Fall's Re‑ownership Crossroads: Timing, Volatility, and the Big Picture
- Zach Abramson
- Sep 4
- 2 min read
The Market Dilemma: To Re‑own or Not This FallWith storage dwindling and bear market undercurrents everywhere, producers face tough calls: should you re‑enter the market or let it ride in the cash market? Corn is quietly gaining ground off last week’s lows, while soybeans struggle amid tepid demand and bearish sentiment. Let’s break down the strategic path forward.
Corn: Quiet Strength Meets Export Opportunity
Corn futures have ticked up roughly 20 cents recently, reflecting renewed demand dynamics and strong export outlooks. With carry still elevated—a typical feature in bear-markets—rolling options can help smooth exposure rather than locking into expensive front-month contracts. As always, execution is everything: overpriced premiums don’t build profit.
Risk Management Insight: Use shorter‑term options to avoid steep carry, or evaluate strategic calendar spreads to capture both U.S. and South American momentum without expensive roll costs.
