Episode 66: “Don’t Be Asleep at the Wheel”: Corn Marketing Advice for 2026 with Aaron Kuhn
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In this episode, Jim talks with Aaron Kuhn, Regional Manager with Poet Biorefining in Portland, Indiana, about market realities facing farmers as they head into the 2026 crop year. Coming off a sharp USDA report and entering the spring crop insurance pricing window, corn marketing decisions are getting tight — especially in the Eastern Corn Belt.
Aaron breaks down what he’s seeing in the countryside on old crop vs. new crop movement, why January–February brings forced sales due to cash flow, and how basis is behaving across Ohio and Indiana after a year of mixed yields. They also dig into how exports, the Brazil safrinha crop, and southeast feed demand influence local basis strength.
Jim and Aaron also tackle one of the biggest points of confusion in the market right now — the 45Z biofuel credit. Aaron explains why 45Z currently benefits biofuel plants but isn’t yet flowing value back to farmers, what’s holding up climate-smart scoring, and why sustainability incentives are still worth tracking.
Aaron closes with pragmatic advice for 2026: know your true cost of production, don’t fall asleep during potential rallies, and use target orders rather than emotional marketing.