Record harvest to cut Chinese corn imports by 60% | MartinKronicle - Michael Martin
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I Doubt This Very Much

China has to import 4 times the amount of corn it can grow itself just for hog feed. Unless the demand for pork has declined I don’t see how they will cut corn imports by a whopping 60%?

Stay long my friends..

Record harvest to cut Chinese corn imports by 60%

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  • Beijingperspective

    Unless China is going Kosher …lol…

    You have to love strong trends with the background of many media members and public arguing “it is not sustainable.”

  • martinkronicle

    What’s sustainable is how lazy most readers are.

  • Jaytrader

    Michael,

    Interesting comments on the corn and pork.  Here’s another twist I’m getting ready to play:

    The hog/corn ratio has collapsed and taken out the ’08 historic low.  I am waiting patiently for my entry signal to buy the hog/corn spread.  If corn doesn’t break off…then the hogs should take off!  Either way, it simply a bet that the relationship between hogs and corn cannot stay this low for the next several months. Any thoughts on this idea?

  • martinkronicle

    I don’t know enough about what you’re doing to say anything intelligent the trade.