What the Futures!

Ryan Denis
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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. 4D AGO

    Middle East Conflict, Fertilizer Costs & 2026 Acreage Outlook | Chuck Penner

    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

    1h 14m

  2. 6D AGO · BONUS

    Canola Breaks $700 and Diesel & Urea Just Got Ugly (March 2026 Update)

    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: ryan@whatthefuturespodcast.ca - 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

    19 min

  3. FEB 27

    Canola Near $700: Is the Rally Over? Guest | Trent Klarenbach

    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

    53 min

  4. FEB 24 · BONUS

    Fertilizer Crisis 2026 Why Prices Could Get “Goofy” This Spring

    Fertilizer markets are tightening fast. In this episode of What the Future’s Podcast, Ryan Denis sits down with fertilizer expert Josh Linville to break down what farmers should expect heading into spring 2026. They cover nitrogen and phosphate supply risks, China export impacts, logistics bottlenecks, and whether a summer reset is still coming. If you haven’t secured fertilizer yet, this is a must-watch. Topics Covered: - Fertilizer supply outlook - Nitrogen and phosphate market risks - China export restrictions - Spring logistics concerns - Summer fill program expectations - Risk management strategies for farmers Like, subscribe, and share with a farmer who needs to see this. ⏱️ Timestamps 00:00 Market open & commodity check 01:00 Big fertilizer questions farmers are asking 02:00 Josh Linville joins the show 04:00 What caused the recent fertilizer chaos 08:45 Why fertilizer isn’t well hedged yet 10:30 What to do if you haven’t bought fertilizer 12:30 Will tariffs impact fertilizer prices? 17:30 Is every nitrogen form tight? 21:00 Summer reset outlook 24:00 Grain marketing reminder 25:00 Show wrap-up Follow Josh Linville on X https://x.com/JLinvilleFert 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: ryan@whatthefuturespodcast.ca 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/

    25 min

  5. FEB 20

    Canola Is RIPPING — But Is the Rally Real? | Crop Marketing Talk

    Episode 111 of What the Futures is a two-for-one: REAL 2026 crop marketing talk with Saskatchewan farmer Nathan Kuhn + Milano Cortina 2026 Olympics hockey/curling with Tyler Yaremchuk (Daily Faceoff / Oilersnation). If you’re staring at canola targets and wondering “sell or hold?”, this episode is for you, plus we break down the chaos in Italy as the medal rounds heat up. CHAPTERS / TIMESTAMPS 00:00 Episode 111 preview (Nathan Kuhn + Tyler Yaremchuk) 00:37 UPL studio + program talk (Smart Art Buy / Grower Rewards) + Battalion 02:10 Olympics are the “positive moment” this week 04:24 Nathan Kuhn joins (Unity, SK) 08:36 How Nathan thinks about grain marketing (targets & mindset) 12:34 Canola market run: what matters next 16:40 Wheat outlook + 2026 crop plans 20:11 Canola acres 2026 + “don’t mess around with your bread & butter” 23:37 Options/spreads/fuel + managing risk 28:50 Wrap with Nathan 29:24 Crop Marketing Made Cool Conference (Dec 1–2, 2026) 31:49 Ryan’s market watch: canola basis (-66) + why May matters 41:31 BrettYoung canola early-book bonus reminder (deadline Feb 27) 42:20 Tyler Yaremchuk joins: Milano Cortina 2026 Olympic hockey breakdown 50:48 Switch gears → curling controversy 57:23 Medal-round predictions + what to watch next 01:03:50 “Eating your veggies” (profit goals + remove emotion) 01:09:36 Lunch Box Crew spots open + wrap LINKS RYAN MENTIONS / WHERE TO FIND THINGS Ryan Denis (main): https://www.ryandenis.ca/ Lunch Box Crew: https://www.ryandenis.ca/lunch-box-crew Conference 2026: https://www.ryandenis.ca/2026-conference Podcast site: https://www.whatthefuturespodcast.ca/ Daily Faceoff on YouTube: https://www.youtube.com/@daily_faceoff Oilersnation on YouTube: https://www.youtube.com/@Oilersnationdotcom Tyler on X: https://www.x.com/tyleryaremchuk Ryan on X: https://www.x.com/Ryan_Denis_ #Canola #CropMarketing #MilanoCortina2026 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: ryan@whatthefuturespodcast.ca 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/

    1h 10m

  6. FEB 17 · BONUS

    Canola Near $685 Sell Now or Wait? | 2026 Acres Debate

    00:00 Market Open: Canola, Soybeans, Wheat & CAD Snapshot 01:42 Viewer Qs: Red Lentils at 24¢ and 2026 Durum Acres 02:51 Headlines Driving Ag: Middle East, China Buying, Canola Anti-Dumping Decision 04:49 Wheat Watch: Record Volume, Weather Risks & KC Wheat Setup 06:16 Guest Joins: Sarah Cache (Trigger Grain) + Prairie Mood Check 08:20 KC Wheat Strategies: Targets, Basis Plays & Don’t Sleep on 2027 Futures 09:54 Old-Crop Movement: What’s Moving (Peas/Barley) and Where Specials Are 11:01 Canola Rally Game Plan: New-Crop Risk Management Near $700 13:40 Cereals & Pulses: Oats Economics, Red Lentils Pricing, Durum Outlook 17:24 Wrap-Up: Cereal Rankings, Crush Plant Capacity, Record Deliveries & Sign-Off

    20 min

  7. FEB 13

    Circling the Wagons with Nitty Gritty Crop Marketing

    In this episode of the What the Futures Podcast, host Ryan reviews the topics and strategies covered over the past month, answers listener questions from a swamped mailbag, and dives into market insights. Recorded from the UPL studio, the episode touches on important dates like the Valentine's Day reminder for farmers and the Smart Buy rewards deadline. Ryan addresses his take on the canola market, comments from previous episodes, the challenges of being bullish or bearish, and the steadying of markets. He also discusses his interactions with industry insiders, crop marketing planning, and the dynamics of pricing and sales contracts. For those interested in farming and crops, this episode offers a recap of significant discussions and actionable strategies for future farming decisions. 00:00 Introduction and Episode Overview 02:08 Market Analysis and Canola Rally 08:30 Crop Marketing Strategies 11:34 Grain Buyer Conversations 16:18 Crop Rankings and Market Trends 21:08 Farm Planning and Administration 22:58 Positive Moments: A Dad's Victory at the RV Show 28:03 Market Updates: Prices from the Prairies 29:31 Farmer Q&A: Producer Cars and Canola Contracts 36:38 Grain Marketing Strategies and Success Metrics 43:32 Wrap-Up and Final Thoughts

    46 min

  8. FEB 10 · BONUS

    Canola Drops, Soybeans Climb: What This Week’s Market Is Really Saying

    In this episode, we dive into the latest market moves including canola, soybeans, bean oil, spring wheat, and corn. We'll explore the impact of the USDA report, discuss the India US trade deal's effect on bean oil prices, and analyze key trends such as canola crush margins and wheat market strategies. Questions from viewers tackle topics like marketing wheat for cash flow, canola crush margins, spread markets, and selecting grain marketing advisors. Additionally, we provide tips for leveraging market information for better price discovery. Join us for in-depth agricultural market insights and strategies. 00:00 Introduction and Market Overview 00:40 USDA Report Insights 00:50 Viewer Questions and Market Analysis 01:59 Headlines and Market Trends 02:47 In-Depth Market Discussions 05:46 Canola Crush Margins 10:16 Wheat Market Strategies 13:36 Barley Market and Grain Advisors 15:56 Rapid Insights and Conclusion

    18 min
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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!

Information

  • Creator
    Ryan Denis
  • Years Active
    2023 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © 2023
  • Show Website
    What the Futures!

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