What the Futures!

Ryan Denis
  • 0.0 (0)
  • Entrepreneurship
  • Updated Weekly

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. Fertilizer Dropped. Is $800 Canola Still Alive?

    17h ago

    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
  2. The $800 Canola Mistake Farmers Keep Making

    2d ago

    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

  3. 4d ago

    Canadian Prairies Summer Forecast: Will July Heat Hurt Crops?

    BAM Weather meteorologist Brett Waltz joins Ryan Denis to break down the latest Prairie weather outlook and explain why one of the strongest El Niño events on record could shape crop conditions across Western Canada and the U.S. Will July bring the heat everyone fears? Is drought still a risk? And what does the “horseshoe weather pattern” mean for spraying, crop development, and yield potential? Brett shares his outlook for June, July, August, and even early harvest season. Links & Resources Links mentioned: What the Futures Podcast: https://www.whatthefuturespodcast.ca/ Ryan Denis: https://www.ryandenis.ca/ Ryan’s email list: https://www.ryandenis.ca/subscribe Strategy Room: https://www.ryandenis.ca/strategy-room Lunch Box Crew: https://www.ryandenis.ca/lunch-box-crew Crop Marketing Made Cool Conference: https://www.ryandenis.ca/2026-conference UPL Wave Biostimulant: https://www.uplcorp.com/ca/product-details/wave-biostimulant BAM Weather: https://bamwx.com/ Bret Walts: https://x.com/BretWaltsWx Bret Walts LinkedIn: https://www.linkedin.com/in/bretwaltswx Futures text updates / questions for Ryan: ryan@whatthefuturespodcast.ca #Weather #Farming #Agriculture #Canola #Wheat #ElNino #PrairieWeather #CropMarketing #WhatTheFutures Chapters (00:00:00) - Prairie weather update for Western Canadian farmers(00:04:35) - Bret Walts joins with the June/July weather outlook(00:10:13) - Cooler weather, rain chances and spraying windows(00:12:40) - July heat risk and what it means for late crops(00:18:32) - August moisture, drought risk and harvest conditions(00:22:43) - Will the crop get smoked by July heat?(00:28:39) - Ryan wraps with fertilizer and crop marketing updates

    31 min

  4. 5d ago

    SHOULD FARMERS BUY FERTILIZER NOW? Josh Linville Says the Market Just Changed

    Should prairie farmers buy fertilizer right now or wait for better prices? In Episode 127 of What The Future’s Podcast, Ryan Denis sits down with Josh Linville from StoneX to discuss urea prices, fertilizer market uncertainty, the Strait of Hormuz reopening, China’s export plans, sulfur markets, and what farmers should be considering before locking in fertilizer for 2027. Josh explains why fertilizer prices have fallen, what could happen next, and why layering fertilizer purchases may be the best strategy in today’s market. Featuring: Ryan Denis & Josh Linville (StoneX) Topics Covered: Urea prices under $800 Summer fill fertilizer opportunities China’s fertilizer exports Fertilizer hedging strategies Sulfur market outlook • Strait of Hormuz impact Fertilizer buying strategy for 2027 Canola and wheat marketing Subscribe for weekly market intelligence and farm management strategies. Ryan Denis: https://www.ryandenis.ca/ Ryan’s email list: https://www.ryandenis.ca/subscribe What the Futures Podcast: https://www.whatthefuturespodcast.ca/ Strategy Room: https://www.ryandenis.ca/strategy-room Lunch Box Crew: https://www.ryandenis.ca/lunch-box-crew Crop Marketing Made Cool Conference 2026: https://www.ryandenis.ca/2026-conference Josh Linville on X/Twitter: https://x.com/JLinvilleFert StoneX Farmer Fertilizer Focus: https://shop.stonex.com/products/farmer-fertilizer-focus Harvest Profit: https://www.harvestprofit.com/ Futures text updates: ryan@whatthefuturespodcast.ca #Fertilizer #Urea #Farming #Agriculture #Canola #Wheat #StoneX #FarmManagement Chapters (00:00:00) - Should farmers buy fertilizer now?(00:05:00) - Current prices, summer fill, and the urea collapse(00:09:00) - Have supply problems actually been fixed?(00:13:00) - Should farmers buy July/August fertilizer?(00:19:00) - Farm economics, demand, and new CME contracts(00:24:00) - Urea, sulfur, and China's role in pricing(00:28:00) - Why prices vary and how volatility creates opportunity(00:31:00) - Key takeaways for 2027 and where to follow Josh Linville(00:34:00) - Canola and wheat marketing update(00:39:00) - Building the 2027 farm plan

    41 min
  5. Canola Rally, Ugly Basis: Hedge or Wait?

    Jun 16

    Canola Rally, Ugly Basis: Hedge or Wait?

    Canola futures are green, but prairie basis is still ugly. In today’s Cuppa Coffee, Ryan Denis breaks down canola, wheat, urea, UAN, crude oil, crop conditions, and crop marketing strategy with Evan Boyle from Simple Hedge. Canola was trading around $763/tonne, crude oil was under $78/barrel, urea was around $800/tonne, and wheat markets were trying to find support. Ryan and Evan discuss whether farmers should sell wheat rallies, whether canola basis is lagging futures, whether puts still make sense, and why relief rallies may be the marketing opportunity farmers cannot afford to ignore. Guest: Evan Boyle, Simple Hedge Thank you to our sponsor https://land4rent.com Subscribe for more Western Canadian grain market updates, canola futures, wheat markets, fertilizer pricing, basis conversations, and practical crop marketing strategy. #Canola #GrainMarkets #CropMarketing Chapters (00:00:00) - Futures open: crude, canola, wheat, soybeans(00:00:53) - Wheat demand and prairie grain prices(00:01:16) - Urea near $800/tonne(00:01:44) - UAN premium vs urea(00:02:31) - U.S. crop conditions improve(00:03:33) - Crude, urea and market headlines(00:04:32) - Evan Boyle from Simple Hedge joins(00:05:21) - Simple Hedge app and farmer education(00:06:31) - Simple Hedge weekly market recap(00:08:35) - WASDE recap: mostly quiet(00:09:59) - Wheat support: sell rallies or wait?(00:12:30) - Wheat risk, weather and winter opportunities(00:13:25) - Is canola basis broken?(00:14:39) - Why canola futures are holding up(00:15:38) - Are commercials waiting on farmer selling?(00:17:50) - Did farmers miss the canola put window?(00:19:11) - Ryan’s canola hedge strategy(00:21:09) - Hedging without delivery risk(00:21:30) - Final advice: reward relief rallies(00:22:14) - Land4Rent sponsor and Friday preview

    23 min

  6. Jun 12

    The Canola Rally Farmers Can’t Afford to Miss ( Before Prices Drop? )

    Can canola keep rallying? Or is this a relief rally before lower prices ahead? In Episode 126 of What the Future’s Podcast, Ryan Denis is joined by Trent Clarenbach of Clarenbach Research to discuss canola, wheat, crude oil, commodity supercycles, crop marketing decisions, fertilizer price volatility, food security, and why farmers may need to stay disciplined despite bullish sentiment. They also discuss: • Canola above $800/tonne • Wheat market warning signs • Commodity supercycle expectations • Crude oil outlook • Fertilizer’s shocking $500/tonne correction • Weather impacts across Western Canada • Food security and global trade • Crop marketing strategies for 2026 Guest: Trent Clarenbach – Clarenbach Research Chapters (00:00:00) - Introduction: How bullish should farmers be?(00:02:30) - Weather challenges across Western Canada(00:04:00) - Farm Crisis Helpline message(00:08:00) - Positive moments from the week(00:12:00) - Crop marketing reminders(00:14:00) - Adjusting acres, yields & risk exposure(00:21:00) - Extreme weather & Super El Niño discussion(00:23:00) - Fertilizer prices drop $500/tonne(00:28:30) - Understanding the relief rally(00:34:00) - Trent Clarenbach joins the show(00:35:00) - The Spread Trader newsletter(00:37:00) - Weaponization of food & food security(00:43:00) - Crude oil outlook & commodity supercycle(00:44:30) - Canola, wheat & crop marketing opportunities(00:48:00) - Why farmers should stay proactive(00:49:00) - Ryan’s reaction to Trent’s outlook(00:51:00) - Eating Your Veggies: Crop marketing action items(00:54:00) - Brett Young 7206 update(00:55:00) - Tyler Yaremchuk joins the show(01:01:00) - Mike Babcock & the Edmonton Oilers(01:05:00) - Stanley Cup Final discussion(01:10:00) - Toronto Blue Jays update

    1h 12m
  7. Did Canola Already Top? Farmer Nathan on $800 Canola

    Jun 9

    Did Canola Already Top? Farmer Nathan on $800 Canola

    Canola hit $802, pulled back near $774, and now farmers are asking the big question: did canola already hit its seasonal high, or is this just a relief rally? In this episode of Cuppa Coffee from What the Futures, Ryan Denis is joined by Farmer Nathan to talk through the live grain market moves, canola pricing, wheat basis, diesel price discovery, prairie moisture, unseeded acres, hedging resources, and how farmers can make profitable sales without freezing up emotionally. Nathan breaks down how he approached $800 canola, why he still made earlier sales at profitable levels, and how he thinks about futures-only sales, pullbacks, and using calls to stay in the game. Ryan also shares what farmers are asking about diesel under $1/L, Fuel Nexus, old crop wheat opportunities, feed barley, and why this is a moment to focus on today’s decisions instead of regretting past sales. Sponsored by Land for Rent: https://landforrent.com Land for Rent: https://www.landforrent.com Fuel Nexus: https://www.fuelnexus.ca/ Previous episode with Susan Stroud: https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y Previous episode with Laura Lee / Lorelei Gress from Fuel Nexus: https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y What the Futures Podcast: https://www.whatthefuturespodcast.ca What the Futures on Spotify: https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y What the Futures on Apple Podcasts: https://www.podcasts.apple.com/ca/podcast/what-the-futures/id1715185428 What the Futures on Instagram: https://www.instagram.com/whatthefuturespod/ What the Futures on X: https://x.com/wtfuturespod Ryan Denis: https://www.ryandenis.ca Email Ryan: ryan@whatthefuturespodcast.ca Chapters (00:00:00) - Market Open & Grain Futures Update(00:01:20) - Prairie Weather, Crop Conditions & Tornado Concerns(00:03:00) - Nathan Kuhn Joins the Show(00:03:40) - Why Nathan Is Watching Canola Closely(00:05:10) - Relief Rally or Something Bigger?(00:06:20) - Susan Stroud’s Bullish Canola Call(00:07:15) - Canola Hits $800: Why Farmers Became Emotional(00:08:40) - How To Sell $800 Canola and Still Sleep at Night(00:09:20) - Nathan’s Canola Selling Strategy(00:10:15) - Best Resources for Learning Hedging(00:11:20) - Nathan’s Favorite Canola Hedge Strategy(00:12:20) - Learning Futures Trading Through Experience(00:13:20) - Wheat Marketing Challenges(00:14:00) - Why Wheat Basis Is Improving(00:15:00) - Negotiating Better Wheat Prices(00:15:40) - How Nathan Markets Spring Wheat(00:16:40) - Fuel Nexus and Diesel Buying Strategy(00:18:00) - How One Farm Saved $20,000 on Fuel(00:19:10) - Feed Barley Warning(00:19:40) - Ryan’s Final Canola Marketing Advice(00:20:30) - Closing Thoughts

    21 min

  8. Jun 5

    Canola Hits $800: The Biofuel Story Nobody Saw Coming

    Canola just hit $800/ton for the first time since 2023. This week Ryan Denis sits down with Susan Stroud from No Bull Ag to break down the surprising rally in canola, why U.S. biofuel policy may be driving the move, and what producers should consider as prices surge higher. They discuss renewable fuel mandates, RIN values, soybean oil demand, canola’s role in biofuels, risk management, and why some of the best sales happen when farmers feel the most uncomfortable. Plus: Western Ag joins the show to discuss CropCaster, fertility planning, yield forecasting, and how better agronomy data can improve crop marketing decisions. Guests: • Susan Stroud (No Bull Ag) • Blake Weiseth (Western Ag) Links Mentioned: • https://www.nobullag.com • https://www.ryandenis.ca • https://www.harvestprofit.com • https://www.deere.ca Chapters (00:00:00) - Canola hits $800 02:20 Strategy Room update(00:08:50) - Why $800 canola feels frustrating(00:15:00) - Why farmers shouldn’t freeze(00:17:40) - Susan Stroud joins(00:20:20) - Why canola is rallying(00:23:00) - Biofuel demand explodes(00:24:00) - Why canola is winning in 2026(00:29:00) - Trade wars, energy and Europe(00:33:30) - The psychology of selling(00:34:00) - The best sales happen when uncomfortable(00:37:00) - Why lifting hedges can be dangerous(00:40:00) - Policy risks ahead(00:44:00) - AgriNext conference preview(00:50:20) - Western Ag joins(00:51:20) - Fertility meets crop marketing(00:57:20) - CropCaster explained(01:06:20) - Using yield forecasts for marketing(01:29:00) - Strategy Talk(01:30:20) - What should you do with $800 canola?

    1h 34m
See All (100)

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!

You Might Also Like