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. 3H AGO · 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

  2. 4D AGO

    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

  3. 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

  4. FEB 6

    Canola, Weather & 2026 Risk Strategy | Guests Mark & David with Global Ag Risk Solutions

    In this episode of 'What The Futures Podcast,' host Ryan delves into the current state of Western Canadian grain prices, reflecting on why he's the least bearish he's been in over three years. Joined by Bret Walts from BAM Weather, they discuss February's weather trends and what farmers can expect looking forward, including the potential for a delayed start to spring. Additionally, David and Mark from Global Ag Risk Solutions share insights on various private insurance offerings and new products for 2026 to help farmers mitigate risks and make informed decisions. Tune in for essential tips on crop marketing and managing farm risk in 2026. 00:00 Introduction and Market Sentiment 00:34 Podcast Welcome and Episode Overview 09:49 Canola Market Insights 18:35 Weather Forecast with Brett Waltz 34:09 Positive Moments and Personal Updates 36:43 Insurance and Risk Management Discussion 43:20 Handling Buyouts and Claims 46:37 Data-Driven Farm Management 50:35 Challenges and Learnings from 2025 01:06:55 New Insurance Products for 2026 01:16:48 Importance of Insurance in 2026 01:23:13 Final Thoughts and Advice 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 28m

  5. FEB 3 · BONUS

    Canola Is Still Undervalued: Basis, China, India & What Happens Next | John Depape

    Join us as we dive into the current movements in the grain markets in Western Canada. This episode features a special guest, John Depape, who provides insights on topics ranging from canola prices, wheat trends, soybean oil volatility, and the impact of the China tariff pause on yellow and green pea markets. We also discuss the influence of recent US-India trade deals, the implications of the upcoming StatsCan report, and the trends in fertilizer prices. Don't miss our rapid insights and answers to farmers' pressing questions. Plus, learn about DG Mobile Seed Cleaning in Central Saskatchewan. Subscribe, like, and leave a comment to support the show! 00:00 Introduction and Market Overview 00:25 Market Prices Update 01:09 Viewer Questions and Topics 02:37 Headlines and News 04:12 Guest Introduction and Discussion 07:49 Canola Basis and Futures Analysis 12:53 Final Questions and Rapid Insights 17:22 Conclusion and Sponsor Shoutout

    18 min

  6. JAN 30

    Farm Risk in 2026: Fertilizer Prices, Crop Insurance, & Crop Marketing | Guest: Lysa Porth

    In this episode of What The Futures Podcast, Ryan Denis breaks down 2026 crop insurance strategy, fertilizer price shocks, and canola decision-making with Lysa Porth of Ag i3. Prairie farmers face thinner margins, volatile inputs, and tougher risk decisions. This episode shows how to think through them. Links mentioned: UPL Grower Rewards Calculator: https://www.upl-ltd.com/ca Harvest Profit: https://www.harvestprofit.com What the Futures Podcast: https://whatthefuturespodcast.ca If you’re planning for 2026 margins, this episode helps you think more clearly about fertilizer risk, insurance strategy, and grain marketing under pressure. ⏰ Timestamps 00:00 Urea prices surge toward $980 02:15 UPL Grower Rewards & farm programs 06:10 New weekly livestream format explained 08:45 Barley outlook & slow grind higher 14:30 Crop rankings after yellow pea rally 18:40 Fertilizer market shock explained 22:10 Interview begins: Lysa Poth (AgI3) 25:00 Crop insurance pricing in 2026 31:00 Underinsured farms & real risk exposure 35:00 Yield vs revenue-based insurance 37:30 Forward Protect & grain contract risk 44:00 Insurance as a marketing tool 50:00 Mid-season coverage & new tech 59:00 Can insurance pay on price declines? 1:05:00 Forward contracting 2026–2027 crops 1:12:00 Canola strategy & wheat targets 1:17:30 Final thoughts & listener Q&A 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 18m

  7. JAN 27 · BONUS

    Canola, Yellow Peas & Wheat: What to Sell Right Now (Jan 27th Market Update)

    In this episode of 'What The Futures' hosted by Ryan, various agricultural market trends are explored. The discussion opens with questions on the canola market, addressing concerns about sales strategies amidst improving basis levels and climbing futures. The yellow pea market is analyzed next, noting a significant price increase due to China removing tariffs. Wheat market fluctuations, affected by weather events in the US, are also examined. Guest analyst Trent shares insights on canola and wheat futures, emphasizing current resistance levels and potential market pullbacks. The episode concludes with market advice on pricing strategies and highlights on new crop forecasts. Join us for an in-depth look at these critical market trends and more. 00:00 Introduction and Viewer Questions 00:01 Canola Market Analysis 00:44 Yellow Pea Market Update 01:17 Futures Market Overview 01:57 Weather Impact on Crops 02:57 South American Crop Insights 03:45 Canadian Canola Exports to China 04:35 Guest Analyst Discussion 08:21 Wheat Market Trends 10:53 Final Thoughts and Wrap-Up

    13 min

  8. JAN 23

    Oilseeds Move Higher. Is it policy related? Guest: Susan Stroud w/ No Bull Ag

    Soybean oil is ripping higher and canola is catching a bid — but the real driver is US biofuel policy. In Episode 107, Ryan Denis is joined by Susan Stroud (No Bull Ag) to break down the new 45Z changes, what’s set in stone, and what we’re still waiting on from the EPA’s 2026–27 RVO mandates. If you’re marketing canola in Canada (or soybeans in the US), this is the clearest explanation of what’s moving veg oils right now — and what could change fast. Links mentioned: Join Ryan’s email list: https://www.whatthefuturespodcast.ca/ Susan Stroud’s market insights: https://nobullag.com/ (see “Market Insights”) UPL Grower Rewards: https://www.uplcorp.com/ca/grower-rewards

    1h 20m
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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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