What the Futures!

What the Futures!

By Ryan Denis

Do you ever have a moment on the farm, where you look around and wonder what the ... is going on? Dive into the market factors impacting Western Canadian agriculture every week with Ryan Denis. With o... more


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  1. Number 1: Are Farmers Finally in Control of the Grain Market..... Merchants Boxed In?

    Are grain merchants finally on the ropes in Western Canada? As Harvest 2026 moves along, we're seeing some interesting changes in the grain market — including stronger bids, farmers holding back grain, changing basis levels and merchants competing for bushels. In Episode 142 of the What The Futures Podcast, Ryan breaks down what's happening across the Western Canadian grain market, including wheat, yellow peas and canola, and why farmers may have more leverage than they realize. We also look at grain marketing strategy, basis levels, futures contracts, harvest prices and cash flow, including why farmers need to be careful about simply accepting the posted price from a grain company. Then, Greg Stamp joins the podcast for a deep dive into fall-seeded crops. We discuss winter wheat, hybrid rye, fall seeding windows, yield potential, crop margins, new varieties and why fall crops could become an increasingly important part of a farmer's 2027 cropping and marketing strategy. 🌾 In This Episode: 00:00 Are Grain Merchants on the Ropes? 05:40 Grain Contracts & Marketing Risks 07:33 The Problem With Futures-First Contracts 15:30 John Deere's New AI Farm Technology 16:50 Wheat Market Outlook: Is Another Rally Coming? 21:04 Are Farmers Gaining the Upper Hand? 22:17 Yellow Peas & Negotiating Better Prices 24:39 Harvest Challenges, Quality & Grain Supply 26:39 Greg Stamp Joins the Show 29:20 Fall Crop Seeding: Is Now the Time? 31:18 Winter Wheat: Big Margin Potential? 33:11 Winter Wheat & Hybrid Rye Yield Potential 37:39 Faba Beans: New Processing Opportunities 40:19 Best Crops & Strategies for 2027 50:49 The Truth About Posted Basis Prices 53:29 Cash Flow, Grain Marketing & Rewarding a Rally 🌾 What We Cover If you're a Canadian grain farmer, Prairie producer or agricultural professional, this episode is packed with practical ideas for navigating Harvest 2026, managing cash flow and making better grain marketing decisions. We cover: - Wheat prices and grain market outlook - Canola prices and basis - Yellow pea prices - Grain contracts and futures-first contracts - How to negotiate with grain merchants - Posted basis vs. actual achievable basis - Grain storage and harvest marketing - Winter wheat - Hybrid rye - Fall-seeded crops - Crop margins and profitability - Faba beans and new processing demand - 2027 crop planning - Cash flow management - Grain marketing strategies for a potential commodity rally Are grain merchants really on the ropes? And what are you selling, holding or planting this fall? Let us know in the comments! Subscribe to What The Futures for weekly grain market analysis, commodity price outlooks, crop marketing strategies and conversations with farmers and agriculture industry experts across Western Canada. #GrainMarketing #GrainMarkets #Canola #Wheat #Farming #Agriculture #Harvest2026 #CanadianAgriculture #WheatPrices #CanolaPrices #WinterWheat #HybridRye #Farmers #CommodityMarkets #WhatTheFutures 🎧 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/

    58min
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  2. Number 2: Buy, Sell, or Hold? The Best Crop Marketing Ideas for Harvest 2026!

    53min
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  3. Number 3: Is $20 Canola Coming? + Should You Buy Fertilizer for 2027? - What The Futures Episode 140

    Fertilizer markets remain volatile, but are current urea prices an opportunity for farmers to start locking in their 2027 needs? On Episode 140 of the What The Futures Podcast, Ryan Denis is joined by fertilizer market expert Josh Linville to break down what’s happening in global fertilizer markets and what it could mean for farmers heading into 2027. Ryan recently had a second chance to lock in urea at a price established back in June — roughly $75/tonne below comparable current offers. Was buying it the right move? Josh explains why urea prices have been moving so aggressively, how China’s return to the export market is affecting global supply, and why India, Brazil and geopolitical uncertainty around the Strait of Hormuz continue to create major volatility. They also discuss phosphate markets, global sulfur supply, the new CME urea futures contract and whether farmers should consider locking in fertilizer for 2027. Plus, Ryan dives into the grain markets as harvest gets underway. Canola and wheat basis levels are beginning to improve, futures are moving higher, and buyers are showing more interest. Could the crop marketing environment be shifting from defensive to bullish? In this episode: - Should farmers buy urea and fertilizer for 2027? - Josh Linville’s outlook for fertilizer prices - Why China’s fertilizer exports matter - India’s impact on global urea demand - Strait of Hormuz and global fertilizer supply risks - Phosphate and sulfur supply concerns - Using CME urea futures as a risk-management tool - Canola and wheat basis improvement - Why farmers should shop grain bids between elevators - Negotiating better canola basis levels - Third-party grain grading during harvest - Crop marketing strategies for the 2026 harvest Subscribe to What The Futures for weekly conversations about crop marketing, grain prices, fertilizer markets and better farm business decisions. #Fertilizer #Urea #CropMarketing #Canola #GrainMarkets #Farming #Agriculture #CanadianAgriculture #Wheat #WhatTheFutures 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/

    57min
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  4. Number 4: Top 10 Rundown Price Gains For Prairie Farmers

    Ryan Denis website, email list, Lunchbox Crew and conference: https://www.ryandenis.ca/ Join the What the Futures Insiders private podcast: Email [email protected] Crop Marketing Made Cool Conference: December 1–2, Brandon, Manitoba Use code UNHINGED to save $100.

    46min
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  5. Number 5: $27,000 in Fuel Savings, Precision Upgrades & the Future of Pulse Trade

    This week, I share how one fuel decision saved our farm more than $27,000 and why it pays to look beyond the normal stuff when managing your cost of production. I’m also joined by Alex Schoch from John Deere to talk about precision upgrades that can bring newer technology to equipment already sitting in your shed. Then, Saskatchewan Pulse Growers Chair Stu Lawrence joins me for a wide-ranging conversation about pulse production, global competition, trade with India and China, and what all of it could mean for Canadian growers. Plus, we look at navigating a quiet August market, preparing for harvest pressure, and making sales based on your own cash flow and storage needs. The best part? ....fun stories from the lemonade stand. Hit PLAY and join me in the UPL studio!

    1h 34min
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What the Futures! episodes:

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The podcast currently has 193 episodes available.

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