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?

Brett shares his outlook for June, July, August, and even early harvest season.

Links & Resources

Links mentioned:

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

Ryan Denis:
https://www.ryandenis.ca/

Ryan’s email list:
https://www.ryandenis.ca/subscribe

Strategy Room:
https://www.ryandenis.ca/strategy-room

Lunch Box Crew:
https://www.ryandenis.ca/lunch-box-crew

Crop Marketing Made Cool Conference:
https://www.ryandenis.ca/2026-conference

UPL Wave Biostimulant:
https://www.uplcorp.com/ca/product-details/wave-biostimulant

BAM Weather:
https://bamwx.com/

Bret Walts:
https://x.com/BretWaltsWx

Bret Walts LinkedIn:
https://www.linkedin.com/in/bretwaltswx

Futures text updates / questions for Ryan:
[email protected]

#Weather #Farming #Agriculture #Canola #Wheat #ElNino #PrairieWeather #CropMarketing #WhatTheFutures

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 fertilizer prices have fallen, what could happen next, and why layering fertilizer purchases may be the best strategy in today’s market.

Featuring: Ryan Denis & Josh Linville (StoneX)

Topics Covered:

Subscribe for weekly market intelligence and farm management strategies.

Ryan Denis:
https://www.ryandenis.ca/

Ryan’s email list:
https://www.ryandenis.ca/subscribe

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

Strategy Room:
https://www.ryandenis.ca/strategy-room

Lunch Box Crew:
https://www.ryandenis.ca/lunch-box-crew

Crop Marketing Made Cool Conference 2026:
https://www.ryandenis.ca/2026-conference

Josh Linville on X/Twitter:
https://x.com/JLinvilleFert

StoneX Farmer Fertilizer Focus:
https://shop.stonex.com/products/farmer-fertilizer-focus

Harvest Profit:
https://www.harvestprofit.com/

Futures text updates:
[email protected]

#Fertilizer #Urea #Farming #Agriculture #Canola #Wheat #StoneX #FarmManagement

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 farmers should sell wheat rallies, whether canola basis is lagging futures, whether puts still make sense, and why relief rallies may be the marketing opportunity farmers cannot afford to ignore.

Guest:
Evan Boyle, Simple Hedge

Thank you to our sponsor
https://land4rent.com

Subscribe for more Western Canadian grain market updates, canola futures, wheat markets, fertilizer pricing, basis conversations, and practical crop marketing strategy.

#Canola #GrainMarkets #CropMarketing

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 discuss: • Canola above $800/tonne • Wheat market warning signs • Commodity supercycle expectations • Crude oil outlook • Fertilizer’s shocking $500/tonne correction • Weather impacts across Western Canada • Food security and global trade • Crop marketing strategies for 2026

Guest: Trent Clarenbach – Clarenbach Research

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 resources, and how farmers can make profitable sales without freezing up emotionally.

Nathan breaks down how he approached $800 canola, why he still made earlier sales at profitable levels, and how he thinks about futures-only sales, pullbacks, and using calls to stay in the game. Ryan also shares what farmers are asking about diesel under $1/L, Fuel Nexus, old crop wheat opportunities, feed barley, and why this is a moment to focus on today’s decisions instead of regretting past sales.

Sponsored by Land for Rent: https://landforrent.com

Land for Rent:
https://www.landforrent.com

Fuel Nexus:
https://www.fuelnexus.ca/

Previous episode with Susan Stroud:
https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y

Previous episode with Laura Lee / Lorelei Gress from Fuel Nexus:
https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y

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

What the Futures on Spotify:
https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y

What the Futures on Apple Podcasts:
https://www.podcasts.apple.com/ca/podcast/what-the-futures/id1715185428

What the Futures on Instagram:
https://www.instagram.com/whatthefuturespod/

What the Futures on X:
https://x.com/wtfuturespod

Ryan Denis:
https://www.ryandenis.ca

Email Ryan:
[email protected]

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 some of the best sales happen when farmers feel the most uncomfortable.

Plus: Western Ag joins the show to discuss CropCaster, fertility planning, yield forecasting, and how better agronomy data can improve crop marketing decisions.

Guests: • Susan Stroud (No Bull Ag) • Blake Weiseth (Western Ag)

Links Mentioned: • https://www.nobullag.com • https://www.ryandenis.ca • https://www.harvestprofit.com • https://www.deere.ca

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 Canadian dollar, Prairie rain delays, and diesel quotes that are getting farmers’ attention. Then John DePape explains why basis may matter more than many farmers think, why local bid competition can create major price differences, and why separating futures and basis decisions can be a powerful crop marketing strategy.

Sponsored by Land for Rent / Land4Rent: https://land4rent.com/

Links mentioned:
The Trading Floor: https://thetradingfloor.circle.so/c/start-here
Land for Rent sponsor link mentioned in the episode: https://landforrent.com
Possible active sponsor site to verify: https://land4rent.com
Strategy Room registration: Link mentioned as being on What the Futures socials.

Watch on YouTube 

Follow What the Futures:
Instagram: https://www.instagram.com/whatthefuturespod/
X: https://x.com/wtfuturespod
Website: https://whatthefuturespodcast.ca

Email Ryan:
[email protected]

#GrainMarkets #Canola #WheatBasis

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. The episode also covers old crop wheat specials, rising feed barley values, improving canola basis, and the importance of staying ready to execute marketing plans.

00:00 Episode kickoff
00:43 Sponsor message
01:29 Markets and canola highs
03:07 Song of the week
04:27 Seeding challenges and farm morale
08:22 Hedging and farm updates
10:38 Chuck Penner joins
16:59 Green and yellow peas
25:01 Durum outlook
31:17 Lentil market update
37:09 Canola momentum
42:19 Canola rally strategy
45:49 Wheat specials
46:42 Feed barley pricing
47:34 Basis watchlist
49:03 Farm update and sponsor
50:31 Eating your veggies
52:20 Conference and text updates
53:19 Final wrap

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, export strength, and why weather may matter more than war headlines for grain and oilseed markets this week.

Sponsored by UPL.

⏰ Timestamps

00:00 UPL Wave + fertilizer shock
00:48 Canola hedge target near $760
01:26 Wheat rally + hedge strategy
02:18 Barley, oats + diesel update
04:18 Weather risk, war headlines + late seeding
07:43 Quinton from JGL joins
09:45 Marketing decisions + seasonal highs
15:18 Options, downside protection + crop uncertainty

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