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. 3d ago

    #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

  2. Jul 19

    #794 - “Wheat Rally, Corn Selling Window & Soybean Outlook” - Weekly Market Outlook: Jul 20-24

    https://19-minutes.supercast.com A geopolitical wheat rally is spilling into the grain markets, but can it continue supporting corn and soybeans? Greg McBride of Allendale Inc. joins Jeremy Doetch to break down the opportunities and risks heading into the week of July 20–24. They discuss strong Corn Belt crop conditions, weather premium in corn, key resistance near recent highs, and why seasonal patterns could create additional downside. Greg also examines soybean demand from China, the potential for higher prices later in the year, and how South American weather and fertilizer availability may influence the market. The episode closes with an update on declining cattle prices, beef imports, limited herd expansion, and why tight supplies could keep cattle historically strong. Topics include: Wheat rally driven by geopolitical disruptionsCorn marketing opportunities and seasonal price pressureSoybean exports, China demand, and August weatherSouth American production and fertilizer risksCorn Belt crop conditions and yield potentialCattle prices, beef supplies, and herd expansion #GrainMarkets #CornPrices #WheatPrices

  3. Jul 12

    #793 - Is the Grain Market Setting Up for a Harvest Rally? – Weekly Market Outlook: Jul 13–17

    https://19-minutes.supercast.com Strong demand, tight projected stocks, and seven critical weeks of growing weather could create another major opportunity for corn and soybean producers. Chris Barron and Jeff Fichtelman break down why even a modest yield reduction could significantly tighten supplies, when a harvest-driven rally could develop, and why farmers should have firm offers ready before optimism takes over. They also discuss old-crop corn still weighing on the market, regional harvest basis opportunities, China’s continued soybean buying, lower nitrogen prices, and renewed uncertainty surrounding Russia and Ukraine. Could corn and soybeans get another meaningful rally, and how should farmers position themselves without getting greedy?

  4. Jul 5

    #792 - Second-Chance Rally for Corn and Soybeans? – Weekly Market Outlook: July 6–10

    https://19-minutes.supercast.com Iowa State University economist Chad Hart joins The Ag View Pitch to break down the July 6–10 grain market outlook, including crop conditions after heavy rain, what stood out in the USDA acreage and stocks reports, record corn usage, soybean crush strength, renewable diesel demand, China trade expectations, and whether weather premium could create another pre-harvest marketing window. The conversation also covers old crop soybean cleanup, new crop corn and soybean pricing, basis risk, cost of carry, government payments, ARC and PLC, and why farmers may need to recalibrate price targets after the first major rally fades.

  5. Jun 28

    #791 - USDA Acreage Report, Grain Stocks & Corn Price Risk - Weekly Market Outlook: June 29-July 3

    https://19-minutes.supercast.com The June 30 USDA Acreage and Quarterly Stocks reports could set the tone for corn and soybean markets heading into July. In this week’s market outlook, Chris Barron talks with Jarod Creed about crop conditions across the Corn Belt, the possibility of larger-than-expected corn and soybean acres, old crop basis risk, soybean crush margins, weather premium, and what farmers need to understand before and after the USDA report. They also discuss why acreage may be more complicated than the market expects, how Kansas and South Dakota could have an outsized impact on national yield, why old crop and new crop marketing need to be managed differently, and how ARC, PLC, ECO, crop insurance, and other safety nets should factor into total revenue decisions. With corn prices already under pressure and the market watching weather, stocks, acres, and fund positioning, this is a timely conversation for farmers heading into one of the most important report weeks of the summer. #cornmarket #soybeanmarket #grainmarkets #USDAreport #acreagereport #grainstocks #farmmarketing #agriculture #cornprices #soybeanprices

  6. Jun 22

    #790 - Young Farmer Peer Group: Farm Transition, Networking & Growth

    Interest Form Information Document Sam's email: sam@agviewsolutions.com Sam's Phone Number: +1 (319) 231-8884 Ag View Solutions is launching a new peer group opportunity for young producers coming back to the farm. In this episode of The Ag View Pitch, Chris and Samuel Fehl discuss how the group will help the next generation of farmers build professional relationships, learn from other operations, improve communication with the senior generation, and create real action items for farm transition and business growth. The group will include geographically diverse operations, in-person meetings, virtual check-ins, SWOT analysis, accountability partners, and a structure designed to help young farm leaders move their operations forward.

  7. Jun 21

    #789 - Corn Selloff, Soybean Crush Margins & Wheat Harvest Risk - Weekly Market Outlook: June 22-26

    In this week’s Market Outlook, Joe Paulson talks with Hugo vanRoessel of Cornerstone Ag Partners about the recent pressure in the corn market, the role of spreads and basis, and how producers should think through percent sold, revenue protection, and downside risk heading into the heart of summer. The conversation covers why the recent corn rally appeared to be more money-flow driven than demand-driven, how strong export demand is still supporting the corn market, and why seasonal pressure could remain a factor into August. Joe and Hugo also discuss soybean crush margins, Chinese demand risk, Brazil’s role in global soybean trade, and why soybeans have held together better than corn. The episode also looks at soft red wheat harvest, storage costs, carry, DP charges, and how wheat volatility can affect marketing decisions. Hugo also explains how tools like puts, min-max contracts, and accumulators can fit into a broader grain marketing plan when used in the right situations. Website: cornerstoneagpartners.com Email: hugo@cornerstoneagpartners.com

  8. Jun 14

    #788 - USDA Reports, Iran Oil Risk & Summer Weather - Weekly Market Outlook: June 15-18

    https://19-minutes.supercast.com Grain markets are heading into a critical stretch as farmers watch crop conditions, old crop inventory, fund selling, basis opportunities, and the upcoming June 30 USDA Acreage and Grain Stocks reports. In this Weekly Market Outlook for June 15-18, Chris Barron is joined by Brian Grete of Commstock Investments to break down what is driving corn, soybean, and wheat markets right now. They discuss the sharp selloff in grain prices, why funds have been liquidating long positions, how the market is viewing early crop conditions, and what farmers should be watching as pollination, soybean weather, and key USDA reports approach. They also cover old crop corn and soybean bushels still sitting on farms, whether basis should be locked in, why cost of carry matters, and how current events like the Iran conflict and oil prices could influence ag markets. Topics covered: Corn, soybean, and wheat market outlookJune 30 USDA Acreage and Grain Stocks reportsFund liquidation and money flow in grain marketsCrop conditions and summer weather riskOld crop inventory and basis strategyIran conflict, oil prices, and market fatigueWhy knowing your breakevens matters in 2026 If you are still holding old crop bushels or trying to make new crop marketing decisions, this episode is a timely look at what could move grain markets over the next several weeks.

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4.5
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About

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

Information

  • Creator
    The Ag View Pitch
  • Years Active
    2019 - 2026
  • Episodes
    790
  • Rating
    Explicit
  • Copyright
    © The Ag View Pitch
  • Show Website
    The Ag View Pitch