JonSCKs - 11/29/2024 10:25

So this point was raised yesterday..

Why does China buy Soybeans from Brazil?  And cut their throat on selling to the US?  Couldn’t Trump say..

Buy.. $x Billion from us.. we’ll allow you to sell x billion to us.  If your NOT GOING TO Buy.. then neither are we through tariffs..  but if you Buy more.. you can SELL MORE.

will it be like that?

if THATs the case?  Then the US producer is in the cat bird seat.. as we’re a MUCH BIGGER opportunity then Brazil?

.. just asking what was asked yesterday.

Id really like to know because right now I’ve cut my soybean seed order down to 40% of intentions.. cause $10.80 breakevens dictate.

 When dicambia soybeans came out.. our dealership sold record acres.. like 4,000 acres.. for 2025 0.0 acres on the books.. cept our own 2 circles.. we were suppose to plant 5.. but.. right now.. nope not gonna plant any more than absolutely have to.. double crop is going to Sorghum. Vs soybeans.. if Soybeans go over $12.. then wrong decision.. if not.. then lose less on sorghum.

that’s how I’m playing it.