Bean export/import charts, 02/01/2016

Monday, February 1, 2016

I find the second one is the most interesting to me – decline to China from Argentina, we know the tax/currency/government situation has been the main feature on that but with the reforms being seen corn/wheat acres will increase and I am not sure if that will be at the expense of bean acres, from an export view more pesos will be generated from selling meal/oil from a value added look so the thing to think about is size/pace of China imports and where they will have to come from, seasonal and logistical constraints need to be added to the demand side of the equation.




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