I am always skeptical of US manufacturing. My guess would be on the side of crushing happening outside and planting happening inside. But all indicators, I agree, are pointing to the opposite. Hope I am wrong on my assumptions (at least on this count)
No you were fine on that - Brazil has cattle too. They were tearing down rainforrests to make grazing land for them. But I was thinking it would be soy coming up for crushing rather than feed going down. That's possible too. I am not sure what the plan is actually - I am just speculating.
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