In Episode 103 of the What the Futures Podcast, host Ryan welcomes Josh Linville, the fertilizer market expert from Stonex, to discuss the current state and future trends of the fertilizer industry. Recorded in the UPL Studio, Ryan kicks off the episode with updates about the upcoming Crop Marketing Made Cool conference in Moose Jaw and recent agricultural market insights. Josh elaborates on global factors affecting fertilizer prices, the impact of China's export behaviors, and the challenges of expanding fertilizer production. They also dive into the implications for North American farmers and strategies for making better buying decisions amid fluctuating market conditions. Additionally, Tyler Yaremchuk from the Nation Network drops by to discuss the latest on the Edmonton Oilers and NHL trade rumors. Don't miss this deep dive into the world of agriculture, sports, and strategic planning for the new year!

00:00 Introduction and Episode Overview

00:34 Upcoming Events and Conference Details

01:38 Guest Introduction: Josh Linville

02:40 Market Insights and Crop Marketing Window

05:38 Hockey Talk with Tyler

20:48 Crop Production Estimates and Market Analysis

29:32 Interview with Josh Linville

31:01 Challenges in the Fertilizer Industry

32:59 China's Impact on Urea and Phosphate Markets

34:14 Investment and Expansion in Fertilizer Production

37:59 Market Dynamics and Farmer Decisions

41:58 Future Outlook and Buying Strategies

48:02 Connecting with Industry Experts

51:10 Podcast Wrap-Up and Final Thoughts

In episode 102 of the 'What the Futures Podcast,' host Ryan discusses the often frustrating yet crucial aspect of grain contracting targets within Western Canadian farming. Highlights include an in-depth look at how targets can work, a reflective segment on a recent trip to Raleigh, North Carolina revealing the people-centric nature of farming, and various shout-outs for recent accomplishments and contributors to the farming community. Also, noteworthy crop marketing insights include the rising prices of yellow peas, red lentils, and feed barley, as well as the importance of effective target setting. Additionally, listeners get a glimpse of the challenges faced by farmers and the cutthroat competition in the wheat market. Join Ryan in this informative episode made to guide farmers in making better decisions and navigating the intricacies of the agricultural industry.

00:00 Introduction to Episode 102

04:40 Thank Yous and Acknowledgements

07:23 YouTube Apology and Listener Feedback

10:31 Positive Moments and Personal Anecdotes

13:18 Conference Planning and Excitement

18:12 Crop Marketing Insights

26:13 Target Strategies in Grain Marketing

32:02 Upcoming Episodes and Events

33:16 Conclusion and Final Thoughts

Crop diversity, 2026 seeding plans, and real farm margins, that’s what we dive into on Episode 101 of What The Futures with returning guest Nathan Kon. Recorded in Raleigh, NC at the UPL Research Center, Ryan breaks down 2025 learnings, John Deere Operations Center insights, specialty crop performance, fuel-efficiency margin advantages, and how farmers are planning acres heading into 2026.

Nathan shares how his farm approached wheat, canola, malt barley, yellow peas, mustard, lentils, and oats—and what he’s expanding in 2026.

Plus: market rallies you shouldn’t sleep on, cash-flow planning, basis levels, hedging, and the importance of working with the right broker.

Crop Marketing Made Cool Conference — Dec 9–11 (Moose Jaw)
Get tickets → https://www.ryandenis.ca

UPL online auction → https://www.ryandenis.ca

BrettYoung email signup → https://www.bretteyoung.ca

⏰ Timestamps
00:00 Intro, UPL studio, Raleigh NC
01:08 Online auction, UPL Battalion, CCAW
02:00 Positive moments, family, travel
03:02 Crop diversity, tight margins 2026
04:10 Canola ranked #1, John Deere Ops Center
05:18 Hidden factors in crop ranking
06:14 2026 seeding plans, no silver bullet
08:00 Post-harvest rally, don’t sleep on markets
09:58 Winter logistics, basis, cash flow
12:40 BrettYoung email list, canola rebate, travel vouchers
13:20 Nathan Kon intro, Roughriders, UPL trip
15:20 2025 results on Nathan’s farm
17:00 Specialty crops: lentils, barley, oats, mustard
19:18 Mustard grading issues, yields, lessons
20:24 Crops to expand, wheat vs specialty margins
21:40 Yellow peas, carryover, price risk
23:00 Speaking at Crop Marketing Made Cool, RBC
24:10 2025 marketing wins: canola, wheat, feed barley
26:00 Wheat basis, export demand, carry
28:10 Futures, options, hedging with broker
31:00 Conference vibe, engaged farmers, Moose Jaw
36:40 Eating Your Veggies: cash flow, 2026 plans
41:00 Online auction last call, salsa, sponsors
43:00 Closing, ticket invite, subscribe

We talked Jays heartbreak, Oilers questions, NHL surprises and CFL predictions — a fun break from the markets.

This one means a lot to me.
Every bid supports farmer mental health through the Canadian Centre for Agricultural Wellbeing and their Farmer Crisis Line (1-866-FARMS01).

And the lineup this year is unreal.
We’ve got impressive crop marketing support, one-of-a-kind gear, generous donations from UPL and Progro … and if your farm needs a new logo, this might be your lucky day. Auction closes in 9 days!

Take a look. Drop a bid. → https://www.ryandenis.ca/charity-auction

— Ryan

Conexus is supporting the learning and growth of prairie farmers by offering two conference tickets — one for each of two selected farmers — to attend the Crop Marketing Made Cool Conference in Moose Jaw!

If you’d like to win a seat, we want to hear from you — tell us why you want to be there and what learning or connection would mean most to you this year.

It’s all about helping farmers and creating more confident, informed decisions for the seasons ahead.

https://www.ryandenis.ca/win-a-seat

Contest Closes November 21, 2025

Welcome to Episode 100 of the What The Futures Podcast with host Ryan Denis! In this milestone episode, Ryan reflects on the incredible journey from episode 1 to 100, sharing insights on the genesis of the podcast, memorable moments, guest appearances, and the evolution of the show's production quality. From recording in various locations, including campfires, combines, and breweries, to the introduction of numerous hats and even funny interruptions by his children and cats, this episode is a heartfelt tribute to all the sponsors, guests, and loyal listeners who have made the podcast possible. Dive into the journey of better farming decisions, special partnerships, and a peek into the future of the What The Futures Podcast. Don't miss out on this special retrospective episode filled with laughter, gratitude, and behind-the-scenes stories!

00:00 Introduction and Milestone Celebration

00:55 Origins of the Podcast

02:07 Early Challenges and Evolution

04:29 Listener Interaction and Feedback

06:06 Memorable Episodes and Guests

10:51 Family Moments and Junior Producers

15:12 Hat Obsession and Collection

19:57 Production Evolution and Learnings

24:20 The Value of Impactful Content

26:41 Shoutout to Sponsors

28:54 Garage Cats Moments

31:49 Recording in Unique Locations

40:03 Podcast Milestones and Challenges

46:24 Upcoming Episodes and Final Thoughts

In this episode of 'What the Futures Podcast,' host Ryan teams up with Chuck Penner from Leftfield Commodity Research to delve into key agricultural topics. They discuss Durum, lentils, 2026 acreage plans, and the significant 30% tariff imposed by India on Canadian yellow peas. The conversation also covers fertilizer market dynamics, crop marketing strategies, and the latest developments in global agricultural trade. Don't miss the announcement of the Harvest Hustle contest winner, valuable market insights, and tips for better farming decisions. Tune in for an informative episode packed with industry knowledge and practical advice.

00:00 Introduction and Episode Overview

01:53 Fertilizer Market Insights

04:25 Fertilizer Price Negotiations

12:29 Interview with Chuck Penner

13:18 Impact of Indian Tariffs on Yellow Peas

25:23 Durum and Lentil Market Analysis

32:31 2026 Seeding Acreage Predictions

36:40 Crop Rankings and Profitability Margins

41:28 Reflections on Crop Insurance and Yield Outcomes

47:03 Trade Issues and Market Movements

50:08 Upcoming Crop Marketing Conference

51:22 Halloween Fun and Personal Reflections

58:30 Market Updates and Strategies

01:08:40 Harvest Hustle Contest Winner Announcement

In this week's episode of the What The Futures Podcast, host Ryan welcomes back Trent Klarenbach from Klarenbach Research to discuss a variety of agricultural market topics. They cover the dynamics in canola, soybeans, Durum, and Chicago wheat markets, sharing insights on current trends and potential strategies. Trent also sheds light on the turmoil in the fertilizer market, particularly focusing on the urea segment. The episode highlights the importance of making informed crop marketing decisions and leveraging opportunities amidst the prevailing market uncertainty. Additionally, Ryan shares some personal anecdotes about his family and positive moments in farming, offering a refreshing perspective on balancing work and life. Tune in for actionable insights and to hear Ryan's excitement for the upcoming 100th episode of the podcast.

00:00 Introduction and Episode Overview

01:30 Positive Moments and Personal Stories

06:43 Conference Updates and Market Insights

09:35 Interview with Trent Klarenbach

22:51 Urea Market Trends and Confusion

23:46 Retailer Perspectives and Farmer Leverage

25:49 Market Dynamics and Predictions

30:11 Cattle Market and Diesel Fuel Insights

31:37 Crop Marketing Strategies and Challenges

38:47 Fertilizer Market Chaos and Opportunities

41:40 Harvest Hustle Contest and Community Engagement

47:28 Final Thoughts and Upcoming Events

Welcome to Episode 97 of the What the Futures Podcast, your quick guide to better farming decisions, recorded weekly in the UPL studio. This week's episode delves into the 2026 crop rankings with guest experts Eric Gregory from BrettYoung and Chris Anderson from DL Seeds. Host Ryan shares his insights on crop marketing, the challenges of 2026 planning, and reflects on the need for more diversified cropping plans. The episode also touches on farm management tools like John Deere Operations Center and Harvest Profit. Engage with farm stakeholders, pencil out strategies for 2026, and explore deferred bids for better decision-making. Tune in for essential farming insights and practical tips to optimize your next growing season.

00:00 Introduction to 2026 Crop Rankings

02:06 Thanksgiving Reflections and Personal Stories

05:25 Conference Announcements and Application Process

08:44 Market Conditions and Farmer Experiences

18:57 Partnership with BrettYoung

20:00 Interview with Eric Gregory and Chris Anderson

41:44 BrettYoung's Liberty Link Canola Success

43:18 Pod Shattering Resistance Collaboration

46:38 Future Excitement: 2026 and Beyond

51:45 Farmer Engagement and Results Sharing

57:24 Harvest Playlist and Final Thoughts

58:22 Crop Rankings and Concerns for 2026