you are correct - we do not know, that is why we are out of stocks now.....Here in europe the production is down since April without any move up....not going up and not going down. still lot of people will lose their jobs, because they are still employed only for the case the demand will pick up....
But we are already for 6 months stabilized, soy.....and that is a problem, no jo-jo effect is on the way. We will stay where we are.....But market expects the recovery, that is why the stocks are heading up...they will fall..again much more than needed but in panic, and that will be the time to buy again....imo.
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