Farmer Bob

The Outlook for Corn

Liquidity was the problem, and that has been severely curtailed. Speculators have moved on, the commodity markets are not generating the returns the greedy specs need.
They will be back.
I agree the govenrment policies and money supply is the deep underlying root of the problems.
Oil is in the same situation, the big difference between oil and ag commodities is the yearly growing cycles,and the weather factor.

The drilling for oil in less profitable conditions will grind to a halt, that kind of oil exploration takes real venture capital, and of course the sources of venture capital have dried up too.

I think the worst is yet to come, policy, and regulation will help, but it is going to be a rocky road.

Looking forward with caution