GrainStrategy

Tallgrass Grain Co

Lori Ulrich · Washington County, KS · Danae Kruse · client since 2025

704k bu at 63% priced · 2,113 head at 67% sold
$7.6M under management
Price to the planCosts are estimatesLast spoke in 36 days5 other findings(785) 555-7846
18k bu of Milo is $0.04/bu from filling. No action needed. Confirm the fill to Lori Ulrich the same day it happens. 4 more findings on this family.
Priced
63%
444k bu of 704k bu · pace 72%
Revenue locked
$4.9M
$382,139 of it over break-even
On the table
$182.7K
Margin over cost in 260k bu unpriced, at today's bids.
Reading
Hold
2 live crops across 3,256 acres.

Milo new crop · Dec 2026

3,256 acres at 117 bu/acre · 381k bu expected

On plan
On plan: 69% sold at $3.73 average, $0.13/bu over break-even

Cash bid $3.82 still clears break-even. Let the working orders rest and revisit at the next rung (22% at $4.37).

Break-even
$3.60
Stated by the client, Jun 9, 2026.
Cash bid today
$3.82
Board $4.05 with a -$0.23 basis.
Average sold
$3.73
+$0.13 over cost on 265k bu.
Bid over cost
+$0.22
$25,575 across the unpriced bushels.
Priced against pace69% of 72% target
116k bu unpricedStorage 260k bu, 68% of the crop265k bu sold, not hauled59k bu safe to contract

Milo old crop · Sep 2026

2,789 acres at 116 bu/acre · 324k bu expected

Hold
Cash bid $3.68 is under the $3.74 break-even

No forced sales. Storage covers 38% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$3.74
Estimated from county averages.
Cash bid today
$3.68
Board $3.91 with a -$0.23 basis.
Average sold
$3.72
-$0.02 over cost on 179k bu.
Bid over cost
-$0.06
The market is not paying this family's cost right now.
Priced against pace55% of 95% target
144k bu unpricedStorage 122k bu, 38% of the crop107k bu sold, not hauled36k bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Mankato Elevator
18k bu$3.95 board$0.04
Near
Good til canceled
Cash
Mankato Elevator
18k bu$4.22 board$0.31Aug 13, 2026
-11 days

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.