Storage vs. Options — What’s the Smart Move This Fall?
- Zach Abramson
- Oct 9
- 3 min read
As harvest rolls on, the biggest question many producers face isn’t “What price can I get?” — it’s “What’s the smartest way to carry risk from here?”
Market Dilemma: Store, Sell, or Strategize?
We’re in that time of year when yield debates dominate, social media fills with claims of “market ruiners,” and producers wrestle with whether to hold grain or to use options. Jon and Ryan open this episode by tackling just that head‑on. The challenge: how do you move forward when the data is still coming in—and when global competition might already be reshaping the playing field?
A key point: even if yield surprises show up, the question becomes whether analysts will simply “smooth” them out. In their eyes, the bigger structural issue looms: South America’s output growth is changing the rules of engagement.
Corn & Soybeans: Yield, Basis & Global Pressure
Soybeans
Jon notes troubling reports from North Dakota: bean yields are disappointing and fairly widespread.
