S A Soy production - further cuts

[Palouser]

Calling Arg prodiction at 46.5 and Brazil 66.5 MMT. The trend continues. I would assume increases in soy acres in the US as a result. 

By now I think we can judge that raising huge global crops is dependent on  'Normal Production Variability' and dramatic increases can't be depended on regardless of prices. Increases in consumption will continue, China being the most familiar example. They will not cut back. They will compete for food if it comes to that. If that is what is in the future we are lucky they are responsible enough to have huge reserves to minimize, as much as possible, market shocks.

[idalivered]

Possible production increase in the US, tho.Last week's report on planting projections is doing it's job. One of my seed dealer's said that he had customers call and switch corn seed to soybeans. they were big corn on corn guys, but the new crop corn vs. soy bid was the decision maker. A million acres here and a million there and pretty soon this will get interesting. sounds like a big wheat crop (competition for corn) coming in the southern plains.

[Artifice]

raising huge global crops is dependent on  'Normal Production Variability' and dramatic increases can't be depended on regardless of prices??

my guess is prodution keeps rising as it has for 50 and 100 yrs.

storing unused grain is expensive, so we don't want to grow too much too fast.

just me but i don't thinkwe need dramatic increases.

crops grow to trend and vary.