What the Futures!

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 outloo...

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...

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 tru...

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 re...

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 Co...

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, Indo...

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 increas...

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...

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 ma...

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 fle...

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 vola...

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...

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...

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...

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 mus...

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:...

00:00 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...

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...

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, sp...

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...

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 upco...

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: http...

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 b...

Soybean oil is ripping higher and canola is catching a bid — but the real driver is US biofuel policy. In Episode 107, Ryan Denis is joined by Susan Stroud (No Bull Ag) to break down the new 45Z changes , what’s set in stone, and what we’re still waiting on from the EPA’s 2026–27 RVO mandates . If you’re marketing canola in Canada (or soybeans in the US), this is the clearest explanation of what’s...