The Ag View Pitch

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798

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Aug 2026

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Providing value to our clients and producers with a variety of interviews and farm related discussion from a grower and marketer perspective.

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September 7, 202621 min

#804 - “$5 Corn: Sell More or Wait for $6?” - Weekly Market Outlook: September 7-11

https://19-minutes.supercast.com Corn and soybean prices have rallied, but how much more should farmers expect before making another sale? Shay Foulk and Alex Londerville with Cargill discuss the opportunities in $5 cash corn, $13 soybean futures, and pricing next year’s crop before this year’s harvest gets rolling. With December 2026 and December 2027 corn futures both near $5.36 at Friday’s close, the conversation looks beyond harvest sales to opportunities for protecting future margins. They also discuss what could challenge the rally as USDA’s September WASDE approaches and more grain starts moving. Topics include: Black Sea disruptions, European crop concerns, and late-season heat Corn yield expectations and what to watch in the September WASDE Fund positioning and who could provide the next round of buying Export demand, China, and soybean crush Evaluating earlier sales using the costs and margins you knew at the time Getting storage, trucking, and grain-buyer conversations lined up before harvest A profitable sale can still be a good decision even when the market moves higher afterward. Shay and Alex discuss how to keep that perspective while planning the next sale. #CornPrices #Soybeans #GrainMarketing

August 30, 202625 min

#803 - “Record-Long Funds: How Long Can This Grain Rally Last?” - Weekly Market Outlook: Aug 31 - Sep 4

Listen to 19 Minutes: https://19-minutes.supercast.com Grain markets have come alive heading into September. Shay Foulk sits down with Garret Brown of CODAK Risk Advisory to break down what’s driving the rally in corn, soybeans, and wheat, and how farmers should be thinking about the opportunity in front of them. They discuss the impact of the Pro Farmer Crop Tour, Black Sea uncertainty, historically large fund positions, rising options volatility, slowing export demand, and the risk of a sharp market reversal. They also get practical about marketing decisions, including 2026 and 2027 sales, target and stop orders, cash flow needs, input purchases, and knowing when a profitable price is good enough. Contact Garret: gbrown@codakgroup.com Garret is a broker with Lakefront Futures and Options LLC, which is registered with the NFA. CODAK Risk Advisory is a cash grain marketing advisory only and is not registered with the NFA. Disclaimer: This content is provided for informational and educational purposes only. Futures and options trading involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. Consult your own advisors before making trading or grain marketing decisions.

August 24, 202650 min

#802 - AI for Farmers: The Busywork That Could Disappear by 2027 | Vance Crowe

https://19-minutes.supercast.com AI has moved well beyond writing emails and answering simple questions. Vance Crowe joins Shay Foulk to explain how he is using it to handle bookkeeping, analyze nearly 500 podcast conversations, build digital tools, and uncover patterns in information that would otherwise sit unused. The bigger opportunity isn’t creating more content or doing more work just because it is possible. It is removing the time spent searching, organizing, and copying information, then using that time for better decisions, clearer communication, and work that still requires human judgment. They discuss: Why anyone who dismissed AI six months ago should test it again How “thinking AI,” “doing AI,” and connected agents could reshape repetitive work What farmers can learn from years of vendor records, receipts, PDFs, and other data Why good AI use should make information simpler instead of creating more slop What AI-assisted music and media raise about creativity, trust, and authenticity How reducing friction applies to work, family, health, and changing farm seasons Where human attention, judgment, and original thought still matter Vance also explains his Interest-Based Communication course in St. Louis, where small groups work through real conflicts, negotiations, and the challenge of getting good ideas understood. Learn more about Vance and the course: https://articulate.ventures/ibc #AIinAgriculture #FarmManagement #AgTechnology

August 23, 202631 min

#801 - “Pro Farmer’s 173 Corn Estimate: Sell This Rally?” - Weekly Market Outlook: Aug 24-28

https://19-minutes.supercast.com Pro Farmer’s 173.2-bushel corn estimate landed well below USDA’s 180.7, while its 53.3-bushel soybean estimate came in above USDA’s 52.7. Recently retired Iowa State economist Chad Hart explains why that split matters and what farmers should consider while grain prices are back near their spring highs. How Pro Farmer’s field checks compare with USDA’s estimates Why June weather reduced ear counts, but cool grain-fill conditions could still preserve more yield What a 173-bushel corn crop could mean for production and ending stocks Why feed and residual would likely be adjusted if the crop gets smaller How corn exports, ethanol, soybean crush, and Chinese buying are supporting demand Why Hart still expects another pullback during harvest Whether $5 corn and $12 soybeans are worth an early 2027 marker Even at 173.2 bushels per acre, this could still be one of the largest corn crops ever. Hart’s practical message is to reassess unpriced bushels, especially grain that cannot be stored, rather than assuming a rising market will keep moving higher. #CornMarket #SoybeanMarket #GrainMarketing

August 20, 20261 hr 15 min

#800 - Start Your Farm Exit Strategy Years Early | Dad’s Wisdom with Mark Harper

https://19-minutes.supercast.com Farm succession doesn’t start when Dad is ready to retire. Mark Harper’s advice is to start years earlier, while there’s still time to teach, mentor, delegate responsibility, and build a business that can operate without one person holding everything together. Mark grew up on a West Tennessee farm that eventually reached roughly 10,000 acres, built his own career in dentistry, and today helps mentor his son Peyton as he operates a several-thousand-acre farm. Along the way, Mark grew his dental business from one small-town practice into six offices, with a seventh under construction and more than 120 employees. In this Dad’s Wisdom conversation, Mark and Chris talk about: The difference between teaching and mentoring Why farm owners have to learn to delegate authority, not just tasks Surrounding yourself with people who are better than you Investing in coaching, peer groups, and your own development Knowing when to scale and when growth requires more investment Building a farm that can function when you aren’t there Working on the business instead of spending all your time in it Defining success beyond money and business growth Starting the farm succession and exit-planning conversation early Giving the next generation real responsibility before they’re forced to take over Mark’s message to the next generation is simple: set a vision, invest in yourself, surround yourself with good people, and be willing to operate differently if you want to take the business somewhere different. #FarmSuccession #FarmBusiness #Agriculture

August 16, 202645 min

#799 - “El Niño Rally? $5 Corn & $12 Beans” - Weekly Market Outlook: Aug 17-21

https://19-minutes.supercast.com Corn and soybean markets finished the week on a strong note after the latest USDA report, and Brian Split of AgMarket.net sees reasons for farmers to stay patient beyond their immediate harvest needs. Chris Barron and Brian break down the latest corn and soybean setup, including: December corn targets around $4.90, $5.00 and $5.05 Why $4.70 matters short term and $4.60 is a major line in the sand The $12 level in November soybeans and what could come next Strong corn demand and what tightening carry may be telling the market How to handle the “iffy bushels” that may exceed available storage Harvest basis, cash-flow needs and fall delivery decisions Why South American weather and a strengthening El Niño could become increasingly important Ways producers can manage downside risk without completely giving up upside Brian Split, AgMarket.net 815-665-0463 bsplitt@agmarket.net agmarket.net #GrainMarketing #CornMarket #Soybeans

August 10, 202622 min

#798 - Buying 2027 Fertilizer? What If Corn Falls After You Lock In?

https://19-minutes.supercast.com Some UAN and anhydrous summer-fill programs opened at 8 a.m. and were pulled by lunch, according to Josh Linville. But moving fast on fertilizer only protects one side of the farm’s margin. Shay Foulk and Josh, Vice President of Fertilizer at StoneX, explain how to compare the fertilizer quote with the grain price before locking in 2027 inputs. Josh shares why he advised his own family to secure fall anhydrous, when waiting until spring may still be worth discussing, and why phosphate has to be handled field by field. Shay says the opening phosphate quotes he has seen are $60 to $80 per ton above last year. If soil fertility can support a reduced application without costing yield, there may be room to cut demand. If it cannot, price alone is not a reason to take agronomic risk. They also cover: Why locking fertilizer without grain-price protection leaves the overall margin exposed How to judge fertilizer in bushels of corn, not only dollars per ton How the buy-or-wait decision differs among UAN, anhydrous, phosphate, and potash Why a bearish August WASDE may delay fertilizer demand rather than eliminate it What to discuss with your retailer before harvest Farmer Fertilizer Focus by Josh Linville: https://shop.stonex.com/products/farmer-fertilizer-focus Build and compare your 2027 crop budget in Farm Profit Manager: https://farmprofitmanager.app #FertilizerPrices #FarmManagement #GrainMarketing

August 9, 202616 min

#797 - “183+ Corn Yield? USDA Report Risk & Harvest Basis” - Weekly Market Outlook: Aug 10-14

https://19-minutes.supercast.com The August 12 USDA report could quickly reset the corn and soybean markets as harvest approaches. Chris Barron is joined by Daniel Elsner of Cargill in Cedar Rapids, Iowa, to break down national corn yield expectations, possible acreage changes, technical resistance, and the market signals farmers should watch heading into August 10-14. The corn market appears to be trading a national yield near 182 to 183 bushels per acre. Daniel explains why a number above 183 could pressure corn prices, why nearby resistance may limit corn’s short-term upside, and why November soybeans currently have a stronger technical setup. They also discuss how quickly an initial bullish reaction to the USDA report could reverse. For farmers, the conversation turns to decisions that cannot wait: clearing remaining old-crop grain, estimating bushels without storage, finding local basis opportunities, and placing target orders before the report. With harvest approaching and storage potentially tighter than usual, communicating with local buyers and planning around the local harvest window could be just as important as the report itself. Topics include: August 12 USDA yield and acreage changes Corn yield expectations near 182 to 183 bushels per acre Technical resistance limiting corn prices Short-term upside potential in November soybeans Old-crop grain still sitting in storage Harvest timing and local basis opportunities Pre-report rallies, price targets, and working orders Managing uncommitted grain before harvest Guest: Daniel Elsner of Cargill in Cedar Rapids, Iowa. Subscribe to The Ag View Pitch for weekly grain market analysis and practical farm marketing strategies. Also check out 19 Minutes for more conversations about farm business and profitability. #GrainMarkets #CornPrices #USDAReport

August 2, 202624 min

#796 - “Record Corn Demand, Rising Acres & August Weather Risk” - Weekly Market Outlook: Aug 3-7

https://19-minutes.supercast.com Record corn demand is supporting the grain markets, but additional acres, August rainfall, and harvest pressure could quickly change the outlook. Chris Barron is joined by Matt Bennett of agmarket.net to examine the crop, demand, and marketing risks heading into August 3-7. Matt discusses why he questions the USDA’s current crop ratings and whether the national corn yield can exceed 183 bushels per acre. They examine the possibility of additional corn acres, exports running well ahead of last year, and why a smaller yield could create a much tighter balance sheet. They also explain why the longer-term corn story remains constructive even if prices face pressure before harvest. The conversation also covers wheat volatility related to Russia and Ukraine, soybean prices following their recent decline, strong domestic crush demand, and how a wetter August could affect soybean yield expectations. Matt closes with guidance for managing old-crop corn, harvest deliveries, basis, and on-farm storage without leaving too many bushels exposed. Topics include: USDA corn yield and acreage uncertainty Record domestic and global corn demand Corn exports running ahead of projections August weather and crop conditions Harvest price and basis risk Old-crop corn still in storage Wheat volatility and opportunities for corn Soybean prices and strong crush demand South American weather and El Niño On-farm storage and harvest marketing decisions Learn more from Matt Bennett at agmarket.net. #GrainMarkets #CornPrices #SoybeanPrices

July 26, 202626 min

#795 - “$6 Corn? Soybean Rally & Harvest Basis Planning” - Weekly Market Outlook: Jul 27-31

https://19-minutes.supercast.com Soybeans are rallying, $6 corn headlines are circulating, and harvest basis decisions are approaching quickly. Andy Hruby and Hugo vanRoessel of Cornerstone Ag Partners break down what is supporting grain prices and where the markets could become vulnerable. They examine USDA corn acreage uncertainty, strong export and ethanol demand, weather premium, and why spreads and local basis may provide a better read on the physical corn market than futures alone. They also discuss early-harvest premiums, storage limitations, fall delivery planning, and pairing additional crop investments with marketing decisions. Hugo then explains why soybean crush margins near $3 per bushel, tight projected supplies, and limited storage carry could keep soybean prices volatile. The episode closes with risk-management options for protecting current prices while retaining upside, along with opportunities in 2027 corn and soft red wheat. Topics include: USDA corn acreage and August WASDE risk $6 corn projections versus cash-market signals Weather premium and strong corn demand Fall basis, early-harvest premiums, and storage planning Soybean crush margins and tight projected supplies Interest costs and the economics of storing soybeans Min-max contracts, puts, and retaining upside 2027 corn and soft red wheat opportunities Website: cornerstoneagpartners.com Email: hugo@cornerstoneagpartners.com #GrainMarkets #CornPrices #SoybeanPrices