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
3,700 bu is priced on the board with the basis still open, so the average price below is an estimate on those bushels rather than a number. Somebody has to ring the elevator and fix it, or tell Marie Albrecht plainly that this part of the position is not fully priced yet.
Contracts
19
73k bu priced, 75% of expected production.
Revenue locked
$438,685
$19 of it over break-even.
Basis left open
3,700 bu
Board locked, cash price not yet settled.
Sold, not hauled
57k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
May 6, 2026Soybeans
old crop
Forward/HTA3,700 bu$11.02-$0.24
Open
$10.78
estimate
+$0.79
$2,923
Aug 2026
Belleville Co-op
Hauled
Apr 27, 2026Wheat
old crop
Forward/HTA3,200 bu$5.31-$0.24$5.07+$0.01
$32
Aug 2026
Belleville Co-op
Hauled
Apr 22, 2026Wheat
new crop
Basis3,800 bu$5.93-$0.27$5.66+$0.24
$912
Jul 2027
Belleville Co-op
Not hauled
Apr 20, 2026Corn
new crop
Forward/HTA5,300 bu$4.40-$0.08$4.32-$0.19
-$1,007
Dec 2026
Belleville Co-op
Not hauled
Apr 4, 2026Corn
old crop
Basis1,900 bu$4.45-$0.13$4.32-$0.20
-$380
Aug 2026
Belleville Co-op
Not hauled
Apr 4, 2026Soybeans
new crop
Cash2,600 bu$11.06-$0.25$10.81+$0.05
$130
Nov 2026
Belleville Co-op
Not hauled
Mar 9, 2026Wheat
old crop
Cash3,400 bu$5.26-$0.24$5.02-$0.04
-$136
Aug 2026
Belleville Co-op
Not hauled
Feb 27, 2026Soybeans
old crop
Cash2,200 bu$11.01-$0.25$10.76+$0.77
$1,694
Aug 2026
Belleville Co-op
Hauled
Feb 22, 2026Wheat
new crop
Cash1,600 bu$6.07-$0.26$5.81+$0.39
$624
Jul 2027
Belleville Co-op
Not hauled
Feb 18, 2026Corn
old crop
Basis1,700 bu$4.32-$0.08$4.24-$0.28
-$476
Aug 2026
Belleville Co-op
Not hauled
Feb 15, 2026Corn
new crop
Forward/HTA2,900 bu$4.38-$0.05$4.33-$0.18
-$522
Dec 2026
Belleville Co-op
Not hauled
Feb 7, 2026Soybeans
new crop
Basis2,600 bu$10.70-$0.26$10.44-$0.32
-$832
Nov 2026
Belleville Co-op
Not hauled
Jan 25, 2026Soybeans
old crop
Forward/HTA2,600 bu$10.55-$0.26$10.29+$0.30
$780
Aug 2026
Belleville Co-op
Hauled
Jan 19, 2026Wheat
new crop
Forward/HTA6,500 bu$6.02-$0.27$5.75+$0.33
$2,145
Jul 2027
Belleville Co-op
Not hauled
Jan 8, 2026Corn
old crop
Forward/HTA4,000 bu$4.41-$0.10$4.31-$0.21
-$840
Aug 2026
Belleville Co-op
Hauled
Dec 24, 2025Corn
new crop
Cash9,000 bu$4.33-$0.09$4.24-$0.27
-$2,430
Dec 2026
Belleville Co-op
Not hauled
Dec 18, 2025Wheat
old crop
Basis5,000 bu$5.28-$0.28$5.00-$0.06
-$300
Aug 2026
Belleville Co-op
Not hauled
Nov 10, 2025Corn
old crop
Cash7,900 bu$4.24-$0.11$4.13-$0.39
-$3,081
Aug 2026
Belleville Co-op
Not hauled
Nov 4, 2025Soybeans
old crop
Forward/HTA2,700 bu$10.55-$0.27$10.28+$0.29
$783
Aug 2026
Belleville Co-op
Not hauled

Net cash is the board plus the basis, which is the only price the family is actually paid. Where the basis is open the stored figure is today's estimate rather than a settled price, so the average across the account moves until somebody fixes it.

What was advised, and what they decided

DateCropOutcomeRecommendation
May 16, 2026SoybeansNo answerLeft a message about an expiring order
May 9, 2026SoybeansDeclinedRecommended pricing the next tranche, client wants to wait
Mar 25, 2026SoybeansDeclinedRecommended fixing basis, client wants to see spring
Dec 6, 2025WheatAgreed, not yet executedAgreed to place a resting order at the next target
Nov 27, 2025WheatNo answerLeft a message about the next tranche

TODO: the contact history in this demo is synthetic. These are invented conversations and they must be cleared before anybody outside the desk sees this page. The record itself is the point: it is the least glamorous thing in the product and probably the most valuable.