#789 - Corn Selloff, Soybean Crush Margins & Wheat Harvest Risk - Weekly Market Outlook: June 22-26

#789 - Corn Selloff, Soybean Crush Margins & Wheat Harvest Risk - Weekly Market Outlook: June 22-26

In this week’s Market Outlook, Joe Paulson talks with Hugo vanRoessel of Cornerstone Ag Partners about the recent pressure in the corn market, the role of spreads and basis, and how producers should think through percent sold, revenue protection, and downside risk heading into the heart of summer. The conversation covers why the recent corn rally appeared to be more money-flow driven than demand-driven, how strong export demand is still supporting the corn market, and why seasonal pressure could remain a factor into August. Joe and Hugo also discuss soybean crush margins, Chinese demand risk, Brazil’s role in global soybean trade, and why soybeans have held together better than corn. The episode also looks at soft red wheat harvest, storage costs, carry, DP charges, and how wheat volatility can affect marketing decisions. Hugo also explains how tools like puts, min-max contracts, and accumulators can fit into a broader grain marketing plan when used in the right situations. Website: cornerstoneagpartners.com Email: hugo@cornerstoneagpartners.com

#788 - USDA Reports, Iran Oil Risk & Summer Weather - Weekly Market Outlook: June 15-18

https://19-minutes.supercast.com Grain markets are heading into a critical stretch as farmers watch crop conditions, old crop inventory, fund selling, basis opportunities, and the upcoming June 30 USDA Acreage and Grain Stocks reports. In this Weekly Market Outlook for June 15-18, Chris Barron is joined by Brian Grete of Commstock Investments to break down what is driving corn, soybean, and wheat markets right now. They discuss the sharp selloff in grain prices, why funds have been liquidating long positions, how the market is viewing early crop conditions, and what farmers should be watching as pollination, soybean weather, and key USDA reports approach. They also cover old crop corn and soybean bushels still sitting on farms, whether basis should be locked in, why cost of carry matters, and how current events like the Iran conflict and oil prices could influence ag markets. Topics covered: * Corn, soybean, and wheat market outlook * June 30 USDA Acreage and Grain Stocks reports * Fund liquidation and money flow in grain markets * Crop conditions and summer weather risk * Old crop inventory and basis strategy * Iran conflict, oil prices, and market fatigue * Why knowing your breakevens matters in 2026 If you are still holding old crop bushels or trying to make new crop marketing decisions, this episode is a timely look at what could move grain markets over the next several weeks.

#787 - 2027 Ag View Solutions Executive Business Conference Announcement!

Save the date for the 2027 Ag View Solutions Executive Business Conference, happening January 20-22, 2027, at Margaritaville Resort in Hollywood/Fort Lauderdale, Florida. Shay Foulk and Chris Barron preview this year’s conference, including high-value networking, leadership, AI, financial management, communication, negotiation, global agriculture, and grain market outlooks. Registration opens September 8th at agviewsolutions.com under the conference tab. Add the 2027 Ag View Executive Business Conference to your calendar. [https://calendar.google.com/calendar/render?action=TEMPLATE&text=2027%20Ag%20View%20Solutions%20Executive%20Business%20Conference&dates=20270120/20270123&details=2027%20Ag%20View%20Solutions%20Executive%20Business%20Conference%0A%0ADates%3A%20January%2020-22%2C%202027%0ALocation%3A%20Margaritaville%20Resort%2C%20Hollywood%2FFort%20Lauderdale%2C%20Florida%0A%0ARegistration%20opens%20September%208%20at%20agviewsolutions.com.%0A%0ATentative%20agenda%20includes%20networking%2C%20leadership%2C%20AI%2C%20financial%20management%2C%20communication%2C%20negotiation%2C%20global%20agriculture%2C%20and%20markets.%0A%0AWednesday%2C%20Jan.%2020%3A%20Registration%2010%20AM-4%20PM%2C%20Welcome%20Reception%205%3A30-7%3A30%20PM.%0AThursday%2C%20Jan.%2021%3A%20Breakfast%2C%20leadership%2C%20land%2C%20networking%2C%20financial%20management%2C%20AI%2C%20cocktail%20hour%2C%20and%20Ag%20View%20Nation%20dinner.%0AFriday%2C%20Jan.%2022%3A%20Chris%20Barron%2C%20Jim%20Iuorio%2C%20South%20America%20update%2C%20communication%2Fnegotiation%2C%20and%20markets.&location=Margaritaville%20Resort%2C%20Hollywood%2FFort%20Lauderdale%2C%20Florida&ctz=America%2FNew_York] Tentative agenda highlights: Wednesday, Jan. 20: Registration and welcome reception Thursday, Jan. 21: Leadership, networking, financial management, AI, cocktail hour, and Ag View Nation dinner Friday, Jan. 22: Chris Barron, Jim Iuorio, South America update, communication/negotiation, and markets Learn more at agviewsolutions.com.

#786 - New USDA Pass-Through Rules for Farmers: LLC, S Corp Payment Limits & FSA 902 Updates

USDA has released new guidance on qualified pass-through entity rules, and the changes could matter for many farm operations structured as LLCs, S corporations, partnerships, LLPs, and other farm entities. In this episode of The Ag View Pitch, Chris visits with Paul Neiffer to break down what the new USDA and FSA rules mean for farmers, including changes to payment limits, ARC and PLC eligibility, AGI testing, actively engaged rules, and the upcoming CCC-902E filing requirements. They discuss how LLCs and S corporations may now be treated more like general partnerships for USDA payment limit purposes, why C corporations are still limited differently, what the new AGI guidance means, and why farmers should be paying close attention to FSA deadlines for base acre updates and entity paperwork.  This episode covers new USDA qualified pass-through entity rules, LLC and S corporation payment limits, C corporation limitations, ARC and PLC program implications, AGI testing changes, FSA CCC-902E filing requirements, base acre update deadlines, actively engaged rules, and farm entity planning and compliance.

#785 - Bloody June for Grain Markets - Weekly Market Outlook: June 8-12

Corn and soybean markets have taken a sharp turn lower as fund selling, broken technical support, strong early crop conditions, and seasonal pressure weigh on prices. In this Weekly Market Outlook, Shay Foulk and Daniel Elsner discuss whether the May highs are behind us, what is driving the selloff, how corn and soybean acres could shape the next USDA reports, and why farmers need to stay one step ahead with their marketing plans. They also cover accumulator contracts, 2026 and 2027 opportunities, soybean crush margins, wheat pricing, and how producers should think about making sales after a major market drop.