What the Futures!

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 over a decade of experience advising farmers on crop and business decisions, Ryan will tackle the tough selling and buying decisions that each farm faces. This is the podcast for farmers in Western Canada!

  1. 6d ago ·  Bonus

    Cattle Prices: Is This the Peak? Brenna Grant’s 2026 Market Forecast

    Canadian cattle markets continue making history but is this the top? Ryan Denis sits down with Brenna Grant of Canfax to break down everything producers need to know heading into fall, including: Canadian and U.S. herd expansion Beef demand and consumer trends Feed costs • China and Brazil’s impact on exports Drought outlook Heifer retention Fall run expectations Risk factors that could derail cattle prices Whether you’re a cow-calf producer, feedlot operator, grain farmer, or ag investor, this episode delivers one of the most comprehensive cattle market outlooks available. Guest: Brenna Grant – Canfax Hosted by Ryan Denis Website: https://www.whatthefuturespodcast.ca Chapters (00:00:00) - Introduction(00:02:45) - Weather outlook & drought improvements(00:04:00) - Feed costs, barley and corn(00:05:20) - Where we are in the cattle cycle(00:07:00) - Why cattle stay on feed longer(00:08:00) - Why Canada imports U.S. feeder cattle(00:10:00) - Slaughter numbers & carcass weights(00:11:30) - China reopening & Brazil export quotas(00:15:00) - Could Brazilian beef flood North America?(00:17:00) - Why beef demand remains incredibly strong(00:18:30) - Protein trend & Ozempic(00:20:00) - Canadian beef consumption(00:21:15) - U.S. herd update(00:23:00) - Texas screw worm & border closures(00:25:00) - Heifer retention outlook(00:26:00) - Are cattle prices peaking?(00:27:30) - Yearling & calf price outlook(00:30:00) - Biggest risks to cattle prices(00:32:20) - Buying expensive bred heifers(00:35:20) - Final thoughts

    36 min
  2. Jun 26

    Farmers Are Locking In 2027 Diesel at 64¢/L (Here’s How)

    In this episode of What The Futures, Ryan Denis sits down with Lorelei Gress from Fuel Nexus to discuss diesel markets, fuel planning, pre-purchasing fuel, locking in fuel budgets, and why some farmers are already planning their 2027 fuel strategy. They break down real-world examples that show fuel savings, discuss whether diesel prices are likely to decline, and explain how producers can protect themselves against volatile energy markets. Diesel price outlook WTI crude oil trends Fuel budgeting for harvest • Pre-buying fuel Cost of borrowing money for fuel purchases Fuel Nexus fuel plans • Diesel market volatility Farm financial planning Fuel savings examples Ag in Motion Guest: Lorelei Gress Fuel Nexus https://www.linkedin.com/in/lorelei-gress-yeboah-37776073/ Chapters (00:00:00) - Farmers just experienced huge market volatility(00:01:15) - Why diesel prices aren’t following crude oil lower(00:04:05) - Is diesel still expensive historically?(00:06:05) - What farmers are asking about right now(00:07:30) - Canola volatility and emotional marketing decisions(00:08:15) - What happens if fuel prices fall after you lock in?(00:09:20) - The Fuel Nexus Market Advantage strategy(00:11:00) - Planning fuel purchases 12 months ahead(00:11:45) - Building a farm fuel budget(00:13:00) - Understanding the fuel planning chart(00:15:00) - Example fuel plan saving $26,000(00:17:20) - Why budgeting fuel matters more than ever(00:19:00) - Can larger fuel users get bigger discounts?(00:20:00) - Planning harvest 2026 and spring 2027 fuel(00:21:00) - How farmers could lock in 64¢ diesel(00:21:50) - Why you don’t need storage tanks anymore(00:24:45) - Cost of borrowing money to buy fuel(00:26:45) - Real customer savings examples(00:27:15) - One farmer saved 72¢ per litre(00:29:00) - Fuel buying versus grain marketing psychology(00:30:00) - Fuel discounts vs traditional dividends(00:32:00) - What could farmers do with an extra $26,000?(00:33:00) - Teaming up with neighbors to buy fuel(00:35:00) - Fuel Nexus updates and Ag in Motion

    38 min
  3. Fertilizer Dropped. Is $800 Canola Still Alive?

    Jun 23

    Fertilizer Dropped. Is $800 Canola Still Alive?

    Fertilizer prices have finally come down, but the farm decisions are not getting any easier. In this Cuppa Coffee livestream from What the Futures Podcast, Sarah Cochet fills in for Ryan Denis and talks with Josh Uhrich of Bunge about urea prices, flooded acres, canola contracts, $800 canola, grain marketing decisions, weather risk, and prairie elevator competition. They cover whether farmers should be looking at summer fill urea, what flooded acres mean for canola contract risk, what it would take for canola to push back toward $800, and why grain marketing decisions need to be made farm by farm. Guest: Sarah Cochet, Trigger Grain Marketing Josh Uhrich, Bunge Links mentioned: Ryan’s fertilizer episode with Josh Linville: https://youtu.be/XkkvZ4aDMP4?si=0DR7tStAmIR9AelV ‍ Follow on Instagram and X for more market insights. https://www.instagram.com/whatthefuturespod/ https://www.x.com/wtfuturespod Email Ryan: ryan@whatthefuturespodcast.ca What the Futures Podcast Website: https://www.whatthefuturespodcast.ca Thanks to our Sponsors John Deere https://www.operationscenter.deere.com/ UPL https://www.uplcorp.com/ BrettYoung https://www.brettyoung.ca/ Chapters (00:00:00) - Sarah Cochet fills in for Ryan(00:00:31) - Market snapshot: canola, wheat, corn, soybeans and crude(00:01:15) - Crop ratings, winter wheat harvest and global weather risk(00:02:02) - Josh Uhrich joins the show(00:03:27) - Bunge’s Unity location and Northwest Terminal update(00:04:04) - Flooded and unseeded acres across the Prairies(00:05:58) - Rain, heat and what crops need next(00:06:44) - Should farmers buy out canola contracts?(00:08:38) - Urea prices dropped. Is it time to buy?(00:10:25) - Making fertilizer decisions farm by farm(00:10:53) - Is $800 canola still possible?(00:12:13) - What it would take to push canola higher(00:13:29) - Weather risk, Europe heat and Canadian production risk(00:14:48) - Specialty canola contracts and target pricing(00:15:34) - Why farmers should understand contract options(00:16:10) - Bunge locations and customized contract tools(00:16:58) - Cargill, P&H and Grains Connect location sales

    18 min
  4. The $800 Canola Mistake Farmers Keep Making

    Jun 22

    The $800 Canola Mistake Farmers Keep Making

    Canola hit $800, then pulled back toward $730. So why do farmers feel better now? In this episode of What the Futures Podcast, Ryan Denis breaks down the emotional side of crop marketing, why farmers often feel worse during a rally than after a pullback, and how margin calls, hedges, canola puts, old crop wheat, acreage reports, diesel, fertilizer and summer weather risk all fit into the end-of-June marketing plan. Ryan also talks through old crop wheat sales, softening oat, barley and pea bids, new crop review, harvest delivery planning, canola acreage risk, and why farmers need to park emotion before the next market move. What the Futures Podcast: https://www.whatthefuturespodcast.ca/ Ryan Denis: https://www.ryandenis.ca/ Strategy Room: https://www.ryandenis.ca/strategy-room Crop Marketing Made Cool Conference 2026: https://www.ryandenis.ca/2026-conference Ag in Motion: https://aginmotion.ca/ UPL WAVE Biostimulant: https://www.uplcorp.com/ca/product-details/wave-biostimulant UPL ROXAR Fungicide: https://www.upl-ltd.com/ca/product-details/roxar BrettYoung: https://brettyoung.ca/ BrettYoung Knowledge Hub: https://brettyoung.ca/agricultural-seed-crop-inputs-canada-portal/knowledge-hub/ Cows in Control: https://cowsincontrol.com/ FBN: https://www.fbn.com/ Trigger Grain: https://triggergrain.ca/ RBC / Tyler Durst: https://wmc.rbcwealthmanagement.com/the-simpson/caputo-group/ Email Ryan: ryan@whatthefuturespodcast.ca Chapters (00:00:00) - Canola at $730 vs $800: Why Farmers Feel Better(00:00:35) - UPL Studio, WAVE, ROXAR and Spraying Update(00:02:40) - Cattle Meeting Lesson: The Other AI(00:06:08) - BrettYoung Forage Blends and Knowledge Hub(00:07:18) - Father’s Day Reflection and Ryan’s Birthday Week(00:10:12) - Upcoming Episodes and July 6 Strategy Room(00:11:17) - New Crop Canola Breaks Support Near $730(00:12:18) - The $800 Canola Emotion Trap(00:14:20) - Margin Calls, Hedges and Pressure on the Farm(00:16:30) - The Double Whammy: Exiting Risk and Missing the High(00:19:40) - Old Crop Wheat, Oats, Barley and Peas: Clean the Bins(00:22:17) - New Crop Review: Cash Flow, Delivery and Targets(00:24:09) - Check Your Market Bias Before Making Sales(00:28:09) - Acreage Reports and Canola Downside Risk(00:29:27) - Strait of Hormuz, Diesel, Fertilizer and Volatility(00:30:37) - Park Emotion and Follow the Crop Marketing Plan(00:31:38) - Closing and Cuppa Coffee Note

    32 min
4.9
out of 5
35 Ratings

About

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 over a decade of experience advising farmers on crop and business decisions, Ryan will tackle the tough selling and buying decisions that each farm faces. This is the podcast for farmers in Western Canada!

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