Cost of Production Episodes
Every Ag View Pitch conversation on cost of production — summaries, key takeaways, and full transcripts.
Oct 2020
Sunday market outlook: will demand continue to drive the corn and soybean markets higher?
Clark Neighbors converts market carry into cents per bushel per month, a simple test for whether storing grain still pays, and reads a demand-led rally.
Oct 2020
Sunday market outlook: are you rewarding the market rally?
Jarod Creed tells producers to judge the year on revenue per acre, question every bushel that goes in the bin, and set a worst-case price in advance.
Oct 2020
Mid-week market outlook, Oct. 8, 2020
Garret Brown explains how light carry signals tight supply, and how converting record fund length into bushels reveals the selling risk ahead of you.
Oct 2020
Phantom yield loss: what are you leaving in the corn field?
John Maxwell and Ben Blair measured 2.2% yield loss per point of field drying and show why spending 4.5 cents a point to dry corn still pays.
Oct 2020
Check off dollars: what are they used for? IL Soy
Linda Kull and Emily Carls break down how the 0.5% soybean checkoff is collected and spent, and how the AMP program helps Illinois farms plan a transition.
Oct 2020
Quarterly grain stock reports: uncertainty, surprise, and volatility
Garret Brown breaks down the September 2020 stocks report: corn under 2 billion bushels, 255 million below estimates, and what it means for 2021 margins.
Sep 2020
Grain handling and drying: harvest is here
Matt Todd explains mixed flow drying: a bigger grain column, 40 CFM over the burner, less propane per bushel, and better test weight than screen dryers.
Sep 2020
Mid-week market outlook 09-24-2020
Garret Brown argues government payments belong in your breakeven, not in your patience, and traces how South American delays extend US export demand.
Sep 2020
Macro and micro economic market movers
Texas A&M economist Mark Welch explains how recessions, inflation, and the dollar move grain prices, and a 5% rule that drops corn breakeven 40 cents.
Aug 2020
Used and new equipment trends and pre-harvest inspections
Brent Judisch on gathering chain settings for down corn, running GPS one row narrow, rock traps, tire pressure, and calibrating heads before harvest.
Aug 2020
Temporary storage post-storm and otherwise: grain bagging
Zane Erickson of North Star Ag prices grain bagging at 12 to 15 cents a bushel, explains moisture limits up to 30%, and how to site and unload a bag.
Aug 2020
Episode 200: Sunday night market outlook
Duane Lowry on why derecho losses may not move the corn balance sheet but can still move price, and how to set a sale off your own margin target.
Jul 2020
Navigating through lease agreements
Mike Downey explains why 90% of his leases are flexible cash rent, how to reset a rent that is too high, and what landowners miss about breakevens.
Jul 2020
Sunday night market outlook 07-19-2020
Joe Vaclavik turns fund positioning into a marketing filter, and warns farmers who set basis early to price the futures long before delivery.
Jul 2020
Monday market outlook, July 6, 2020
Duane Lowry ranks which bushels to price first, when options earn their cost, and how to use chart levels to test whether a sale thesis still holds.
Jun 2020
Microeconomics of investing in $3 corn and $8 soybeans: a good idea?
Chris Barron walks through four steps for deciding mid-season input spending at $3 corn, using your own yields, insurance level, and margin math.
Jun 2020
Land rental negotiation: key points and considerations
Chris Barron on four things to settle before you meet your landowner: a structured proposal, farm-by-farm numbers, competition, and fake rent numbers.
Jun 2020
USDA S&D, acreage reports, and weather, oh my!
Duane Lowry weighs a thin weather story against 3 billion bushel corn carryout, record fund shorts, and crop insurance price floors before harvest.
Jun 2020
Is university fertility research outdated? The future of micros and bios
Brad Hobrock argues soil tests poorly predict crop uptake, calcium is the overlooked mineral, and 90% of applied phosphorus ties up within 30 days.
May 2020
Memorial Day 2020: Monday night market outlook
Chris Barron and Duane Lowry weigh CFAP eligibility rules, why headline risk needs price confirmation, and when sitting on your hands is the plan.
Apr 2020
Special edition: Sunday night market outlook
Duane Lowry on why grain quality outranks any marketing decision, how to lock new crop basis early, and what to do when everyone is bearish at once.
Apr 2020
Easter Sunday night market outlook
Duane Lowry on reading a market with no catalyst: why stabilization matters, when to avoid panic basis sales, and floors that keep upside open.
Mar 2020
Near-term uncertainty, but the horizons offer hope
Duane Lowry on why panic sales in March 2020 were a mistake, holding old crop corn 60 to 90 days, and how a weaker dollar could lift ag prices later.
Mar 2020
Market fear; is it justified? Sunday night market outlook
Duane Lenz separates panic from fact, reads the corn-soybean ratio as an acreage signal, and argues for marketing tools that keep upside open.
Feb 2020
Biologicals, profit management, and peer groups
Brad Downing explains what biologicals are, why there is no silver bullet, how to spot weak transparency, and why he orders live cultures in December.
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