GNC is a handler going full chat at present, not a graingrower.
As an aside, while not guaranteed, if Russian-Ukrainian 'shadow dancing' intensifies and there are skirmishes or heaven forbid an all-out war or other serious conflict, given Ukraine is the fourth largest supplier of wheat and corn, it could see grain prices spike upwards.
Ukraine has an arable land area of 42 million hectares, a third larger than Australia's 31m. Wheat there is usually harvested in July and August, with one dated article suggesting the majority of plantings (c.85 per cent) typically survive the winter.
One hopes any escalation doesn't mean disruption to bulk ships or shipping lanes.
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