NOPA Emergency Meeting

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42 views11/12/2026
Leadership reacts to Crush Margins going under $2/bu and what to do about it.

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00:00 - 00:03Hog margins are collapsing
00:04 - 00:05Cash Soybean Oil
00:05 - 00:07is garbage
00:08 - 00:12Its too late for Soybean Meal
00:12 - 00:15to be forced in for EUDR
00:17 - 00:19Ending stocks
00:19 - 00:21will support strong crush margins
00:24 - 00:26Oh
00:27 - 00:28Trump
00:31 - 00:33Trump, exported the ending stocks again
00:34 - 00:36We'll be lucky to find edamame
00:53 - 00:58Everyone who didn't bribe Peter Navarro, leave
01:13 - 01:15We paid for the RVO!
01:15 - 01:17How dare Trump export our beans!
01:18 - 01:23Those are our beans
01:25 - 01:28Not the Chinese
01:29 - 01:31And where are the biodiesel producers
01:31 - 01:34They couldn't run a plant
01:34 - 01:37that makes imitation dog shit
01:37 - 01:40from actual dog shit!
01:40 - 01:42It is not just China
01:42 - 01:46I don't care if its Dolly Parton
01:46 - 01:48Trump also granted SREs
01:48 - 01:52What is going on over there?
01:53 - 01:54We paid real money
01:56 - 01:57Oil profits
01:57 - 02:00are record large
02:00 - 02:03and they cannot let even
02:04 - 02:08a few pennies hit the floor
02:08 - 02:13for the crush industry
02:14 - 02:16We are the ones
02:17 - 02:21saving farmers from capitalism
02:27 - 02:29I know the terror
02:30 - 02:34of free markets well
02:34 - 02:36I committed everything
02:41 - 02:42to save you
02:43 - 02:47from the brutality
02:48 - 02:53of market forces
02:54 - 02:56and then some
02:56 - 02:59twit comes along
03:00 - 03:02pays off the EPA
03:04 - 03:07I know it wasn't you
03:14 - 03:16We'll just do
03:19 - 03:23what we always do
03:25 - 03:26Cargill,
03:31 - 03:33Flash some sales to unknown
03:40 - 03:46and find a customer later
03:46 - 03:49or wait for an ADM plant
03:53 - 03:56to catch fire