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. 2D AGO

    U.S. Acreage Talk + Prairie Fertilizer Reality Check (Allison Thompson & James Mitchell)

    In episode 116 of What The Futures, Ryan welcomes Allison Thompson of The Money Farm for her debut to break down USDA acreage expectations, market volatility and technical levels in wheat, and what early fertilizer bookings and rotation decisions may mean for corn, soybeans, and expanding crops like canola and sunflowers, including a canola acreage jump to 2.685 million. Ryan also answers Cuppa Coffee questions on canola carry and thin liquidity, payback on on-farm fertilizer and fuel storage, the Lunchbox Crew community, and diesel hedging via heating oil or crude. James Mitchell of Crop Management Network then focuses on domestic Western Canada fertilizer, warning of spring allocation, plant turnarounds, tight urea/phosphate, potential multi-day delays, and considerations like UAN availability and summer fill risks amid global supply constraints and export restrictions. 00:00 Show Preview 04:54 Positive Moments Update 08:24 Cuppa Coffee Q And A 09:16 Canola Carry And Spreads 11:08 Fertilizer And Fuel Storage 17:05 Lunchbox Crew Explained 19:37 Hedging Diesel Costs 21:44 Allison Joins The Pod 21:56 Market Technicals And Pullbacks 25:29 USDA Acreage Report Breakdown 38:39 Eating Your Veggies Tips 42:50 Fertilizer Supply Reality 45:05 Allocation and Bottlenecks 46:44 Plant Outages and Turnarounds 53:56 Summer Fill Global Risks 01:01:58 Final Advice and Sign Off

    1h 7m

  2. 5D AGO ·  BONUS

    The EPA Just Changed Everything for Canola

    The EPA just handed canola its biggest biofuel win in history, and most farmers haven't caught up to what it means yet. Canola oil demand for U.S. biomass-based diesel is projected to more than double, with massive implications for Canadian producers. This week on Cuppa Coffee, Ryan is joined by Susan Stroud from NoBullAg.com to break down the EPA's final Set 2 renewable fuel standard ruling, Indonesia's surprise B50 biodiesel mandate, and why the global vegetable oil market just got dangerously tight. Check out Susan's work: https://www.NoBullAg.com This week's sponsor: Agi3. Forward Protect insurance for canola. Lock in profits at https://agi3.ai/ New here? Cuppa Coffee airs live every Tuesday. Subscribe and hit the bell for weekly grain market insights for Canadian and U.S. farmers. Catch Friday's episode where Ryan asks: Am I crazy for considering buying nitrogen for 2027? ⏰ Timestamps 00:00 Morning Market Snapshot 00:41 Wheat Price Rant 02:00 Key Headlines Ahead 03:03 Prairie Gopher Control 04:02 Indonesia B50 Biodiesel 07:22 War and Market Uncertainty 08:42 USDA Acres Expectations 09:30 EPA Rule Canola Wins 14:20 Why Prices Sold Off 16:13 2028 Policy Wildcards 19:57 Bullish Cards Left 21:58 Wrap Up and Farmer Notes 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

    23 min

  3. MAR 27

    Forage Seed Planning, Availability & Establishment Guarantees (BrettYoung)

    In episode 115 of the What The Futures Podcast, Ryan is joined by Mark and Kent from BrettYoung to discuss forage crops, including seed availability, planning timelines, and BrettYoung’s forage establishment guarantee, which offers 100% seed replacement for orders placed before April 1 in the event of natural disasters. They cover common establishment risks such as frost, wind erosion, and increasing gopher damage, and stress the importance of early planning, proper seeding depth, moisture, seed-to-soil contact, and scouting. The conversation also includes cover crop guidance (notably oats and low cereal seeding rates), fertility timing for different nutrients, and herbicide options for early weed control. They highlight BrettYoung’s forage guide and online selector tools, discuss custom versus stock blends, and note that forage seed supply varies annually by weather and production regions. 00:00 Show kickoff and agenda 00:38 Market recap and geopolitics 01:35 Farm talk and episode setup 03:01 Forage guarantee deadline 05:27 Meet Kent and Mark 06:52 Seed availability and planning 10:42 Choosing varieties and blends 13:16 Establishment and agronomy tips 19:48 Forage Guide and favorites 24:08 Plots and seed supply realities 26:50 Forages as rotation crop 29:04 Wrap up and marketing outlook

    32 min

  4. MAR 25 ·  BONUS

    Markets Whipsaw Again: Oil, Canola & What Farmers Should Do Next

    Markets are moving fast again this week — oil volatility, canola pressure, and potential biofuel policy shifts are shaping farmer decisions right now. In this Cuppa Coffee episode, Ryan breaks down what’s happening in grain markets and what it could mean for your next move. Sponsored by: ✔️ https://www.agi3.ai (Forward Protect Insurance – protect your contracts) ⏱️ TIMESTAMPS 00:00 – What’s moving markets this week 00:08 – Canola opportunities & forward contracting strategy 00:28 – Market open: canola, soybeans, wheat, corn, oil 01:30 – Weekly pattern: oil, war headlines & market reactions 02:00 – Why oil dropped (and why it matters) 03:00 – The Monday reset pattern in markets 03:30 – Geopolitics + weekend volatility explained 04:00 – Biofuel policy expectations (White House event) 04:30 – What farmers should be watching this week (Continue with Q&A section once clipped precisely) 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

    26 min

  5. MAR 20

    Canola vs. Crude: What $120–$200 Oil Could Mean + Farm Continuity Planning

    In episode 114 of the What the Futures Podcast, Ryan returns after a missed Friday show, shares community fundraising that reached $7,000 for the perinatal bereavement program at Lois Hole Hospital and the Briar Patch community preschool, and promotes the April 11 hat design contest with UPL and the Canadian Center for Agricultural Wellbeing. He talks with Steven from Simple Hedge about extreme market volatility, why biofuels have increased the correlation between energy and oilseeds, and how a crude oil move to $120 or $140 could translate through ULSD and soybean oil into higher soybean and canola prices, alongside using options for downside protection amid tough basis. Ryan then interviews Derryn of 33seven on farm continuity planning, including a five-module process, using leveraged life insurance and real estate concepts, and his advocacy to update Canada’s tax rollover rules to include nieces and nephews. Tyler Yaremchuk joins to discuss NHL trade deadline winners/losers, playoff races, and early Blue Jays outlook. Ryan closes with crop marketing takeaways and concerns about a potential canola blow-off top. 00:00 Big Oil Big Canola 00:57 Missed Episode Update 05:37 Meet Steven Simple Hedge 06:46 Wild Markets Merchant Life 11:03 Simple Hedge Tools Education 16:06 Biofuels Energy Link 18:24 Crude To Canola Math 27:48 Producer Risk Playbook 37:48 Eating Your Veggies Tips 42:28 Meet Derryn 33seven 45:46 Farm Continuity Planning 50:04 Estate Equalization Basics 50:30 Will Review Essentials 50:54 Freezes Trusts Protection 51:43 Tying The Plan Together 52:18 Why Farmers Avoid Planning 53:19 Three Core Continuity Goals 55:36 Moose Jaw Tax Buzz 56:58 Leverage Insurance Strategy 01:12:54 Wrap Up And Sponsor Read 01:14:30 Tyler Joins Hockey Talk 01:29:07 Crop Marketing Blow Off Top 01:32:32 Final Sign Off

    1h 33m

  6. MAR 17 ·  BONUS

    The Canola Price You See Isn’t the Price You Get

    In today’s Cuppa Coffee livestream, Ryan breaks down what’s really happening in the grain markets right now, including canola, wheat, and the role basis is playing in what farmers are actually being paid. If you’ve been watching the rally but your local bids don’t seem to match, this episode explains what’s going on and what to watch next. Sponsored by AG3, protect your contracts while staying flexible: https://agi3.ai/ Jump to what matters: 00:00 Market overview – what’s moving today 00:40 Canola price movement breakdown 01:30 Wheat and broader markets 02:15 Why prices don’t translate cleanly 04:00 Basis and cash price explanation 07:20 What farmers should be watching 10:00 Strategy moving forward 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/

    21 min

  7. MAR 10 ·  BONUS

    Wheat Futures Are Rallying But Farmers Aren’t Getting Paid More | CUPPA COFFEE (LIVE)

    Grain markets are extremely volatile right now. Canola is rallying, wheat futures are climbing, but many farmers say their cash bids aren’t improving. In this episode of What the Futures, host Ryan Denis sits down with grain marketing expert Brian Comeault to break down why basis is collapsing, why canola prices are surging, and how farmers should think about selling grain during geopolitical volatility. They also discuss acreage shifts in Western Canada, barley demand, and how farmers should manage risk when markets move this fast. Topics covered - Why wheat futures are rising but cash prices lag - Canola basis strategy for the 2026 crop - How war and geopolitics distort technical trading - Grain marketing discipline during volatility - Acreage outlook for canola, barley, and pulses - Why farmers should protect downside risk 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

    23 min

  8. MAR 6

    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
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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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