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Research BriefEnergy & AgricultureSeptember 10, 2026

Kansas Farmers Have $284 Million at Risk — And $6 Diesel Could Turn Harvest Into a Cash-Flow Squeeze

Kansas farms report gasoline, fuels, and oils as one expense line rather than diesel gallons. This brief reconstructs diesel-equivalent volume, tests three exposure levels, and estimates how a $6 diesel environment could affect annualized farm cash flow.

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Key findings

148.1M

Estimated diesel-equivalent gallons

$284.3M

Annualized exposure at 75%

$4.25

Approximate price trigger

Methodology

We divide the USDA-reported Kansas fuel expense by the EIA Midwest No. 2 diesel benchmark to estimate 148.1 million diesel-equivalent gallons. Because the census category is broader than diesel alone, we model 50%, 75%, and 100% exposure rather than presenting one false-precision estimate.

The USDA expense category includes gasoline, fuels, and oils. The 148.1 million-gallon figure is therefore a diesel-equivalent reconstruction, not a direct measurement of diesel consumption.

What the scenarios show

Exposure caseShare modeledAnnualized exposure
Lower bound50%$189.5 million
Central case75%$284.3 million
Upper bound100%$379.0 million

These are annualized sensitivity estimates, not a forecast of a full year at $6 diesel. Timing matters: harvest concentrates fuel demand and working-capital pressure into a narrow operating window.

Data sources

  • —USDA NASS, 2022 Census of Agriculture — Kansas gasoline, fuels, and oils expense
  • —U.S. EIA Midwest (PADD 2) No. 2 diesel retail price
  • —Bloomberg WTI crude and ULSD crack-spread market data