Re: Production Consensus and Reliability Update - Maja is reporting 48 not 53 for 2022
I'm not singing praises for Maja. I'm just going by what Marcelo wrote. Nor do I think that anyone can provide "serious analysis". It's all a guess. I realize that Maja exaggerates her projections in favor of bulls. As to Rabobank, someone mentioned 68 mln bags. So I simply tried to correct them.
|