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Tidbits, Angie Setzer, Brazil Cash Market, Chinese Demand, Argentina 3/11/24

Tidbits


Angie Setzer has been in the cash grain industry for over 18 years. She has dedicated her career to learning the ins and outs of the cash grain business from both the commercial and the farmer side, working to marry the two, teaching farmers to manage grain as an elevator would.  She left the elevator business to launch Consus in 2021. Angie also writes for Barchart on Sundays.

The first part of her article yesterday covers the bean market news for the past six months. Then she writes:    

 

Over the last couple of weeks I have started to notice some remarkably interesting developments in both the Brazilian and Chinese cash markets. Signs that perhaps the (bearish) storyline is not quite what it seems, with actual developments in basis, freight and demand structure potentially opening the door for some interesting market moves in the weeks ahead.

 

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