What the Futures!

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...

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...

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 p...

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 th...

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 cat...

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, U...

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...

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 shou...

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-Ju...

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? B...

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 fertili...

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 f...

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...

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 resource...

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 som...

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 Canad...

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....

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,...

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...

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. J...

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 profi...

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 marke...

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, floodin...

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, w...

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...