GrainStrategy

Tallgrass Ag

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

2.8M bu at 64% priced
$12.6M under management
Call before pricingCosts are estimatesLast spoke in 3 months4 other findings(785) 555-5288
$8,042,528 is locked across 8 contracts, $954,182 of it over this family's cost of production. Every one of those decisions has a dated record behind it.
Contracts
8
1.8M bu priced, 64% of expected production.
Revenue locked
$8,042,528
$954,182 of it over break-even.
Basis left open
0 bu
Board locked, cash price not yet settled.
Sold, not hauled
732k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
Apr 21, 2026Corn
new crop
Forward/HTA127k bu$4.67$0.06$4.73+$0.59
$74,812
Dec 2026
Superior Crush
Not hauled
Apr 18, 2026Corn
old crop
Forward/HTA203k bu$4.33$0.02$4.35+$0.57
$115,938
Aug 2026
Superior Crush
Hauled
Feb 22, 2026Corn
new crop
Basis147k bu$4.35$0.10$4.45+$0.31
$45,508
Dec 2026
Superior Crush
Not hauled
Feb 14, 2026Corn
old crop
Cash80k bu$4.44$0.03$4.47+$0.69
$55,338
Aug 2026
Superior Crush
Hauled
Jan 15, 2026Corn
new crop
Cash77k bu$4.42$0.10$4.52+$0.38
$29,298
Dec 2026
Superior Crush
Not hauled
Dec 26, 2025Corn
old crop
Forward/HTA303k bu$4.22$0.03$4.25+$0.47
$142,222
Aug 2026
Superior Crush
Hauled
Nov 4, 2025Corn
new crop
Basis381k bu$4.60$0.01$4.61+$0.47
$179,258
Dec 2026
Superior Crush
Not hauled
Oct 31, 2025Corn
old crop
Forward/HTA487k bu$4.31$0.11$4.42+$0.64
$311,808
Aug 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
Jul 27, 2026CornPricedFilled the resting order and confirmed the contract
Jun 14, 2026CornCheck inSeason check in, no recommendation
May 5, 2026CornNo answerLeft a message about the next tranche
Mar 1, 2026CornPricedFilled the resting order and confirmed the contract
Feb 24, 2026CornCheck inSeason check in, no recommendation
Dec 1, 2025CornAgreed, 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.