China May Import 40% More Corn Than In The Last 60 Years Combined | AgWeb
Is the question can the load out infrastructure hold up to record through put or will China follow through on commitments? The author seems to frame the situation as an either or: either we hit the big export numbers or there's a big price drop. We may not hit the largest figures due to weather conditions or throughput restrictions but that doesn't mean carryout increases dramatically. We would instead go from tight supplies to only somewhat-less tight. So long as China follows through on purchase commitments.
Read more here: https://www.agweb.com/opinion/china-may-import-40-more-corn-last-60-years-combined