Invest for the next soybean market, not the last one. Morgan Soy Simulator site launch! See you at AFOA KC this week!

After months of work, Morgan Soy Simulator’s own site is finally launching today! If you are headed to AFOA in KC this week, reach out. I’d love to show it to you.

Check it out at morgan.dnscommodities.com.

Request access and you can see the results of a few scenarios I’ve already built to showcase Morgan’s capabilities. Check out a couple screenshots below.

Scenario 1: An Iowa crusher increases crush by 133k bu/day.

How does this impact the plant’s bean cost competitiveness?

How much additional truck freight is needed to cover the expansion?

From where do the additional beans get sourced?

What competing plants are the most impacted?

How do county level prices move in response?

Scenario 2: 25% of US Gulf soybean exports shift to the PNW.

How does the origination basin change for the PNW and the Gulf?

How does the barge sourcing shift? And what’s the impact on total ton miles of barge freight demand?

What happens to rail capacity requirements on the Class 1 RRs? Who wins, who loses?

How does this shift impact crusher bean values?

Scenario 3: 15%-30% reduction in Eastern Corn Belt soybean production. (In development)

If eastern crush stays unchanged, from where do the crushers source their beans?

What is the impact on eastern crusher bean values vs western crusher?

How does the Ohio river barge market shift in response?

Are any plants logistically constrained by too much local demand chasing limited supply?

Interested? Request access to see the full scenario pages.

I’ll be at AFOA in KC this week. If you are there, reach out. Love to talk shop.

Duane


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