Soybeans is 63% sold against a 95% pace with the bid $1.35/bu over cost. Price 17k bu through the elevator, which banks $22,611 over cost with no margin call risk.
5 more findings on this family.
Priced
114k bu of 195k bu · pace 72%
Revenue locked
$122,171 of it over break-even
On the table
Margin over cost in 80k bu unpriced, at today's bids.
Reading
3 live crops across 2,494 acres.
Soybeans new crop · Nov 2026
1,197 acres at 47 bu/acre · 56k bu expected
Price the next 23%: the bid is $1.69/bu over break-even at 40% sold against a 72% pace
Locking this tranche at today's bid banks profit with no margin call risk. Insurance guarantees 39k bu, so 17k bu can be contracted without production risk.
13k bu at $10.78 banks $21,869 over break-even.
Break-even
Stated by the client, Aug 9, 2026.
Cash bid today
Board $10.88 with a -$0.10 basis.
Average sold
+$1.93 over cost on 23k bu.
Bid over cost
$56,715 across the unpriced bushels.
Priced against pace40% of 72% target
34k bu unpricedStorage 37k bu, 65% of the crop23k bu sold, not hauled12k bu resting17k bu safe to contract
Resting in the market
| Instrument | Bushels | Trigger | Away | Expires |
|---|
| Forward/HTA Concordia Grain | 4,500 bu | $11.00 board | $0.12 | Oct 17, 2026 |
| Cash Concordia Grain | 7,000 bu | $11.15 cash | $0.37 | Aug 14, 2026 -10 days |
Soybeans old crop · Aug 2026
998 acres at 53 bu/acre · 53k bu expected
On plan: 63% sold at $10.86 average, $1.47/bu over break-even
Cash bid $10.74 still clears break-even. Let the working orders rest and revisit at the next rung.
Break-even
Stated by the client, Jul 9, 2026.
Cash bid today
Board $10.84 with a -$0.10 basis.
Average sold
+$1.47 over cost on 34k bu.
Bid over cost
$26,182 across the unpriced bushels.
Priced against pace63% of 95% target
19k bu unpricedStorage 31k bu, 59% of the crop20k bu sold, not hauled2,700 bu resting
Resting in the market
| Instrument | Bushels | Trigger | Away | Expires |
|---|
| Forward/HTA Concordia Grain | 2,700 bu | $11.06 board | $0.22 | Oct 6, 2026 |
Wheat new crop · Jul 2027
1,297 acres at 66 bu/acre · 86k bu expected
On plan: 68% sold at $5.79 average, $0.50/bu over break-even
Cash bid $5.75 still clears break-even. Let the working orders rest and revisit at the next rung (25% at $6.38).
Break-even
Stated by the client, Jan 9, 2026.
Cash bid today
Board $6.01 with a -$0.26 basis.
Average sold
+$0.50 over cost on 58k bu.
Bid over cost
$12,605 across the unpriced bushels.
Priced against pace68% of 72% target
27k bu unpricedStorage 51k bu, 60% of the crop58k bu sold, not hauled1,700 bu safe to contract
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.