GrainStrategy

Two Rivers Ranch

Gary Rasmussen · Washington County, KS · Danae Kruse · client since 2022

189k bu at 70% priced
$861.9K under management
Price to the planCosts are estimatesLast spoke in 50 days7 other findings(785) 555-2928
2,310 bu of Wheat has nowhere to go at harvest. Either price 2,310 bu ahead of harvest or book commercial space now, while there is space to book. 6 more findings on this family.
Priced
70%
132k bu of 189k bu · pace 72%
Revenue locked
$603.4K
$4,540 of it over break-even
On the table
$3.7K
Margin over cost in 57k bu unpriced, at today's bids.
Reading
Hold
3 live crops across 1,848 acres.

Wheat new crop · Jul 2027

790 acres at 59 bu/acre · 47k bu expected

On plan
On plan: 73% sold at $5.79 average, $0.36/bu over break-even

Cash bid $5.72 still clears break-even. Let the working orders rest and revisit at the next rung.

Break-even
$5.43
Estimated from county averages.
Cash bid today
$5.72
Board $6.01 with a -$0.29 basis.
Average sold
$5.79
+$0.36 over cost on 34k bu.
Bid over cost
+$0.29
$3,715 across the unpriced bushels.
Priced against pace73% of 72% target
13k bu unpricedStorage 11k bu, 23% of the crop34k bu sold, not hauled3,500 bu safe to contract

Wheat old crop · Sep 2026

671 acres at 53 bu/acre · 36k bu expected

Hold
Cash bid $5.17 is under the $5.20 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
$5.20
Estimated from county averages.
Cash bid today
$5.17
Board $5.46 with a -$0.29 basis.
Average sold
$5.18
-$0.02 over cost on 23k bu.
Bid over cost
-$0.03
The market is not paying this family's cost right now.
Priced against pace66% of 95% target
12k bu unpricedStorage 20k bu, 57% of the crop3,600 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Smith Center Feeders
3,600 bu$5.53 cash$0.36Good til canceled

Milo new crop · Dec 2026

1,058 acres at 101 bu/acre · 107k bu expected

Hold
Cash bid $3.83 is under the $3.92 break-even

No forced sales. Storage covers 46% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$3.92
Stated by the client, Dec 9, 2025.
Cash bid today
$3.83
Board $4.05 with a -$0.22 basis.
Average sold
$3.83
-$0.09 over cost on 75k bu.
Bid over cost
-$0.09
The market is not paying this family's cost right now.
Priced against pace70% of 72% target
32k bu unpricedStorage 49k bu, 46% of the crop18k bu basis open75k bu sold, not hauled7,700 bu resting5,200 bu safe to contract

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Smith Center Feeders
3,500 bu$4.16 cash$0.33Aug 19, 2026
-5 days
Forward/HTA
Smith Center Feeders
4,200 bu$4.41 board$0.36Sep 17, 2026

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.