What the Futures!

Delayed Seeding: Canola Rally or Trap?


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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: [email protected]

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

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