Corn time stop passed 30 days ago on a 20% tranche. Price 141k bu at $3.77, which is $-108,710 over cost, or agree a new date with Cassie Hemmelgarn and write it down.
8 more findings on this family.
Priced
523k bu of 1.1M bu · pace 80%
Revenue locked
-$38,225 of it over break-even
On the table
Margin over cost in 528k bu unpriced, at today's bids.
Reading
3 live crops across 7,897 acres.
Soybeans new crop · Nov 2026
3,670 acres at 52 bu/acre · 191k bu expected
Hold155k bu of new crop is contracted with no insurance guarantee on file
Forward sales are being screened against nothing. Get the Revenue Protection schedule on file, or treat every contracted bushel as production risk until it is.
Break-even
Stated by the client, May 25, 2026.
Cash bid today
Board $10.86 with a -$0.52 basis.
Average sold
+$0.53 over cost on 155k bu.
Bid over cost
$14,017 across the unpriced bushels.
Priced against pace81% of 80% target
36k bu unpricedStorage 48k bu, 25% of the crop155k bu sold, not hauled13k bu restingNo insurance schedule on file
Resting in the market
| Instrument | Bushels | Trigger | Away | Expires |
|---|
| Forward/HTA Mankato Elevator | 4,300 bu | $11.10 board | $0.24 | Jan 15, 2027 |
| Forward/HTA Mankato Elevator | 8,400 bu | $10.66 cash | $0.32 | Jan 18, 2027 |
Soybeans old crop · Nov 2026
3,426 acres at 45 bu/acre · 154k bu expected
On planOn plan: 96% sold at $10.58 average, $0.35/bu over break-even
Cash bid $10.34 still clears break-even. Let the working orders rest and revisit at the next rung.
Break-even
Estimated from county averages.
Cash bid today
Board $10.86 with a -$0.52 basis.
Average sold
+$0.35 over cost on 147k bu.
Bid over cost
$756 across the unpriced bushels.
Priced against pace96% of 95% target
6,870 bu unpricedStorage 103k bu, 67% of the crop
Corn new crop · Dec 2026
4,227 acres at 167 bu/acre · 706k bu expected
Needs a callTime stop passed: the 20% tranche was due 2026-09-25
The plan prices this tranche on the calendar rather than the market, so unpriced grain does not ride into delivery. Today's cash bid is $3.77 against a $4.54 break-even.
141k bu at $3.77 banks -$108,710 over break-even.
Break-even
Estimated from county averages.
Cash bid today
Board $4.31 with a -$0.54 basis.
Average sold
-$0.78 over cost on 220k bu.
Bid over cost
The market is not paying this family's cost right now.
Priced against pace31% of 80% target
Sold against insured
Sold 220k buInsured 600k bu, typed on the planExpected 706k bu
380k bu left inside the insured bushels.
486k bu unpricedStorage 605k bu, 86% of the crop220k bu sold, not hauled72k bu resting
Resting in the market
| Instrument | Bushels | Trigger | Away | Expires |
|---|
| Forward/HTA Mankato Elevator | 72k bu | $4.62 board | $0.31 | Dec 12, 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.