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k-289
Esteemed Advisor

Mississippi River

Another  $upply  chain  headache  -  excu$e,   comes  into  the  conversation ===

Expert  analysis  on ag  news , along  with  chicken  flu , getting  a  new  wave  of  air time  = = =

NOW  WHAT  ,  federal  barge  insurance ?  ?  ?    

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10 Replies
Hobbyfarmer
Honored Advisor

Re: Mississippi River

ADM put out a notice that the extremely low water level of the Mississippi river was most likely going to affect availability and price of fertilizer this coming spring.

It is also going to cause reduced capacity of grain shipments to the gulf.

The western drought is leaving a mark.

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BA Deere
Honored Advisor

Re: Mississippi River

If I heard Chip correctly the other day, he said transportation to go from St Louis to the Gulf was more expensive than going from the Gulf to China.

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k-289
Esteemed Advisor

Re: Mississippi River

Shouldn't  the  lack  of  demand  in  drought  areas ,  cause  a  drop  in  crop  input  sales  volume  =? =? 

Less  barge  traffic   =  less  maritime  fuel  consumption ,  OR  is  it  let's  don't  discuss  fun-DUU-mentals  -  ?  - ? MAYBE    

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sw363535
Honored Advisor

Re: Mississippi River

Not going to be enough soybeans to meet US demand...... don't need the Mississippi for the 22 crop

timetippingpt
Honored Advisor

Re: Mississippi River

hey sw.....you get some extra-strong medicinal stuff? Only US demand? It must be seriously dry where you are located. Take a drive up to NE-Ia where they are harvesting 80 bu beans?

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sw363535
Honored Advisor

Re: Mississippi River

Sorry Time.......... it is very dry and heading into the third season..... I'll work on it.

Also sit in an underserved area that needs protein and has a federal mistake that is trying to become a bio diesel project but Kansas is a place where Monopoly bean processing gives us a market of one.  Plenty of demand here but no market to process to in the western 2/3 of the state.  Beans actually handled the drought better... but negative basis for the 500 mile haul two ways.  To an ancient plant in the middle of Wichita.

I been raising and working with beans for 30 years ...... undesirably.

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Blacksandfarmer
Senior Advisor

Re: Mississippi River

Time, nobody farming in the eastern cornbelt has ever experienced the 1930's type of drought SW Kansas is experiencing. We have it good here. 

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sw363535
Honored Advisor

Re: Mississippi River

Time in reference to my "only US demand" statement ---  carry in soybeans continues to decline(or at least in the usda shell game).  I have great concern that we can add bio-diesel in large volume and not greatly increase bean demand domestically.

The price for traditional diesel truck fuel continues to stay high even where gasoline has retreated $1 to $1.50 per gallon.  Ethanol is thinning?  I am quite sure the fuel charge for transporting everything from the container ships to the store is much of the markup in fuel prices.  As the OPEC leaders reminded us this week..... we have(the US) been several decades since we have actually constructed new refinery (1976 is our newest one).  Politically we are dead set against it.  Yet Politically we are going to keep sending our dollars to China and hiring our manufacturing done.  My Deere bearings are still going to come on a ship and take 1500 miles of trucking rather than coming 6oo miles from Iowa or closer.

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 Thirty trillion of debt and we are not making a dent in our fuel needs with green energy.  The answer in DC and the press will be "print another 30 trillion with millions to the elected, and let them eat cake(or steak)".  Our fuel needs continue to rise.  We just have to see starvation to save the planet --the modern day revolution starter.  Do our future goals include use of the Mississippi to transport grain.   Simple answer.  No.  We have no plans past the next election.

The truck traffic gets thicker every year, the plane travel increases, Trains get busier every year and will continue since we are in coal need (denial) and anti pipeline.  Petroleum fuel demand is going up(considering how much electricity we need to generate.).....while the rivers go down.   If we used all the soybeans in the US for biodiesel it would make around 6 billion gallons of biodiesel.  It is wasted mathematics when the dirt clouds start rolling.  Will soccer mom congresspersons be smart enough to not burn all the crops for fuel when they can't afford groceries??  

 Huge numbers of acres without vegetation against wind erosion waiting for wheat to be planted or come up......or waiting for the winds that will start in the next 45 days.  Irrigated corn acres with stalks gone to the choppers and balers(desperately trying to get every available dollar out of the 2022 disappointment).   Bets can be taken, will we get the big winds again this year(all winter or just a few)-  -- plenty of near bare ground and not enough moisture in the top three feet to get a plow into to stop it.  It is the 3rd year drought jitters, when you wake up at night dreaming about dirt clouds from the 50's, it might be time for medication.  But I am saving that for the second week of November.

k-289
Esteemed Advisor

Re: Mississippi River

SW  ,  pipeline  conversation  is  quite  brisk  in  corn  states  with  the  invention  -  gimmick  of  Co2  capture  from E Plants .  has Cornhusker  state  politician  experts  grooming  the  airways  =  =  =

The  US  has  a  CON- sultant  group  (  no  $kin  in  the  game$ )  - addiction ,   and  fill  the  board  -  director   chairs  with  term  limited  -  ex  poly-ticking  individuals  ,  along  with  a  side  gig  of  ambassadorships = = =

Bloated - air  terminals  are  prime  examples  -  dream  vacationers   -  turned  into  logistic  nightmares  of  disappointment ,  with  a  heaping  portion$  of  $elf  denial ,  disappointment  = = =

Couldn't  imagine  the  reality  of  a  ''' WWII  - War  Stamp  Farmall M '''  patriotism ,   in  Topeka , Lincoln ,  much  less  D. C .  while  financial EX=perts $ale$  talk  clammer  excuses  of  the  $upply  Chain$  backup ===

$upply  Chain$  of  political  add  $$$$$  goes  un- interrupted ,   as  campaigning  on  Veterans Day  gets  a  double  dose  of   '''' ata-boy - back-pats ''' =  =  = Leaves  some  of  my  sunflower associates  asking  whom  is  getting  the ,Kansas - Doo-Dah city,   based  brothers  think tank ,  political  influential  $$$$$$$$$  this  go-a-round  ?  ?   

       

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