March 21, 2025

Spreads, Basis, and Risk—What Merchandisers Miss Most

Spreads, Basis, and Risk—What Merchandisers Miss Most
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Spreads, Basis, and Risk—What Merchandisers Miss Most

Ep 97 In this episode, Jason and Roger return from the road to unpack what they’re hearing across the industry—from farmer frustrations to merchandiser game plans. They dig into summer inversions, spread behavior that defies expectations, and the silent chaos of full bins before harvest. Also: co-op board decisions, pricing deadlines, and how bureaucratic policies somehow helped basis. If you’re in grain merchandising or AG logistics, this one’s for you.