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AG Squawk with Davis Michaelsen | Scott Sartor | CropTell

Published 1 day, 12 hours ago
Description

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

We move from early Christmas commercials to an even earlier priority: getting serious about 2027 planning while harvest is still rolling. We talk with Scott Sartor about the $8B harvest fuel relief announcement, diesel buying strategy, and why lenders are zeroing in on break-even cost of production. 

• export sales and futures closes for corn, soybeans, wheat, cattle, and hogs 
• what the USDA fuel relief timeline could mean for cash flow and expectations 
• why FSA-certified acres and login.gov readiness matter before applications open 
• how seasonal diesel dips create opportunity if working capital and storage are in place 
• using a profit matrix to connect yield, price, and cost of production 
• how lenders stress test budgets and why clear variance explanations help renewals 
• what Scott hears lenders asking most: cost of production and break-even numbers 
• the impact of input financing and “ghost” debt on a farm’s borrowing capacity 
• building farm sustainability by moving profits to the balance sheet over time 

Visit AgBull.com or call 855-737-FARM. 

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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. 



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