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

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Email Ryan: [email protected]

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

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