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September 1, 2023 2023 Ag Lenders Conference Presentations
OUTLOOK http://www.agmanager.info/about/contributors/individual/tonsor.asp Take‐Home Summary 1.Supply Dynamics Supporting Higher Cattle Prices  2.Consumer Meat Demand Mixed in 23’ & Key to “Peak Prices” This Cycle Quarterly Forecasts … 2023 Data Source:  USDA‐AMS Livestock Marketing Information Center Historical and Projected Kansas Feedlot Net Returns (as of 9/15/23’) (http://www.agmanager.info/livestock/marketing/outlook/newsletters/FinishingReturns/default.asp) Representative Barometer for Trends in Profitability July …
November 6, 2013
Broader political uncertainty  • Economic Policy Uncertainty Indices (http://www.policyuncertainty.com/index.html)   • … http://www.agmanager.info/livestock/budgets/production/default.asp  Number 10% Lower 10% Lower … 1,222/heifer (10 yrs) NPV  Longer‐term projections (as of Feb. 2013)  http://www.usda.gov/oce/commodity/projections/index.htm 2021 Projection 1.1  million less than Feb.  12’ 2022 herd +12%  (vs. 2012) 19 As of: 11/4/13’ http://www.agmanager.info/livestock/marketing/graphs/cattle/prices/default.asp Nov FC:  11/4: $163 10/1: $165 9/1: $160 8/1: $160 MED …
June 26, 2012
http://www.agmanager.info/livestock/budgets/production/default.asp) • BEEF Magazine Poll … Economic Outlook Overview : Policy Points of Relevance • … http://www.agmanager.info/about/contributors/individual/tonsor.asp Glynn T. Tonsor Assistant …
July 22, 2015 Dairy Program Resources
is made the operation will default to CAT coverage. Registration … www.AgManager.info under the “Policy” section and “2014 Farm … http://www.agmanager.info/events/Dairy/default.asp for more information. 18 …
November 5, 2014 Commodity Program Papers
it at: www.agmanager.info/policy/commodity/2012/default.asp If you have additional …
December 4, 2013
Broader political uncertainty  • Economic Policy Uncertainty Indices  (http://www.policyuncertainty.com/index.html)   • … http://www.agmanager.info/livestock/budgets/production/default.asp 12/4/2013 9 Cow‐Calf – … http://www.agmanager.info/livestock/budgets/production/default.asp  Net Present Value of Beef  Replacements Number Year …
June 15, 2012
Feed Costs (weather, farm policy, etc.) • Shrinking … exchange rates, politics) • Policy uncertainty (GIPSA, MCOOL … http://www.agmanager.info/about/contributors/individual/tonsor.asp Glynn T. Tonsor Assistant …
April 19, 2012
http://www.agmanager.info/livestock/budgets/production/default.asp) Scenario1: FARPI Adjusted … • Farm bill and tax code/policy uncertainties… – … http://www.agmanager.info/Tools/default.asp) 44 • Expectations …
March 5, 2015 Commodity Program Papers
http://www.agmanager.info/policy/commodity/2012/default.asp). The calculations inside … at:  http://www.agmanager.info/policy/commodity/2012/ARC-2014_Tradeoff-PLC-ARC- 2015.xlsx … typed over the 32 bushel default with 44 bushels (Table 2 …