Markets Episodes
Every Ag View Pitch conversation on markets — summaries, key takeaways, and full transcripts.
Feb 2020
Start your engines: Sunday night market outlook
Duane Lowry explains base rates, forced basis-contract selling and why long-range USDA baseline projections cannot drive a marketing decision.
Feb 2020
Canadian Ag Day, from Canada
Alberta brothers Sam and Chad Dykshoorn on six-crop rotations, carbon tax costs, lost canola sales to China, and earning consumer trust on the farm.
Feb 2020
Sunday night market outlook: February 9, 2020
Duane Lowry tracks the February insurance price average and explains why a crowded fund short inside a narrow range can produce outsized upside.
Jan 2020
Ag policy: Iowa and beyond, what you need to know
Iowa policy adviser Jake Swanson on small refinery exemptions, B20 fleet rules, hemp approval, and the Invest in Iowa Act's water quality money.
Jan 2020
Sunday night market outlook 1-26-2020
Duane Lowry argues a market saturated with fear rarely marks the high, and explains why selling below your cost of production removes no risk at all.
Jan 2020
Labor, trucking, and China: an Iowa farmer's perspective
Erik Oberbroeckling runs 11 semis in an entity separate from his Iowa farm. He covers the liability line, the labor pool it buys, and a China trip.
Jan 2020
Start planning how to react: Sunday night market outlook 1-19-2020
Duane makes the case for mapping out your price targets before a rally arrives, so a fast move does not catch the whole operation flat-footed.
Jan 2020
Georgia, Alabama, and Florida producers: extra complexity, longer growing seasons
Three Pioneer agronomists on Georgia's 1.2 million cotton acres, hurricane losses, the shift to corn for 2020, and why collaboration matters there.
Jan 2020
90-120 day market outlook from the Ag View Pitch
Duane Lowry shows how to audit a USDA report line by line and let price action and cash basis, not the headline yield, cast the deciding vote.
Jan 2020
Numb: an American farmer play written by the USDA
Duane Lowry reads the January USDA report: corn carryout down 18 million bushels, bean numbers unchanged, and state yields he finds hard to believe.
Jan 2020
Important ARC/PLC decisions for 2020: part 1
Steve Johnson walks the ARC/PLC election: reference prices of $3.70 corn and $8.40 beans, the March 16 deadline, and ARC Individual on prevent plant acres.
Dec 2019
Sunday night market outlook: a new year
Duane Lowry explains how to size the risk of holding unsold grain into a January USDA report, and why firm basis softens a bearish surprise.
Dec 2019
Will harvest ever end in North Dakota?
Marc Cartwright reports 1.75 million acres of North Dakota corn still standing at 20 to 25% moisture, plus $0.50 to $1.25 discounts and where it sells.
Dec 2019
Merry Christmas market outlook
Duane Lowry separates selling because you hit your margin target from selling because you think price topped, and shows how to re-own upside on paper.
Dec 2019
Sunday night market outlook 12/15/2019
Duane Lowry explains why China's Phase One farm purchases should hold, and Chris Barron lays out how farmers rebuild a plan when working capital erodes.
Dec 2019
2019 comes to an end; how long will it take to sort it out?
Duane Lowry on keeping physical bushels, reowning sold grain on paper, and what USDA's January resurvey could mean for corn and soybean prices.
Dec 2019
Sunday night market outlook 12/1/2019
Duane Lowry explains why one-sided liquidation marks the end of a price move, and why a farmer with grain in the bin holds leverage he should keep.
Nov 2019
Sunday night market outlook 11/24/2019
Duane Lowry explains why locking basis surrenders leverage, and why a thin hedged elevator inventory puts the farmer in the stronger position.
Nov 2019
You thought your harvest was tough
Marc Cartwright reports 20 to 25 percent of North Dakota corn harvested, moisture at 27 to 30 percent, and test weights stuck near 50 pounds.
Nov 2019
Sunday night market outlook 11-17-2019
Duane Lowry explains why demand is the market's default excuse, how firm basis and spreads reward patient sellers, and why margin targets rule.
Nov 2019
Sunday night market outlook 11-10-2019
Duane Lowry explains why a USDA report that disappoints bulls and bears alike drains the selling energy, and how basis tells you what the market wants.
Nov 2019
Sunday night market outlook for the week of November 3rd
Duane Lowry walks through USDA baseline projections and why every farmer needs a plan for locking in profitable prices two and three years out.
Oct 2019
Sunday night market outlook: October 27, 2019
Duane Lowry shows why yields that beat expectations can still be low, and why last year's yield on your own farm beats APH as a comparison point.
Oct 2019
Harvest expands, but prices appear well supported
Duane Lowry and Chris Barron run the 2019 harvest math: yields off 10 to 15 percent, drying up $30 to $50 an acre, and the price needed to break even.
Oct 2019
Sunday night market outlook
Duane Lowry explains why he refuses to name a resistance level when market dynamics shift, and why your own yield and cost math beat any forecast.
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