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 Coffee questions on canola carry and thin liquidity, payback on on-farm fertilizer and fuel storage, the Lunchbox Crew community, and diesel hedging via heating oil or crude. James Mitchell of Crop Management Network then focuses on domestic Western Canada fertilizer, warning of spring allocation, plant turnarounds, tight urea/phosphate, potential multi-day delays, and considerations like UAN availability and summer fill risks amid global supply constraints and export restrictions.

00:00 Show Preview

04:54 Positive Moments Update

08:24 Cuppa Coffee Q And A

09:16 Canola Carry And Spreads

11:08 Fertilizer And Fuel Storage

17:05 Lunchbox Crew Explained

19:37 Hedging Diesel Costs

21:44 Allison Joins The Pod

21:56 Market Technicals And Pullbacks

25:29 USDA Acreage Report Breakdown

38:39 Eating Your Veggies Tips

42:50 Fertilizer Supply Reality

45:05 Allocation and Bottlenecks

46:44 Plant Outages and Turnarounds

53:56 Summer Fill Global Risks

01:01:58 Final Advice and Sign Off

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, Indonesia's surprise B50 biodiesel mandate, and why the global vegetable oil market just got dangerously tight.

Check out Susan's work: https://www.NoBullAg.com

This week's sponsor: Agi3. Forward Protect insurance for canola. Lock in profits at https://agi3.ai/

New here? Cuppa Coffee airs live every Tuesday.

Subscribe and hit the bell for weekly grain market insights for Canadian and U.S. farmers.

Catch Friday's episode where Ryan asks: Am I crazy for considering buying nitrogen for 2027?

⏰ Timestamps

00:00 Morning Market Snapshot

00:41 Wheat Price Rant

02:00 Key Headlines Ahead

03:03 Prairie Gopher Control

04:02 Indonesia B50 Biodiesel

07:22 War and Market Uncertainty

08:42 USDA Acres Expectations

09:30 EPA Rule Canola Wins

14:20 Why Prices Sold Off

16:13 2028 Policy Wildcards

19:57 Bullish Cards Left

21:58 Wrap Up and Farmer Notes

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

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 increasing gopher damage, and stress the importance of early planning, proper seeding depth, moisture, seed-to-soil contact, and scouting. The conversation also includes cover crop guidance (notably oats and low cereal seeding rates), fertility timing for different nutrients, and herbicide options for early weed control. They highlight BrettYoung’s forage guide and online selector tools, discuss custom versus stock blends, and note that forage seed supply varies annually by weather and production regions.

00:00 Show kickoff and agenda

00:38 Market recap and geopolitics

01:35 Farm talk and episode setup

03:01 Forage guarantee deadline

05:27 Meet Kent and Mark

06:52 Seed availability and planning

10:42 Choosing varieties and blends

13:16 Establishment and agronomy tips

19:48 Forage Guide and favorites

24:08 Plots and seed supply realities

26:50 Forages as rotation crop

29:04 Wrap up and marketing outlook

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 markets this week

00:08 – Canola opportunities & forward contracting strategy

00:28 – Market open: canola, soybeans, wheat, corn, oil

01:30 – Weekly pattern: oil, war headlines & market reactions

02:00 – Why oil dropped (and why it matters)

03:00 – The Monday reset pattern in markets

03:30 – Geopolitics + weekend volatility explained

04:00 – Biofuel policy expectations (White House event)

04:30 – What farmers should be watching this week (Continue with Q&A section once clipped precisely)

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

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 market volatility, why biofuels have increased the correlation between energy and oilseeds, and how a crude oil move to $120 or $140 could translate through ULSD and soybean oil into higher soybean and canola prices, alongside using options for downside protection amid tough basis. Ryan then interviews Derryn of 33seven on farm continuity planning, including a five-module process, using leveraged life insurance and real estate concepts, and his advocacy to update Canada’s tax rollover rules to include nieces and nephews. Tyler Yaremchuk joins to discuss NHL trade deadline winners/losers, playoff races, and early Blue Jays outlook. Ryan closes with crop marketing takeaways and concerns about a potential canola blow-off top.

00:00 Big Oil Big Canola

00:57 Missed Episode Update

05:37 Meet Steven Simple Hedge

06:46 Wild Markets Merchant Life

11:03 Simple Hedge Tools Education

16:06 Biofuels Energy Link

18:24 Crude To Canola Math

27:48 Producer Risk Playbook

37:48 Eating Your Veggies Tips

42:28 Meet Derryn 33seven

45:46 Farm Continuity Planning

50:04 Estate Equalization Basics

50:30 Will Review Essentials

50:54 Freezes Trusts Protection

51:43 Tying The Plan Together

52:18 Why Farmers Avoid Planning

53:19 Three Core Continuity Goals

55:36 Moose Jaw Tax Buzz

56:58 Leverage Insurance Strategy

01:12:54 Wrap Up And Sponsor Read

01:14:30 Tyler Joins Hockey Talk

01:29:07 Crop Marketing Blow Off Top

01:32:32 Final Sign Off

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 flexible: https://agi3.ai/

Jump to what matters: 00:00

Market overview – what’s moving today

00:40 Canola price movement breakdown

01:30 Wheat and broader markets

02:15 Why prices don’t translate cleanly

04:00 Basis and cash price explanation

07:20 What farmers should be watching

10:00 Strategy moving forward

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.

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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/

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 volatility. They also discuss acreage shifts in Western Canada, barley demand, and how farmers should manage risk when markets move this fast.

Topics covered - Why wheat futures are rising but cash prices lag -

Canola basis strategy for the 2026 crop -

How war and geopolitics distort technical trading -

Grain marketing discipline during volatility -

Acreage outlook for canola, barley, and pulses -

Why farmers should protect downside risk

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

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 Lois Hole Hospital for Women in Edmonton and the Briar Patch Community Preschool. Pro Grow Agriculture’s Maury Mli joins to discuss tightening farm budgets, using precision/variable-rate planning, and notes most farmers have fertilizer booked despite higher prices. LeftField Commodities’ Chuck Penner returns from vacation to cover Canadian acreage expectations, improved China trade for canola seed, peas and canola meal, potential Middle East shipping risks for pulses, weak new-crop bids/basis, and limited upside for canary seed.

00:00 Episode Preview and Guests

04:56 Eva’s Story and Family Week

09:02 Charity Auction for Eva

14:19 Hat Design Contest Returns

15:32 Market Sizzle and Sponsors

17:37 Interview Maury Pro Gro

29:16 Crop Mix and Input Reality Check

31:57 Crop Marketing Strategies Now

37:23 Chuck Penner Joins Fresh Off Beach

52:36 Rotation Reality Check

55:36 New Crop Contracting

58:28 Basis and Hedging Talk

01:02:17 Canary Seed Outlook

01:06:22 Workshops and Seasonals

01:10:01 Final Tips and Wrap

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 puts (with implied volatility still low) and selling futures with an upside insurance call. Plus: Should you fill your fuel tanks today or wait?

TIMESTAMPS:

0:00 — Opening & Market Prices (Canola $703 May / $707 Nov)

2:28 — Grain Prices: $15 Canola, $9 Yellow Peas, $8.25 HRSW

4:50 — Input Prices: Diesel 97¢–$1.21/L, Urea $1,100–$1,140/ton

7:05 — Viewer Questions: Fuel timing, wheat targets, raising hedge levels

9:01 — Headlines: Brazil Soy Cut, China Tariff Drop, Strait of Hormuz

11:00 — Guest: Quinton from JGL Capital

12:40 — Are Farmer Margins Actually Getting Worse in 2026?

14:02 — Canola Rally: Why It's Holding Steady Above $700

16:40 — Two Canola Hedging Strategies Right Now (Puts vs. Futures + Call)

18:00 — Wheat Outlook: Funds Buying Back Shorts, Basis Still Brutal

LINKS & RESOURCES: - JGL Capital (Quinton): https://www.jglcapital.com

AGi3 Precision Insurance: https://www.agi3.ai 

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

Ryan's Email: [email protected] -

Susan Stroud / No Bull Ag (referenced)

AgRule Brazil Soy Production Report

Quote of the week from Susan Stroud: "When markets pay you for uncertainty, take them up on it."

️ Cup of Coffee airs LIVE every Tuesday at 8:00 AM MST on YouTube.

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

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 Agricultural Wellbeing, and sponsor notes on John Deere Operations Center. The mailbag covers put options vs futures-first contracts, choosing hedge months, and how to think about percent sold when yields are uncertain, plus broker suggestions including Simpson Caputo Group, JGL Capital, and Simple Hedge. Positive moments include a successful long-dated canola target sale and a top-priced feed barley sale. Sabrina from UPL explains herbicide layering research for herbicide-resistant wild oats and highlights battalion’s multi-mode broadleaf and wild oat control.

00:00 Canola Near $700

04:54 Hat Contest Launch

08:46 Trent Interview Begins

09:48 Canola Pullback Signals

12:59 Bear Rally or Bull Turn

14:46 Market Structure and Land

17:06 Specialty Crops and Corn

19:45 Positive Moments Roundup

25:04 2027 Canola Targets

29:32 Timing New Crop Sales

34:46 Choosing a Futures Broker

48:54 UPL Products Spotlight

50:41 Eating Your Veggies

52:43 Final Sign Off