Growing the Future

Dan Aberhart , Terry Aberhart

CONVERSATIONS THAT MATTER. 

 The Growing the Future Podcast features conversations on innovation, entrepreneurship, and personal and professional growth in the agriculture community.

  1. Too Big to Farm

    1d ago

    Too Big to Farm

    Dan opened the session by noting that a billion-dollar Prairie farming operation had entered creditor protection -- and that nearly 40 farms were in or near distress that year. Robert Andjelic had received roughly 40 calls from farms across Manitoba, Saskatchewan, Alberta, and elsewhere, all with a common thread: lenders were tightening, some operators could not access input credit, and they wanted to sell land and rent it back while keeping their equipment running and their family farming. Robert completed four of those transactions. He was direct about the others: they either did not fit his land criteria or could not be executed on terms that made sense. The session poll showed roughly half the room believed the current stress is both structural and cyclical -- a hard stretch exposing cracks that were already forming. Robert provided a compressed history of farm size in Canada, from 1925 when 10,000 acres was considered enormous, through the post-2000 acceleration driven by GPS auto-steer, massive air seeders, zero-till, low interest rates after 2008, normalized leasing, and aging operators. His conclusion: one modern operator now does what five to ten farm families previously required, and that trajectory will continue. Tim Hammond placed the hardest growth window at 2,500 to 6,000 acres -- the point where a family operation transitions from one set of implements to multiple, and from family labor to hired crews with all the human resource and financial management that demands. After 6,000, Tim argued, the next logical step is to think in enterprise pods -- another 6,000 acres, another labor module -- rather than organic farm growth. Robert's position: there is no correct size. He has tenants farming 1,000 acres who are as profitable as his 30,000-acre operators. His own loan-to-value sits below 24 percent because he built over 60 years when land was cheap. Cap rate on Prairie land purchased today: 1.5 to 3 percent, maybe 3.5 if the seller needs cash. He was blunt about marketing: "A lot of producers are very good at producing but they are shit poor in marketing," and that gap -- benchmarked by MNP at roughly $70 per acre -- is a large part of what separates farms that survive downturns from those that do not. The sharpest exchange of the session came when Dallas LeDuc joined. He is the fire chief of RM 44, a small rural municipality where Robert is likely the largest landowner. Dallas had recently stopped spraying to respond to a fire on land Robert owns. He argued that absentee landlords should pay a modestly higher property tax rate -- not punitive, maybe 10 to 15 percent higher -- to fund the fire trucks, training, and equipment that local volunteers maintain and use to protect land the landlords will never physically see. Robert's counter was structural: his tenants are local and respond to fires; making tax exceptions for agriculture creates red flags with institutional lenders; and the most important thing he does for Prairie producers is not visible -- it is the 12 to 13 years and more than $50,000 he has spent flying to Toronto to sit with bank decision-makers and explain to them that agricultural lending does not work like commercial real estate. His argument: when a lender in Toronto extends patience to a distressed farm instead of foreclosing, every producer in Western Canada benefits -- and no individual operator has the leverage to make that case to the head offices the way he can. Dallas was not persuaded. He closed with the line that his great-grandfather left France in 1904 to get away from doctors and lawyers owning the land, and he is afraid that is exactly where the Prairies are heading. Key Topics Farm credit stress in Western Canada 2026: nearly 40 farms in distress; Robert Andjelic received 40 calls from operators wanting to sell and rent back; completed 4 transactions Live session poll: roughly 50 percent of audience said the current crisis is both structural and cyclical History of farm scale in Canada: 1925 to today -- from 10,000 acres enormous to 50,000-plus now common What drove post-2000 farm growth: GPS auto-steer, massive air seeders, zero-till, post-2008 low interest rates, aging operators, normalized leasing Tim Hammond's growth framework: hardest growth is 2,500 to 6,000 acres; after 6,000, think in enterprise pods Robert Andjelic's cap rate reality: Prairie land bought today yields 1.5 to 3 percent; his own LTV is below 24 percent built over 60 years "A strategy is what you say no to" -- Tim Hammond on the discipline of farm scale decisions Marketing gap: roughly $70 per acre difference between producers who market well and those who do not (MNP benchmark referenced) Absentee landlord taxation debate: Dallas LeDuc (fire chief, RM 44) vs. Robert Andjelic -- rural community burden vs. capital market access argument Robert Andjelic's Toronto bank work: 12-13 years, $50,000+ in meetings, translating agriculture to commercial real estate lenders Kevin Hursh on retiring farmers: those who rail against big farms all their lives tend to sell to the biggest neighbour when retirement comes; breaking land into smaller parcels would give next-generation operators a chance Robert's macro thesis: higher commodity prices incoming due to Strait of Hormuz disruption, fertilizer supply constraints, and a potential super El Nino cycle Family farm vs. corporate model: Tim Hammond -- corporate farms must learn family commitment; family farms must learn corporate structure; the marriage of the two is the future Connect Kevin Hursh -- Western Producer columns; hursh.ca Robert Andjelic -- farmland.ca Dallas LeDuc -- Bunnyhug Farmers Podcast; TikTok growingthefuture.ca Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.

    1h 39m
  2. Before You Spray: 3 Things That Could Cost You Money This Season

    6d ago

    Before You Spray: 3 Things That Could Cost You Money This Season

    Tom Wolf opened with the frame that carried the session: doing the right thing at the right time. Take away the right time part and the right thing is irrelevant. Spraying has changed dramatically -- operators who used to make two passes a year now make three to five, and the equipment cost running at roughly $400 an hour means every minute away from spraying is measurable. The first section covered water quality, built around five numbers from a standard water test. Darren Sander opened with the operator's version of the lesson: Crop-Aid's farm pulls from a cold well at 1,200 TDS, so they tank it into black poly storage and spray from the warmest tank first. Cold water hurts efficacy -- especially glufosinate. Tom then walked through pH (most mixes fine; what matters is the final mix pH, not source pH), TDS and conductivity (under 500 is clean; most Prairie wells come in over 1,000; the number tells you whether to look further), bicarbonates (500 ppm is the threshold; above it, ammonium sulfate is the most versatile fix), total hardness (calcium carbonate equivalent; Jeff Bennett's water had very low hardness but elevated sodium, which still antagonizes glyphosate and glufosinate), and turbidity (aluminum sulfate as a flocculant for dugouts; stir and leave 24 to 48 hours). Jeff's live water test from Agvise became the worked example. Tom's verdict: low hardness, elevated sodium, ammonium sulfate recommended. The coverage section opened with a number that reframed the whole conversation: according to a Mesonet researcher in North Dakota, 100 percent of nights in the state experience thermal inversions. Some are worse than others, but the baseline is total. Under an inversion, fine droplets go where they want -- downhill if there is topography, anywhere if there is not. Tom's prescription: start on the downwind side of the field, spray perpendicular to the wind, turn into the headwind on every pass. Never spray down and then back against the wind. The droplet size discussion followed: coarser nozzles, deployed early in Canada before most countries, allowed operators to spray in slightly windier conditions without adding drift risk. Air induction tips are the go-to for general spraying. Spray pressure -- as low as 30 psi for AI tips -- adjusts droplet size one category in either direction. Water sensitive paper laid on the ground is the cheapest coverage check available. On water volume, Tom's position was direct: more is better. Complex tank mixes behave better with more water. More water allows coarser droplets without losing coverage. Later-season applications -- PGRs, fungicides, desiccants -- want 10 to 15 gallons per acre. Cutting back on water to improve logistics is a trade with a real cost. The logistics section brought Jay Peterson into the conversation. He runs a 1,600-gallon machine with a 120-foot boom and a dedicated water truck driver. His fill times on easy mixes: seven to nine minutes on three-inch plumbing. Complex mixes with dry products that need to hydrate: 15 minutes. Tom confirmed those numbers are right. The tendering revolution changed spraying fundamentally: a 30-minute fill is now a five-minute fill, which means filling is the stressful moment and spraying is the calm one. Continuous rinsing systems collapsed a three-quarter-hour triple rinse down to five minutes. Tom's recommended exercise: when the sprayer engine is running, write down what you're doing if you're not spraying. Data entry, monitor troubleshooting, looking for a menu -- every one of those is a round you did not spray. The session closed on the same line it opened with: an important job is worth doing well. Key Topics The five water quality numbers: pH (final mix matters more than source), TDS/conductivity (500 clean threshold), bicarbonates (500 ppm action threshold), total hardness (calcium carbonate equivalent), turbidity (aluminum sulfate flocculant) Ammonium sulfate as the most versatile water conditioner -- binds hard water cations AND improves herbicide uptake Warm water and spray efficacy: glufosinate works significantly better with warm water; Darren Sander's black poly tank system Thermal inversions: 100% of nights in North Dakota are inverted; fine droplets go where they want under inversion Spray direction strategy: downwind start, perpendicular to wind, headwind turns on every pass Coarser nozzles and Canada's early adoption: air induction tips as the go-to for general spraying; pressure adjusts droplet size Water volume: why cutting back hurts complex tank mixes, coverage flexibility, and late-season applications Sprayer logistics and the tendering revolution: three-inch plumbing, five-minute fills, continuous rinsing systems Time accounting: write down what you're doing when the engine is running but you're not spraying Foam management: turn off agitator while filling; Halt defoamer for high-salt tank mixes Resources Mentioned Sprayers 101 -- sprayers101.com (Tom Wolf, Dr. Jason DeVos) Crop-Aid Nutrition -- cropaidnutrition.com (Darren Sander) Spray Water Cheat Sheet -- Tom Wolf / Crop-Aid co-branded, distributed to all registrants Agvise Labs -- water testing (Jeff Bennett's water test source) ALS Labs, Saskatoon -- water testing Saskatchewan Research Council (Innovation Place, Saskatoon) -- water testing Nozzle Ninja, Stettler AB -- nozzle parts, mail order (nozzleninja.com) Agri Auto, Saskatoon -- nozzle parts, expanded store north end Water sensitive paper -- available at Agri Auto Saskatoon and Nozzle Ninja Halt defoamer -- high-salt tank mix defoamer (Darren Sander recommendation) Aluminum sulfate -- dugout turbidity flocculant; source via municipalities or water treatment suppliers ClearTech -- aluminum sulfate supplier (mentioned by Mike Green in chat) Connect Sprayers 101 -- sprayers101.com (click Tom Wolf name at bottom of page) Crop-Aid Nutrition -- cropaidnutrition.com growingthefuture.ca Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.

    1h 2m
  3. Who Has the Export Data?

    May 27

    Who Has the Export Data?

    Dan opens with a Call of Duty analogy that lands: you keep getting smoked because they can see you, but you cannot see them. That is the position of a Canadian canola or wheat farmer every time they price grain. The buyers on the other side of the trade know what has been sold, where it is going, when it ships, and what it cleared for. The farmer does not. In the United States, any large grain sale must be reported to the USDA within 24 hours, and the weekly export sales report has been publicly available since 1973 - a direct response to the Great Grain Robbery, when U.S. grain companies oversold and nearly emptied the country's supply. Canada never built the equivalent. The port load data that used to come out of Vancouver every Friday - commodity, volume, destination - disappeared when the Wheat Board ended. The room has less data than it had 20 years ago. Marlene Boersch, who has spent her career studying the architecture of how Canadian grain moves, presented findings from two commissioned reports. The 2021 "Data Requirements for Transparent Markets" study mapped what data growers would find useful and found near-zero timely information on the export side - Stats Canada data runs 2-3 months behind execution, 4-6 months behind the farm decision. The 2024 supply chain impact study tried to put a number on the silence. Using U.S. data as a simulation proxy, it found that a 5% improvement in data availability translates to a minimum of 5 cents per acre in wheat, and that export sale announcements in the U.S. improve basis by 6-14 cents per bushel for 1-3 weeks following publication. Across Canada's export volumes, the conservative estimate is $56.5 million per year in foregone farm income. Boersch emphasized these were the most conservative assumptions possible - one variable, one commodity window. John De Pape, who was trading from a Vancouver Cargill desk in 1984 and watched the market explode past $700 per ton because no one knew what anyone else had sold, made the structural argument plainly: this will not be solved by private industry because grain companies have grain company hats on. When he built pdqinfo.ca after the Wheat Board ended - a price transparency tool that aggregated posted bids from seven major grain companies - it required Jerry Ritz to explicitly threaten legislation before the companies cooperated. The current moment, with Bunge-Viterra merged and Grains Connect folded into P&H, makes the concentration problem worse, not better. De Pape also flagged target contracts specifically: when a farmer signs a good-till-cancel grain pricing order with one company, they are selling a call option without receiving a premium, while the buyer covers a hidden export position and no one in the market knows the trade happened. Short-duration GPOs only, or none at all. Key Topics The Canadian grain data gap: Stats Canada export data runs 2-3 months behind; USDA reports weekly and same-day on large sales Marlene Boersch's 2024 finding: minimum $56.5 million per year in foregone farm income from lack of export sales data The Great Grain Robbery (1972) and why the U.S. built export transparency - and Canada never did How grain company consolidation (Bunge-Viterra, Grains Connect-P&H) makes information asymmetry worse John De Pape on target contracts: selling a call option without getting paid for it Why private industry cannot solve this - PDQ/pdqinfo.ca as proof that legislation was required even for posted bid transparency My Grain Exchange (MGX): private platform building real actionable bid transparency, 75 traders, 15 trades in May 2026 Saskatchewan Crop Commissions government relations push - Ottawa in-person meetings scheduled for the week of May 25, 2026 Ryan Bonnett's call to action: grassroots farmer petition modeled on the Quebec dairy lobby Marlene Boersch's closing framework: start from the end goal (maximize Canadian ag exports and GDP), then build the system that gets there Resources Mentioned Marlene Boersch (2021): "Data Requirements for Transparent Markets" - commissioned by Saskatchewan Crop Commissions and APAS Marlene Boersch (2024): "Supply Chain Impact of Export Sales Data Transparency" - PDF shared with attendees pdqinfo.ca - John De Pape's posted bid price transparency tool, built post-Wheat Board with Alberta Grain Commission My Grain Exchange (mgx) - Luke Derkson's private real-bid grain trading platform saskoilseeds.com/export-sales-reporting - Saskatchewan Oilseed Producers export sales reporting resource (shared by Blair Goldade) Real Ag webinar on this topic (shared in chat by Andrea Lauder) Connect Ryan Bonnett: ABB Solutions Marlene Boersch: Mercantile Consulting Venture John De Pape: pdqinfo.ca Luke Derkson: My Grain Exchange (MGX) Blair Goldade: Saskatchewan Crop Commissions growingthefuture.ca Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.

    1h 2m
  4. Driving the Transition Train The Farmland Exit

    May 25

    Driving the Transition Train The Farmland Exit

    The Prairie farmland market has changed in ways the traditional listing industry has not kept pace with. A quarter that traded at $300 an acre in 1967 now moves north of $5,000 to $15,000 in some areas. A 10-quarter farm that was worth $500,000 two decades ago may now carry a value of $5 million to $10 million. The advice infrastructure around those transactions has not scaled with the numbers. Tim Hammond and Wade Berlinic started Hammond Realty with a conviction that a $30 million event could not be managed with a sign at the end of the lane and a handshake at the elevator. In 2024, they moved a 15,000-acre operation in three months. The family's children did not know it was for sale until the family was ready to tell them. Neither did the staff. Neither did the neighbors. The Ag Exits and Acquisitions Advisory Framework is their answer to the gap. Four phases: Define, Discover, Design, Deliver. Define locks the agreement and expectations before any marketing begins. Discover maps every asset -- land title structures, yield history, landlord relationships, equipment, grain -- and identifies the tax and structural questions that need to be resolved before the farm is positioned. Design produces a blueprint with options, including a draft purchase and sale agreement built around what the seller needs, before any buyer has been approached. Deliver is the market phase -- and it is the only phase the traditional listing model touches. Wade and Tim bring in the lawyer, the accountant, the lender, and the wealth advisor together, often for the first time. They described sitting with a pair of brothers and watching the stress leave the room after that first coordinated meeting. The advisors who are in the room frequently say afterward that they have never done it that way before and should have been doing it all along. The live audience polls gave the conversation its sharpest moments. When asked what worries them most about a farm exit, tax exposure and family conflict tied at 33 percent each. Getting the right price was essentially an afterthought. Wade's response: the highest price after tax does not necessarily start with the highest price to begin with. Structure matters more than the number on the listing. On team coordination, only 19 percent of the room said all their advisors talk to each other. Thirty-one percent said: what team? Tim noted that roughly 20 percent of the people they sit with have done the hard work of building a coordinated plan. The rest range from partial to none. Ryan Hillstead from Core Wealth confirmed the pattern from the wealth advisor side: too many families arrive after the transaction is already done and ask to sort out the taxes. Harry Siemens closed with a dairy succession story from Grunthal, Manitoba, where a family had no plan when their father had his first heart attack. They built one after he recovered. When he passed from a second heart attack, the plan worked. Harry's words: had they not had it, it would have been a complete disaster. Key Topics The Ag Exits and Acquisitions Advisory Framework -- four phases: Define, Discover, Design, Deliver Why the traditional listing model cannot hold a $30M farm transition Confidentiality in farm sales: employee retention, landlord relationships, coffee shop exposure Live poll results: tax exposure and family conflict tied as top seller concerns; 31 percent of room had no advisor team Enterprise value vs. listing price -- why documented yield history, land block continuity, and structure can be worth $500 per acre Build to sell mindset: treating the farm as a business from day one, not just at exit Advisor coordination as the turning point -- getting lawyer, accountant, lender, and wealth advisor in the same room together Timing the market: best time to list a farm is July, when the crop is growing, not winter Emotional dimensions of a farm exit -- processing the transition over 1 to 2 years vs. a one-month market sprint Resources Mentioned The Ag Exits and Acquisitions Advisory Framework -- Hammond Realty proprietary process Hammond Realty -- hammondrealty.ca Core Wealth -- Ryan Hillstead (wealth advisory, Saskatchewan) Strategic Coach -- referenced by Tim Hammond as the framework for naming the Unique Method Connect Hammond Realty -- hammondrealty.ca Tim Hammond -- LinkedIn Wade Berlinic -- LinkedIn growingthefuture.ca Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.

    1h 3m
  5. AI Farm Episode 2

    May 22

    AI Farm Episode 2

    The format is a pitch competition. Three operators come in cold, each shows the room exactly what they have built, and the audience votes. No PowerPoints about what AI could do. No vendor demos. Just a farmer, a coach, and an entrepreneur holding up real work. Trevor Muir went first. After leaving SurePoint Technologies - which he scaled from $4 million to over $120 million in revenue before buying it back from U.S. private equity and handing it to the employees who built it - he found himself without a team and without a system. He built one. He started by asking AI to construct a board of directors for his goals, then turned each board position into a persistent custom persona. The result is Serena - a named AI executive assistant and strategic thinking partner Trevor has used for more than a thousand hours, exclusively by voice. He has never typed into a chat window on a computer except twice, for demos. On the call, he introduced Serena live; she spoke, answered Dan's questions about hallucination and memory, and explained her own purpose more clearly than Trevor could. He has since deployed the board-of-directors framework inside ten companies and has a course in development, not yet public. His warning to the room: AI will validate you when it should push back, and information overload - not a lack of data - is the actual problem most operators face. Steve Langston pitched AI literacy, not AI tools. A Manitoba entrepreneur and video producer who has renovated 25-30 rural properties, cycled 35,000 kilometres, and written a book on rural community revival, Steve spent the first 45 minutes of an 8-hour AI consulting engagement delivering everything the client needed - then had to rethink what consulting even means. His practical framework: block an hour to be curious, not productive. Stop using AI like a search engine. Create an AI brief - a persistent context document about your business and yourself - so the tool knows who it is talking to. The example that resonated: instead of asking for a shareholder's agreement, ask AI to surface the 10 questions it needs to build one properly. On rural communities and AI displacement, his position was calm and direct: if it is a repeatable task, it is at risk. But rural communities have trades, proximity, affordability, and quality of life that no algorithm replaces. He sees rural Canada as structurally insulated and, if anything, better positioned than the urban centres. Chris Unrau closed with the session's most surprising arc. He opened humble - told Dan he would be a disappointment - and then spent fifteen minutes describing a full vibe-coding operation built on Base44 while watching hockey games. He replaced a $10,000 custom app with a $40-a-month subscription that does more. He built a credit card receipt tracker that scans email, assigns expenses to eight companies, and generates reports. He built a crew field-tracking app with scoreboards after his team asked for one. All in evenings. He also told the room about using ChatGPT to handle Manitoba Health's roastery licensing questions 100% by AI - and getting approved - and about using AI to navigate the adoption and care of three boys with trauma backgrounds. His therapist endorsed it. His takeaway for the room: if you have an idea for an app, tell the tool what you want and it will make it. His next hire will likely be an AI specialist to maintain the growing ecosystem he cannot document fast enough. Tracey Wiedmeyer gave Chris the edge for demonstrating AI's widest surface area in a single operation - business, personal, relational, and creative all at once. Key Topics Trevor Muir's Serena: how to build a custom AI board of directors and executive assistant using only voice, over time The board-of-directors framework: identifying the advisory roles you need, then building them as persistent AI personas AI validation problem: AI will agree with you when it should push back - how the Serena system is designed to counter that Steve Langston on AI literacy: curiosity over speed, smart prompting, and the AI brief as a persistent context document The prompt is you: why context about yourself is the highest-leverage input, not the question you ask Rural communities as AI-insulated economies: trades, proximity, quality of life, and affordability as structural advantages Chris Unrau on vibe coding with Base44: building custom apps in evenings with no technical background Replace before you subscribe: why Chris is rethinking every SaaS tool his companies pay for AI for personal and relational challenges: all three operators shared non-business AI use cases Gripp June cohort: 20-producer training cohort launching in June 2026 (links shared in event chat) Resources Mentioned Serena - Trevor Muir's custom AI executive assistant / board of directors (voice-only, built in ChatGPT; course in development, not yet public) Base44 - no-code / vibe coding app builder used by Chris Unrau ($40/month subscription) Small Town Big Dream - Steve Langston's book (available on Amazon) Gripp (grip.ag) - farm operations platform for tracking equipment, tasks, maintenance, and team communication Suno - AI music generator (Chris Unrau uses for making songs about friends) Convergence Conference 2027 - February 2-4, 2027 (links shared in event chat) Connect Trevor Muir: LinkedIn (most active) Steve Langston: Dirty T-Shirt Productions; Small Town Big Dream on Amazon Chris Unrau: Precision Land Solutions Tracey Wiedmeyer: grip.ag growingthefuture.ca Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.

    1h 1m
  6. What the Weather Knows with Drew Lerner

    Apr 17

    What the Weather Knows with Drew Lerner

    Weather is the one thing you cannot plan for. But you can plan around it. That difference — between being caught off guard and being positioned for whatever comes — is what this session is about. Drew Lerner has been reading the atmosphere for 47 years. Commodity markets, food companies, and producers worldwide rely on him. He is the kind of guy who can draw the jet stream on a whiteboard in real time and make it feel like a kitchen table conversation. That is exactly what happened here. Darren Sander runs a farm south of Rosetown, Saskatchewan. He has spent years figuring out how to reduce the damage weather does to his operation before the weather ever shows up. He opens the session by laying out the practical side — what farmers actually do to protect their crops from a season that has already made up its mind. Together, the three of them cover a lot of ground. Topics Covered How prairie farmers mitigate weather before it arrives Seed timing, variety selection, soil biology, compaction, and why the first 30 days dictate maximum yield potential. Darren explains the logic behind building resilient crops when the inputs are already fighting you. What the drought monitor is actually showing — and what it is missing The North American drought monitor does not capture long-term soil depletion well. For producers entering their eighth or ninth year of persistent dryness, the map looks more encouraging than it is. Drew explains why, and what to watch for as temperatures climb this spring. The ridge of high pressure problem — and why the US dryness matters to you When soil is dry, ridges of high pressure intensify and hold. When soil is wet, ridges collapse. Right now, the Rocky Mountain snowpack and the US Plains are running significantly below normal, which means any summer ridge could anchor itself, amplify, and push north into the prairies. This is not the official forecast. It is the official worry. What a Montana low means for the Southwest prairies Montana lows have been rare in recent years. That is a big part of why southern Alberta and southwest Saskatchewan have been so dry. One showed up in April 2026. Drew explains why that matters and what it signals about the pattern shift that may be coming. The two competing weather patterns fighting over the prairies right now A ridge-dominated western pattern and an active US trough pattern have been alternating all winter. Neither one has been generous to the Canadian prairies. Drew explains when and how the jet stream will shift northward — and what that means for when moisture actually arrives. The 18-year cycle and what it says about 2026 The lunar cycle is one of Drew's most reliable long-range tools. He walks through what it is, how it interacts with El Niño, and why 2026 looks meaningfully different from the worst years of the recent drought. El Niño — what it actually means for the prairies, and what it does not El Niño is coming. The hype is overblown. Drew separates the signal from the noise, breaks down timing versus intensity, and explains what the transition from La Niña to El Niño typically looks like for June, July, and August across different regions of the prairies. The solar cycle, commodity markets, and the window you are in right now Drew overlays the 11-year and 22-year solar cycles with corn and canola futures prices going back to the 1970s. The pattern is real and it matters for how you think about marketing. The 2020–2023 drought was not random — it was consistent with the solar minimum-to-maximum period. We are now two years past the solar maximum. That changes the outlook. Why the Northeast prairies and Manitoba face a different set of problems Too much snow. Heavy soils. A wetter June on the way. The challenge in the east is almost the opposite of the challenge in the southwest, and Drew addresses both. Peace country — is it going to be wet all spring? The short answer: yes, there is real risk of delayed seeding. Drew explains the pattern and what to watch for. Weather modification — does cloud seeding actually work? Drew gives a genuinely honest answer to a question that generates a lot of heat in agricultural communities. Worth listening to. Forest fire smoke and its effect on crop temperatures An uncomfortable truth: in 2021, smoke from northern fires may have actually moderated temperatures enough to reduce crop losses. Drew explains the physics. Global market drivers to watch in late 2026 and into 2027 El Niño's impact on Southeast Asia, India, and the pulse markets. Coffee, cocoa, palm oil, and what to pay attention to if you're thinking about canola. Timestamps [00:00:00] Welcome and context — 420 registered, 250 live [00:01:00] Introduction to Drew Lerner and World Weather Inc. [00:02:30] How probabilities work — and why no weather forecaster really knows what they're doing [00:05:00] Darren Sander on farm-level weather mitigation — seed primers, soil biology, compaction [00:08:10] Drew on how farmers in the US approach weather risk [00:13:00] AI, machine learning, and the future of weather forecasting [00:19:00] The North American drought monitor — what it shows and what it misses [00:22:00] The ridge of high pressure — basic atmospheric physics and why the US dryness is your problem too [00:27:00] Nine years of drought in southwest Saskatchewan — when does the drought monitor catch up? [00:27:30] The Omega block explained — live whiteboard illustration [00:31:00] Soil moisture assessment heading into spring 2026 [00:35:00] Snow cover — who has too much, who has too little, and what happens next [00:39:00] The two storm systems coming in April — what to expect in your area [00:41:00] Why the Montana low is encouraging news for southern Alberta [00:43:00] Manitoba — a different problem, a wetter spring coming [00:44:00] The primary influences on 2026: La Niña fading, El Niño arriving, the 18-year cycle, the solar cycle, ocean temperatures [00:50:00] Warm ocean temperatures globally — why that matters for storm moisture [00:52:00] The upper air pattern that has dominated since November — and when it breaks [00:58:00] US frost risk and potential market opportunities for prairie producers [01:01:00] The 30-day outlook — less precipitation coming after these two storms, then a pattern shift [01:06:00] El Niño timing and what the 18-year cycle data says month by month: May, June, July [01:13:00] The 1972 comparison — why Drew does not like it as an analog, and what is different this year [01:17:00] Drought monitor data collection — how granular is it, really? [01:19:00] Weather modification and cloud seeding — does it work? [01:26:00] The solar cycle and commodity futures — a 50-year correlation worth understanding [01:37:00] Global market drivers: Southeast Asia, India, pulse crops, coffee, cocoa, and canola [01:39:00] India's monsoon — El Niño timing versus the Indian Ocean Dipole [01:42:00] Final questions, closing remarks, and gratitude from the room About Drew Lerner Drew Lerner is the founder and senior agricultural meteorologist at World Weather Inc., a subscription-based service relied upon by commodity markets, food companies, and producers worldwide for over four decades. His forecasts cover the Canadian prairies, the US Plains, and global crop production regions. To subscribe or get in touch: worldweather.cc About Darren Sander Darren farms south of Rosetown, Saskatchewan, and has spent years building a farming system designed to withstand weather stress — from seed to harvest. About Growing the Future Productions Growing the Future Productions is a live, interactive briefing platform for prairie producers and agricultural professionals. We run monthly sessions with the best minds in prairie agriculture — weather, markets, land, technology, policy, and the things that actually matter on the farm. Subscribe to the Growing the Future Podcast wherever you listen. Follow Growing the Future on LinkedIn and Instagram. To find out about upcoming live sessions, visit growtingthefuture.ca Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.

    1h 45m
  7. The Land Market Split

    Apr 15

    The Land Market Split

    FCC just dropped the 2025 farmland numbers. Canada up 9.3%. Manitoba leading at 12.2. Saskatchewan at 9.4. West Central Saskatchewan at 4.8 — roughly half the provincial move. That split is what this episode is about. Dan hosts a live panel with four guests who are in the data, closing deals, and financing purchases right now. Not forecasting from a distance. Actually in it. Together they work through what the headline number isn't telling you, why buyers are getting more selective, what lenders are seeing at Q1, and what comes next for a market that has run hard for twenty-five years. The honest answer from every person on the panel: the market is not the same everywhere, and it hasn't been for a while. Topics and timestamps: 0:00 — Introduction. The division forming between good land and everything else. FCC 2025 numbers across the prairies. 5:00 — Panel introductions: Tim Hammond (Hammond Realty), Bobby Montreuil (Hammond Realty / active producer), Courtney Thevenot (Scotiabank Ag), Conrad Olson (FCC, West Central Saskatchewan) 6:00 — What the market is telling the people actually closing deals — that the FCC report won't show until next year 8:00 — Why 30 pre-approvals per tender became 4 or 5. Less players. Not less land moving. 10:00 — West Central at 4.8% vs. the provincial 9.4%. What tighter margins and rougher crop years look like in the numbers, lagged. 13:00 — Live audience poll: where do you think farmland values are going in your area in the next 12 months? Results: 53% flat, 18% down, 24% up. 17:00 — How fortunes get made in land. The cap rate reality. Why the guy who paid $2,100 when everyone said $1,800 was the ceiling was right. 19:00 — Where are producers actually getting their local farmland values? Neighbors and coffee shop vs. realtor vs. lender vs. FCC. (Spoiler: coffee shop was first pick for 26%.) 23:00 — The Saskatchewan Comparable Farmland Reports and Farmland Security Board database as a tool for area-specific data. 28:00 — "They're not making any more land." How land buyers pencil it out when input costs keep rising and commodity prices stay uncertain. 29:00 — The lender's view: it's never about one parcel. It's about the whole operation. Cash flow. Equity. Fit. 33:00 — Large land packages and what potential Manette-scale offerings might signal for market dynamics. 37:00 — Next audience poll: what is your most likely land move in the next 12 months? 45% hold. 25% buy. 11% sell. 20% rent before purchase. 38:00 — Strategic efficiency purchases. Buying to right-size. Selling what's far away and consolidating closer to home. 41:00 — The Pareto Principle and farmland: 80% of what's for sale is weaker land. Was true in the 2000s. Still true now. 44:00 — Succession pressure and what it means for supply. 65% of Saskatchewan farmland owned by someone 65 or older. What happens when no one's taking over? 46:00 — Lending health check. Are declines increasing? Short answer from both Scotia and FCC: not really. Agriculture is holding stronger than the general business community. 51:00 — Creative financing structures for land that doesn't pencil on its own. Interest-only periods. Phased purchases. Part-buy, part-rent. 54:00 — Final round: one takeaway from each panelist. Bobby: still long on farmland. Courtney: Canadian ag is set up to shine. Conrad: hesitancy with a strong dose of optimism — know your numbers and stay agile. 58:00 — Audience takeaways read live, plus upcoming episodes: Drew Lerner on spring weather, non-farming siblings and succession, Steffes auction on whether now is the time to buy iron. What makes this one worth your time: You have an FCC lender, a Scotiabank ag lender, a real estate professional who is also actively farming, and one of Saskatchewan's most experienced farm real estate agents — all in the same room at the same time. No rehearsed answers. No unified talking point. Just four people telling you what they're actually seeing in Q1 2026, with an audience of producers pushing back in real time. The takeaway isn't a prediction. It's a map. Good land in good areas is behaving differently than average land in average areas. Lenders are still lending. Buyers are getting more selective. And succession is quietly building pressure underneath all of it that the headline numbers don't capture yet. Guests: Tim Hammond — Founder and CEO, Hammond Realty. 25 years in Saskatchewan farm real estate. Expert in farmland transactions, succession advisory, and M&A. Based in Biggar, Saskatchewan. hammondrealty.ca Bobby Montreuil — Farm real estate agent with Hammond Realty and active prairie producer. Both sides of the deal, every day. Courtney Thevenot — Agricultural Lender, Scotiabank. Part of the Build Your Ag Dream Team. Sees the deals before they close and the ones that don't. Conrad Olson — Agricultural Lender, FCC Rosetown. A decade financing West Central Saskatchewan land purchases. Knows the dirt. Stay connected: Growing the Future Productions — growingtthefuture.ca LinkedIn: Growing the Future YouTube: Growing the Future Podcast available on Spotify, Apple Podcasts, and all major platforms. Hammond Realty — hammondrealty.ca Scotiabank Agriculture — scotiabank.com/agriculture Farm Credit Canada (FCC) — fcc.ca Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.

    1h 9m

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CONVERSATIONS THAT MATTER. 

 The Growing the Future Podcast features conversations on innovation, entrepreneurship, and personal and professional growth in the agriculture community.

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