Hi all. I am quite new to this forum. What about compiling the new USDA's estimates each of us will be most watching, tomorrow? For my part: In the world balances: - Corn, China: will USDA higher its production estimate? - Soybean, China: import level? - Soybean, Brazil and Argentina: next year production levels? - Soymeal, China: import level? - Wheat: levels of productions trhoughout Europe, the Black Sea Region, Argentina and Australia In the US balances: - Soyoil: production, dom. use, export - Wheat: HRW production est. - Corn and soybean: shifts in acreage/production est? What will you be watching closelu, tomorrow?
and, then ... There are a least 3 points, I would like to hear comments on: - What do you think of the bump in US bean oil export (from 1200 million pounds to 1800 new USDA's est.) ? - The trick in the Chinese corn balance sheet (prod. and dom. consumption), the USDA plugging the CNGOIC figures in its balance? - Do you believe in the reduction HRW US exports, as indicated bu the USDA (from prior month) ?