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w1891
Posted 3/8/2024 13:16 (#10657303 - in reply to #10657283)
Subject: RE: No report comments?


S Illinois
CONAB I would trust and some of the longer term US based analysts. Brazil based farmers organization no way. Lots of those low low estimates are trade groups. It would be like using NAT to come up with production estimates. Best bet is to watch export values and Chinese buying patterns. Those are two of the main price drivers.
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