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Large Ag moves. Where are they next ?

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Jan 05, 2018 at 09:24 AM CST

https://www.agweb.com/blog/grain-livestock-outlook/large-ag-moves-where-are-they-next-/

There exists the potential for a couple large scale opportunities in the near to medium term in my opinion. As always quantify the risk one is willing to take. The oilshare is one longer term large scale opportunity that can unfold. With the global market awash in soy, and with crush margins at lofty levels, the incentive to crush is there. Hence we see record crush pace around the world. This will continue to place a abundance of meal on the market. There exists a ample amount and a ample amount of competitive products globally. On the other side of the coin is soyoil. The soyoil market is currently expanding do to biofuel mandates, and demand. This is expanding. In addition the yield per bu of oil is a bit disappointing. This is expected to continue through the year. This will place pressure on supplies that are already declining. We perhaps have the making of a oil lead market. This has been elusive for quite some time. If this trade idea comes to fruition we are in the very beginning phases of i