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Explore every episode of the podcast What the Futures!

Dive into the complete episode list for What the Futures!. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
Canola Pull Back Warning: Guest Trent Klarenbach20 Oct 202600:36:39

Can canola prices move higher, or is another pullback coming? And what should farmers be watching as they make crop marketing and input purchasing decisions heading into 2027?

On Episode 149 of What The Futures, Ryan Denis welcomes back Trent Klarenbach of Klarenbach Research to break down the latest technical signals in the agricultural commodity markets. From canola and wheat to specialty crops, fertilizer prices, crude oil and interest rates, this conversation explores the short-term, medium-term and long-term market outlook farmers need to consider.

Trent shares his technical analysis of the markets, explaining why the outlook can look very different depending on your timeframe. While longer-term opportunities remain on the radar, near-term price volatility and potential pullbacks mean farmers need to be thoughtful about their marketing decisions.

Ryan and Trent also discuss how to approach selling canola while managing the marketing of grade-sensitive crops like durum and large green lentils. With harvest results varying across Western Canada, knowing when to generate cash flow, when to wait for better pricing opportunities, and how to manage risk is more important than ever.

They also dig into the potential impact of geopolitical uncertainty, crude oil prices, rising interest rates and fertilizer costs on farm profitability heading into the 2027 crop year.

In this episode, we cover:

- Canola price forecasts and key technical levels to watch
- Short-term versus long-term grain market outlooks
- Potential price pullbacks and opportunities for a rally
- Specialty crop marketing strategies for durum and lentils
- Managing cash flow while waiting for better crop prices
- How geopolitical tensions and crude oil could influence agricultural markets
- Fertilizer prices, input purchasing decisions and farm risk management
- Interest rates and the broader economic outlook
- New market analysis tools from Clare Back Research

Plus, Ryan shares an update on the upcoming Crop Marketing Made Cool Conference in Brandon, Manitoba, and what's ahead for What The Futures as the show approaches Episode 150.

If you're a farmer looking to improve your grain marketing strategy, understand commodity market trends and make better selling decisions for 2027, this episode is for you.

Connect with Trent Klarenbach 
Explore Clare Back Research for technical analysis, market charts and trading signals.

Crop Marketing Made Cool Conference
📍 Brandon, Manitoba
📅 December 1–2, 2026
Plan your 2027 crop marketing strategy and learn from farmers and industry experts.

Subscribe to What The Futures for practical crop marketing conversations, grain market analysis and insights to help you make better farming decisions.

00:00 – Grain Market Outlook: Can Prices Move Higher Into 2027?
01:57 – What’s Changing for What The Futures?
06:33 – Trent Clare Returns for Episode 149
08:49 – Crop Marketing Made Cool: Conference Update
13:33 – Harvest Progress Across Western Canada
14:50 – Are Grain Markets Turning More Bullish?
15:56 – Canola and Wheat: Short-Term vs. Long-Term Price Outlook
17:15 – Specialty Crop Prices and Marketing Opportunities
18:28 – Selling Canola While Waiting on Durum and Lentils
21:26 – Canola Price Forecast: Key Levels to Watch
23:07 – Canola Technical Analysis and Potential Downside Risk
24:38 – Crude Oil, Geopolitics and the Impact on Grain Prices
27:04 – Interest Rates, Economic Uncertainty and Farm Finances
27:51 – Fertilizer Prices and 2027 Input Purchasing Decisions
31:39 – Clare Back Research: New Market Charts and Signals
32:53 – Clare Back Research Birthday Flash Sale
35:20 – Why Farmers Need Different Market Perspectives
36:03 – What’s Next for What The Futures?

#WhatTheFutures #GrainMarketing #CanolaPrices #CropMarketing #GrainMarkets #FarmManagement #Agriculture

🎧 Listen to the show on the go.

https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y?si=bd51356530834599
https://podcasts.apple.com/ca/podcast/what-the-futures/id1715185428

🧑🏼‍🌾 Follow on Instagram and X for more market insights.

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Email Ryan: ryan@whatthefuturespodcast.ca

Should Farmers Buy Fertilizer Now? 2027 Price Outlook. Guest: James Mitchell17 Oct 202601:04:11

Are fertilizer prices going to get even more expensive heading into the 2027 growing season? And with crop prices starting to soften, should Western Canadian farmers be locking in fertilizer and grain prices now — or waiting for a better opportunity?

On Episode 148 of What The Futures, Ryan Denis breaks down the latest grain market trends, crop marketing opportunities, and fertilizer price outlook before sitting down with James Mitchell from Crop Management Network for an in-depth conversation about fertilizer markets heading into fall 2026.

With global fertilizer supply under pressure, higher freight costs, a weaker Canadian dollar, and uncertainty surrounding international trade and shipping routes, the decisions farmers make this fall could have a major impact on next year's profitability.

Ryan and James discuss the factors driving nitrogen, urea, phosphate, potash, and sulfur prices, why fertilizer costs may remain elevated, and whether farmers should start purchasing fertilizer for the 2027 crop. They also explore the relationship between grain prices and fertilizer demand, canola acreage expectations, and the risks of waiting too long for fertilizer prices to come down.

Ryan also shares his latest crop marketing outlook, including some surprising cash grain prices across the Prairies. With yellow peas trading around $10.25/bushel in Alberta, maple peas near $11, oats at $4.50, and opportunities emerging in durum, wheat, and barley, farmers may have more marketing options than the headlines suggest.

The key message? Know your numbers, check your local bids, protect profitable margins, and have a plan for 2027. Waiting for the perfect price can be costly, but making informed decisions based on your farm's profitability can help you manage risk in an unpredictable market.

$10 Yellow Peas.... CWRS Spreads & the Rules. Ag360 Stops by to chat A.I.10 Oct 202601:23:24

Grain prices are moving higher, yellow peas are pushing toward $10/bushel, and farmers across the Prairies have some important crop marketing decisions to make. 

In Episode 147 of What The Futures, Ryan Denis breaks down the latest grain market opportunities, discusses how to protect your value when dealing with grain buyers, and sits down with Mike Murphy of AG 360 to explore how AI and technology are changing the future of farming.

First, Ryan is joined by Sarah Cochet with Trigger to discuss hard red spring wheat spreads, No. 3 wheat discounts, and what happens when a farmer locks in a grain contract spread only to face resistance from the buyer at delivery. They dig into the importance of understanding elevator spreads, checking contract terms, and negotiating to protect your bottom line.

Ryan also reviews the latest crop marketing opportunities across Western Canada, including yellow peas approaching $10/bushel, flax bids reaching $18/bushel, hard red spring wheat prices nearing $10/bushel in parts of Saskatchewan, durum opportunities, and malt barley prices. He also shares his thoughts on wheat futures, basis improvements, and preparing a crop marketing strategy for the 2027 growing season.

Then, Mike Murphy joins the show to explain AG 360, an agricultural technology platform designed to bring farm data, equipment information, grain marketing, and farm management tools together in one place. They discuss how artificial intelligence can help farmers make better decisions, reduce time spent on spreadsheets, improve efficiency, and take emotion out of crop marketing decisions.

In this episode, you'll learn about:

- Yellow pea prices and the opportunity to capture stronger bids
- Hard red spring wheat spreads and No. 3 wheat discounts
- Grain contract negotiations and protecting your value at delivery
- How to compare elevator bids and challenge questionable grading discounts
- Current flax, wheat, durum, and malt barley price opportunities
- Wheat futures, basis gains, and crop marketing strategy
- AG 360 and the future of farm management technology
- How AI can support farmers and crop marketers without replacing them
- Building crop power rankings and planning profitability for 2027

Whether you're growing wheat, peas, flax, durum, or barley, this episode of What The Futures offers practical crop marketing insights to help you evaluate bids, negotiate grain contracts, and make more informed farm business decisions.

Subscribe to What The Futures for weekly grain market updates, Canadian agriculture news, crop marketing strategies, commodity price discussions, and practical advice for farmers across the Prairies and Northern Plains.

00:00 – Yellow Peas Hit $10: Grain Market Highlights
01:09 – Welcome to What The Futures
16:16 – Hard Red Spring Wheat Spreads and Grain Discounts
18:04 – The $10 Yellow Pea Opportunity
20:04 – No. 3 Wheat Discounts: What Farmers Need to Know
22:09 – Grain Contract Spreads and Delivery Disputes
24:45 – Comparing Elevator Spreads and Protecting Your Grain Value
31:54 – Song of the Week and Positive Moments
41:00 – Wheat Futures, Basis Gains and Crop Marketing Strategy
44:39 – Mike Murphy Joins: Introducing AG 360
47:03 – Why Farmers Need Better Agricultural Technology
49:53 – Streamlining Grain Marketing and Farm Management
57:12 – How AI Can Help Farmers Make Better Decisions
01:07:13 – Will AI Replace Crop Marketers?
01:15:04 – Yellow Peas, Flax and Current Grain Prices
01:16:19 – $18 Flax and Spring Wheat Near $10
01:18:18 – Malt Barley and Crop Planning for 2027
01:20:01 – No. 3 Wheat: Negotiating Better Grain Deals
01:22:33 – Final Crop Marketing Advice

#WhatTheFutures #GrainMarketing #GrainPrices #CropMarketing #CanadianAgriculture #WheatPrices #YellowPeas #FarmManagement #AgTech #ArtificialIntelligence

🎧 Listen to the show on the go.

https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y?si=bd51356530834599
https://podcasts.apple.com/ca/podcast/what-the-futures/id1715185428

🧑🏼‍🌾 Follow on Instagram and X for more market insights.

https://www.instagram.com/whatthefuturespod/
https://x.com/wtfuturespod

Email Ryan: ryan@whatthefuturespodcast.ca

What the Futures Podcast Website: https://www. whatthefuturespodcast.ca

Thanks to our Sponsors :

John Deere:
https://operationscenter.deere.com/

UPL:
https://www.uplcorp.com/

DURUM, MALT BARLEY, and QUALITY SENSITIVE CROPS RALLY02 Oct 202601:31:53
"I'm Sorry But You're Going to be Paying More for Canadian Crops" Guest: Chuck Penner25 Sep 202601:15:36
High Diesel. Big Discounts. Stats Can. Farm Wealth w/Guest: Derryn Shrosbree w/FarmStrong18 Sep 202601:03:17

00:00 – Spring Wheat Discounts & Harvest 2026

03:17 – High Diesel Prices Are Hurting Farm Margins

05:50 – What Farmers Need to Know About Wheat Discounts

16:27 – Interest Rates, the U.S. Dollar & Ag Markets

18:43 – StatsCan Crop Production Numbers Explained

22:48 – Lentils & Oats: Where Are Prices Headed?

27:07 – Spring Wheat Discounts Across Grain Buyers

30:59 – Why Number 3 Wheat Discounts Matter

33:54 – Should Farmers Get an Independent Grain Grade?

37:03 – Derryn Shrosbree & FarmStrong

43:03 – Managing Uncertainty in Farm Decision-Making

46:44 – Farm Succession & Planning for the Next Generation

50:49 – Harvesting the City & Connecting Canadian Farmers

55:48 – Current Grain Prices & Basis Movement

58:12 – Harvest 2026: Negotiation & Marketing Strategy


Grain Prices Could Move FAST — Harvest 2026 Market Update11 Sep 202601:13:23

Are grain merchants starting to feel the pressure as Harvest 2026 gets underway?

In Episode 143 of the What The Futures Podcast, Ryan breaks down some major developments happening across the Western Canadian grain market, including a significant weather event across the Prairies, harvest delays, grain quality concerns, changing basis levels and what it could mean for farmers and grain buyers.

We also sit down with Cody McNernie from O&T Farms to discuss the flax market, pulse markets, specialty crop purchasing, forward contracting and the relationship between farmers and processors. Cody explains how O&T Farms works directly with Prairie farmers to source flax and pulses for its value-added feed ingredient business.

Later, Brian Comeault from Canadian Agriculture Markets joins the show to break down the latest StatsCan grain stocks and supply-and-demand numbers, including surprisingly tight canola ending stocks, heavier supplies of some pulse crops and what the data could mean for grain prices heading into the coming months.

Brian also shares his outlook on a potential grain market correction, why farmers should expect corrections rather than fear them, and why the fundamentals could still look promising heading into late winter and spring 2027.

🌾 In This Episode:

00:00 Harvest 2026 Grain Market Update
08:39 Cody McNerney Joins the Show | Flax & Pulse Markets
12:15 How Processors Buy Directly From Farmers
15:51 Why Forward Contracting Flax Is Becoming More Popular
18:29 Flax Varieties & What Processors Are Looking For
22:08 Flax & Pulse Price Outlook
25:27 Crop Marketing Made Cool Conference & Farmer Opportunity
37:40 Grain Merchants Are Back on the Ropes?
41:04 Should Farmers Hold Their Best Quality Grain?
42:26 Third-Party Grain Grading & Harvest Quality
46:37 Brian Comeau Joins the Show | Harvest & StatsCan
51:36 Durum, Wheat Premiums & Farmer Negotiating Power
54:53 StatsCan Grain Stocks: What Stands Out?
55:41 Tight Canola Stocks & the Canola Market Outlook
58:25 Lentils, Peas & Oats: What's the Outlook?
59:59 U.S. Drought, Winter Wheat & Bullish Market Factors
1:02:22 Is a Grain Market Correction Coming?
1:08:21 Yellow Peas, Wheat & Durum Prices Moving Higher
1:10:11 Grain Discounts, Quality & Negotiating With Buyers
1:12:36 Final Thoughts: Stay Sharp This Harvest

If you're a Canadian grain farmer, Prairie producer or agricultural professional, this episode covers some of the biggest issues facing grain producers right now — from canola prices and wheat markets to grain quality, basis, StatsCan stocks, harvest delays and crop marketing strategy.

Topics Covered:
- Canola prices and ending stocks
- Wheat prices and spring wheat premiums
- Durum prices and grain demand
- Yellow peas and lentil markets
- Flax prices and specialty crops
- Grain merchant demand
- Harvest 2026 weather challenges
- Grain quality and third-party grading
- StatsCan grain stocks
- Grain basis and negotiating better prices
- Forward contracting
- Grain marketing strategy
- Potential market corrections
- 2027 grain market outlook

Are farmers gaining leverage over grain merchants? And should you be holding your best-quality grain this harvest?

Let us know what you're seeing in your area.

Subscribe to What The Futures for weekly grain market analysis, commodity price outlooks, crop marketing strategies and conversations with farmers and agriculture industry experts across Western Canada.

#GrainMarketing #Canola #Wheat #GrainMarkets #Farming #Agriculture #Harvest2026 #CanadianAgriculture #CanolaPrices #WheatPrices #Durum #Flax #Peas #CommodityMarkets #WhatTheFutures

🎧 Listen to the show on the go.

Are Farmers Finally in Control of the Grain Market..... Merchants Boxed In?04 Sep 202600:57:08

Are grain merchants finally on the ropes in Western Canada?

As Harvest 2026 moves along, we're seeing some interesting changes in the grain market — including stronger bids, farmers holding back grain, changing basis levels and merchants competing for bushels.

In Episode 142 of the What The Futures Podcast, Ryan breaks down what's happening across the Western Canadian grain market, including wheat, yellow peas and canola, and why farmers may have more leverage than they realize.

We also look at grain marketing strategy, basis levels, futures contracts, harvest prices and cash flow, including why farmers need to be careful about simply accepting the posted price from a grain company.

Then, Greg Stamp joins the podcast for a deep dive into fall-seeded crops. We discuss winter wheat, hybrid rye, fall seeding windows, yield potential, crop margins, new varieties and why fall crops could become an increasingly important part of a farmer's 2027 cropping and marketing strategy.

🌾 In This Episode:

00:00 Are Grain Merchants on the Ropes?
05:40 Grain Contracts & Marketing Risks
07:33 The Problem With Futures-First Contracts
15:30 John Deere's New AI Farm Technology
16:50 Wheat Market Outlook: Is Another Rally Coming?
21:04 Are Farmers Gaining the Upper Hand?
22:17 Yellow Peas & Negotiating Better Prices
24:39 Harvest Challenges, Quality & Grain Supply
26:39 Greg Stamp Joins the Show
29:20 Fall Crop Seeding: Is Now the Time?
31:18 Winter Wheat: Big Margin Potential?
33:11 Winter Wheat & Hybrid Rye Yield Potential
37:39 Faba Beans: New Processing Opportunities
40:19 Best Crops & Strategies for 2027
50:49 The Truth About Posted Basis Prices
53:29 Cash Flow, Grain Marketing & Rewarding a Rally

🌾 What We Cover

If you're a Canadian grain farmer, Prairie producer or agricultural professional, this episode is packed with practical ideas for navigating Harvest 2026, managing cash flow and making better grain marketing decisions.

We cover:

- Wheat prices and grain market outlook
- Canola prices and basis
- Yellow pea prices
- Grain contracts and futures-first contracts
- How to negotiate with grain merchants
- Posted basis vs. actual achievable basis
- Grain storage and harvest marketing
- Winter wheat
- Hybrid rye
- Fall-seeded crops
- Crop margins and profitability
- Faba beans and new processing demand
- 2027 crop planning
- Cash flow management
- Grain marketing strategies for a potential commodity rally

Are grain merchants really on the ropes? And what are you selling, holding or planting this fall?

Let us know in the comments!

Subscribe to What The Futures for weekly grain market analysis, commodity price outlooks, crop marketing strategies and conversations with farmers and agriculture industry experts across Western Canada.

#GrainMarketing #GrainMarkets #Canola #Wheat #Farming #Agriculture #Harvest2026 #CanadianAgriculture #WheatPrices #CanolaPrices #WinterWheat #HybridRye #Farmers #CommodityMarkets #WhatTheFutures

🎧 Listen to the show on the go.

https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y?si=bd51356530834599
https://podcasts.apple.com/ca/podcast/what-the-futures/id1715185428

🧑🏼‍🌾 Follow on Instagram and X for more market insights.

https://www.instagram.com/whatthefuturespod/
https://x.com/wtfuturespod

Email Ryan: ryan@whatthefuturespodcast.ca

What the Futures Podcast Website: https://www. whatthefuturespodcast.ca

Thanks to our Sponsors :

John Deere:
https://operationscenter.deere.com/

UPL:
https://www.uplcorp.com/

BrettYoung:
https://brettyoung.ca/

Buy, Sell, or Hold? The Best Crop Marketing Ideas for Harvest 2026!28 Aug 202600:52:30
Top 10 Rundown Price Gains For Prairie Farmers20 Aug 202600:45:34

Ryan Denis website, email list, Lunchbox Crew and conference:
https://www.ryandenis.ca/

Join the What the Futures Insiders private podcast:
Email ryan@whatthefuturespodcast.ca

Crop Marketing Made Cool Conference:
December 1–2, Brandon, Manitoba
Use code UNHINGED to save $100.

$27,000 in Fuel Savings, Precision Upgrades & the Future of Pulse Trade14 Aug 202601:33:05

This week, I share how one fuel decision saved our farm more than $27,000 and why it pays to look beyond the normal stuff when managing your cost of production.

I’m also joined by Alex Schoch from John Deere to talk about precision upgrades that can bring newer technology to equipment already sitting in your shed. Then, Saskatchewan Pulse Growers Chair Stu Lawrence joins me for a wide-ranging conversation about pulse production, global competition, trade with India and China, and what all of it could mean for Canadian growers.

Plus, we look at navigating a quiet August market, preparing for harvest pressure, and making sales based on your own cash flow and storage needs.  The best part? ....fun stories from the lemonade stand. 

Hit PLAY and join me in the UPL studio! 

"If you're going to sell something....buy something." - Dave Norris07 Aug 202601:10:41

Ryan Denis website, email list, Lunchbox Crew and conference:
https://www.ryandenis.ca/

Join the What the Futures Insiders private podcast:
Email ryan@whatthefuturespodcast.ca

Crop Marketing Made Cool Conference:
December 1–2, Brandon, Manitoba
Use code UNHINGED to save $100.

Canola Drops $50 Before Harvest: What Now?31 Jul 202600:52:14

Canola futures have fallen about $50 per tonne from the recent high, spring wheat has failed again near $7.50, and harvest basis opportunities are beginning to appear across the Prairies.

In What the Futures Podcast Episode 136, Ryan Denis breaks down canola, wheat, barley and oat marketing, then talks August and harvest weather with Bret Walts of BAM Weather, Brett Young canola hybrids with Kyle Slobodian, and John Deere 8R and 9RX tractors with Carlton Self.

The episode also covers El Niño, hail risk, harvest lows and practical cash-flow decisions.

Ryan Denis website, email list, Lunchbox Crew and conference:
https://www.ryandenis.ca/

Join the What the Futures Insiders private podcast:
Email ryan@whatthefuturespodcast.ca

Crop Marketing Made Cool Conference:
December 1–2, Brandon, Manitoba
Use code UNHINGED to save $100.

Grain Markets Flushed. What Should Farmers Do Now?28 Jul 202600:33:52

On this episode of Cuppa Coffee from What the Futures, Ryan Denis and Brian Comeault break down the grain-market pullback and the marketing decisions farmers face before harvest. They cover canola prices, wheat hedging, malt barley demand, oats, yellow peas, crop conditions, market carry and strategies for protecting a price floor while retaining upside.

Brownlee’s Ag Tech:
https://www.brownlees.ca

LINKS & RESOURCES

► Subscribe to What the Futures on YouTube:
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► What the Futures Podcast:
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► Listen to What the Futures:
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► Ryan Denis:
https://www.ryandenis.ca/

► Ryan Denis on LinkedIn:
https://ca.linkedin.com/in/ryan-denis-143322121

► John Deere Canada:
https://www.deere.ca/en/agriculture/

John Deere’s 1,460-Bushel Air Cart: Worth the Size?21 Jul 202600:16:16

On this episode of Cuppa Coffee from What the Futures Podcast, Ryan Denis opens with canola, soybeans, corn and wheat before joining Ben Zelle of John Deere live at Ag in Motion.

They break down the new C1450T and C1100T air carts, including the 1,460-bushel capacity, five-tank design, faster conveyor filling, Easy Lift, AccuRate meters, EasyCal, JDLink logistics, blockage detection and retrofit options.

LINKS & RESOURCES

► Subscribe to What the Futures on YouTube:
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► What the Futures Podcast:
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► Listen to What the Futures:
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► Ryan Denis:
https://www.ryandenis.ca/

► Ryan Denis on LinkedIn:
https://ca.linkedin.com/in/ryan-denis-143322121

► Ag in Motion:
https://aginmotion.ca/

► John Deere Canada:
https://www.deere.ca/en/agriculture/

Spring Wheat at $12? Don’t Waste the Spike17 Jul 202601:18:17

Ryan Denis examines whether spring wheat could reach $12 per bushel, how geopolitical events are affecting wheat futures, and why farmers should prepare to use the current pricing opportunity.

Eric Dick and Lloyd Dick of Brett Young also join What the Futures Podcast to discuss succession planning, business growth, canola, tariffs, risk management, and leadership in Canadian agriculture.


LINKS MENTIONED IN THIS EPISODE

Join Ryan’s email list:
https://www.ryandenis.ca/subscribe

Crop Marketing Made Cool Conference:
https://www.ryandenis.ca/2026-conference

What the Futures Podcast:
https://www.whatthefuturespodcast.ca/

Subscribe on YouTube:
https://www.youtube.com/@whatthefutures

Contact Ryan:
[ryan@whatthefuturespodcast.ca](mailto:ryan@whatthefuturespodcast.ca)

BrettYoung:
https://www.brettyoung.ca/

Bill & Reg Lawn Company:
https://www.billandreg.ca/

Ag in Motion:
https://www.aginmotion.ca/

Canadian Centre for Agricultural Wellbeing:
https://www.ccaw.ca/

National Farmer Crisis Line:
https://www.ccaw.ca/national-farmer-crisis_line/
1-866-FARMS-01

UPL Canada:
https://www.upl-ltd.com/ca

Western Ag PRS Cropcaster:
https://www.westernag.ca/professionalagronomy/PRSCropcaster/tool

Kali Dyck Foundation:
https://brettyoung.ca/kali-dyck-foundation-donates-50k-for-autism-supports/

Canola Near $800: The Prairies Tell Two Stories14 Jul 202600:21:42

On this Tuesday’s Cuppa Coffee from What the Futures Podcast, Ryan Denis and guest Chuck compare drowned-out Prairie acres with strong crop potential and explain what that split could mean for canola, wheat, peas, and lentils. They also discuss canola near $786, improving crush basis, rising urea prices, European heat, 2027 spring wheat, and China’s pea starch tariff.

Brownlee’s Ag Tech and the Full Bin Sensor 2:
https://www.brownlees.ca

️ CROP MARKETING MADE COOL: UNHINGED 2026

Build your 2027 crop marketing plan alongside Ryan Denis and other progressive farmers, December 1–2 in Brandon, Manitoba.

Register here:
https://www.ryandenis.ca/2026-conference

STAY IN THE LOOP

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MENTIONED IN THIS EPISODE

Brownlee’s Ag Tech and the Full Bin Sensor 2:
https://www.brownlees.ca

Canola Up $19: Are You Behind Plan?10 Jul 202600:23:57

Ryan Denis breaks down the July crop marketing decision as canola jumps, basis improves, and Prairie crop conditions remain uneven. Ryan talks through when undersold farms may need to catch up, why being on plan may mean no action, plus wheat basis, smaller-acre crops, Ag in Motion, and Crop Marketing Made Cool.

Ryan Denis / Crop Marketing Made Cool Conference: https://www.ryandenis.ca/
Farm Help Line: 1-866-FARMS-01
Contact Ryan: ryan@whatthefuturespodcast.ca

Canola Rebounds, Weather Risk Builds & Tough Marketing Questions (w/ Allison Thompson) | Cuppa of Coffee08 Jul 202600:22:32

This week Ryan Denis is joined by Allison Thompson (The Money Farm) to break down one of the biggest market shifts we’ve seen in weeks.

Topics include:

  • China returning to the soybean market • US crop conditions • Weather risks across North America • Canola marketing strategy • Spring wheat outlook • Crop insurance decisions • Should you sell canola now? • Wheat basis opportunities

If you’re making grain marketing decisions this summer, this is one episode you don’t want to miss.

Tell us in the comments:

Are you selling grain here or waiting for higher prices?

Why $4000 Calves Could Crash Faster Than Anyone Expects03 Jul 202600:41:38

This episode features a special audio-only presentation from Brian Perillat of Bullseye Marketing, recorded live at the Cows in Control grower event in Madden, Alberta.

Brian takes a deep dive into the cattle markets, covering herd expansion, beef demand, feedlot economics, imports, and the key risks and opportunities producers should be watching as the cattle cycle evolves.

If you're a cow-calf producer or involved in the beef industry, this episode offers practical insights to help you make better marketing decisions in today's market.

Why 150 Farmers Keep Coming Back to This Crop Marketing Conference02 Jul 202600:35:33

What makes Crop Marketing Made Cool different from every other farm conference?

Ryan Denis takes you behind the scenes of the 2026 Crop Marketing Made Cool Conference in Brandon, Manitoba, explaining why the event intentionally breaks traditional conference rules, eliminates sales pitches, and focuses on helping farmers build their 2027 crop marketing plans.

In this episode, Ryan discusses:

  • Why the conference is called “Unhinged”
  • Why speakers are paid instead of paying to present
  • Why only farmers are allowed at most tables
  • Building your 2027 crop marketing strategy
  • Networking that actually creates long-term value
  • New keynote speakers
  • Breakout sessions
  • AI in agriculture
  • Farm business strategy
  • Crop marketing education

Guests / Speakers Mentioned

  • Ryan Denis
  • Vance Crowe
  • Farmer Nathan
  • Tyler Durst (RBC)
  • Trent Clarenbach
  • Brian Como
  • Dwayne Sador
  • Darren (337)
  • Ryan Bonnett
  • Allison Thompson
  • Gavin Becker
  • John DePape

Conference

Crop Marketing Made Cool December 1–2 Brandon, Manitoba

Cattle Prices: Is This the Peak? Brenna Grant’s 2026 Market Forecast02 Jul 202600:36:26

Canadian cattle markets continue making history but is this the top?

Ryan Denis sits down with Brenna Grant of Canfax to break down everything producers need to know heading into fall, including:

  • Canadian and U.S. herd expansion
  • Beef demand and consumer trends
  • Feed costs • China and Brazil’s impact on exports
  • Drought outlook
  • Heifer retention
  • Fall run expectations
  • Risk factors that could derail cattle prices

Whether you’re a cow-calf producer, feedlot operator, grain farmer, or ag investor, this episode delivers one of the most comprehensive cattle market outlooks available.

Guest: Brenna Grant – Canfax

Hosted by Ryan Denis

Website: https://www.whatthefuturespodcast.ca

StatsCan Shock: Canola Acres Came in Big30 Jun 202600:28:20

StatsCan dropped new acreage numbers, and the canola market had to digest a bigger-than-expected number fast.

In this Cuppa Coffee livestream, Ryan Denis is joined by Brian Comeault to break down what the StatsCan report means for canola, spring wheat, barley, peas, oats, lentils, and Prairie crop marketing decisions. They also touch on urea summer fill, wet crop conditions, canola crush demand, USDA acreage risk, and why buying out grain contracts can backfire when emotions are running high.

If you’re trying to make better grain marketing decisions through a volatile summer, this episode is worth watching before your next move.

Guest: Brian Comeault
Host: Ryan Denis, What the Futures Podcast

Sponsored by Land for Rent: https://www.landforrent.com/
Ryan Denis / Strategy Session: https://www.ryandenis.ca/

Farmers Are Locking In 2027 Diesel at 64¢/L (Here’s How)26 Jun 202600:37:58

In this episode of What The Futures, Ryan Denis sits down with Lorelei Gress from Fuel Nexus to discuss diesel markets, fuel planning, pre-purchasing fuel, locking in fuel budgets, and why some farmers are already planning their 2027 fuel strategy.

They break down real-world examples that show fuel savings, discuss whether diesel prices are likely to decline, and explain how producers can protect themselves against volatile energy markets.

  • Diesel price outlook
  • WTI crude oil trends
  • Fuel budgeting for harvest • Pre-buying fuel
  • Cost of borrowing money for fuel purchases
  • Fuel Nexus fuel plans • Diesel market volatility
  • Farm financial planning
  • Fuel savings examples
  • Ag in Motion

Guest: Lorelei Gress Fuel Nexus

https://www.linkedin.com/in/lorelei-gress-yeboah-37776073/

Fertilizer Dropped. Is $800 Canola Still Alive?23 Jun 202600:18:06

Fertilizer prices have finally come down, but the farm decisions are not getting any easier. In this Cuppa Coffee livestream from What the Futures Podcast, Sarah Cochet fills in for Ryan Denis and talks with Josh Uhrich of Bunge about urea prices, flooded acres, canola contracts, $800 canola, grain marketing decisions, weather risk, and prairie elevator competition.

They cover whether farmers should be looking at summer fill urea, what flooded acres mean for canola contract risk, what it would take for canola to push back toward $800, and why grain marketing decisions need to be made farm by farm.

Guest:

  • Sarah Cochet, Trigger Grain Marketing
  • Josh Uhrich, Bunge

Links mentioned: Ryan’s fertilizer episode with Josh Linville: https://youtu.be/XkkvZ4aDMP4?si=0DR7tStAmIR9AelV

‍ Follow on Instagram and X for more market insights.

https://www.instagram.com/whatthefuturespod/
https://www.x.com/wtfuturespod

Email Ryan: ryan@whatthefuturespodcast.ca

What the Futures Podcast Website: https://www.whatthefuturespodcast.ca

Thanks to our Sponsors

John Deere
https://www.operationscenter.deere.com/

UPL
https://www.uplcorp.com/

BrettYoung
https://www.brettyoung.ca/

The $800 Canola Mistake Farmers Keep Making22 Jun 202600:32:04

Canola hit $800, then pulled back toward $730. So why do farmers feel better now? In this episode of What the Futures Podcast, Ryan Denis breaks down the emotional side of crop marketing, why farmers often feel worse during a rally than after a pullback, and how margin calls, hedges, canola puts, old crop wheat, acreage reports, diesel, fertilizer and summer weather risk all fit into the end-of-June marketing plan.

Ryan also talks through old crop wheat sales, softening oat, barley and pea bids, new crop review, harvest delivery planning, canola acreage risk, and why farmers need to park emotion before the next market move.

What the Futures Podcast:
https://www.whatthefuturespodcast.ca/

Ryan Denis:
https://www.ryandenis.ca/

Strategy Room:
https://www.ryandenis.ca/strategy-room

Crop Marketing Made Cool Conference 2026:
https://www.ryandenis.ca/2026-conference

Ag in Motion:
https://aginmotion.ca/

UPL WAVE Biostimulant:
https://www.uplcorp.com/ca/product-details/wave-biostimulant

UPL ROXAR Fungicide:
https://www.upl-ltd.com/ca/product-details/roxar

BrettYoung:
https://brettyoung.ca/

BrettYoung Knowledge Hub:
https://brettyoung.ca/agricultural-seed-crop-inputs-canada-portal/knowledge-hub/

Cows in Control:
https://cowsincontrol.com/

FBN:
https://www.fbn.com/

Trigger Grain:
https://triggergrain.ca/

RBC / Tyler Durst:
https://wmc.rbcwealthmanagement.com/the-simpson/caputo-group/

Email Ryan:
ryan@whatthefuturespodcast.ca

Canadian Prairies Summer Forecast: Will July Heat Hurt Crops?19 Jun 202600:31:03

BAM Weather meteorologist Brett Waltz joins Ryan Denis to break down the latest Prairie weather outlook and explain why one of the strongest El Niño events on record could shape crop conditions across Western Canada and the U.S.

Will July bring the heat everyone fears? Is drought still a risk? And what does the “horseshoe weather pattern” mean for spraying, crop development, and yield potential?

Brett shares his outlook for June, July, August, and even early harvest season.

Links & Resources

Links mentioned:

What the Futures Podcast:
https://www.whatthefuturespodcast.ca/

Ryan Denis:
https://www.ryandenis.ca/

Ryan’s email list:
https://www.ryandenis.ca/subscribe

Strategy Room:
https://www.ryandenis.ca/strategy-room

Lunch Box Crew:
https://www.ryandenis.ca/lunch-box-crew

Crop Marketing Made Cool Conference:
https://www.ryandenis.ca/2026-conference

UPL Wave Biostimulant:
https://www.uplcorp.com/ca/product-details/wave-biostimulant

BAM Weather:
https://bamwx.com/

Bret Walts:
https://x.com/BretWaltsWx

Bret Walts LinkedIn:
https://www.linkedin.com/in/bretwaltswx

Futures text updates / questions for Ryan:
ryan@whatthefuturespodcast.ca

#Weather #Farming #Agriculture #Canola #Wheat #ElNino #PrairieWeather #CropMarketing #WhatTheFutures

SHOULD FARMERS BUY FERTILIZER NOW? Josh Linville Says the Market Just Changed19 Jun 202600:41:09

Should prairie farmers buy fertilizer right now or wait for better prices?

In Episode 127 of What The Future’s Podcast, Ryan Denis sits down with Josh Linville from StoneX to discuss urea prices, fertilizer market uncertainty, the Strait of Hormuz reopening, China’s export plans, sulfur markets, and what farmers should be considering before locking in fertilizer for 2027.

Josh explains why fertilizer prices have fallen, what could happen next, and why layering fertilizer purchases may be the best strategy in today’s market.

Featuring: Ryan Denis & Josh Linville (StoneX)

Topics Covered:

  • Urea prices under $800
  • Summer fill fertilizer opportunities
  • China’s fertilizer exports
  • Fertilizer hedging strategies
  • Sulfur market outlook • Strait of Hormuz impact
  • Fertilizer buying strategy for 2027
  • Canola and wheat marketing

Subscribe for weekly market intelligence and farm management strategies.

Ryan Denis:
https://www.ryandenis.ca/

Ryan’s email list:
https://www.ryandenis.ca/subscribe

What the Futures Podcast:
https://www.whatthefuturespodcast.ca/

Strategy Room:
https://www.ryandenis.ca/strategy-room

Lunch Box Crew:
https://www.ryandenis.ca/lunch-box-crew

Crop Marketing Made Cool Conference 2026:
https://www.ryandenis.ca/2026-conference

Josh Linville on X/Twitter:
https://x.com/JLinvilleFert

StoneX Farmer Fertilizer Focus:
https://shop.stonex.com/products/farmer-fertilizer-focus

Harvest Profit:
https://www.harvestprofit.com/

Futures text updates:
ryan@whatthefuturespodcast.ca

#Fertilizer #Urea #Farming #Agriculture #Canola #Wheat #StoneX #FarmManagement

Canola Rally, Ugly Basis: Hedge or Wait?16 Jun 202600:22:42

Canola futures are green, but prairie basis is still ugly. In today’s Cuppa Coffee, Ryan Denis breaks down canola, wheat, urea, UAN, crude oil, crop conditions, and crop marketing strategy with Evan Boyle from Simple Hedge.

Canola was trading around $763/tonne, crude oil was under $78/barrel, urea was around $800/tonne, and wheat markets were trying to find support. Ryan and Evan discuss whether farmers should sell wheat rallies, whether canola basis is lagging futures, whether puts still make sense, and why relief rallies may be the marketing opportunity farmers cannot afford to ignore.

Guest:
Evan Boyle, Simple Hedge

Thank you to our sponsor
https://land4rent.com

Subscribe for more Western Canadian grain market updates, canola futures, wheat markets, fertilizer pricing, basis conversations, and practical crop marketing strategy.

#Canola #GrainMarkets #CropMarketing

The Canola Rally Farmers Can’t Afford to Miss ( Before Prices Drop? )12 Jun 202601:12:22

Can canola keep rallying? Or is this a relief rally before lower prices ahead?

In Episode 126 of What the Future’s Podcast, Ryan Denis is joined by Trent Clarenbach of Clarenbach Research to discuss canola, wheat, crude oil, commodity supercycles, crop marketing decisions, fertilizer price volatility, food security, and why farmers may need to stay disciplined despite bullish sentiment.

They also discuss: • Canola above $800/tonne • Wheat market warning signs • Commodity supercycle expectations • Crude oil outlook • Fertilizer’s shocking $500/tonne correction • Weather impacts across Western Canada • Food security and global trade • Crop marketing strategies for 2026

Guest: Trent Clarenbach – Clarenbach Research

Did Canola Already Top? Farmer Nathan on $800 Canola09 Jun 202600:21:12

Canola hit $802, pulled back near $774, and now farmers are asking the big question: did canola already hit its seasonal high, or is this just a relief rally?

In this episode of Cuppa Coffee from What the Futures, Ryan Denis is joined by Farmer Nathan to talk through the live grain market moves, canola pricing, wheat basis, diesel price discovery, prairie moisture, unseeded acres, hedging resources, and how farmers can make profitable sales without freezing up emotionally.

Nathan breaks down how he approached $800 canola, why he still made earlier sales at profitable levels, and how he thinks about futures-only sales, pullbacks, and using calls to stay in the game. Ryan also shares what farmers are asking about diesel under $1/L, Fuel Nexus, old crop wheat opportunities, feed barley, and why this is a moment to focus on today’s decisions instead of regretting past sales.

Sponsored by Land for Rent: https://landforrent.com

Land for Rent:
https://www.landforrent.com

Fuel Nexus:
https://www.fuelnexus.ca/

Previous episode with Susan Stroud:
https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y

Previous episode with Laura Lee / Lorelei Gress from Fuel Nexus:
https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y

What the Futures Podcast:
https://www.whatthefuturespodcast.ca

What the Futures on Spotify:
https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y

What the Futures on Apple Podcasts:
https://www.podcasts.apple.com/ca/podcast/what-the-futures/id1715185428

What the Futures on Instagram:
https://www.instagram.com/whatthefuturespod/

What the Futures on X:
https://x.com/wtfuturespod

Ryan Denis:
https://www.ryandenis.ca

Email Ryan:
ryan@whatthefuturespodcast.ca

Canola Hits $800: The Biofuel Story Nobody Saw Coming05 Jun 202601:34:02

Canola just hit $800/ton for the first time since 2023.

This week Ryan Denis sits down with Susan Stroud from No Bull Ag to break down the surprising rally in canola, why U.S. biofuel policy may be driving the move, and what producers should consider as prices surge higher.

They discuss renewable fuel mandates, RIN values, soybean oil demand, canola’s role in biofuels, risk management, and why some of the best sales happen when farmers feel the most uncomfortable.

Plus: Western Ag joins the show to discuss CropCaster, fertility planning, yield forecasting, and how better agronomy data can improve crop marketing decisions.

Guests: • Susan Stroud (No Bull Ag) • Blake Weiseth (Western Ag)

Links Mentioned: • https://www.nobullag.com • https://www.ryandenis.ca • https://www.harvestprofit.com • https://www.deere.ca

June 2 Grain Update: Canola $780 & Wheat Basis02 Jun 202600:25:29

Grain markets are moving fast on June 2. Brian Comeault is filling in on Cuppa Coffee while Ryan is away, and John DePape joins the show to break down wheat basis, canola near $780, diesel price discovery, unseeded acres, and what Western Canadian farmers should be watching next.

In this live grain market update, Brian covers canola futures, wheat pressure, soybeans, bean oil, crude oil, the Canadian dollar, Prairie rain delays, and diesel quotes that are getting farmers’ attention. Then John DePape explains why basis may matter more than many farmers think, why local bid competition can create major price differences, and why separating futures and basis decisions can be a powerful crop marketing strategy.

Sponsored by Land for Rent / Land4Rent: https://land4rent.com/

Links mentioned:
The Trading Floor: https://thetradingfloor.circle.so/c/start-here
Land for Rent sponsor link mentioned in the episode: https://landforrent.com
Possible active sponsor site to verify: https://land4rent.com
Strategy Room registration: Link mentioned as being on What the Futures socials.

Watch on YouTube 

Follow What the Futures:
Instagram: https://www.instagram.com/whatthefuturespod/
X: https://x.com/wtfuturespod
Website: https://whatthefuturespodcast.ca

Email Ryan:
ryan@whatthefuturespodcast.ca

#GrainMarkets #Canola #WheatBasis

Specialty Crops Update with Chuck Penner (Peas, Lentils, Durum) + Canola Near New Highs29 May 202600:53:51

Episode 124 of the What the Futures Podcast features Chuck Penner of LeftField Commodity Research answering grower questions on peas, lentils, durum, canola, wheat, and feed barley. Penner breaks down Prairie weather extremes, pea demand from China and India, durum pressure from weaker North African demand, lentil uncertainty tied to Canada, Australia, and India, and canola’s rally into new highs. The episode also covers old crop wheat specials, rising feed barley values, improving canola basis, and the importance of staying ready to execute marketing plans.

00:00 Episode kickoff
00:43 Sponsor message
01:29 Markets and canola highs
03:07 Song of the week
04:27 Seeding challenges and farm morale
08:22 Hedging and farm updates
10:38 Chuck Penner joins
16:59 Green and yellow peas
25:01 Durum outlook
31:17 Lentil market update
37:09 Canola momentum
42:19 Canola rally strategy
45:49 Wheat specials
46:42 Feed barley pricing
47:34 Basis watchlist
49:03 Farm update and sponsor
50:31 Eating your veggies
52:20 Conference and text updates
53:19 Final wrap

Should Farmers Hedge Canola at $760?26 May 202600:21:21

Canola prices, wheat hedging, late seeding risk, feed barley, oats, diesel, and weather market pressure are all on the table in this Tuesday Cuppa Coffee livestream from What the Future’s Podcast.

Ryan is joined by Quinton from JGL to talk through what farmers across the Prairies are watching right now, including canola hedge targets, wheat basis, seasonal market pressure, late planting concerns, export strength, and why weather may matter more than war headlines for grain and oilseed markets this week.

Sponsored by UPL.

⏰ Timestamps

00:00 UPL Wave + fertilizer shock
00:48 Canola hedge target near $760
01:26 Wheat rally + hedge strategy
02:18 Barley, oats + diesel update
04:18 Weather risk, war headlines + late seeding
07:43 Quinton from JGL joins
09:45 Marketing decisions + seasonal highs
15:18 Options, downside protection + crop uncertainty

Delayed Seeding: Canola Rally or Trap?22 May 202600:44:42

Delayed seeding in Western Canada, canola prices near recent highs, spring wheat drought risk, barley bids, and 2026 crop marketing strategy are all on the table in this episode of What the Futures Podcast.

Ryan Denis is joined by Brian Comeault of Ireland Comeault Lafoy / Canadian Ag Markets to break down what Prairie seeding delays could mean for canola, why canola puts may be worth a look, how U.S. wheat conditions could shape spring wheat, and what farmers should be watching before the next major market move.

Guest:
Brian Comeault, Canadian Ag Markets / Ireland Comeault Lafoy

Links mentioned:


Ryan’s email list: https://www.ryandenis.ca
What the Futures Podcast: https://www.whatthefuturespodcast.ca
Canadian Ag Markets YouTube: https://www.youtube.com/@CanadianAgMarkets
Ireland Comeault Lafoy: https://www.irelandcomeaultlafoy.com

Canadian Ag Markets trial/subscription info: https://buy.stripe.com/bJe28r0A9cLg81r8ni6Vq05
Harvest Profit: https://www.harvestprofit.com
John Deere Operations Center: https://www.deere.ca/en/technology-products/precision-ag-technology/operations-center/
UPL WAVE Biostimulant: https://www.uplcorp.com/ca/product-details/wave-biostimulant
Email Ryan for futures updates: ryan@whatthefuturespodcast.ca

Timestamps:
00:00 Seeding delays, canola, and wheat market setup
00:44 UPL WAVE and sponsor intro
01:30 Fertilizer market episode mention
02:20 Ryan’s seeding update and safety reminder
07:40 Brian Comeault joins
08:08 Prairie seeding delays and canola impact
10:14 Three drivers behind canola strength
14:33 2022 planting-delay comparison
17:06 Marketing differently in 2026
18:16 Canola risk tools and put options
25:12 U.S. wheat conditions and Kansas wheat tour
27:01 Spring wheat, drought risk, and 2017 comparison
31:16 Barley bids and export strength
32:22 Acreage shifts from delayed seeding
38:38 Ryan’s market update
40:40 Eating Your Veggies: targets, yield checks, puts
43:09 Planting playlist and final CTA

#Canola #CropMarketing #WheatMarkets

Fertilizer Market Warning 2027: Trouble Is Building19 May 202600:21:06

Fertilizer prices, phosphate supply, and 2027 crop planning are already becoming major questions for farmers.

In this Tuesday Cuppa Coffee livestream from What the Future’s Podcast, Ryan Denis is joined by Josh Linville of StoneX to break down the fertilizer market, including phosphate, potash, urea, China, the Strait of Hormuz, and whether farmers should lock in fall fertilizer or keep waiting.

Josh explains why North America made it through spring 2026 better than some feared, why global fertilizer supplies are still tight, and what could cause phosphate prices to finally break lower. Ryan also covers canola, wheat, soybeans, oats, Prairie seeding delays, U.S. planting progress, and why farmers may need to “play financial defense” while markets are offering stronger pricing opportunities.


Links mentioned:
UPL WAVE Biostimulant: https://www.uplcorp.com/ca/product-details/wave-biostimulant
What the Future’s Podcast: https://www.youtube.com/@whatthefutures/videos

⏰ Timestamps
00:00 Intro + markets update
01:20 Prairie planting delays discussion
03:00 US crop conditions + wheat concerns
04:20 Josh Linville joins the show
05:10 Why fertilizer shortages haven’t happened yet
07:00 Are fertilizer fears overblown?
08:40 Australia fertilizer concerns explained
10:15 Super El Niño debate
11:05 Current state of fertilizer markets
13:10 Why phosphate prices remain high
15:10 China + Strait of Hormuz risks
16:20 Why farmers are sitting on their hands
17:10 White House fertilizer announcements
18:40 “I wanna be boring again” moment
19:20 Will planting delays rally grain markets?
20:00 Ryan’s grain marketing advice for farmers

#FertilizerMarket #GrainMarkets #WhatTheFutures

Listen to the show on the go.

https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y?si=bd51356530834599

https://podcasts.apple.com/ca/podcast/what-the-futures/id1715185428


‍ Follow on Instagram and X for more market insights.

https://www.instagram.com/whatthefuturespod/
https://x.com/wtfuturespod

Email Ryan: ryan@whatthefuturespodcast.ca

What the Futures Podcast Website: https://www. whatthefuturespodcast.ca

Thanks to our Sponsors

John Deere
https://operationscenter.deere.com/

UPL
https://www.uplcorp.com/

BrettYoung
https://brettyoung.ca/

#FertilizerMarket #GrainMarkets #WhatTheFutures

Protecting the LAST 70% & Why our Merchant Friends LOVE rallies!15 May 202600:38:15

In Episode 122 of the What the Futures podcast, Ryan reviews a volatile week in prairie crop markets after a USDA-driven spike and explains how grain companies often widen or protect basis during rallies, creating large price discrepancies between nearby elevators. He urges farmers to focus on execution during seeding-season market spikes, emphasizing that rallies can materially improve farm profitability and should be evaluated and protected. Using real examples (e.g., Killam vs. Daysland, Alberta; Aberdeen vs. Melfort, Saskatchewan), he compares wheat bids and breaks down futures, currency, and basis to show differences of roughly 50+ cents per bushel. Ryan discusses strategies to manage the remaining unsold crop without high buyout risk, including put options, structured floors with upside, and averaging-type contracts, and encourages active price discovery across buyers.

00:00 USDA Spike Setup

01:30 Short Sweet Focus

02:39 Merchandisers Love Rallies

04:16 This Week Market Recap

05:40 Profitability Wake Up Call

15:47 Execution After Spikes

17:53 How Farms Sell Rallies

21:43 Act Of God Reality

22:29 Protect The Remaining 70

25:02 Elevator Price Math

31:16 Risk Tools And Options

35:54 Eating Your Veggies

Did You Miss the Wheat Rally? WASDE & Drought Watch12 May 202600:23:33

Ryan Denis is joined by Allison Thompson of The Money Farm to break down the latest USDA WASDE report expectations, wheat market rally potential, 2012-style drought comparisons, and the biggest crop marketing strategies farmers need right now.

From wheat, corn, soybeans, barley hedging strategies, and weather risk, this episode covers critical insights for producers navigating volatile grain markets in 2026.

Topics Covered:


- USDA WASDE new crop outlook
- Wheat rally opportunities
- US drought map vs 2012
- Spring wheat & winter wheat risks
- Barley downside protection
- Corn and soybean options strategies
- Farmer crop marketing plans

Guest:
Allison Thomson – The Money Farm

Sponsored by:
UPL – Wave Biostimulant & Telaron Fungicide

Timestamps:
00:00 Market headlines + sponsor
03:20 Allison Thomson joins
05:20 Winter wheat crop concerns
07:40 Drought map analysis + 2012 comparison
11:00 Crop hedging strategies
13:00 Feed barley downside protection
17:30 Have farmers missed the wheat rally?
19:40 USDA WASDE preview 22:40 Final farmer marketing strategy

Cattle Markets at All-Time Highs & Tractor Cab Math08 May 202601:01:25

Episode 121 of the What the Futures Podcast features Ryan Copithorne (Cows in Control) on cattle markets sitting at all-time highs, including why pricing is strong, what bearish risks to watch, and practical risk management ideas like forward selling, livestock price insurance, and hedging, plus details on his June 18 event in Madden, Alberta. Ryan also discusses farm community challenges, flooding and road washouts delaying seeding on the Denis farm, and emphasizes “tractor cab math” to compare today’s grain prices to budgets and lock in margins. Tyler Yaremchuk (Nation Network) joins to recap the NHL playoffs, discuss Oilers roster needs, and react to the draft lottery chaos with the Maple Leafs landing the No. 1 pick. The episode closes with “eating your veggies” marketing tips and a song pick for the planting playlist.

00:00 Welcome and lineup

01:06 UPL Wave and subscribe

01:58 Hat contest and crisis line

04:31 Heavy weeks and community

12:08 Cattle markets with Ryan

32:42 Tractor cab math setup

38:21 Oilers Season Letdown

55:06 Eating Your Veggies Risk Plan

58:46 Planting Playlist And Wrap

Seasonals, Wheat/Canola Pricing Windows & Planting Progress (w/ Chuck Penner)06 May 202600:23:07

The host recaps morning market moves (canola steady; wheat, soybeans, and corn lower; bean oil strong; CAD ~73.5; WTI down) and urges diesel price discovery due to wide quote variance, then welcomes Chuck Penner of Left Field Commodities to discuss what’s driving markets, seasonal patterns, and crop marketing timing. Penner says many crops are still following seasonals despite record production, warning wheat/canola and other major crops often top within the next few weeks and tend to weaken into summer, so growers shouldn’t assume rallies will continue. They review USDA crop progress and ratings, prairie seeding disruptions from excess moisture, shifting Western Canadian seeding intentions, risks in barley tied to Chinese demand, and red lentil seasonals alongside El Niño considerations in India. Penner notes post-harvest rallies often peak around November and directs viewers to leftfieldcr.com for a 30-day trial.

00:00 Market Week Kickoff

00:44 Morning Futures Snapshot

01:35 Diesel Price Discovery

01:59 Viewer Questions Preview

02:38 Headlines War and Crops

03:13 USDA Crop Progress Breakdown

04:31 Prairie Planting and Fertilizer

05:19 Chuck Joins and Seasonals

06:13 Seasonal Peaks and Timing

08:05 Supercycle Talk and Wheat Bull Case

10:25 Barley Demand Risks

11:45 Seeding Intentions Shifting

12:53 Prairie Conditions and Delays

14:14 New Crop Selling Strategy

17:47 Wheat Selling Window

19:49 Lentils Seasonals and El Nino

22:23 Wrap Up and Next Episode

What Top 2% Farms Do Differently | Guest Evan Shout24 Apr 202600:42:01

What separates the top 2% of farms from everyone else? In this episode, Ryan Denis talks with Evan Shout about crop marketing, farm financials, cash flow, diversification, and the management decisions that actually move the needle. If you farm in Western Canada, this one is packed with real perspective. Guest: Evan Shout of Maverick Ag, Farmer Coach, and The Truth About Ag.

Timestamps

00:00 Intro

03:31 Meet Evan Shout

04:47 How farmers react when markets get volatile

09:54 The first big farm coaching aha moments

12:10 Why Farmer Coach exists

14:32 What Maverick Ag actually helps farms with

17:48 Ryan’s crop marketing story

19:39 Why future-focused farms think differently

22:54 The top 20% vs the top 2%

27:31 Why crop marketing is still underused

29:51 Cost of production, cash flow, and selling strategy 38:08 Family, advocacy, and why Evan speaks openly 40:12 Why this conversation needs a part two

Super El Niño, Spring Prairie Weather and Diesel Buying Strategy | Guest: Lorelei Gress17 Apr 202601:03:36

Episode 118 of the What the Futures Podcast features meteorologist Bret Walts (BAM Weather) discussing the developing strong-to-potential “Super El Niño,” its definition, and likely impacts on U.S. and Canadian moisture patterns, including continued Kansas winter wheat dryness with a possible pattern change toward more rain later in April/May and a warmer, generally favorable late-April/May outlook for Saskatchewan and Alberta planting. Ryan also shares crop market notes, highlighting wheat strength tied to Kansas dryness, caution on barley and canola, and the importance of being comfortable with hedge and sales positions. The episode then turns to diesel with Lorelei Gress (Fuel Nexus), covering the temporary federal excise tax suspension (April 20–Sept. 7), how Fuel Nexus’ pre-purchase program and delivery works, pricing transparency, and an additional short-term discount promotion.

00:00 Episode Preview

04:37 Positive Moments And Vacation

08:30 Wheat And Canola Markets

11:45 Weather Talk With Bret

17:17 Prairie Spring Outlook

24:07 Weather Wrap And Marketing

27:05 Fuel Guest Introduction

30:12 What Fuel Nexus Does

39:06 Pre Purchase Discounts

46:00 Fuel Myths Busted

50:46 Locked In Price Promise

58:11 Eating Your Veggies

01:02:37 Final Wrap Up

Grain Markets Live: Canola, Wheat Weather Rally, Barley Bids Shift + War Premium & Input Costs15 Apr 202600:20:37

The host delivers a live grain and energy market update, noting canola slightly higher near 719 on July/November, soybeans up, bean oil lower, KC wheat up about 11 cents on poor hard red winter wheat ratings (around 18% good-to-excellent), and WTI crude down sharply near $95 with the Canadian dollar around 72.97. Prairie cash highlights include a notable shift in Alberta feed barley bids becoming competitive again in the Edmonton region, Lethbridge fall feed barley around 6.30–6.40/bu, malt and feed barley offers in Saskatchewan, old-crop yellow peas at 8.50–9.00/bu, new-crop flax near 16.50, and new-crop green peas around 9.50–10.00. Input prices discussed include NH3 near $1,600/ton in Alberta, urea near $1,300/ton, and diesel about $1.42–$1.44/L plus GST. Headlines include a U.S. naval blockade impacting Iranian imports, improving early Russian winter crop conditions, minor U.S. Corn Belt planting delays, and Brazil’s soybean harvest nearing completion. In discussion with Quintin, they cover chart concerns, managed-money positioning as an alarm bell in veg oils, limited war premium beyond canola, re-owning pre-sold canola on pullbacks, crude oil call-spread hedges, and frustrations in oats where futures gains have not translated to cash prices.

00:00 Live Market Snapshot

00:55 Prairie Grain Highlights

03:13 Input Costs Update

04:00 Geopolitics And Wheat News

05:52 Wheat Market Outlook

07:45 War Premium And Canola

11:26 Re Owning Sold Canola

13:11 Hedging With Crude Options

14:35 Positioning Alarm Bells

19:58 Wrap Up And Next Shows

Markets Tank on Ceasefire News: Crop Price Reality Check, Updated Crop Rankings & My Farm Meeting Agenda10 Apr 202600:45:31

In episode 117 of the What the Futures Podcast (recorded April 8), Ryan covers a sharp midweek market drop and questions whether a Middle East ceasefire will matter for crop prices, noting markets were already cracking. He compares pre-war and current futures levels, with canola holding gains best while corn and soybeans have erased them, and suggests selling and re-owning risk on paper versus trusting a lasting ceasefire. Ryan updates his crop rankings after raising his fertilizer budget about $40/acre, yet makes minimal price assumption changes (max 3%), with canola still top for margin on his farm, maple peas and flax next, and many cereals and pulses underwater. He discusses 2026 marketing “baskets” (patience, opportunistic, forgiving), shares strategy reminders to review recent hedges and sales, and outlines a detailed farmer meeting agenda covering wins/losses, contracts, hedges, market outlook, cash flow, workflow, future crop plans, and inputs.

00:00 Markets Tank This Week

00:28 Podcast Intro

04:08 Don’t React On Down Days

05:37 Tooth Fairy Break

13:14 Crop Rankings And Fertilizer

24:00 Hat Design Contest

30:48 Meeting Agenda Basics

38:43 Inputs Fuel Logistics

42:02 Wrap Up Veggies Checklist

44:57 Final Sign Off

Markets Look Bullish… But Something’s Off08 Apr 202600:20:53

Grain markets look bullish right now… but something isn’t adding up. In today’s Cuppa Coffee, we break down why oil is driving markets higher, yet wheat, canola, and other crops aren’t reacting the way they should.

What you’ll learn:

- Why this rally feels uneasy

- The impact of oil prices on grain markets

- What a “blow-off top” means for canola

- Why wheat isn’t reacting to bullish news

- The real risk behind Middle East headlines

- Fertilizer and oil price implications

- What farmers should be watching right now

Featuring: Trent Klarenbach https://www.klarenbachresearch.ca

Subscribe for weekly market breakdowns: https://www.youtube.com/@whatthefutures #GrainMarkets #Canola #Farming

Listen to the show on the go. https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y?si=bd51356530834599 https://podcasts.apple.com/ca/podcast/what-the-futures/id1715185428

‍ Follow on Instagram and X for more market insights. https://www.instagram.com/whatthefuturespod/ https://x.com/wtfuturespod

Email Ryan: ryan@whatthefuturespodcast.ca

What the Futures Podcast Website: https://www. whatthefuturespodcast.ca

Thanks to our Sponsors

John Deere https://operationscenter.deere.com/

UPL https://www.uplcorp.com/

BrettYoung https://brettyoung.ca/

U.S. Acreage Talk + Prairie Fertilizer Reality Check (Allison Thompson & James Mitchell)03 Apr 202601:06:48

In episode 116 of What The Futures, Ryan welcomes Allison Thompson of The Money Farm for her debut to break down USDA acreage expectations, market volatility and technical levels in wheat, and what early fertilizer bookings and rotation decisions may mean for corn, soybeans, and expanding crops like canola and sunflowers, including a canola acreage jump to 2.685 million. Ryan also answers Cuppa Coffee questions on canola carry and thin liquidity, payback on on-farm fertilizer and fuel storage, the Lunchbox Crew community, and diesel hedging via heating oil or crude. James Mitchell of Crop Management Network then focuses on domestic Western Canada fertilizer, warning of spring allocation, plant turnarounds, tight urea/phosphate, potential multi-day delays, and considerations like UAN availability and summer fill risks amid global supply constraints and export restrictions.

00:00 Show Preview

04:54 Positive Moments Update

08:24 Cuppa Coffee Q And A

09:16 Canola Carry And Spreads

11:08 Fertilizer And Fuel Storage

17:05 Lunchbox Crew Explained

19:37 Hedging Diesel Costs

21:44 Allison Joins The Pod

21:56 Market Technicals And Pullbacks

25:29 USDA Acreage Report Breakdown

38:39 Eating Your Veggies Tips

42:50 Fertilizer Supply Reality

45:05 Allocation and Bottlenecks

46:44 Plant Outages and Turnarounds

53:56 Summer Fill Global Risks

01:01:58 Final Advice and Sign Off

The EPA Just Changed Everything for Canola31 Mar 202600:23:27

The EPA just handed canola its biggest biofuel win in history, and most farmers haven't caught up to what it means yet. Canola oil demand for U.S. biomass-based diesel is projected to more than double, with massive implications for Canadian producers. This week on Cuppa Coffee, Ryan is joined by Susan Stroud from NoBullAg.com to break down the EPA's final Set 2 renewable fuel standard ruling, Indonesia's surprise B50 biodiesel mandate, and why the global vegetable oil market just got dangerously tight.

Check out Susan's work: https://www.NoBullAg.com

This week's sponsor: Agi3. Forward Protect insurance for canola. Lock in profits at https://agi3.ai/

New here? Cuppa Coffee airs live every Tuesday.

Subscribe and hit the bell for weekly grain market insights for Canadian and U.S. farmers.

Catch Friday's episode where Ryan asks: Am I crazy for considering buying nitrogen for 2027?

⏰ Timestamps

00:00 Morning Market Snapshot

00:41 Wheat Price Rant

02:00 Key Headlines Ahead

03:03 Prairie Gopher Control

04:02 Indonesia B50 Biodiesel

07:22 War and Market Uncertainty

08:42 USDA Acres Expectations

09:30 EPA Rule Canola Wins

14:20 Why Prices Sold Off

16:13 2028 Policy Wildcards

19:57 Bullish Cards Left

21:58 Wrap Up and Farmer Notes

Listen to the show on the go.

https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y?si=bd51356530834599

https://podcasts.apple.com/ca/podcast/what-the-futures/id1715185428

Forage Seed Planning, Availability & Establishment Guarantees (BrettYoung)27 Mar 202600:31:44

In episode 115 of the What The Futures Podcast, Ryan is joined by Mark and Kent from BrettYoung to discuss forage crops, including seed availability, planning timelines, and BrettYoung’s forage establishment guarantee, which offers 100% seed replacement for orders placed before April 1 in the event of natural disasters. They cover common establishment risks such as frost, wind erosion, and increasing gopher damage, and stress the importance of early planning, proper seeding depth, moisture, seed-to-soil contact, and scouting. The conversation also includes cover crop guidance (notably oats and low cereal seeding rates), fertility timing for different nutrients, and herbicide options for early weed control. They highlight BrettYoung’s forage guide and online selector tools, discuss custom versus stock blends, and note that forage seed supply varies annually by weather and production regions.

00:00 Show kickoff and agenda

00:38 Market recap and geopolitics

01:35 Farm talk and episode setup

03:01 Forage guarantee deadline

05:27 Meet Kent and Mark

06:52 Seed availability and planning

10:42 Choosing varieties and blends

13:16 Establishment and agronomy tips

19:48 Forage Guide and favorites

24:08 Plots and seed supply realities

26:50 Forages as rotation crop

29:04 Wrap up and marketing outlook

Markets Whipsaw Again: Oil, Canola & What Farmers Should Do Next25 Mar 202600:26:04

Markets are moving fast again this week — oil volatility, canola pressure, and potential biofuel policy shifts are shaping farmer decisions right now. In this Cuppa Coffee episode, Ryan breaks down what’s happening in grain markets and what it could mean for your next move. Sponsored by:

✔️ https://www.agi3.ai (Forward Protect Insurance – protect your contracts)

⏱️ TIMESTAMPS

00:00 – What’s moving markets this week

00:08 – Canola opportunities & forward contracting strategy

00:28 – Market open: canola, soybeans, wheat, corn, oil

01:30 – Weekly pattern: oil, war headlines & market reactions

02:00 – Why oil dropped (and why it matters)

03:00 – The Monday reset pattern in markets

03:30 – Geopolitics + weekend volatility explained

04:00 – Biofuel policy expectations (White House event)

04:30 – What farmers should be watching this week (Continue with Q&A section once clipped precisely)

Listen to the show on the go. https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y?si=bd51356530834599

https://podcasts.apple.com/ca/podcast/what-the-futures/id1715185428

© My Podcast Data · Independent project · Data from Apple & Spotify