The Ag View Pitch

The Ag View Pitch
  • 4.5 (50)
  • Business
  • Updated Weekly

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

  1. 1d ago

    #805 - “Could Corn Prices Drop 50¢ Into Harvest?” - Weekly Market Outlook: Sept. 14-18

    https://conference.agviewsolutions.com/⁠ USDA lowered the 2026 U.S. corn yield to 178.5 bushels per acre, but corn still struggled to extend its rally. Chris Barron and grain market advisor Jeff Fichtelman explain why that muted response matters as harvest approaches, especially with funds heavily long, farmer selling ahead, and export demand beginning to show cracks. They also look beyond the current crop. Chris shares early Farm Profit Manager cost-of-production data for 2027, while Jeff explains why roughly $5.30 futures may offer a strong place to begin pricing next year’s corn. They cover seller’s remorse, storage, basis, HTA fees, upside calls, and the question every farmer holding grain needs to answer: What exactly are you waiting for? USDA’s 178.5-bushel U.S. corn yield and 219-bushel Iowa estimate Why corn failed to make new highs after the September crop report The risk of a fast fund exit if market momentum turns lower Why soybean prices deserve caution despite strong demand arguments Early 2027 corn and soybean cost-of-production trends When to sell cash grain, use an HTA, or buy March calls How to build a grain marketing plan around margin instead of emotion Register for the 2027 Ag View Executive Business Conference, January 20–22 in Hollywood Beach, Florida:https://conference.agviewsolutions.com/ #CornPrices #GrainMarketing #USDAReport

  2. Sep 7

    #804 - “$5 Corn: Sell More or Wait for $6?” - Weekly Market Outlook: September 7-11

    https://19-minutes.supercast.com Corn and soybean prices have rallied, but how much more should farmers expect before making another sale? Shay Foulk and Alex Londerville with Cargill discuss the opportunities in $5 cash corn, $13 soybean futures, and pricing next year’s crop before this year’s harvest gets rolling. With December 2026 and December 2027 corn futures both near $5.36 at Friday’s close, the conversation looks beyond harvest sales to opportunities for protecting future margins. They also discuss what could challenge the rally as USDA’s September WASDE approaches and more grain starts moving. Topics include: Black Sea disruptions, European crop concerns, and late-season heat Corn yield expectations and what to watch in the September WASDE Fund positioning and who could provide the next round of buying Export demand, China, and soybean crush Evaluating earlier sales using the costs and margins you knew at the time Getting storage, trucking, and grain-buyer conversations lined up before harvest A profitable sale can still be a good decision even when the market moves higher afterward. Shay and Alex discuss how to keep that perspective while planning the next sale. #CornPrices #Soybeans #GrainMarketing

  3. Aug 30

    #803 - “Record-Long Funds: How Long Can This Grain Rally Last?” - Weekly Market Outlook: Aug 31 - Sep 4

    Listen to 19 Minutes: https://19-minutes.supercast.com Grain markets have come alive heading into September. Shay Foulk sits down with Garret Brown of CODAK Risk Advisory to break down what’s driving the rally in corn, soybeans, and wheat, and how farmers should be thinking about the opportunity in front of them. They discuss the impact of the Pro Farmer Crop Tour, Black Sea uncertainty, historically large fund positions, rising options volatility, slowing export demand, and the risk of a sharp market reversal. They also get practical about marketing decisions, including 2026 and 2027 sales, target and stop orders, cash flow needs, input purchases, and knowing when a profitable price is good enough. Contact Garret: gbrown@codakgroup.com Garret is a broker with Lakefront Futures and Options LLC, which is registered with the NFA. CODAK Risk Advisory is a cash grain marketing advisory only and is not registered with the NFA. Disclaimer: This content is provided for informational and educational purposes only. Futures and options trading involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. Consult your own advisors before making trading or grain marketing decisions.

  4. Aug 24

    #802 - AI for Farmers: The Busywork That Could Disappear by 2027 | Vance Crowe

    https://19-minutes.supercast.com AI has moved well beyond writing emails and answering simple questions. Vance Crowe joins Shay Foulk to explain how he is using it to handle bookkeeping, analyze nearly 500 podcast conversations, build digital tools, and uncover patterns in information that would otherwise sit unused. The bigger opportunity isn’t creating more content or doing more work just because it is possible. It is removing the time spent searching, organizing, and copying information, then using that time for better decisions, clearer communication, and work that still requires human judgment. They discuss: Why anyone who dismissed AI six months ago should test it again How “thinking AI,” “doing AI,” and connected agents could reshape repetitive work What farmers can learn from years of vendor records, receipts, PDFs, and other data Why good AI use should make information simpler instead of creating more slop What AI-assisted music and media raise about creativity, trust, and authenticity How reducing friction applies to work, family, health, and changing farm seasons Where human attention, judgment, and original thought still matter Vance also explains his Interest-Based Communication course in St. Louis, where small groups work through real conflicts, negotiations, and the challenge of getting good ideas understood. Learn more about Vance and the course:https://articulate.ventures/ibc #AIinAgriculture #FarmManagement #AgTechnology

  5. Aug 23

    #801 - “Pro Farmer’s 173 Corn Estimate: Sell This Rally?” - Weekly Market Outlook: Aug 24-28

    https://19-minutes.supercast.com Pro Farmer’s 173.2-bushel corn estimate landed well below USDA’s 180.7, while its 53.3-bushel soybean estimate came in above USDA’s 52.7. Recently retired Iowa State economist Chad Hart explains why that split matters and what farmers should consider while grain prices are back near their spring highs. How Pro Farmer’s field checks compare with USDA’s estimatesWhy June weather reduced ear counts, but cool grain-fill conditions could still preserve more yieldWhat a 173-bushel corn crop could mean for production and ending stocksWhy feed and residual would likely be adjusted if the crop gets smallerHow corn exports, ethanol, soybean crush, and Chinese buying are supporting demandWhy Hart still expects another pullback during harvestWhether $5 corn and $12 soybeans are worth an early 2027 marker Even at 173.2 bushels per acre, this could still be one of the largest corn crops ever. Hart’s practical message is to reassess unpriced bushels, especially grain that cannot be stored, rather than assuming a rising market will keep moving higher. #CornMarket #SoybeanMarket #GrainMarketing

  6. Aug 20

    #800 - Start Your Farm Exit Strategy Years Early | Dad’s Wisdom with Mark Harper

    https://19-minutes.supercast.com Farm succession doesn’t start when Dad is ready to retire. Mark Harper’s advice is to start years earlier, while there’s still time to teach, mentor, delegate responsibility, and build a business that can operate without one person holding everything together. Mark grew up on a West Tennessee farm that eventually reached roughly 10,000 acres, built his own career in dentistry, and today helps mentor his son Peyton as he operates a several-thousand-acre farm. Along the way, Mark grew his dental business from one small-town practice into six offices, with a seventh under construction and more than 120 employees. In this Dad’s Wisdom conversation, Mark and Chris talk about: The difference between teaching and mentoringWhy farm owners have to learn to delegate authority, not just tasksSurrounding yourself with people who are better than youInvesting in coaching, peer groups, and your own developmentKnowing when to scale and when growth requires more investmentBuilding a farm that can function when you aren’t thereWorking on the business instead of spending all your time in itDefining success beyond money and business growthStarting the farm succession and exit-planning conversation earlyGiving the next generation real responsibility before they’re forced to take overMark’s message to the next generation is simple: set a vision, invest in yourself, surround yourself with good people, and be willing to operate differently if you want to take the business somewhere different. #FarmSuccession #FarmBusiness #Agriculture

  7. Aug 16

    #799 - “El Niño Rally? $5 Corn & $12 Beans” - Weekly Market Outlook: Aug 17-21

    https://19-minutes.supercast.com Corn and soybean markets finished the week on a strong note after the latest USDA report, and Brian Split of AgMarket.net sees reasons for farmers to stay patient beyond their immediate harvest needs. Chris Barron and Brian break down the latest corn and soybean setup, including: December corn targets around $4.90, $5.00 and $5.05Why $4.70 matters short term and $4.60 is a major line in the sandThe $12 level in November soybeans and what could come nextStrong corn demand and what tightening carry may be telling the marketHow to handle the “iffy bushels” that may exceed available storageHarvest basis, cash-flow needs and fall delivery decisionsWhy South American weather and a strengthening El Niño could become increasingly importantWays producers can manage downside risk without completely giving up upside Brian Split, AgMarket.net815-665-0463bsplitt@agmarket.netagmarket.net #GrainMarketing #CornMarket #Soybeans

  8. Aug 10

    #798 - Buying 2027 Fertilizer? What If Corn Falls After You Lock In?

    https://19-minutes.supercast.com Some UAN and anhydrous summer-fill programs opened at 8 a.m. and were pulled by lunch, according to Josh Linville. But moving fast on fertilizer only protects one side of the farm’s margin. Shay Foulk and Josh, Vice President of Fertilizer at StoneX, explain how to compare the fertilizer quote with the grain price before locking in 2027 inputs. Josh shares why he advised his own family to secure fall anhydrous, when waiting until spring may still be worth discussing, and why phosphate has to be handled field by field. Shay says the opening phosphate quotes he has seen are $60 to $80 per ton above last year. If soil fertility can support a reduced application without costing yield, there may be room to cut demand. If it cannot, price alone is not a reason to take agronomic risk. They also cover: Why locking fertilizer without grain-price protection leaves the overall margin exposedHow to judge fertilizer in bushels of corn, not only dollars per tonHow the buy-or-wait decision differs among UAN, anhydrous, phosphate, and potashWhy a bearish August WASDE may delay fertilizer demand rather than eliminate itWhat to discuss with your retailer before harvest Farmer Fertilizer Focus by Josh Linville:https://shop.stonex.com/products/farmer-fertilizer-focus Build and compare your 2027 crop budget in Farm Profit Manager:https://farmprofitmanager.app #FertilizerPrices #FarmManagement #GrainMarketing

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4.5
out of 5
50 Ratings

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
    800
  • Rating
    Clean
  • Copyright
    © The Ag View Pitch
  • Show Website
    The Ag View Pitch

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