We are getting our weather rally just in time as we get a firm handle on our own Canola yields.
Frost in S.America and HOT weather in the US beating up the Bean crop plays into the weather Thesis of our latest Target.
More out tomorrow with an update to our current Canola play and new ideas on Durum, Wheat and Peas.
Beans near Limit up as we head to bed. Enjoy the morning.
