date:Feb 28, 2013
is all has to be taken with a grain of salt because the economists used retrospective prices. Using these prices is a very crude method of analysis, Bozic says, because they do not account for supply responses from production cutbacks, which is included in DSAs market stabilization component.
And thats critical. DSA provides some good levels of margin protection at the $6.50 per cwt. margin level. But with market stabilization in play when margins dip to $6 per cwt. for two months, its unknown