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October 1, 2019
2019 Ag Lenders Conference Presentations
2019 remains rough
Historical and Projected Kansas Feedlot Net Returns (as of 9/13/19’) (http://www.agmanager.info/livestock/marketing/outlook/newsletters/FinishingReturns/default.asp)
Representative Barometer for Trends in Profitability
July … Historical and Projected Kansas Feedlot Net Returns (as of 9/13/19’) (http://www.agmanager.info/livestock/marketing/outlook/newsletters/FinishingReturns/default.asp)
Representative Barometer for Trends in Profitability
July …
February 22, 2018
http://www.agmanager.info/livestock/marketing/outlook/newsletters/FinishingReturns/default.asp)
Representative Barometer … http://www.agmanager.info/livestock/marketing/outlook/newsletters/FinishingReturns/default.asp)
C-P-10
02/05/18
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1989 …
March 4, 2022
OUTLOOK
http://www.agmanager.
info/about/contributors/
individual/tonsor.asp
Quarterly Forecasts (LMIC … Center
C-N-40
01/31/22
https://www.agmanager.info/sites/default/files/pdf/KSU
_FactSheet_CattleCycle_01-31-17.pdf
BEEF … http://www.agmanager.info/livestock/marketing/outlook/newsletters/FinishingReturns/default.asp)
Representative Barometer …
November 6, 2013
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 … info/livestock/marketing/graphs/cattle/prices/default.asp
Nov FC:
11/4: $163
10/1: $165
9/1: $160
8/1: $160
MED …
capture the sudden
downturn in commodity grain prices that began in … expected revenues, due to lower commodity prices, with little to no … prove to be
unsustainable if commodity prices stay low.
Rental …
March 1, 2019
http://www.usda.gov/oce/commodity/projections/)
8
Year Total … http://www.usda.gov/oce/commodity/projections/)
9
Per capita … Stockers
http://www.beefbasis.com/ForecastingTools/ValueofGain/tabid/1132/Default.aspx
• Salina, KS 2/28/19 …
March 2, 2018
2018 projections reflect higher placement costs
Historical and Projected Kansas Feedlot Net Returns
(as of 2/12/18’)
(http://www.agmanager.info/livestock/marketing/outlook/newsletters/FinishingReturns/default.asp)
Representative Barometer for Trends in Profitability
Dec … EXPORTS
Carcass Weight, Annual
Data Source: USDA‐ERS & USDA‐FAS, Compiled and Forecasts by LMIC
Livestock Marketing Information Center
USDA Long‐Term projections
Feb. 2018 report (http://www.usda.gov/oce/commodity/projections/)
50
Per capita …
August 18, 2017
http://www.agmanager.info/livestock/marketing/outlook/newsletters/FinishingReturns/default.asp)
Representative Barometer … http://www.agmanager.info/livestock/marketing/outlook/newsletters/FinishingReturns/default.asp)
Extremes in 18 months
Dec … http://www.usda.gov/oce/commodity/projections/)
40
Table …
March 5, 2015
Commodity Program Papers
calculations are done for each FSA
commodity program (at: http://www.agman … 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 …
September 11, 2013
hd)
TREND: HEIFER RETENTION MOVING
NORTHWEST WITHIN NATIONAL BEEF
COW HERD
Longer‐term projections (as of Feb. 2013)
http://www.usda.gov/oce/commodity/projections/index.htm
2021 … info/livestock/marketing/graphs/cattle/prices/default.asp
Sep FC:
9/10: $156 …