The Ag View Pitch

#776 - "Corn Rally, China Talks, and Farmer-Held Stocks" - Weekly Market Outlook: May 4th - 8th

13 min · 3. Mai 2026
Episode #776 - "Corn Rally, China Talks, and Farmer-Held Stocks" - Weekly Market Outlook: May 4th - 8th Cover

Beschreibung

In this week’s Market Outlook, Shay Foulk is joined by Alex Londerville with Cargill to discuss the recent strength in corn, soybeans, and wheat as markets react to planting progress, Brazil safrinha dryness, export demand, China trade discussions, crude oil pressure, and policy movement around 45Z and RVOs. They also discuss why farmers should stay alert during planting season, especially as profitable pricing opportunities appear while many producers are still holding old-crop corn in the bin. Correction/clarification from the episode: Alex noted farmer-held corn stocks across Nebraska, Minnesota, Illinois, and Iowa. The corrected figure is 120 million more on-farm stored bushels in Nebraska alone, and 580 million more year-over-year corn bushels across Nebraska, Minnesota, Illinois, and Iowa combined.

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Episode #783 - Fund Selling Pressures Grain Markets - Weekly Market Outlook: Jun 1-5 Cover

#783 - Fund Selling Pressures Grain Markets - Weekly Market Outlook: Jun 1-5

As June begins, corn and soybean markets are shifting from geopolitics and outside-market headlines back toward weather, planting progress, basis, and supply expectations. In this episode of The Ag View Pitch, Chris Barron visits with Jeff Fichtelman to break down what farmers should be watching during the June 1–5 marketing week. They discuss old crop corn basis, how much grain may still be in farmer hands, why strong basis opportunities do not always line up with flat price, and how farmers can think through basis-only contracts. Jeff also explains why managed money fund positions matter, how fund selling can pressure nearby futures, and why the market may be vulnerable if speculators continue liquidating long corn and soybean positions. The conversation also covers wet conditions and replant concerns in parts of the Eastern Corn Belt, late planting risk, USDA yield expectations, new crop corn and soybean sales, harvest delivery bushels, cost of carry, and why emotion often gets in the way of good grain marketing decisions. For farmers looking at 2026 crop sales, old crop movement, harvest basis, or whether to price more corn and soybeans before summer weather takes over, this episode gives a practical look at the decisions that matter right now. Topics covered: corn prices, soybean prices, grain marketing, old crop basis, new crop sales, fund selling, managed money, Eastern Corn Belt planting delays, harvest bushels, cost of carry, crop insurance planting window, and June market outlook.

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Episode #782 - Vance Crowe on Better Conversations, Family Business, and Hard Disagreements Cover

#782 - Vance Crowe on Better Conversations, Family Business, and Hard Disagreements

In this episode of The Ag View Pitch, Shay sits down with Vance Crowe for a conversation about communication, family business, disagreement, curiosity, and the stories that shape how people work together. Vance shares why better conversations often start with humility, genuine curiosity, and the ability to ask questions without judgment. Shay and Vance discuss how this applies inside farm operations, family businesses, marriage, leadership, and difficult conversations where people may not see the world the same way. They also talk about the value of family stories, why people repeat certain stories over time, how conflict can reveal hard-earned wisdom, and why communication may become one of the most important skills in a world changing quickly through technology and artificial intelligence. For farmers, business owners, and families trying to work through hard conversations with more trust and less defensiveness, this episode offers a practical look at how to listen better, ask better questions, and handle disagreement in a healthier way. Learn more about Vance Crowe’s Interest-Based Communication course: https://articulate.ventures/ibc

29. Mai 202646 min
Episode #781 - What’s Up at Ag View? Farm Profit Manager, Peer Groups & Planting Updates Cover

#781 - What’s Up at Ag View? Farm Profit Manager, Peer Groups & Planting Updates

In this episode of The Ag View Pitch, the team gives a spring update on what’s happening across Ag View Solutions, Farm Profit Manager, peer groups, consulting work, machinery decisions, transition planning, and what they are seeing on the farm after a wet April and uneven spring planting season. Sam Fehl also joins the podcast to introduce himself as Ag View’s summer intern and shares what he is working on with Farm Profit Manager, producer education, and learning from the next generation of farm leaders. The conversation also covers family farm communication, estate planning, equipment decisions, crop conditions, side-dressing, spraying, and why taking time to learn from older generations can be one of the most valuable things young farmers can do.

26. Mai 202642 min