GrainStrategy

Clearwater Farms

Marie Albrecht · Washington County, KS · Owen Speck · client since 2022

96k bu at 75% priced
$591.5K under management
Call before pricingCosts are estimatesLast spoke in 40 days10 other findings(785) 555-5591
Wheat is 61% sold against a 72% pace with the bid $0.34/bu over cost. Price 3,299 bu through the elevator, which banks $1,122 over cost with no margin call risk. 9 more findings on this family.
Priced
75%
73k bu of 96k bu · pace 72%
Revenue locked
$438.7K
$19 of it over break-even
On the table
$3.4K
Margin over cost in 24k bu unpriced, at today's bids.
Reading
Needs a call
6 live crops across 675 acres.

Wheat new crop · Jul 2027

313 acres at 62 bu/acre · 19k bu expected

Needs a call
Price the next 17%: the bid is $0.34/bu over break-even at 61% sold against a 72% pace

Locking this tranche at today's bid banks profit with no margin call risk. Insurance guarantees 17k bu, so 4,600 bu can be contracted without production risk.

3,299 bu at $5.76 banks $1,122 over break-even.

Break-even
$5.42
Estimated from county averages.
Cash bid today
$5.76
Board $6.01 with a -$0.25 basis.
Average sold
$5.73
+$0.31 over cost on 12k bu.
Bid over cost
+$0.34
$2,552 across the unpriced bushels.
Priced against pace61% of 72% target
7,506 bu unpricedStorage 7,100 bu, 37% of the crop12k bu sold, not hauled4,600 bu safe to contract

Wheat old crop · Sep 2026

258 acres at 59 bu/acre · 15k bu expected

On plan
On plan: 76% sold at $5.03 average, $-0.03/bu over break-even

Cash bid $5.21 still clears break-even. Let the working orders rest and revisit at the next rung.

Break-even
$5.06
Estimated from county averages.
Cash bid today
$5.21
Board $5.46 with a -$0.25 basis.
Average sold
$5.03
-$0.03 over cost on 12k bu.
Bid over cost
+$0.15
$543 across the unpriced bushels.
Priced against pace76% of 95% target
3,622 bu unpricedStorage 9,300 bu, 61% of the crop8,400 bu sold, not hauled

Soybeans new crop · Nov 2026

228 acres at 46 bu/acre · 10k bu expected

Hold
Cash bid $10.64 is under the $10.76 break-even

No forced sales. Storage covers 52% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$10.76
Estimated from county averages.
Cash bid today
$10.64
Board $10.88 with a -$0.24 basis.
Average sold
$10.63
-$0.13 over cost on 5,200 bu.
Bid over cost
-$0.12
The market is not paying this family's cost right now.
Priced against pace50% of 72% target
5,288 bu unpricedStorage 5,500 bu, 52% of the crop5,200 bu sold, not hauled2,100 bu safe to contract

Soybeans old crop · Aug 2026

212 acres at 55 bu/acre · 12k bu expected

On plan
On plan: 96% sold at $10.54 average, $0.55/bu over break-even

Cash bid $10.60 still clears break-even. Let the working orders rest and revisit at the next rung.

Break-even
$9.99
Stated by the client, Feb 9, 2026.
Cash bid today
$10.60
Board $10.84 with a -$0.24 basis.
Average sold
$10.54
+$0.55 over cost on 11k bu.
Bid over cost
+$0.61
$281 across the unpriced bushels.
Priced against pace96% of 95% target
460 bu unpricedStorage 5,500 bu, 47% of the crop3,700 bu basis open2,700 bu sold, not hauled100 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Belleville Co-op
100 bu$11.26 board$0.42Oct 31, 2026

Corn new crop · Dec 2026

134 acres at 176 bu/acre · 24k bu expected

Hold
Cash bid $4.34 is under the $4.51 break-even

No forced sales. Storage covers 42% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$4.51
Stated by the client, Jun 9, 2026.
Cash bid today
$4.34
Board $4.44 with a -$0.10 basis.
Average sold
$4.28
-$0.23 over cost on 17k bu.
Bid over cost
-$0.17
The market is not paying this family's cost right now.
Priced against pace73% of 72% target
6,384 bu unpricedStorage 9,800 bu, 42% of the crop17k bu sold, not hauled2,300 bu resting500 bu safe to contract

Resting in the market

InstrumentBushelsTriggerAwayExpires
Cash
Belleville Co-op
1,500 bu$4.65 board$0.21Aug 20, 2026
-4 days
Forward/HTA
Belleville Co-op
800 bu$4.84 board$0.40Oct 3, 2026

Corn old crop · Sep 2026

110 acres at 145 bu/acre · 16k bu expected

Hold
Cash bid $4.17 is under the $4.52 break-even

No forced sales. Storage covers 27% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$4.52
Stated by the client, Dec 9, 2025.
Cash bid today
$4.17
Board $4.27 with a -$0.10 basis.
Average sold
$4.21
-$0.31 over cost on 16k bu.
Bid over cost
-$0.35
The market is not paying this family's cost right now.
Priced against pace97% of 95% target
450 bu unpricedStorage 4,300 bu, 27% of the crop12k bu sold, not hauled100 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Cash
Belleville Co-op
100 bu$4.46 board$0.19Nov 3, 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.