Cost of Production Episodes
Every Ag View Pitch conversation on cost of production — summaries, key takeaways, and full transcripts.
Sep 2021
Heading into harvest: weekly market outlook, Sept. 13-17th
Chris Wilson explains why locking input costs without locking revenue raises risk, how to read a report the market already sold into, and basis timing.
Sep 2021
Hurricane damage and the September USDA report driving the markets
Peter Meyer explains how a single damaged export terminal moves basis, how NASS builds a September yield, and how to size 2022 sales to input spend.
Sep 2021
Best Practices for Farm Business Structure
Paul Neiffer and Chris Barron explain when trucking and equipment LLCs make sense, how per-pass billing works, and why structure makes transition possible.
Aug 2021
Weekly market outlook: Aug 30th - Sep 3rd, pre-harvest market strategies
Grant Shimek on why open basis at harvest is an avoidable risk, judging storage by ROI, and covering revenue once you have locked expensive inputs.
Aug 2021
Keep your eyes on margin management
Joe Vaclavik explains why risk management is not prediction, when a fund-position signal stops working, and how to set carry roll targets in advance.
Aug 2021
Equipment cost perspective: how high can we go?
Brent Judisch on 7.5 percent tractor and 7.7 percent combine price hikes, year-long waits, record used values, and which wear parts to buy before harvest.
Aug 2021
Weekly market outlook Aug. 9-13th: August 12th USDA report on the way
Jarod Creed shows how to stack cash sales, early-delivery premiums and margin protection so next year's crop is profitable before it is planted.
Aug 2021
Beginning farmer 2: lending
Ag lender Tevis Mott explains what beginning farmers need before a loan: a business plan, a written cash flow, 3 years of tax returns, and collateral.
Aug 2021
Weekly market outlook Aug. 2-6th: new month, new market
Ryan Moe reframes grain sales as portfolio management, not stock picking, and explains why locking input costs can matter more than the revenue side.
Jul 2021
What path does the market take now? Weekly market outlook, Jul. 26-30th
Grant Shimek explains how seasonals shape buying, what evidence would justify aggressive sales, and why doing nothing is a position with real risk.
Jul 2021
Weekly market outlook: Jul. 19-23rd, weather continues to drive the corn and soybean markets
Mark Welch of Texas A&M shifts the marketing question from forecasting weather to what you already know: your cost, your yield, your breakeven.
Jul 2021
Weekly market outlook: Jul. 12-16th - another report and weather drive the markets
Peter Meyer sorts rallies into production and demand, reads a USDA report by hunting the wrong line item, and explains why an unknown cost delays selling.
Jul 2021
Weekly market outlook: Jul. 5-9th - will the fireworks continue?
Jarod Creed shows how to size summer sales off your crop insurance guarantee, pair a short hedge with a call, and stop guessing at the weather.
Jun 2021
June 30th crop report conversation from the field
Joe Vaclavik calls the 2022 crop the real risk: input costs up about 40 cents a bushel, Dec 22 corn just over $5, and a breakeven near $4.25.
Jun 2021
The rollercoaster ride continues
Clark Neighbors shows how to tell a weather break from a macro break, read elevator hedging as sentiment, and use short dated puts on unsold bushels.
Jun 2021
Crop update from Iowa: from freezing temps to 90 degrees as drought conditions intensify
Pioneer agronomists on Iowa frost damage, spraying in heat, drought stress at V6, and why 60 to 70 percent of fields come back short on potash.
Jun 2021
Weekly market outlook: Jun. 7-11th - the rollercoaster ride continues
Peter Meyer shows how to value a market you cannot see inside, sizing China's structural corn deficit and the renewable fuel pull on soybean oil.
May 2021
Weekly market outlook, June 1-4th: volatility continues
Clark Neighbors of BIS Commodities lays out risk, reward and responsibility as a marketing discipline, and explains what basis moves signal about demand.
May 2021
Weekly market outlook 05-24/05-29
Jarod Creed shows how insurance guaranteed bushels plus option premium let a farmer lock a worst-case revenue per acre, and why deadlines matter.
May 2021
Spring fieldwork and planting update: planting drought in North Dakota
Chase Dewitz on 1.06 inches of moisture since September, cutting fertilizer to a 2x2 starter, positive cash basis, and cows heading to town in June.
May 2021
Volatility continues: weekly market outlook, May 3-7
Grant Shimek reframes a volatile spring as a return on investment decision, and explains why a floor you will actually hold beats a hedge you panic out of.
Apr 2021
What's up with these grain markets?
Mark Welch converts tight stocks into days of supply, uses analog years as bookends, and asks what your worst sale of the year would actually cost you.
Apr 2021
Weekly market outlook: Apr. 19-23rd - market drivers for the upcoming week
Chris Wilson of Atten-Babler on reowning every new crop sale with a call, why record fund length cuts both ways, and setting a home for old crop bushels.
Apr 2021
Is it too cold to plant?
Pioneer agronomist Eric Zumbach gives three planting checks: soil fit by ribbon test, 50-degree soil at 3 to 4 inches, and a warming 3-to-5-day forecast.
Apr 2021
Early soybeans and planting progress in central Illinois
Jacob Wade plants soybeans in late March, targets 120,000 to 130,000 population, and reports 7 to 12 bushel gains from reproductive fungicide.
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