I'm hearing there are lots of divestitures happening in the near term. My guess is they are in the specialty businesses but no one has confirmed that for me. This is where the 20k comes from from previous posts. The reorg rifs I'm hearing will still be really significant. I've heard upwards of 5k globally for this target. (@nlt+1vIMRObD)
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There's plenty of specialties, they don't have to be entire businesses (CBI), they could also just be departments within the conglomerates (CFB's one-offs). These are NOT predictions, just examples.
Which parts of cargill are the specialty businesses. Every business seems to think they are not part of that and that it is someone else because they are too important