The hay pilot that picked the counties already due a better year
Showing the misleading chart
A year-one review slide we drew from USDA county survey data: the nine Montana counties with the lowest grass-hay yields of 2016 “join a pilot” and gain 8.7% the next season while the other 33 lose 16.8%. Apply the same enrollment rule to every pair of harvests in the county series, 1964 to 2018, when no program picked anyone, and the bottom fifth beats the rest in 50 of 54 years.
01The claim
The pilot works. A year-one review slide of the kind an extension office might circulate, which we drew from public survey numbers: after the 2016 harvest, the nine lowest-yielding of the 42 Montana counties USDA estimated in both 2016 and 2017 — every one at or below 1.3 tons an acre of grass hay — are enrolled in a forage recovery pilot. In 2017, a season that cost the other 33 counties 16.8% of their average yield, the pilot counties went the other way, from 1.14 to 1.24 tons an acre, up 8.7%. A 25.5-point gap in one season, on a zero-based axis, with every county’s numbers printed beside it.
02The trick
Every number on the slide is right, and the axis is honest; the mistake is in who got enrolled. One season’s yield mixes what a county can reliably grow with what that summer’s rain, heat and hail did to it, plus some survey noise. Rank counties on 2016 alone and the bottom nine are, disproportionately, counties that had a bad 2016. Their soils and meadows carry into 2017; their bad summer doesn’t, so the group drifts back toward its own normal whether or not anyone visits. The table on the slide shows how thin the evidence is: only five of the nine rose, Fallon stood still, Powder River, Mineral and Toole fell, and the group average is carried by Golden Valley jumping from 1.15 to 2.10 — without it the pilot counties are down 0.5%. Comparing against “everyone else” makes the gap look bigger than the bounce: most of the other counties’ −16.8% is just a bad year for the whole state (all 42 fell 13.2%), and the slide credits the difference to the pilot.
03The fix
Run the enrollment rule where there was no pilot. Take the lowest-yielding fifth of Montana counties (ties at the cutoff counted in) for every pair of consecutive harvests in the county series, 1964–65 through 2017–18, and compare their next-season change with every other county’s. The picked counties beat the rest in 50 of 54 years, by a median of 18.2 points; 2016’s 25.5 is unremarkable, and 20 of the other 53 years opened a wider gap on their own. A real test needs a comparison group chosen the same way: enroll a random half of the low-yield counties, and both halves are expected to bounce back alike, so a gap that holds up across seasons and is bigger than chance would give with a handful of counties a side is the program. At the very least, judge the pilot against the usual bounce, not against the rest of the state.