Markets Episodes
Every Ag View Pitch conversation on markets — summaries, key takeaways, and full transcripts.
Jun 2020
Pre-report discussion: Sunday night market outlook 06-28-2020
Duane Lowry reads a one-sided corn market ahead of a USDA report and makes the case for pricing next year's crop before the banker meeting.
Jun 2020
Dec 2021 sales? Happy Father's Day!
Duane Lowry makes the case for 2021 corn sales at $3.73 while Dec 2020 sits 19.75 cents off contract lows with no crop insurance safety net for 2021.
Jun 2020
How much upside potential exists during the next 2-3 weeks?
Duane Lowry sees only 10 to 30 cents of corn upside, warns that universal bearishness is a caution flag, and points to Dec 2021 corn near $3.73.
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
Handling July basis contracts: timely contemplation
July corn basis contracts: the July-December spread at 14 cents, $3.09 contract low risk, and why rolling early beats being the last one out.
May 2020
Tensions are high
Duane Lowry explains why a market that rallies must then defend the gain, and why basis quietly takes back most of what the futures board hands you.
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.
May 2020
Sunday night market outlook 05-17-2020
Duane Lowry explains why basis is fragile when a futures rally arrives, and how to split the basis decision from the futures decision on stored grain.
May 2020
I states planting and conditions update
Four growers in Indiana, Illinois and Iowa report May 2020 planting progress, uneven emergence after sub-50 degree soils, dry subsoil and widening basis.
May 2020
5% planted corn, May 25 insurance date: North Dakota
Marc Cartwright reports corn under 5% planted in North Dakota, soil still in the 30s and 40s, and up to 1.5 million acres facing prevent plant by May 25.
May 2020
Pay attention to basis now: Steve Johnson, ISU
Steve Johnson of Iowa State gives a 30-day window to fix old crop basis, price targets on July and December corn, and a plan for overrun bushels.
May 2020
Texas crop update with Peter Hill
Pioneer agronomist Peter Hill on 38-inch rows, seeding rates from 15,000 to 33,000, sorghum grown without traits, and why southern rust scares him.
May 2020
Sunday night market outlook, May 3, 2020
Duane Lowry shows how to spot a new market narrative early, and argues for locking basis first when a short-covering rally could take it back.
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
A new marketing week and USDA announces assistance for farmers
Duane Lowry breaks down USDA's $19 billion aid package: $5.1 billion for cattle, $3.9 billion for row crops, nothing for ethanol, and no sales advice.
Apr 2020
Podcasts you should listen to
Chris Barron and Shay Foulk name the ag and business podcasts they listen to in the tractor, from DC Signal to Noise to Grain Markets and Other Stuff.
Apr 2020
The complexities of agriculture with Shay Myers
Shay Myers of Owyhee Produce on splitting crop expertise among family, a standing Tuesday meeting, and following the crop all the way to the sale.
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.
Apr 2020
Sunday night market outlook 04-05-2020
Duane Lowry argues that choosing not to decide is a real decision, and explains why sales made in a panic rarely look good a few months later.
Mar 2020
Sunday night market outlook for the week ahead
Duane Lowry shows how to judge what a market has already absorbed, bound an ethanol demand scare with math, and hold a longer inflation frame.
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
Ridin' the storm out! Coronavirus and its current impact on agriculture
Chris Barron and Duane Lowry on cross-training before planting, restructuring farm debt as rates fall, and why Duane expects stimulus to be inflationary.
Mar 2020
Fear, markets, and opportunities
Chris Barron and Duane Lowry on March 2020: refinance while rates drop, stretch amortization, avoid panic sales, and watch crude oil over the virus.
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
Sunday night market outlook 02-23-2020
Duane Lowry tests the bearish corn story against spreads, fund positioning and USDA's Phase One disclaimers, and explains why fear-driven sales fail.
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