GrainStrategy

North Fork Ag

Dana Rasmussen · Jewell County, KS · Katie Rennick · client since 2021

174k bu at 78% priced · 2,282 head at 6% sold
$1.6M under management
Call before pricingCosts are estimatesLast spoke in 20 days1 critical7 other findings(785) 555-8300
PositionPlanWorking OrdersSalesBreak-evensLivestockRecap
Finishing barn, Jul turn time stop passed 76 days ago on a 537 head lot. Move 537 head at $94.67/cwt, which is $7,086 over cost, or agree a new date with Dana Rasmussen and write it down. 7 more findings on this family.
Priced
78%
135k bu of 174k bu · pace 72%
Revenue locked
$821.2K
$61,530 of it over break-even
On the table
$43.6K
Margin over cost in 39k bu unpriced, at today's bids.
Reading
Needs a call
4 live crops across 1,117 acres.

Soybeans new crop · Nov 2026

589 acres at 43 bu/acre · 25k bu expected

Needs a call
Price the next 23%: the bid is $0.27/bu over break-even at 58% sold against a 72% pace

Locking this tranche at today's bid banks profit with no margin call risk. Insurance guarantees 20k bu, so 5,700 bu can be contracted without production risk.

5,700 bu at $10.56 banks $1,539 over break-even.

Break-even
$10.29
Estimated from county averages.
Cash bid today
$10.56
Board $10.88 with a -$0.32 basis.
Average sold
$10.44
+$0.15 over cost on 15k bu.
Bid over cost
+$0.27
$2,896 across the unpriced bushels.
Priced against pace58% of 72% target
11k bu unpricedStorage 14k bu, 56% of the crop15k bu sold, not hauled4,200 bu resting5,700 bu safe to contract

Resting in the market

InstrumentBushelsTriggerAwayExpires
Cash
Washington County Elevator
1,900 bu$10.92 board$0.04
Near
Good til canceled
Forward/HTA
Washington County Elevator
2,300 bu$11.09 board$0.21Oct 4, 2026

Soybeans old crop · Aug 2026

497 acres at 41 bu/acre · 20k bu expected

On plan
On plan: 95% sold at $10.39 average, $1.03/bu over break-even

Cash bid $10.52 still clears break-even. Let the working orders rest and revisit at the next rung.

Break-even
$9.36
Stated by the client, Jun 9, 2026.
Cash bid today
$10.52
Board $10.84 with a -$0.32 basis.
Average sold
$10.39
+$1.03 over cost on 19k bu.
Bid over cost
+$1.16
$1,133 across the unpriced bushels.
Priced against pace95% of 95% target
977 bu unpricedStorage 11k bu, 52% of the crop

Corn new crop · Dec 2026

528 acres at 143 bu/acre · 76k bu expected

On plan
On plan: 68% sold at $4.37 average, $0.52/bu over break-even

Cash bid $4.30 still clears break-even. Let the working orders rest and revisit at the next rung.

Break-even
$3.85
Estimated from county averages.
Cash bid today
$4.30
Board $4.44 with a -$0.14 basis.
Average sold
$4.37
+$0.52 over cost on 52k bu.
Bid over cost
+$0.45
$10,712 across the unpriced bushels.
Priced against pace68% of 72% target
24k bu unpricedStorage 51k bu, 67% of the crop52k bu sold, not hauled8,700 bu safe to contract

Corn old crop · Sep 2026

433 acres at 123 bu/acre · 53k bu expected

On plan
On plan: 93% sold at $4.15 average, $0.22/bu over break-even

Cash bid $4.13 still clears break-even. Let the working orders rest and revisit at the next rung.

Break-even
$3.93
Stated by the client, Apr 9, 2026.
Cash bid today
$4.13
Board $4.27 with a -$0.14 basis.
Average sold
$4.15
+$0.22 over cost on 50k bu.
Bid over cost
+$0.20
$732 across the unpriced bushels.
Priced against pace93% of 95% target
3,659 bu unpricedStorage 21k bu, 40% of the crop8,700 bu sold, not hauled1,800 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Washington County Elevator
800 bu$4.31 board$0.04
Near
Good til canceled
Cash
Washington County Elevator
1,000 bu$4.34 board$0.07Sep 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.