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Recent episodes
2026 Crop Market Outlook: Canola Blow-Off Tops, Fertilizer Wildcards & Selling Strategies
May 1, 2026
Unknown duration
What Top 2% Farms Do Differently | Guest Evan Shout
Apr 24, 2026
Unknown duration
Super El Niño, Spring Prairie Weather and Diesel Buying Strategy | Guest: Lorelei Gress
Apr 17, 2026
Unknown duration
Grain Markets Live: Canola, Wheat Weather Rally, Barley Bids Shift + War Premium & Input Costs
Apr 15, 2026
Unknown duration
Markets Tank on Ceasefire News: Crop Price Reality Check, Updated Crop Rankings & My Farm Meeting Agenda
Apr 10, 2026
Unknown duration
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 5/1/26 | 2026 Crop Market Outlook: Canola Blow-Off Tops, Fertilizer Wildcards & Selling Strategies | On a holiday week, Ryan shares a condensed market outlook for Western Canadian farmers heading into planting 2026, covering key themes and practical strategy. He discusses how “blow-off tops” in markets like canola and wheat often mark difficult levels to trade above, and why he’s cautious short-term on canola while still expecting multiple selling chances. He outlines three marketing “baskets” (patience for specialty crops like peas/lentils and malt barley; opportunistic for wheat and feed barley; forgiving for canola), notes heavy 2025 global supplies and specialty-crop carryover, and flags major wildcards including Middle East conflict impacts on fertilizer availability, higher energy/freight costs, US drought and frost risks, biofuel policy clarity, and recession talk tied to crude spikes. He also reviews tools like no-price-established contracts, bear put spreads, reownership, futures-first, and contract insurance. 00:32 Intro 01:08 Holiday Outlook Setup 02:37 Family Story and Updates 05:26 Market Themes Overview 06:55 Three Crop Baskets 10:47 Supply and Carryover Reality 13:34 Margins and Market Mood 14:53 Blow Off Top Deep Dive 19:15 Iran War and Fertilizer Risk 22:57 Freight Weather and Biofuels 26:11 Recession and Chart Patterns 28:44 Crop Rankings for 2026 31:12 Marketing Strategies Toolkit 35:49 What Worked and Wrap Up | — | ||||||
| 4/24/26 |  What Top 2% Farms Do Differently | Guest Evan Shout | 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 | — | ||||||
| 4/17/26 | Super El Niño, Spring Prairie Weather and Diesel Buying Strategy | Guest: Lorelei Gress | 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 | — | ||||||
| 4/15/26 | Grain Markets Live: Canola, Wheat Weather Rally, Barley Bids Shift + War Premium & Input Costs | 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 | — | ||||||
| 4/10/26 | Markets Tank on Ceasefire News: Crop Price Reality Check, Updated Crop Rankings & My Farm Meeting Agenda | 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 | — | ||||||
| 4/8/26 | Markets Look Bullish… But Something’s Off | 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/ | — | ||||||
| 4/3/26 | U.S. Acreage Talk + Prairie Fertilizer Reality Check (Allison Thompson & James Mitchell) | 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 | — | ||||||
| 3/31/26 | The EPA Just Changed Everything for Canola | 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 | — | ||||||
| 3/27/26 | Forage Seed Planning, Availability & Establishment Guarantees (BrettYoung) | 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 | — | ||||||
| 3/25/26 | Markets Whipsaw Again: Oil, Canola & What Farmers Should Do Next | 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 | — | ||||||
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| 3/20/26 | Canola vs. Crude: What $120–$200 Oil Could Mean + Farm Continuity Planning | In episode 114 of the What the Futures Podcast, Ryan returns after a missed Friday show, shares community fundraising that reached $7,000 for the perinatal bereavement program at Lois Hole Hospital and the Briar Patch community preschool, and promotes the April 11 hat design contest with UPL and the Canadian Center for Agricultural Wellbeing. He talks with Steven from Simple Hedge about extreme market volatility, why biofuels have increased the correlation between energy and oilseeds, and how a crude oil move to $120 or $140 could translate through ULSD and soybean oil into higher soybean and canola prices, alongside using options for downside protection amid tough basis. Ryan then interviews Derryn of 33seven on farm continuity planning, including a five-module process, using leveraged life insurance and real estate concepts, and his advocacy to update Canada’s tax rollover rules to include nieces and nephews. Tyler Yaremchuk joins to discuss NHL trade deadline winners/losers, playoff races, and early Blue Jays outlook. Ryan closes with crop marketing takeaways and concerns about a potential canola blow-off top. 00:00 Big Oil Big Canola 00:57 Missed Episode Update 05:37 Meet Steven Simple Hedge 06:46 Wild Markets Merchant Life 11:03 Simple Hedge Tools Education 16:06 Biofuels Energy Link 18:24 Crude To Canola Math 27:48 Producer Risk Playbook 37:48 Eating Your Veggies Tips 42:28 Meet Derryn 33seven 45:46 Farm Continuity Planning 50:04 Estate Equalization Basics 50:30 Will Review Essentials 50:54 Freezes Trusts Protection 51:43 Tying The Plan Together 52:18 Why Farmers Avoid Planning 53:19 Three Core Continuity Goals 55:36 Moose Jaw Tax Buzz 56:58 Leverage Insurance Strategy 01:12:54 Wrap Up And Sponsor Read 01:14:30 Tyler Joins Hockey Talk 01:29:07 Crop Marketing Blow Off Top 01:32:32 Final Sign Off | — | ||||||
| 3/17/26 | The Canola Price You See Isn’t the Price You Get | In today’s Cuppa Coffee livestream, Ryan breaks down what’s really happening in the grain markets right now, including canola, wheat, and the role basis is playing in what farmers are actually being paid. If you’ve been watching the rally but your local bids don’t seem to match, this episode explains what’s going on and what to watch next. Sponsored by AG3, protect your contracts while staying flexible: https://agi3.ai/ Jump to what matters: 00:00 Market overview – what’s moving today 00:40 Canola price movement breakdown 01:30 Wheat and broader markets 02:15 Why prices don’t translate cleanly 04:00 Basis and cash price explanation 07:20 What farmers should be watching 10:00 Strategy moving forward 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/ | — | ||||||
| 3/10/26 | Wheat Futures Are Rallying But Farmers Aren’t Getting Paid More | CUPPA COFFEE (LIVE) | Grain markets are extremely volatile right now. Canola is rallying, wheat futures are climbing, but many farmers say their cash bids aren’t improving. In this episode of What the Futures, host Ryan Denis sits down with grain marketing expert Brian Comeault to break down why basis is collapsing, why canola prices are surging, and how farmers should think about selling grain during geopolitical volatility. They also discuss acreage shifts in Western Canada, barley demand, and how farmers should manage risk when markets move this fast. Topics covered - Why wheat futures are rising but cash prices lag - Canola basis strategy for the 2026 crop - How war and geopolitics distort technical trading - Grain marketing discipline during volatility - Acreage outlook for canola, barley, and pulses - Why farmers should protect downside risk 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 | — | ||||||
| 3/6/26 | Middle East Conflict, Fertilizer Costs & 2026 Acreage Outlook | Chuck Penner | In episode 113 of the What The Futures Podcast, Ryan discusses market volatility amid escalating conflict in the Middle East, with canola trading over $700/tonne and energy markets rising, and emphasizes having crop and input risk-management strategies. He shares a personal reflection on his daughter Eva’s birthday and announces a charity auction supporting the perinatal bereavement program at the Lois Hole Hospital for Women in Edmonton and the Briar Patch Community Preschool. Pro Grow Agriculture’s Maury Mli joins to discuss tightening farm budgets, using precision/variable-rate planning, and notes most farmers have fertilizer booked despite higher prices. LeftField Commodities’ Chuck Penner returns from vacation to cover Canadian acreage expectations, improved China trade for canola seed, peas and canola meal, potential Middle East shipping risks for pulses, weak new-crop bids/basis, and limited upside for canary seed. 00:00 Episode Preview and Guests 04:56 Eva’s Story and Family Week 09:02 Charity Auction for Eva 14:19 Hat Design Contest Returns 15:32 Market Sizzle and Sponsors 17:37 Interview Maury Pro Gro 29:16 Crop Mix and Input Reality Check 31:57 Crop Marketing Strategies Now 37:23 Chuck Penner Joins Fresh Off Beach 52:36 Rotation Reality Check 55:36 New Crop Contracting 58:28 Basis and Hedging Talk 01:02:17 Canary Seed Outlook 01:06:22 Workshops and Seasonals 01:10:01 Final Tips and Wrap | — | ||||||
| 3/4/26 | Canola Breaks $700 and Diesel & Urea Just Got Ugly (March 2026 Update) | Canola just broke $700, but a weekend escalation in the Middle East is sending diesel and fertilizer costs through the roof. In this week's Cup of Coffee, Ryan breaks down what's moving markets and what farmers should do RIGHT NOW about fuel, urea, and canola hedging. Guest Quintin from JGL Capital joins to walk through the two hedging strategies dominating broker conversations this week: straight puts (with implied volatility still low) and selling futures with an upside insurance call. Plus: Should you fill your fuel tanks today or wait? TIMESTAMPS: 0:00 — Opening & Market Prices (Canola $703 May / $707 Nov) 2:28 — Grain Prices: $15 Canola, $9 Yellow Peas, $8.25 HRSW 4:50 — Input Prices: Diesel 97¢–$1.21/L, Urea $1,100–$1,140/ton 7:05 — Viewer Questions: Fuel timing, wheat targets, raising hedge levels 9:01 — Headlines: Brazil Soy Cut, China Tariff Drop, Strait of Hormuz 11:00 — Guest: Quinton from JGL Capital 12:40 — Are Farmer Margins Actually Getting Worse in 2026? 14:02 — Canola Rally: Why It's Holding Steady Above $700 16:40 — Two Canola Hedging Strategies Right Now (Puts vs. Futures + Call) 18:00 — Wheat Outlook: Funds Buying Back Shorts, Basis Still Brutal LINKS & RESOURCES: - JGL Capital (Quinton): https://www.jglcapital.com AGi3 Precision Insurance: https://www.agi3.ai What The Futures Podcast: https://www.whatthefuturespodcast.ca Ryan's Email: ryan@whatthefuturespodcast.ca - Susan Stroud / No Bull Ag (referenced) AgRule Brazil Soy Production Report Quote of the week from Susan Stroud: "When markets pay you for uncertainty, take them up on it." ️ Cup of Coffee airs LIVE every Tuesday at 8:00 AM MST on YouTube. 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 | — | ||||||
| 2/27/26 | Canola Near $700: Is the Rally Over? Guest | Trent Klarenbach | In episode 112 of the What the Futures Podcast, Ryan Denis interviews Trent Klarenbach in Camrose, Alberta as November canola approaches $700, discussing key resistance levels, whether the move is a bear-market rally, and why growers should position for both downside protection and upside potential. Ryan shares show updates, a March 1–April 11 hat design contest supporting the Canadian Center for Agricultural Wellbeing, and sponsor notes on John Deere Operations Center. The mailbag covers put options vs futures-first contracts, choosing hedge months, and how to think about percent sold when yields are uncertain, plus broker suggestions including Simpson Caputo Group, JGL Capital, and Simple Hedge. Positive moments include a successful long-dated canola target sale and a top-priced feed barley sale. Sabrina from UPL explains herbicide layering research for herbicide-resistant wild oats and highlights battalion’s multi-mode broadleaf and wild oat control. 00:00 Canola Near $700 04:54 Hat Contest Launch 08:46 Trent Interview Begins 09:48 Canola Pullback Signals 12:59 Bear Rally or Bull Turn 14:46 Market Structure and Land 17:06 Specialty Crops and Corn 19:45 Positive Moments Roundup 25:04 2027 Canola Targets 29:32 Timing New Crop Sales 34:46 Choosing a Futures Broker 48:54 UPL Products Spotlight 50:41 Eating Your Veggies 52:43 Final Sign Off | — | ||||||
| 2/24/26 | Fertilizer Crisis 2026 Why Prices Could Get “Goofy” This Spring | Fertilizer markets are tightening fast. In this episode of What the Future’s Podcast, Ryan Denis sits down with fertilizer expert Josh Linville to break down what farmers should expect heading into spring 2026. They cover nitrogen and phosphate supply risks, China export impacts, logistics bottlenecks, and whether a summer reset is still coming. If you haven’t secured fertilizer yet, this is a must-watch. Topics Covered: - Fertilizer supply outlook - Nitrogen and phosphate market risks - China export restrictions - Spring logistics concerns - Summer fill program expectations - Risk management strategies for farmers Like, subscribe, and share with a farmer who needs to see this. ⏱️ Timestamps 00:00 Market open & commodity check 01:00 Big fertilizer questions farmers are asking 02:00 Josh Linville joins the show 04:00 What caused the recent fertilizer chaos 08:45 Why fertilizer isn’t well hedged yet 10:30 What to do if you haven’t bought fertilizer 12:30 Will tariffs impact fertilizer prices? 17:30 Is every nitrogen form tight? 21:00 Summer reset outlook 24:00 Grain marketing reminder 25:00 Show wrap-up Follow Josh Linville on X https://x.com/JLinvilleFert 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/ | — | ||||||
| 2/20/26 | Canola Is RIPPING — But Is the Rally Real? | Crop Marketing Talk | Episode 111 of What the Futures is a two-for-one: REAL 2026 crop marketing talk with Saskatchewan farmer Nathan Kuhn + Milano Cortina 2026 Olympics hockey/curling with Tyler Yaremchuk (Daily Faceoff / Oilersnation). If you’re staring at canola targets and wondering “sell or hold?”, this episode is for you, plus we break down the chaos in Italy as the medal rounds heat up. CHAPTERS / TIMESTAMPS 00:00 Episode 111 preview (Nathan Kuhn + Tyler Yaremchuk) 00:37 UPL studio + program talk (Smart Art Buy / Grower Rewards) + Battalion 02:10 Olympics are the “positive moment” this week 04:24 Nathan Kuhn joins (Unity, SK) 08:36 How Nathan thinks about grain marketing (targets & mindset) 12:34 Canola market run: what matters next 16:40 Wheat outlook + 2026 crop plans 20:11 Canola acres 2026 + “don’t mess around with your bread & butter” 23:37 Options/spreads/fuel + managing risk 28:50 Wrap with Nathan 29:24 Crop Marketing Made Cool Conference (Dec 1–2, 2026) 31:49 Ryan’s market watch: canola basis (-66) + why May matters 41:31 BrettYoung canola early-book bonus reminder (deadline Feb 27) 42:20 Tyler Yaremchuk joins: Milano Cortina 2026 Olympic hockey breakdown 50:48 Switch gears → curling controversy 57:23 Medal-round predictions + what to watch next 01:03:50 “Eating your veggies” (profit goals + remove emotion) 01:09:36 Lunch Box Crew spots open + wrap LINKS RYAN MENTIONS / WHERE TO FIND THINGS Ryan Denis (main): https://www.ryandenis.ca/ Lunch Box Crew: https://www.ryandenis.ca/lunch-box-crew Conference 2026: https://www.ryandenis.ca/2026-conference Podcast site: https://www.whatthefuturespodcast.ca/ Daily Faceoff on YouTube: https://www.youtube.com/@daily_faceoff Oilersnation on YouTube: https://www.youtube.com/@Oilersnationdotcom Tyler on X: https://www.x.com/tyleryaremchuk Ryan on X: https://www.x.com/Ryan_Denis_ #Canola #CropMarketing #MilanoCortina2026 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/ | — | ||||||
| 2/17/26 | Canola Near $685 Sell Now or Wait? | 2026 Acres Debate | 00:00 Market Open: Canola, Soybeans, Wheat & CAD Snapshot 01:42 Viewer Qs: Red Lentils at 24¢ and 2026 Durum Acres 02:51 Headlines Driving Ag: Middle East, China Buying, Canola Anti-Dumping Decision 04:49 Wheat Watch: Record Volume, Weather Risks & KC Wheat Setup 06:16 Guest Joins: Sarah Cache (Trigger Grain) + Prairie Mood Check 08:20 KC Wheat Strategies: Targets, Basis Plays & Don’t Sleep on 2027 Futures 09:54 Old-Crop Movement: What’s Moving (Peas/Barley) and Where Specials Are 11:01 Canola Rally Game Plan: New-Crop Risk Management Near $700 13:40 Cereals & Pulses: Oats Economics, Red Lentils Pricing, Durum Outlook 17:24 Wrap-Up: Cereal Rankings, Crush Plant Capacity, Record Deliveries & Sign-Off | — | ||||||
| 2/13/26 | Circling the Wagons with Nitty Gritty Crop Marketing | In this episode of the What the Futures Podcast, host Ryan reviews the topics and strategies covered over the past month, answers listener questions from a swamped mailbag, and dives into market insights. Recorded from the UPL studio, the episode touches on important dates like the Valentine's Day reminder for farmers and the Smart Buy rewards deadline. Ryan addresses his take on the canola market, comments from previous episodes, the challenges of being bullish or bearish, and the steadying of markets. He also discusses his interactions with industry insiders, crop marketing planning, and the dynamics of pricing and sales contracts. For those interested in farming and crops, this episode offers a recap of significant discussions and actionable strategies for future farming decisions. 00:00 Introduction and Episode Overview 02:08 Market Analysis and Canola Rally 08:30 Crop Marketing Strategies 11:34 Grain Buyer Conversations 16:18 Crop Rankings and Market Trends 21:08 Farm Planning and Administration 22:58 Positive Moments: A Dad's Victory at the RV Show 28:03 Market Updates: Prices from the Prairies 29:31 Farmer Q&A: Producer Cars and Canola Contracts 36:38 Grain Marketing Strategies and Success Metrics 43:32 Wrap-Up and Final Thoughts | — | ||||||
| 2/10/26 | Canola Drops, Soybeans Climb: What This Week’s Market Is Really Saying | In this episode, we dive into the latest market moves including canola, soybeans, bean oil, spring wheat, and corn. We'll explore the impact of the USDA report, discuss the India US trade deal's effect on bean oil prices, and analyze key trends such as canola crush margins and wheat market strategies. Questions from viewers tackle topics like marketing wheat for cash flow, canola crush margins, spread markets, and selecting grain marketing advisors. Additionally, we provide tips for leveraging market information for better price discovery. Join us for in-depth agricultural market insights and strategies. 00:00 Introduction and Market Overview 00:40 USDA Report Insights 00:50 Viewer Questions and Market Analysis 01:59 Headlines and Market Trends 02:47 In-Depth Market Discussions 05:46 Canola Crush Margins 10:16 Wheat Market Strategies 13:36 Barley Market and Grain Advisors 15:56 Rapid Insights and Conclusion | — | ||||||
| 2/6/26 | Canola, Weather & 2026 Risk Strategy | Guests Mark & David with Global Ag Risk Solutions | In this episode of 'What The Futures Podcast,' host Ryan delves into the current state of Western Canadian grain prices, reflecting on why he's the least bearish he's been in over three years. Joined by Bret Walts from BAM Weather, they discuss February's weather trends and what farmers can expect looking forward, including the potential for a delayed start to spring. Additionally, David and Mark from Global Ag Risk Solutions share insights on various private insurance offerings and new products for 2026 to help farmers mitigate risks and make informed decisions. Tune in for essential tips on crop marketing and managing farm risk in 2026. 00:00 Introduction and Market Sentiment 00:34 Podcast Welcome and Episode Overview 09:49 Canola Market Insights 18:35 Weather Forecast with Brett Waltz 34:09 Positive Moments and Personal Updates 36:43 Insurance and Risk Management Discussion 43:20 Handling Buyouts and Claims 46:37 Data-Driven Farm Management 50:35 Challenges and Learnings from 2025 01:06:55 New Insurance Products for 2026 01:16:48 Importance of Insurance in 2026 01:23:13 Final Thoughts and Advice 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/ | — | ||||||
| 2/3/26 | Canola Is Still Undervalued: Basis, China, India & What Happens Next | John Depape | Join us as we dive into the current movements in the grain markets in Western Canada. This episode features a special guest, John Depape, who provides insights on topics ranging from canola prices, wheat trends, soybean oil volatility, and the impact of the China tariff pause on yellow and green pea markets. We also discuss the influence of recent US-India trade deals, the implications of the upcoming StatsCan report, and the trends in fertilizer prices. Don't miss our rapid insights and answers to farmers' pressing questions. Plus, learn about DG Mobile Seed Cleaning in Central Saskatchewan. Subscribe, like, and leave a comment to support the show! 00:00 Introduction and Market Overview 00:25 Market Prices Update 01:09 Viewer Questions and Topics 02:37 Headlines and News 04:12 Guest Introduction and Discussion 07:49 Canola Basis and Futures Analysis 12:53 Final Questions and Rapid Insights 17:22 Conclusion and Sponsor Shoutout | — | ||||||
| 1/30/26 | Farm Risk in 2026: Fertilizer Prices, Crop Insurance, & Crop Marketing | Guest: Lysa Porth | In this episode of What The Futures Podcast, Ryan Denis breaks down 2026 crop insurance strategy, fertilizer price shocks, and canola decision-making with Lysa Porth of Ag i3. Prairie farmers face thinner margins, volatile inputs, and tougher risk decisions. This episode shows how to think through them. Links mentioned: UPL Grower Rewards Calculator: https://www.upl-ltd.com/ca Harvest Profit: https://www.harvestprofit.com What the Futures Podcast: https://whatthefuturespodcast.ca If you’re planning for 2026 margins, this episode helps you think more clearly about fertilizer risk, insurance strategy, and grain marketing under pressure. ⏰ Timestamps 00:00 Urea prices surge toward $980 02:15 UPL Grower Rewards & farm programs 06:10 New weekly livestream format explained 08:45 Barley outlook & slow grind higher 14:30 Crop rankings after yellow pea rally 18:40 Fertilizer market shock explained 22:10 Interview begins: Lysa Poth (AgI3) 25:00 Crop insurance pricing in 2026 31:00 Underinsured farms & real risk exposure 35:00 Yield vs revenue-based insurance 37:30 Forward Protect & grain contract risk 44:00 Insurance as a marketing tool 50:00 Mid-season coverage & new tech 59:00 Can insurance pay on price declines? 1:05:00 Forward contracting 2026–2027 crops 1:12:00 Canola strategy & wheat targets 1:17:30 Final thoughts & listener Q&A 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/ | — | ||||||
| 1/27/26 | Canola, Yellow Peas & Wheat: What to Sell Right Now (Jan 27th Market Update) | In this episode of 'What The Futures' hosted by Ryan, various agricultural market trends are explored. The discussion opens with questions on the canola market, addressing concerns about sales strategies amidst improving basis levels and climbing futures. The yellow pea market is analyzed next, noting a significant price increase due to China removing tariffs. Wheat market fluctuations, affected by weather events in the US, are also examined. Guest analyst Trent shares insights on canola and wheat futures, emphasizing current resistance levels and potential market pullbacks. The episode concludes with market advice on pricing strategies and highlights on new crop forecasts. Join us for an in-depth look at these critical market trends and more. 00:00 Introduction and Viewer Questions 00:01 Canola Market Analysis 00:44 Yellow Pea Market Update 01:17 Futures Market Overview 01:57 Weather Impact on Crops 02:57 South American Crop Insights 03:45 Canadian Canola Exports to China 04:35 Guest Analyst Discussion 08:21 Wheat Market Trends 10:53 Final Thoughts and Wrap-Up | — | ||||||
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