 to 45 days to take off. We had beans and most of the corn crop off in North Dakota in the month of October, which is almost unheard of.

Well, I think, you know, just like you talked earlier, everything was dry. Everything came off so fast. We saw the same thing in the northern plains, a crop that would normally take. 30 to 45 days to take off. We had beans and most of the corn crop off in North Dakota in the month of October, which is almost unheard of.

And same thing up there, just logistics, transportation, nothing could stay caught up just with the massive yields and the amount of grain. Again,