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            Greg Kostal - President/Owner
The ability to consistently deliver value has one key personal touch. I make it a priority to understand the nature of your business interests. This is done with an interactive approach that builds a solid long term relationship where clients actually are personal friends.

Canola: Mar 30-19

Itís easy to over-think daily gyrations, but rumors this week include discussion that a Canadian delegation is quietly in China, basically to tackle the preliminaries before higher level government officials possibly meet at a later date.

China has a core inelastic canola demand base that doubtful can be resolved with indefinite Canada absence. With surging Chinese domestic canolaoil prices, incremental domestic pain is being felt. I am convinced that if not through direct trade via a trade compromise, canola can flow indirectly to China through trade flow reshuffling. Canola is too mature to think of being down and out indefinitely. Before sprouting horns, remember, this doesnít indemnify canola from still having a soybean problem.

Forming an opinion on political chances is tricky, but we are forced into it if we are to have a risk-reward opinion on canola. If would like more detail on this or on anything else in the reading room, please send me an email or can be reached by  

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