GrainStrategy

Tallgrass Ag

Vern Gruber · Thayer County, NE · Owen Speck · client since 2017

2.8M bu at 69% priced
$11.8M under management
Call before pricingCosts are estimatesLast spoke in 63 days7 other findings(785) 555-5288
$8,129,740 is locked across 8 contracts, $492,016 of it over this family's cost of production. Every one of those decisions has a dated record behind it.
Contracts
8
1.9M bu priced, 69% of expected production.
Revenue locked
$8,129,740
$492,016 of it over break-even.
Basis left open
0 bu
Board locked, cash price not yet settled.
Sold, not hauled
865k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
Jul 7, 2026Corn
new crop
Forward/HTA150k bu$4.53-$0.17$4.36+$0.22
$32,934
Dec 2026
Superior Crush
Not hauled
Jul 4, 2026Corn
old crop
Forward/HTA203k bu$4.37-$0.21$4.16+$0.38
$77,292
Oct 2026
Superior Crush
Hauled
May 10, 2026Corn
new crop
Basis173k bu$4.23-$0.13$4.10-$0.04
-$6,936
Dec 2026
Superior Crush
Not hauled
May 2, 2026Corn
old crop
Cash80k bu$4.49-$0.20$4.29+$0.51
$40,902
Oct 2026
Superior Crush
Hauled
Apr 2, 2026Corn
new crop
Cash91k bu$4.29-$0.13$4.16+$0.02
$1,822
Dec 2026
Superior Crush
Not hauled
Mar 13, 2026Corn
old crop
Forward/HTA303k bu$4.25-$0.20$4.05+$0.27
$81,702
Oct 2026
Superior Crush
Hauled
Jan 20, 2026Corn
new crop
Basis451k bu$4.46-$0.22$4.24+$0.10
$45,060
Dec 2026
Superior Crush
Not hauled
Jan 16, 2026Corn
old crop
Forward/HTA487k bu$4.35-$0.12$4.23+$0.45
$219,240
Oct 2026
Superior Crush
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
Oct 12, 2026CornPricedFilled the resting order and confirmed the contract
Aug 30, 2026CornCheck inSeason check in, no recommendation
Jul 21, 2026CornNo answerLeft a message about the next tranche
May 17, 2026CornPricedFilled the resting order and confirmed the contract
May 12, 2026CornCheck inSeason check in, no recommendation
Feb 16, 2026CornAgreed, not yet executedAgreed to move old crop once trucking frees up

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.