Markets Episodes
Every Ag View Pitch conversation on markets — summaries, key takeaways, and full transcripts.
Jul 2019
Hot and dry: Effects on corn and beans
Duane Lowry explains why a hot, dry forecast sends traders into soybeans, not corn, and where farmers should extend corn price protection instead.
Jul 2019
Ready, set... slow
Duane Lowry on corn stabilizing after a bearish USDA report, why traders ignore late planting, and setting a farm-by-farm margin target right now.
Jul 2019
Operating in a new stratosphere
Joe Paulson farms with his dad in north central Illinois and counts groceries and family living in his cost of production. Why that makes selling easier.
Jul 2019
Under pressure
Duane Lowry and broker Grant Shimek argue the June break is a correction, not the end of the rally, with 6.5 million bean acres still unplanted.
Jun 2019
5 things you need to know in the week ahead
Duane Lowry on the Trump-Xi meeting, China's 500,000-ton soybean purchase, doubts about the USDA acreage report, and a firming cash basis tone.
Jun 2019
Pre-report discussion 06/28/19
Duane Lowry previews the June 2019 USDA acreage and stocks report: corn acres near 87 million, and why he would use put options instead of cash sales.
Jun 2019
Report, report, hear all about it
USDA pegged corn at 91.7 million acres, 4.7 million above trade guesses. Duane Laurie explains why prevent plant is missing and what basis will tell you.
Jun 2019
Price outlook and reports discussion
Duane Lowry reads the June 24, 2019 crop progress report: corn 56% good to excellent, soybeans 71% emerged, and what it means for grain prices.
Jun 2019
What the hail?!
Duane Lowry on 3 million prevent plant bean acres, funds still short beans, and how to re-own bushels on paper without blowing up your cash position.
Jun 2019
Corn price reality check, and where do beans go from here?
Duane Lowry breaks down 77% bean planting, 19.4 million unplanted acres, and why he would reward corn rallies now but sit on his hands in soybeans.
Jun 2019
Strategic planning discussion: weekly market outlook
Duane Lowry explains why the moment everyone finally turns bullish is the moment to advance sales, and how to build a gross revenue target per acre.
Jun 2019
Mid week market update
Duane Lowry on why a USDA report that punts is still a direction, how to size sales against your insurance guarantee, and why basis keeps rising.
Jun 2019
Start me up
Duane and Chris Barron run the numbers on 2019 prevent plant, late planting yield loss, and why strengthening basis pointed to real corn demand.
Jun 2019
Don't stop believing
Chris Barron and Duane on the 2019 corn correction, 10 million prevent plant acres, and why a 20 percent yield cut pushes breakeven to $4.67 cash.
Jun 2019
Spirit in the sky
Duane Lowry sizes up 2019 prevent plant at 6 to 15 million acres, reads the Mexico tariff scare, and argues soybeans may surprise on the upside.
May 2019
Hold on loosely
Chris Barron and Duane Lowry weigh prevent plant against late planting, why to keep physical ownership of grain, and how to sell in increments.
May 2019
Taking care of business
Duane Lowry breaks down 2019 corn and soybean planting progress state by state, record prevent plant odds, and how to recheck your percent sold.
May 2019
Crazy train
Duane Lowry raises his prevent plant estimate to 6 million acres, argues $5 corn is plausible, and tells growers to slow down on new corn sales.
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