GrainStrategy

Blue Stem Hollow Land & Cattle

Grant Klein · Thayer County, NE · Katie Rennick · client since 2020

320k bu at 54% priced
$2M under management
Price to the planCosts are stated, not from their booksLast spoke in 26 days3 other findings(785) 555-4466
Corn is 46% sold against a 72% pace with the bid $0.54/bu over cost. Price 57k bu through the elevator, which banks $30,569 over cost with no margin call risk. 2 more findings on this family.
Priced
54%
173k bu of 320k bu · pace 72%
Revenue locked
$1.2M
$40,299 of it over break-even
On the table
$65.7K
Margin over cost in 147k bu unpriced, at today's bids.
Reading
Needs a call
2 live crops across 2,896 acres.

Corn new crop · Dec 2026

1,332 acres at 170 bu/acre · 226k bu expected

Needs a call
Price the next 25%: the bid is $0.54/bu over break-even at 46% sold against a 72% pace

Locking this tranche at today's bid banks profit with no margin call risk. Insurance guarantees 181k bu, so 76k bu can be contracted without production risk.

57k bu at $4.50 banks $30,569 over break-even.

Break-even
$3.96
Stated by the client, Dec 9, 2025.
Cash bid today
$4.50
Board $4.44 with a $0.06 basis.
Average sold
$4.47
+$0.51 over cost on 105k bu.
Bid over cost
+$0.54
$65,686 across the unpriced bushels.
Priced against pace46% of 72% target
122k bu unpricedStorage 74k bu, 32% of the crop105k bu sold, not hauled30k bu resting76k bu safe to contract

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Superior Crush
30k bu$4.65 board$0.21Oct 15, 2026

Soybeans new crop · Nov 2026

1,564 acres at 60 bu/acre · 94k bu expected

Hold
Cash bid $10.83 is under the $11.03 break-even

No forced sales. Storage covers 49% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$11.03
Stated by the client, May 9, 2026.
Cash bid today
$10.83
Board $10.88 with a -$0.05 basis.
Average sold
$10.84
-$0.19 over cost on 69k bu.
Bid over cost
-$0.20
The market is not paying this family's cost right now.
Priced against pace73% of 72% target
25k bu unpricedStorage 46k bu, 49% of the crop69k bu sold, not hauled1,900 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.