BLACK SEA PRESSURE & GAMES FROM CHINA

Written By Sebastian Frost

AUDIO COMMENTARY

  • China cancels more corn sales. They are doing this because they see a big crop in Brazil. What if Brazil winds up being far too dry?

  • Black Sea deal gets extended as funds pile back on shorts

  • The shorter funds get, they won’t all be able to get back in at once

  • Are corn and beans overdone to the downside

  • KC wheat tours & smallest crop in 50 years

  • How similar is planting this year to 2012

  • What if we raise nowhere close to what they think we will

  • Same things driving us lower will eventually push us higher as crop progress & China cancellations are a double-edged sword

  • If weather pattern is the same a month from now, buckle up..

Listen to today’s audio below

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Sebastian Frost
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