Run Details

State

Completed

Started At

October 15, 2026 at 09:17 PM

Completed At

October 15, 2026 at 09:17 PM

Duration

less than a minute

Headline

ClearCost Says It Will ‘Turn the Lights On’ in Bulk Fertilizer Trading

Data Preview

{
  "title": "ClearCost Says It Will ‘Turn the Lights On’ in Bulk Fertilizer Trading",
  "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": [],
    "topics": [
      "bulk fertilizer",
      "digital marketplace",
      "agricultural inputs",
      "commodity trading",
      "price transparency"
    ],
    "summary": "The video discusses Clear Cost, a Saskatchewan startup launching a digital marketplace for bulk fertilizer in January. This platform aims to bring transparency to fertilizer pricing, which traditionally relies on phone calls and over-the-counter trades. Clear Cost will publish state-level delivered prices down to the county, creating an open market for physical delivery. While it won't offer hedging initially, it seeks to provide better information to buyers and sellers.",
    "entities": [
      {
        "name": "bulk fertilizer",
        "type": "commodity",
        "context": "digital marketplace for bulk fertilizer"
      },
      {
        "name": "Saskatchewan",
        "type": "region",
        "context": "Saskatchewan startup"
      },
      {
        "name": "Margy Eckelkamp",
        "type": "person",
        "context": "brand leader of The Scoop"
      },
      {
        "name": "The Scoop",
        "type": "organization",
        "context": "brand leader of The Scoop"
      },
      {
        "name": "Clear Cost",
        "type": "organization",
        "context": "Clear Cost CEO Keith Bush says fertilizer trades in the dark. It's over the counter, and he says the price data traces back to just phone calls. His answer is an open market. Via Clear Cost, anyone writing a check for bulk fertilizer can buy or sell for physical delivery."
      },
      {
        "name": "Keith Bush",
        "type": "person",
        "context": "Clear Cost CEO"
      },
      {
        "name": "farms",
        "type": "organization",
        "context": "That includes farms, co-ops, retailers, manufacturers, and importers."
      },
      {
        "name": "co-ops",
        "type": "organization",
        "context": "That includes farms, co-ops, retailers, manufacturers, and importers."
      },
      {
        "name": "retailers",
        "type": "organization",
        "context": "That includes farms, co-ops, retailers, manufacturers, and importers."
      },
      {
        "name": "manufacturers",
        "type": "organization",
        "context": "That includes farms, co-ops, retailers, manufacturers, and importers."
      },
      {
        "name": "importers",
        "type": "organization",
        "context": "That includes farms, co-ops, retailers, manufacturers, and importers."
      },
      {
        "name": "New Orleans",
        "type": "region",
        "context": "Not just a New Orleans number"
      }
    ],
    "sentiment": "neutral",
    "confidence": 1.0,
    "key_points": [
      {
        "point": "Bulk fertilizer is the last input category to get a digital marketplace.",
        "timestamp": "00:00",
        "importance": "high"
      },
      {
        "point": "A Saskatchewan startup, Clear Cost, will change this in January by launching a digital marketplace for bulk fertilizer.",
        "timestamp": "00:05",
        "importance": "high"
      },
      {
        "point": "Fertilizer currently 'trades in the dark' over the counter, with price data tracing back to phone calls.",
        "timestamp": "00:15",
        "importance": "medium"
      },
      {
        "point": "Clear Cost's solution is an open market where anyone can buy or sell bulk fertilizer for physical delivery.",
        "timestamp": "00:23",
        "importance": "high"
      },
      {
        "point": "The marketplace will include farms, co-ops, retailers, manufacturers, and importers.",
        "timestamp": "00:30",
        "importance": "low"
      },
      {
        "point": "Clear Cost will publish state-level delivered prices down to the county, aiming for 'strikable' prices.",
        "timestamp": "00:38",
        "importance": "high"
      },
      {
        "point": "Money for transactions on Clear Cost is held in trust, and sellers are paid only after the product moves.",
        "timestamp": "00:49",
        "importance": "medium"
      },
      {
        "point": "The marketplace will initially be for cash physical delivery and will not yet offer hedging.",
        "timestamp": "00:56",
        "importance": "high"
      },
      {
        "point": "While Clear Cost cannot promise the lowest price every time, the CEO believes that on average, better information helps.",
        "timestamp": "01:03",
        "importance": "medium"
      }
    ],
    "trade_ideas": [],
    "price_levels": [
      {
        "note": "quoted price difference from a New Orleans number",
        "value": "$80 a ton",
        "instrument": "bulk fertilizer",
        "level_type": "other"
      }
    ],
    "time_horizon": "short_term",
    "matches_filter": true,
    "data_references": [],
    "match_reasoning": "The video directly discusses a new digital marketplace for bulk fertilizer, which is a commodity."
  },
  "video_id": "tr8ojcVEu_0",
  "video_url": "https://www.youtube.com/watch?v=tr8ojcVEu_0",
  "transcript": "The last input category to get a digital marketplace may be bulk fertilizer, but a Saskatchewan startup says that is changing in January. I'm Margy Eckelkamp, brand leader of The Scoop. Clear Cost CEO Keith Bush says fertilizer trades in the dark. It's over the counter, and he says the price data traces back to just phone calls. His answer is an open market. Via Clear Cost, anyone writing a check for bulk fertilizer can buy or sell for physical delivery. That includes farms, co-ops, retailers, manufacturers, and importers. The big piece is price. Bush says Clear Cost will publish state-level delivered prices down to the county, and he wants them strikable. Not just a New Orleans number while someone nearby is quoting you $80 a ton different. Money is held in trust, and Bush says sellers don't get paid until the product moves. What it won't do yet is hedging. January's marketplace is cash for physical delivery. Will farms get a better deal? Bush says he can't promise the lowest price every time, but on average he says information helps. The full story is at thedailyscoop.com.",
  "description": "ClearCost CEO Keith Busch says the platform will post state-level delivered prices, hold payment until product moves and, eventually, support hedging, with the redeveloped version due in January.\n\n\nRead more: tinyurl.com/yerdsn2w",
  "match_reason": "No keyword filter configured",
  "published_at": "2026-10-15T20:54:42Z",
  "thumbnail_url": "https://i.ytimg.com/vi/tr8ojcVEu_0/hqdefault.jpg",
  "reporting_date": "2026-10-15",
  "analysis_source": "gemini-2.5-flash",
  "duration_seconds": null,
  "matched_keywords": [],
  "transcript_available": true
}