The Ag View Pitch

The Ag View Pitch

Providing value to our clients and producers with a variety of interviews and farm related discussion from a grower and marketer perspective.

  1. 5d ago

    #796 - “Record Corn Demand, Rising Acres & August Weather Risk” - Weekly Market Outlook: Aug 3-7

    https://19-minutes.supercast.com Record corn demand is supporting the grain markets, but additional acres, August rainfall, and harvest pressure could quickly change the outlook. Chris Barron is joined by Matt Bennett of agmarket.net to examine the crop, demand, and marketing risks heading into August 3-7. Matt discusses why he questions the USDA’s current crop ratings and whether the national corn yield can exceed 183 bushels per acre. They examine the possibility of additional corn acres, exports running well ahead of last year, and why a smaller yield could create a much tighter balance sheet. They also explain why the longer-term corn story remains constructive even if prices face pressure before harvest. The conversation also covers wheat volatility related to Russia and Ukraine, soybean prices following their recent decline, strong domestic crush demand, and how a wetter August could affect soybean yield expectations. Matt closes with guidance for managing old-crop corn, harvest deliveries, basis, and on-farm storage without leaving too many bushels exposed. Topics include: USDA corn yield and acreage uncertaintyRecord domestic and global corn demandCorn exports running ahead of projectionsAugust weather and crop conditionsHarvest price and basis riskOld-crop corn still in storageWheat volatility and opportunities for cornSoybean prices and strong crush demandSouth American weather and El NiñoOn-farm storage and harvest marketing decisions Learn more from Matt Bennett at agmarket.net. #GrainMarkets #CornPrices #SoybeanPrices

  2. Jul 26

    #795 - “$6 Corn? Soybean Rally & Harvest Basis Planning” - Weekly Market Outlook: Jul 27-31

    https://19-minutes.supercast.com Soybeans are rallying, $6 corn headlines are circulating, and harvest basis decisions are approaching quickly. Andy Hruby and Hugo vanRoessel of Cornerstone Ag Partners break down what is supporting grain prices and where the markets could become vulnerable. They examine USDA corn acreage uncertainty, strong export and ethanol demand, weather premium, and why spreads and local basis may provide a better read on the physical corn market than futures alone. They also discuss early-harvest premiums, storage limitations, fall delivery planning, and pairing additional crop investments with marketing decisions. Hugo then explains why soybean crush margins near $3 per bushel, tight projected supplies, and limited storage carry could keep soybean prices volatile. The episode closes with risk-management options for protecting current prices while retaining upside, along with opportunities in 2027 corn and soft red wheat. Topics include: USDA corn acreage and August WASDE risk$6 corn projections versus cash-market signalsWeather premium and strong corn demandFall basis, early-harvest premiums, and storage planningSoybean crush margins and tight projected suppliesInterest costs and the economics of storing soybeansMin-max contracts, puts, and retaining upside2027 corn and soft red wheat opportunities Website: cornerstoneagpartners.com Email: hugo@cornerstoneagpartners.com #GrainMarkets #CornPrices #SoybeanPrices

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Providing value to our clients and producers with a variety of interviews and farm related discussion from a grower and marketer perspective.

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