GrainStrategy

Carry & Storage

Whether waiting pays, netting what the board pays against what the local market pays and what holding the grain costs.

Holding corn on farm to Jul 2027 nets $0.17 a bushel after storage. On the 998k bu of old crop still unpriced across 31 clients that is $169,654.
Storage cost
3.0¢
Per bushel per month, on farm. Shrink, aeration, interest, and quality risk.
Best holding period
10 months
To Jul 2027, netting $0.17/bu.
Old crop still held
998k bu
31 clients with unpriced corn in the bin.
What the answer is worth
$169.7K
Gained across the book by holding to the best period.

What waiting nets, by holding period

The arithmetic

Hold untilMonthsCarry the board paysBasis gain expectedStorage costNetVerdict
Dec 2026
from Sep 2026
3+$0.17-$0.21-$0.09-$0.13Waiting costs
Mar 2027
from Sep 2026
6+$0.29-$0.05-$0.18+$0.06Waiting pays
May 2027
from Sep 2026
8+$0.40+$0.00-$0.24+$0.16Waiting pays
Jul 2027
from Sep 2026
10+$0.44+$0.03-$0.30+$0.17Waiting pays

On-farm storage is charged at 3.0 cents a bushel a month and commercial at 7.0. On-farm is cheaper and it is not free: the bushels still shrink, still need aeration, still carry interest on money not yet collected, and still carry the risk of a quality discount at delivery.

TODO: interest is the largest and most variable part of that figure and is currently baked in rather than following an actual rate. At a 7.5% operating note on $4.40 corn, interest alone is close to three cents a month. Basis gains are the expected seasonal recovery, not a forecast, and a year that does not behave seasonally will not deliver them.