GrainStrategy

Bluestem Farms

Tessa Jansen · Clay County, KS · Katie Rennick · client since 2019

552k bu at 80% priced
$2.7M under management
Price to the planCosts from their booksLast spoke in 30 days9 other findings(785) 555-4727
Soybeans is 68% sold against a 80% pace with the bid $0.47/bu over cost. Price 1,600 bu through the elevator, which banks $752 over cost with no margin call risk. 8 more findings on this family.
Priced
80%
442k bu of 552k bu · pace 80%
Revenue locked
$2.1M
-$19,610 of it over break-even
On the table
$18.5K
Margin over cost in 110k bu unpriced, at today's bids.
Reading
Needs a call
5 live crops across 4,229 acres.

Soybeans new crop · Nov 2026

1,490 acres at 53 bu/acre · 79k bu expected

Needs a call
Price the next 25%: the bid is $0.47/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 55k bu, so 1,600 bu can be contracted without production risk.

1,600 bu at $10.46 banks $752 over break-even.

Break-even
$9.99
From their books, Aug 25, 2026.
Cash bid today
$10.46
Board $10.86 with a -$0.40 basis.
Average sold
$10.63
+$0.64 over cost on 54k bu.
Bid over cost
+$0.47
$11,877 across the unpriced bushels.
Priced against pace68% of 80% target
Sold against insured
Sold 54k buInsured 55k bu, typed on the planExpected 79k bu

1,600 bu left inside the insured bushels.

25k bu unpricedStorage 19k bu, 24% of the crop54k bu sold, not hauled12k bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Cash
Concordia Grain
5,700 bu$10.99 board$0.13Good til canceled
Forward/HTA
Concordia Grain
6,200 bu$10.67 cash$0.21Good til canceled

Milo new crop · Dec 2026

1,497 acres at 120 bu/acre · 180k bu expected

Hold
Cash bid $3.48 is under the $3.52 break-even

No forced sales. Storage covers 66% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$3.52
From their books, Aug 25, 2026.
Cash bid today
$3.48
Board $3.95 with a -$0.47 basis.
Average sold
$3.58
+$0.06 over cost on 146k bu.
Bid over cost
-$0.04
The market is not paying this family's cost right now.
Priced against pace81% of 80% target
Sold against insured
Sold 146k buInsured 153k bu, typed on the planExpected 180k bu

6,700 bu left inside the insured bushels.

34k bu unpricedStorage 119k bu, 66% of the crop146k bu sold, not hauled

Milo old crop · Dec 2026

1,309 acres at 113 bu/acre · 148k bu expected

Hold
Cash bid $3.48 is under the $3.97 break-even

No forced sales. Storage covers 21% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$3.97
From their books, Sep 25, 2026.
Cash bid today
$3.48
Board $3.95 with a -$0.47 basis.
Average sold
$3.51
-$0.46 over cost on 138k bu.
Bid over cost
-$0.49
The market is not paying this family's cost right now.
Priced against pace93% of 95% target
9,917 bu unpricedStorage 31k bu, 21% of the crop27k bu sold, not hauled4,900 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Concordia Grain
2,900 bu$4.21 cash$0.73Jan 16, 2027
Forward/HTA
Concordia Grain
2,000 bu$4.21 cash$0.73Dec 3, 2026

Wheat new crop · Jul 2027

1,242 acres at 59 bu/acre · 73k bu expected

On plan
On plan: 78% sold at $5.20 average, $0.31/bu over break-even

Cash bid $5.30 still clears break-even. Let the working orders rest and revisit at the next rung.

Break-even
$4.89
From their books, Aug 25, 2026.
Cash bid today
$5.30
Board $5.90 with a -$0.60 basis.
Average sold
$5.20
+$0.31 over cost on 57k bu.
Bid over cost
+$0.41
$6,592 across the unpriced bushels.
Priced against pace78% of 80% target
Sold against insured
Sold 57k buInsured 59k bu, typed on the planExpected 73k bu

1,400 bu left inside the insured bushels.

16k bu unpricedStorage 23k bu, 31% of the crop57k bu sold, not hauled3,600 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Concordia Grain
3,600 bu$6.07 board$0.17Good til canceled

Wheat old crop · Dec 2026

1,106 acres at 65 bu/acre · 72k bu expected

Hold
Cash bid $4.92 is under the $5.28 break-even

No forced sales. Storage covers 57% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$5.28
From their books, Sep 25, 2026.
Cash bid today
$4.92
Board $5.52 with a -$0.60 basis.
Average sold
$4.90
-$0.38 over cost on 47k bu.
Bid over cost
-$0.36
The market is not paying this family's cost right now.
Priced against pace66% of 95% target
25k bu unpricedStorage 41k bu, 57% of the crop19k bu basis open47k bu sold, not hauled

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.