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ADM bean? Ray J we need u
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RayJenkins
Posted 1/15/2021 10:47 (#8753064 - in reply to #8752775)
Subject: RE: ADM bean? Ray J we need u


SC Iowa
I'm still kicking.......just not 100% engaged like I used to be,,,,,,family medical issues taking more time as well....

I really think we will come close to running the US out of beans before new crop is available.....need a bunch of farmers
trying to hit the new crop inverse in early/mid September or we will be reducing protein in animal rations

the last time things got really tight, some of the bean processors would not sell soybean meal unless the meal buyer
provided the beans to crush into meal......that is because you cannot define "replacement" when the bins
are all rattling like they are empty

it's classic inverse trading 101

thanks for thinking of me!

Ray J
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