I believe it was "Craig VanDyke' on with Chip yesterday who made the statement that Ukraine is a bigger market story than "Brazil". The shall we say conventional wisdom is "Aw Putin won`t do anything, cause they can freeze his bank accounts around the world" weeeeeeell, Putin has had years to contemplate that possibility, so how much money are we talking about that could be frozen and would it be more than the Ukrainian prize? And "Aw, them Ukrainians will fight, they are fighters!" again, weeeeeell, we`ve seen that movie before in Afghanistan. Mike Tyson would knock out seasoned veteran fighters in less than a minute, so risk on is warranted.
Then Chip talked about the Safrinha crop in Brazil, with the country`s expanded bio-fuels production, there may not be any for China.
