Stone fell under the Grain Factor

Prologue
Stone is not the most profitable resource anymore. It has finally fallen below the Grain-Factor-Line, and that means that it's more profitable to sell the grain than to use it to produce other resources.

Of course that had to happen just after I finished setting up my ultimate plot of land. That's just my luck. No frustration though, I'm pretty sure it will go the other direction - and I was a bit tired of hunting for Fire and Dragon cards, anyway. Now I can add Water, Nature and Death to the mix, wholeheartedly, knowing that I'm doing myself a favor focusing on grain for the moment.
Most images in the post are taken from Beaker's Land Tool (BLT)
The Facts
Since the launch of Land 1.75 and the following use cases, more and more plots have been activated, in total. There were some down-phases, of course, but overall the trend is quite stable since June, reaching a new all-time-high 50,267 active deeds (meaning, they have at least one unit producing).

Unfortunately, there is no historic data of the stone plots that have been activated historically (since April, historically sounds kind of overkill for 4 months...). But we can have a look at the Boosted Production Points chart, and there is a clear answer to why stone price has finally undercut the Grain-Baseline - the PP came up from 142M to 170M.

It now sits right there with Iron, and a little over wood. Interesting is that although grain is needed for the production of all other resources, the boosted PP is less than double than the rest with 280M bPP.

That explains why there is currently a deficit in Grain production, while Stone has switched to an over-production.

Grain is gaining ground, though - and that although the deficit of 7M/day is so low that it would take 4 years to chew up the current total supply. Oh, and I found the Dark Mode in the BLT.

The deficit is now half of what it was a month ago, from -14M to -7M, and will probably be rising. That will then put pressure on the price of Grain, and consequently pushing the Grain-Factor of the other resources again. And then it starts over.
The Impact
In one of my last posts, I calculated the best setup for my rare stone plot and what the ROI would be. That was two weeks ago, and since then, the expected ROI has fallen from 11.75% to now 9.12% - for stone. For grain, the current price would give an aROI of 10.4%. Quite the difference.

Calculation from the free Land Setup Calculator
That said, it does look bad on paper and would hurt me if I relied on selling my resources now to re-invest the DEC. But I don't, land is not my main focus, and I rather hold all the resources for the long term and see what the future brings.
Leading up to the start of the second conflict, there was also a surge in resource prices as many bought wagon kits to replenish their ranks. That might happen again, though the ever-growing amount of resources will make those spikes less spiky each time.
Conclusion
Now that my rare Stone plot is running nicely and at very high production, I will focus on grain production again, as the current status quo suggests that. Though the grain pool is filled nicely and the overall available resource is high, I still like to be independent, not having to buy from the market. And my new stone workers will need grain.
So, it does make overall sense to me to produce more grain, pile it in the pool, and then withdraw it when the 30 days of penalty are over into the region I need it in.
As for the other resources, I will keep piling them, saving up for a nice payday or when the prices surge again. Maybe I'll put them into pools, but I doubt that - my hunch is that resource value will appreciate more than DEC value, and hence I'll make more if I just leave them around. I could also do half/half. I'll think about it.
Do you have any opinion on stone dropping below the Grain Factor? Will that impact your strategy?
Former posts:
Calculating Land part 1 - How to get your ROI
Calculating Land part 2 - Are pools worth it?
Calculating Land part 3 - Organic Growth
Land Plot Efficiency for non-whales
Card-Production-Coefficient - Combining LPE and ROI
Renting for Land - at what cost?
Risks to my strategy
What do refined resources cost?
Real cost of Wagons
How to perfectly adjust your wagons
Calculating Totem and Title boosts
Calculating Plot Rarity Boost
Setting up a Rare Stone Plot
The Free Land Setup Calculator
Deck Builds & Conflicts
Thank you very much for reading, I hope you enjoyed it at least as much as I enjoyed writing :-D If you have any comments or feedback - please let me know! And don't forget to leave your own posts for me to curate. Thank you very much!
If you don't play the game yet, you can use my referral: Click here for referral :-)
Once all these resources were announced I never would have guessed that Stone would be the most profitable.
I'm farming Grain, Stone and Aura... and have using my surplus of Grain to swap for Wood and my surplus of Stone to swap for Iron - and then every 3-4 days I can afford a new wagon kit. I currently have enough resources to craft 17 wagon kits, and will likely need to repair 13 in the next conflict.
I made a good amount of profit selling Auction Marks recently but I'm really undecided if I want to sell some more, use the Auction Marks myself (although the auctions always seem to be at 1am my time) or just hoard Aura (and vouchers) for future funness.
Did you calculate if the auction marks bring you more DEC than just selling the resources? The last time I had checked on Aura-Products, there was nothing that made it profitable if considering all the resources going in. But that was a while ago, I think auction marks didn't even exist... I'll go find my calculator :-D
13 wagons! Wow, that's a lot of cards you're getting, congrats! I hope for you that you have to use all your 17 kits, though ;-) I'm having a friend craft for me, as I don't have aura production yet.
EDIT: Oh, yes, auction marks are worth it. The cost to produce 1000 Aura is 1190 DEC, plus 1080 DEC for the vouchers, makes a profit of around 600 DEC per mark, or 20% profit on the sale price.
Auction Marks:
1,000 Aura
50 Vouchers
500 DEC
If this table below is accurate:
https://land.spl-stats.com/resource
Then 1000 Aura = 1,403 DEC
On Hive Engine, Vouchers are worth $0.026
... so 50 Vouchers are $1.30 USD = 1565.17 DEC
and 500 DEC, so 1403+1565+500=3,468DEC = $2.88 USD and I sold them for $2.43... so it looks like I sold them at a loss... except... I have more than double the amount of Aura than I actually need (below is what I need for 17 mage wagons):
so because I have a surplus of Aura that I want to convert to DEC, it really only cost me $1.71 to craft the Auction Marks, that I sold for $2.43.
I haven't yet worked out how many wagon kits I can craft in 30 days though, but I have to imagine that as the conflicts continue people are going to start to struggle to afford repairing all their wagons.
I calculated the price of aura based on the price of resources needed to produce aura, and came to 1200 DEC for 1000 Aura. I didn't know that the marks cost DEC as well.
2
I got my Voucher price from the pool, and it's a lot less.
With the 500 DEC cost, it's a total of 2770 DEC, so barely profit at the moment. But calculating with the resources is a totally different approach, and yours makes sense for having the resources available :-D
Ahhhhhhhhhhhhhhhhhhhhhhhhhhhh, I completely forgot about the Voucher/DEC pool within the game. I literally just exchanged 45K DEC for 1,118.125 vouchers using Hive Engine whereas I can see in the pool I would have gotten 2,096.938 vouchers with less mucking around. Dang!
Well, thanks for reminding me about it for next time.
Yeah, there's really no profit in Auction Marks or Fortune Tickets at the moment, people have too much Aura still so they'll flood the market until it runs dry.
Hopefully the Splinterlands Team keeps releasing cards and keeps the pressure up on all these resources to help land owners.
Let's hope so! For now, I'm hoarding my resources for better times :-D
Aura and SPS really only work for those who have too many titles/totems and high value land plots. Hopefully, there will be more resource sinks in the future.
Yeah - Aura production has been dropping steadily for the past 6 weeks so there is less use for all the intermediate products (stone, wood and iron).
As a lagging indicator, I expect it will impact grain before long until Aura demand recovers
Yes, that, too. But stone was still on top always, so it's mainly because production has caught up with demand. There will be more aura products, I'm sure :-)
Yeah I hope they do quickly - As far as I can tell, we are still producing more aura than we are consuming, even if you count all the raffles, conflict wagons, potions and auctions.
We need to triple our raffles frequency
That, or higher aura cost for the items. Both could work.
So far it looks like we are only spending 2/3rds of our AURA (all approx over a conflict cycle
1.2 Million AURA for midnight potions for pack openings
8.2 Million AURA for Conflict midnight potions
10.25 Million AURA for Conflict Wagon kits
3 Million AURA for Pickle raffles
5 Million AURA for Voucher card raffles
then based on vugtis’ winning day 1 bid, I’m anticipating 1.2 Million net AURA burn for 5 BFE voucher card auction winners…
I don’t think magically pricing higher in AURA terms means people will spend more on $ terms, it just dilutes the value per Aura.
But more options to buy creates more variety of demand…
More options are definitely the better options, absolutely. We'll see what they take out of their hats!
Thanks for sharing! - @rehan12
