on November 27, 2020, 8:37 am, in reply to "Correction/RABOBANK still speaks abt surplus not deficite and some are spinning on the forum"
They expect another surplus despite the lower brazil crop, yet the say price should rise.
Volcafe has a huge deficit looming in 21/22, after a 10 mln bags surplus in 20/21. Seems extreme but more likely than the Rabobank forecasts.
Still does not mean the 21/22 deficit should be priced now
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- ANTIFREEZE November 27, 2020, 4:13 am
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