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. Sep 11

    Grain Prices Could Move FAST — Harvest 2026 Market Update

    Are grain merchants starting to feel the pressure as Harvest 2026 gets underway? In Episode 143 of the What The Futures Podcast, Ryan breaks down some major developments happening across the Western Canadian grain market, including a significant weather event across the Prairies, harvest delays, grain quality concerns, changing basis levels and what it could mean for farmers and grain buyers. We also sit down with Cody McNernie from O&T Farms to discuss the flax market, pulse markets, specialty crop purchasing, forward contracting and the relationship between farmers and processors. Cody explains how O&T Farms works directly with Prairie farmers to source flax and pulses for its value-added feed ingredient business. Later, Brian Comeault from Canadian Agriculture Markets joins the show to break down the latest StatsCan grain stocks and supply-and-demand numbers, including surprisingly tight canola ending stocks, heavier supplies of some pulse crops and what the data could mean for grain prices heading into the coming months. Brian also shares his outlook on a potential grain market correction, why farmers should expect corrections rather than fear them, and why the fundamentals could still look promising heading into late winter and spring 2027. 🌾 In This Episode: 00:00 Harvest 2026 Grain Market Update08:39 Cody McNerney Joins the Show | Flax & Pulse Markets12:15 How Processors Buy Directly From Farmers15:51 Why Forward Contracting Flax Is Becoming More Popular18:29 Flax Varieties & What Processors Are Looking For22:08 Flax & Pulse Price Outlook25:27 Crop Marketing Made Cool Conference & Farmer Opportunity37:40 Grain Merchants Are Back on the Ropes?41:04 Should Farmers Hold Their Best Quality Grain?42:26 Third-Party Grain Grading & Harvest Quality46:37 Brian Comeau Joins the Show | Harvest & StatsCan51:36 Durum, Wheat Premiums & Farmer Negotiating Power54:53 StatsCan Grain Stocks: What Stands Out?55:41 Tight Canola Stocks & the Canola Market Outlook58:25 Lentils, Peas & Oats: What's the Outlook?59:59 U.S. Drought, Winter Wheat & Bullish Market Factors1:02:22 Is a Grain Market Correction Coming?1:08:21 Yellow Peas, Wheat & Durum Prices Moving Higher1:10:11 Grain Discounts, Quality & Negotiating With Buyers1:12:36 Final Thoughts: Stay Sharp This Harvest If you're a Canadian grain farmer, Prairie producer or agricultural professional, this episode covers some of the biggest issues facing grain producers right now — from canola prices and wheat markets to grain quality, basis, StatsCan stocks, harvest delays and crop marketing strategy. Topics Covered:- Canola prices and ending stocks- Wheat prices and spring wheat premiums- Durum prices and grain demand- Yellow peas and lentil markets- Flax prices and specialty crops- Grain merchant demand- Harvest 2026 weather challenges- Grain quality and third-party grading- StatsCan grain stocks- Grain basis and negotiating better prices- Forward contracting- Grain marketing strategy- Potential market corrections- 2027 grain market outlook Are farmers gaining leverage over grain merchants? And should you be holding your best-quality grain this harvest? Let us know what you're seeing in your area. 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 #Canola #Wheat #GrainMarkets #Farming #Agriculture #Harvest2026 #CanadianAgriculture #CanolaPrices #WheatPrices #Durum #Flax #Peas #CommodityMarkets #WhatTheFutures 🎧 Listen to the show on the go.

  2. Sep 4

    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 Risks07:33 The Problem With Futures-First Contracts15:30 John Deere's New AI Farm Technology16:50 Wheat Market Outlook: Is Another Rally Coming?21:04 Are Farmers Gaining the Upper Hand?22:17 Yellow Peas & Negotiating Better Prices24:39 Harvest Challenges, Quality & Grain Supply26:39 Greg Stamp Joins the Show29:20 Fall Crop Seeding: Is Now the Time?31:18 Winter Wheat: Big Margin Potential?33:11 Winter Wheat & Hybrid Rye Yield Potential37:39 Faba Beans: New Processing Opportunities40:19 Best Crops & Strategies for 202750:49 The Truth About Posted Basis Prices53:29 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=bd51356530834599https://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/

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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