Demand is at 14.55 billion bushels.. with 6 months to go.. feed usage and somewhat exports are front loaded.. but the market will still need to pry about 7 billion bushels for usage. Commercial stocks won’t go to zero.

And with prices over two dollars lower than the three year average.. not everyone is going to sell at these lower levels. 

90 myn acres x a 2011 drought yield would pop prices back higher pretty quickly.

lot of game left to be played this year.  We are reliant upon shuttle imports here.. the local ethanol plant railed in 10 million bushels so far since June 1st of 2023.

Colwich is opening up and will be grinding almost 30 million bushels per year.. the line where the markets are reliant upon shuttles has shifted north east from the panhandles to here.  Yes there are trucks.. but north central Kansas and the Flint hills do not grow the amount of bushels used.

in spite of 5.7 million acres.. about 67% which are 100 bu dryland.. potential.. when it rains.. Kansas is a corn deficit state.

we are running on fumes down here.  I got 8 loads left.. and we haven’t had a rain in two months.