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 Sleep on 2027 Futures

09:54 Old-Crop Movement: What’s Moving (Peas/Barley) and Where Specials Are

11:01 Canola Rally Game Plan: New-Crop Risk Management Near $700

13:40 Cereals & Pulses: Oats Economics, Red Lentils Pricing, Durum Outlook

17:24 Wrap-Up: Cereal Rankings, Crush Plant Capacity, Record Deliveries & Sign-Off

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, comments from previous episodes, the challenges of being bullish or bearish, and the steadying of markets. He also discusses his interactions with industry insiders, crop marketing planning, and the dynamics of pricing and sales contracts. For those interested in farming and crops, this episode offers a recap of significant discussions and actionable strategies for future farming decisions.

00:00 Introduction and Episode Overview

02:08 Market Analysis and Canola Rally

08:30 Crop Marketing Strategies

11:34 Grain Buyer Conversations

16:18 Crop Rankings and Market Trends

21:08 Farm Planning and Administration

22:58 Positive Moments: A Dad's Victory at the RV Show

28:03 Market Updates: Prices from the Prairies

29:31 Farmer Q&A: Producer Cars and Canola Contracts

36:38 Grain Marketing Strategies and Success Metrics

43:32 Wrap-Up and Final Thoughts

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, spread markets, and selecting grain marketing advisors. Additionally, we provide tips for leveraging market information for better price discovery. Join us for in-depth agricultural market insights and strategies.

00:00 Introduction and Market Overview

00:40 USDA Report Insights

00:50 Viewer Questions and Market Analysis

01:59 Headlines and Market Trends

02:47 In-Depth Market Discussions

05:46 Canola Crush Margins

10:16 Wheat Market Strategies

13:36 Barley Market and Grain Advisors

15:56 Rapid Insights and Conclusion

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 from Global Ag Risk Solutions share insights on various private insurance offerings and new products for 2026 to help farmers mitigate risks and make informed decisions. Tune in for essential tips on crop marketing and managing farm risk in 2026.

00:00 Introduction and Market Sentiment

00:34 Podcast Welcome and Episode Overview

09:49 Canola Market Insights

18:35 Weather Forecast with Brett Waltz

34:09 Positive Moments and Personal Updates

36:43 Insurance and Risk Management Discussion

43:20 Handling Buyouts and Claims

46:37 Data-Driven Farm Management

50:35 Challenges and Learnings from 2025

01:06:55 New Insurance Products for 2026

01:16:48 Importance of Insurance in 2026

01:23:13 Final Thoughts and Advice

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

‍ Follow on Instagram and X for more market insights.

https://www.instagram.com/whatthefuturespod/

https://x.com/wtfuturespod

Email Ryan: [email protected]

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

Thanks to our Sponsors

John Deere https://operationscenter.deere.com/

UPL https://www.uplcorp.com/

BrettYoung https://brettyoung.ca/

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 upcoming StatsCan report, and the trends in fertilizer prices. Don't miss our rapid insights and answers to farmers' pressing questions. Plus, learn about DG Mobile Seed Cleaning in Central Saskatchewan. Subscribe, like, and leave a comment to support the show!

00:00 Introduction and Market Overview

00:25 Market Prices Update

01:09 Viewer Questions and Topics

02:37 Headlines and News

04:12 Guest Introduction and Discussion

07:49 Canola Basis and Futures Analysis

12:53 Final Questions and Rapid Insights

17:22 Conclusion and Sponsor Shoutout

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: https://www.harvestprofit.com

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

If you’re planning for 2026 margins, this episode helps you think more clearly about fertilizer risk, insurance strategy, and grain marketing under pressure.

⏰ Timestamps

00:00 Urea prices surge toward $980

02:15 UPL Grower Rewards & farm programs

06:10 New weekly livestream format explained

08:45 Barley outlook & slow grind higher

14:30 Crop rankings after yellow pea rally

18:40 Fertilizer market shock explained

22:10 Interview begins: Lysa Poth (AgI3)

25:00 Crop insurance pricing in 2026

31:00 Underinsured farms & real risk exposure

35:00 Yield vs revenue-based insurance

37:30 Forward Protect & grain contract risk

44:00 Insurance as a marketing tool

50:00 Mid-season coverage & new tech

59:00 Can insurance pay on price declines?

1:05:00 Forward contracting 2026–2027 crops

1:12:00 Canola strategy & wheat targets

1:17:30 Final thoughts & listener Q&A

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

‍ Follow on Instagram and X for more market insights. https://www.instagram.com/whatthefuturespod/ https://x.com/wtfuturespod

Email Ryan: [email protected]

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

Thanks to our Sponsors

John Deere https://operationscenter.deere.com/

UPL https://www.uplcorp.com/

BrettYoung https://brettyoung.ca/

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 by weather events in the US, are also examined. Guest analyst Trent shares insights on canola and wheat futures, emphasizing current resistance levels and potential market pullbacks. The episode concludes with market advice on pricing strategies and highlights on new crop forecasts. Join us for an in-depth look at these critical market trends and more.

00:00 Introduction and Viewer Questions

00:01 Canola Market Analysis

00:44 Yellow Pea Market Update

01:17 Futures Market Overview

01:57 Weather Impact on Crops

02:57 South American Crop Insights

03:45 Canadian Canola Exports to China

04:35 Guest Analyst Discussion

08:21 Wheat Market Trends

10:53 Final Thoughts and Wrap-Up

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 moving veg oils right now — and what could change fast.

Links mentioned:

UPL Grower Rewards: https://www.uplcorp.com/ca/grower-rewards

In this episode, host Ryan welcomes Chuck Penner, Trent Klarenbach, and Brian Comeault for episode 105 of the What The Futures Podcast. The discussion primarily focuses on 2026 crop marketing strategies, with special insights from multiple guests on the future outlook of commodities, trade impacts, and market dynamics. The contributors share their views on how farmers can navigate the crop market in the coming year. Tyler Yaremchuk also joins for a segment discussing NFL playoff previews and NHL midpoint reviews. Additionally, the episode covers useful tips for farmers on inventory management, setting cash flow, and more efficient crop marketing techniques through tools like Harvest Profit.

00:00 Welcome Back to the What The Futures Podcast!

00:38 Holiday Recap and Studio Updates

03:45 New Year, New Goals: 2026 Vision

08:52 Special Guests and Crop Marketing Insights

11:59 In-Depth Discussion with Chuck Penner

33:11 Challenges in Barley and Malt Pricing

33:39 Year-Over-Year Changes in Crop Acreage

34:29 Market Dynamics and Price Movements

36:48 Advice for Farmers in 2026

38:30 Upcoming Workshops and Events

40:53 Interview with Trent Klarenbach

42:32 Market Outlook for 2026

49:47 Energy and Fertilizer Market Trends

52:54 Global Market Influences and Predictions

01:02:37 Interview with Brian Comeault

01:12:21 Market Structure and Opportunities

01:13:45 Canadian Wheat and Canola Insights

01:15:06 Grain Selling Strategies

01:15:48 Global Market Influences

01:18:47 Future Market Predictions

01:25:46 NFL and NHL Updates

01:41:31 Crop Marketing and Planning for 2026