GrainStrategy

Harvest Moon Land & Cattle

Ross Janzen · Washington County, KS · Katie Rennick · client since 2019

301k bu at 73% priced
$1.2M under management
Call before pricingCosts are estimatesLast spoke in 4 months11 other findings(785) 555-6077
PositionPlanWorking OrdersSalesBreak-evensLivestockCoverageRecap
Wheat is 68% sold against a 80% pace with the bid $0.43/bu over cost. Price 1,600 bu through the elevator, which banks $688 over cost with no margin call risk. 10 more findings on this family.
Priced
73%
220k bu of 301k bu · pace 80%
Revenue locked
$879.8K
-$8,184 of it over break-even
On the table
$10.8K
Margin over cost in 81k bu unpriced, at today's bids.
Reading
Needs a call
3 live crops across 2,712 acres.

Wheat new crop · Jul 2027

1,554 acres at 50 bu/acre · 78k bu expected

Needs a call
Price the next 15%: the bid is $0.43/bu over break-even at 68% sold against a 80% pace

Locking this tranche at today's bid banks profit with no margin call risk. Insurance guarantees 54k bu, so 1,600 bu can be contracted without production risk.

1,600 bu at $5.31 banks $688 over break-even.

Break-even
$4.88
Estimated from county averages.
Cash bid today
$5.31
Board $5.90 with a -$0.59 basis.
Average sold
$5.21
+$0.33 over cost on 53k bu.
Bid over cost
+$0.43
$10,707 across the unpriced bushels.
Priced against pace68% of 80% target
Sold against insured
Sold 53k buInsured 54k bu, typed on the planExpected 78k bu

1,600 bu left inside the insured bushels.

25k bu unpricedStorage 44k bu, 57% of the crop53k bu sold, not hauled8,600 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Belleville Co-op
5,600 bu$5.44 cash$0.13Jan 13, 2027
Forward/HTA
Belleville Co-op
3,000 bu$5.50 cash$0.19Good til canceled

Milo new crop · Dec 2026

1,158 acres at 112 bu/acre · 130k bu expected

Hold
Cash bid $3.50 is under the $4.10 break-even

No forced sales. Storage covers 32% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$4.10
Estimated from county averages.
Cash bid today
$3.50
Board $3.95 with a -$0.45 basis.
Average sold
$3.67
-$0.43 over cost on 77k bu.
Bid over cost
-$0.60
The market is not paying this family's cost right now.
Priced against pace59% of 80% target
Sold against insured
Sold 77k buInsured 110k bu, typed on the planExpected 130k bu

33k bu left inside the insured bushels.

53k bu unpricedStorage 42k bu, 32% of the crop77k bu sold, not hauled8,400 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Cash
Belleville Co-op
8,400 bu$3.98 board$0.03
Near
Good til canceled

Milo old crop · Dec 2026

975 acres at 96 bu/acre · 94k bu expected

Hold
Cash bid $3.50 is only $0.02/bu over the $3.48 break-even

No forced sales. Storage covers 38% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$3.48
Estimated from county averages.
Cash bid today
$3.50
Board $3.95 with a -$0.45 basis.
Average sold
$3.56
+$0.08 over cost on 90k bu.
Bid over cost
+$0.02
$64 across the unpriced bushels.
Priced against pace97% of 95% target
3,200 bu unpricedStorage 36k bu, 38% of the crop38k bu sold, not hauled600 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Belleville Co-op
600 bu$3.92 cash$0.42Nov 15, 2026

Every figure on this page is computed from the desk's records. Nothing here is a trade recommendation to the client: the plan is what they agreed to, the next action is what that plan calls for today, and a person decides.