Cost of Production Episodes
Every Ag View Pitch conversation on cost of production — summaries, key takeaways, and full transcripts.
Apr 2021
Spring fieldwork and planting update from North Dakota
Levi Taylor reports from southeast North Dakota: drills parked in wet fields, frost still coming out, acres up after prevent plant, corn basis near zero.
Apr 2021
Markets focus on weather now: weekly market outlook, Apr. 12-16th
Jarod Creed gives a calendar for weather risk, explains why early dryness is bearish, and shows how options keep percent sold flexible as prices rise.
Apr 2021
Spring marketing opportunities: weekly market outlook, April 5-9th
Clark Neighbors of BIS Commodities explains why planting season sales, standing offers and carry versus inversion should drive your spring marketing.
Mar 2021
Weekly market outlook: March 15-19
Grant Shimek explains why a strong return against your insurance guarantee outranks any analyst opinion, and how higher spec limits cut both ways.
Mar 2021
Weekly market outlook: Mar. 8-12 - grab the bull by the horns
Jarod Creed replaces the breakeven with a profit goal and shows how sales can push the price you still need below where crop insurance would kick in.
Mar 2021
What is a Premier Crop system?
Dan Frieberg and Brenton Rossman explain learning blocks, yield efficiency and breakeven cost per bushel maps that show which acres actually pay.
Feb 2021
Sticker shock: crop insurance decision time
Steve Johnson breaks down 2021's $4.57 corn and $11.82 bean prices, higher volatility factors, and why cutting coverage to save premium backfires.
Feb 2021
Weekly market outlook Feb. 22-26th: volatility marches on
Grant Shimek explains why a margin call can freeze your decision making, and how to size positions so protecting a 30 percent ROI stays possible.
Jan 2021
Weekly market outlook: Feb. 1st-5th - first week for spring insurance price discovery
Jarod Creed on judging marketing by your all-in average, pairing 30 to 50 percent sold with insurance, and using the February discovery window.
Jan 2021
Crop insurance decisions: a commodity crop alphabet soup - RP, SCO, ECO
Steve Johnson breaks down revenue protection, SCO and the new ECO for 2021: how they stack, why premiums rise, and what to settle before March 15.
Jan 2021
Equipment cost management: pay me now or pay me later
Chris Barron shows why depreciation near 11% and 2.8% equipment inflation belong in your cost of production, and how to get a real annual valuation.
Jan 2021
Marketing perspective for Jan 19-22nd and the weeks ahead
Clark Neighbors separates demand led markets from investor led ones, and explains why a new crop hedge belongs in the new crop month, not the old one.
Jan 2021
Weekly market outlook with Jarod Creed: Jan. 10-15th
Jarod Creed shows how the February insurance price turns crop insurance into a marketing floor, and why incremental sales beat waiting for a top.
Dec 2020
Cutting through the fluff: 2021 chemical programs
Ben Blair breaks down the 2021 FMC, BASF, Bayer Plus and Corteva chemical rebate programs, plus 0% JDF financing and how to compare net cost per acre.
Dec 2020
Goodbye to 2020: weekly market outlook
Jarod Creed of JC Marketing rejects percentage-sold targets in favor of selling the exact bushels that lock a profit, then covering the rest.
Dec 2020
Will Santa leave a marketing present under the tree?
Mark Welch explains why a December rally deserves a decision, how fund premium can vanish, and what the top 20 percent of corn farms do differently.
Dec 2020
Enhanced coverage option
Scott Pedigo explains ECO, the 86 to 95 percent county band added for 2021, what it costs per acre in Stark County, and when it triggers a payment.
Dec 2020
Weekly market outlook: Dec. 14-18th
Grant Shimek explains how markets correct in time as well as price, why crowded assumptions about China are dangerous, and how to protect a strong ROI.
Dec 2020
Weekly market outlook Dec. 7-11th
Clark Neighbors breaks down a demand-driven rally, how logistics and basis windows shape selling decisions, and why standing orders beat waiting.
Nov 2020
Sunday market outlook: December decision drivers
Jarod Creed explains why a revenue per acre goal, not a price target, should drive grain sales, and how China's shift to Brazil reshapes basis risk.
Nov 2020
Sunday outlook: China vs. South American weather
Garret Brown breaks down why the bullish November USDA report faded, the corn shipment pace exports need, and whether China or Brazil sets price.
Nov 2020
Veterans Day, markets, controlled drowning
Brian Splitt on the USDA cutting corn carryout to 1.7 billion bushels, where December corn support sits, and hedging $10.30 beans with a call spread.
Nov 2020
Sunday market outlook: a post-election market, how long can price strength last?
Steve Johnson on tracking local basis for ten years, why commercial storage rarely pays, and the counterparty risk hidden in deferred payment contracts.
Nov 2020
Sunday market outlook: new week, new month, new president?
Grant Shimek argues that sales defended by return on investment beat sales timed on a hunch, and explains how to plan reownership before you need it.
Oct 2020
Sunday market outlook: market movers to watch in the week ahead
Brian Splitt reads market structure as instruction: no carry and strong basis mean sell the cash, then own the upside on paper instead of the bin.
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