Run Details

State

Completed

Started At

October 13, 2026 at 09:17 PM

Completed At

October 13, 2026 at 09:17 PM

Duration

less than a minute

Headline

2027 Crop Acreage: Rising Costs Could Reshape Planting Plans

Data Preview

{
  "title": "2027 Crop Acreage: Rising Costs Could Reshape Planting Plans",
  "filter": {
    "keywords": [],
    "match_mode": "any",
    "match_fields": [
      "title",
      "description"
    ],
    "semantic_filter": true
  },
  "source": "youtube",
  "channel": {
    "url": "https://www.youtube.com/@FarmJournal",
    "title": "Farm Journal",
    "handle": "farmjournal",
    "channel_id": "UCqTizkFSbhBojVtIkjMEoZQ"
  },
  "matched": true,
  "insights": {
    "risks": [
      "Yield drag due to buying less and applying less fertilizer."
    ],
    "topics": [
      "Crop acreage",
      "Input costs",
      "Diesel fuel prices",
      "Fertilizer prices",
      "Crop budgets",
      "Profitability",
      "Interest rates",
      "Yield drag"
    ],
    "summary": "The video discusses the challenges farmers face with rising input costs, specifically diesel fuel and fertilizer, which are impacting crop budgets for the upcoming season. While input costs are high, current higher crop prices are making budgets look \"a little bit better.\" The speakers question how these costs will affect planting decisions and potential yield drag.",
    "entities": [
      {
        "name": "2027 acreage",
        "type": "concept",
        "context": "The debate around 2027 acreage is expected to be interesting and competitive."
      },
      {
        "name": "input issues",
        "type": "concept",
        "context": "Producers face challenges with input costs."
      },
      {
        "name": "crop budgets",
        "type": "concept",
        "context": "Discussion about crop budgets for the next year."
      },
      {
        "name": "diesel",
        "type": "commodity",
        "context": "What will diesel prices look like?"
      },
      {
        "name": "fertilizer",
        "type": "commodity",
        "context": "Fertilizer price inputs."
      },
      {
        "name": "Ben",
        "type": "person",
        "context": "Ben is discussing Missouri crop budgets."
      },
      {
        "name": "Missouri",
        "type": "region",
        "context": "Missouri crop budgets are being put together."
      },
      {
        "name": "2026 crop",
        "type": "concept",
        "context": "Diesel fuel estimates for the 2026 crop."
      },
      {
        "name": "yield drag",
        "type": "concept",
        "context": "Concern about potential yield drag due to less fertilizer."
      }
    ],
    "sentiment": "mixed",
    "confidence": 0.9,
    "key_points": [
      {
        "point": "The 2027 acreage debate could be super interesting and competitive this year.",
        "timestamp": "00:03",
        "importance": "high"
      },
      {
        "point": "Producers are really going to struggle with input challenges when thinking about crop acres.",
        "timestamp": "00:28",
        "importance": "high"
      },
      {
        "point": "Diesel fuel is up 60% relative to what was estimated for the 2026 crop.",
        "timestamp": "00:47",
        "importance": "high"
      },
      {
        "point": "Fertilizer remains elevated and will continue to be a category requiring careful consideration for total utilization.",
        "timestamp": "00:56",
        "importance": "high"
      },
      {
        "point": "There are questions about whether reduced fertilizer application will lead to yield drag.",
        "timestamp": "01:06",
        "importance": "high"
      },
      {
        "point": "Current crop budgets are looking a little bit better due to higher prices.",
        "timestamp": "01:16",
        "importance": "medium"
      }
    ],
    "trade_ideas": [],
    "price_levels": [],
    "time_horizon": "short_term",
    "matches_filter": true,
    "data_references": [
      {
        "value": "up 60%",
        "metric": "Diesel fuel price increase",
        "period": "Relative to 2026 crop estimate",
        "source": "Speaker (Ben)"
      }
    ],
    "match_reasoning": "The video directly addresses the requested topics of crop prices and soaring input costs, with specific mentions of diesel and fertilizer."
  },
  "video_id": "mcKMWQjH5bA",
  "video_url": "https://www.youtube.com/watch?v=mcKMWQjH5bA",
  "transcript": "It's hard to talk about 2027 acreage, but I am hearing that the 2027 acreage debate could be super interesting this year and super competitive. Why, Seth? Well, and I think it's the same, you've got all these input issues when you and Ben, you and I are talking about your crop budgets for the next year, which you may want to talk about, but, you know, what is diesel going to look like? You know, does some of the fertilizer price inputs really come home this season that you kind of maybe some folks had planned ahead in the prior season. And so I think that there's some challenges on the input side that producers are really going to struggle with when they think about those crop acres. Yeah, not only inputs, I mean, we look at interest rates too, but let's talk about those budgets for next year. What what are you watching, Ben? Yeah, so we're we're currently putting together our Missouri crop budgets. We certainly look national as well in terms of profitability. And uh we have some big questions. Uh, you know, diesel fuel is up 60% relative to what we estimated for the 2026 crop. Uh, and we were low last year in terms of where we ended up. Fertilizer remains elevated and it's going to continue to be, you know, one of those categories that that we have to figure out, okay, how do we how do we think about total utilization? Does that start leading to people buying less and applying less fertilizer? Do we have a yield drag, um, that starts to show up in our in our profitability as well. And so those are all things we're thinking about. Uh, but it certainly is our budgets are looking a little bit better with some of the higher prices that we're experiencing.",
  "description": null,
  "match_reason": "No keyword filter configured",
  "published_at": "2026-10-13T20:18:36Z",
  "thumbnail_url": "https://i.ytimg.com/vi/mcKMWQjH5bA/hqdefault.jpg",
  "reporting_date": "2026-10-13",
  "analysis_source": "gemini-2.5-flash",
  "duration_seconds": null,
  "matched_keywords": [],
  "transcript_available": true
}