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. 1d ago

    Is $20 Canola Coming? + Should You Buy Fertilizer for 2027? - What The Futures Episode 140

    Fertilizer markets remain volatile, but are current urea prices an opportunity for farmers to start locking in their 2027 needs? On Episode 140 of the What The Futures Podcast, Ryan Denis is joined by fertilizer market expert Josh Linville to break down what’s happening in global fertilizer markets and what it could mean for farmers heading into 2027. Ryan recently had a second chance to lock in urea at a price established back in June — roughly $75/tonne below comparable current offers. Was buying it the right move? Josh explains why urea prices have been moving so aggressively, how China’s return to the export market is affecting global supply, and why India, Brazil and geopolitical uncertainty around the Strait of Hormuz continue to create major volatility. They also discuss phosphate markets, global sulfur supply, the new CME urea futures contract and whether farmers should consider locking in fertilizer for 2027. Plus, Ryan dives into the grain markets as harvest gets underway. Canola and wheat basis levels are beginning to improve, futures are moving higher, and buyers are showing more interest. Could the crop marketing environment be shifting from defensive to bullish? In this episode: - Should farmers buy urea and fertilizer for 2027? - Josh Linville’s outlook for fertilizer prices - Why China’s fertilizer exports matter - India’s impact on global urea demand - Strait of Hormuz and global fertilizer supply risks - Phosphate and sulfur supply concerns - Using CME urea futures as a risk-management tool - Canola and wheat basis improvement - Why farmers should shop grain bids between elevators - Negotiating better canola basis levels - Third-party grain grading during harvest - Crop marketing strategies for the 2026 harvest Subscribe to What The Futures for weekly conversations about crop marketing, grain prices, fertilizer markets and better farm business decisions. #Fertilizer #Urea #CropMarketing #Canola #GrainMarkets #Farming #Agriculture #CanadianAgriculture #Wheat #WhatTheFutures 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/

  2. Jul 31

    Canola Drops $50 Before Harvest: What Now?

    Canola futures have fallen about $50 per tonne from the recent high, spring wheat has failed again near $7.50, and harvest basis opportunities are beginning to appear across the Prairies. In What the Futures Podcast Episode 136, Ryan Denis breaks down canola, wheat, barley and oat marketing, then talks August and harvest weather with Bret Walts of BAM Weather, Brett Young canola hybrids with Kyle Slobodian, and John Deere 8R and 9RX tractors with Carlton Self. The episode also covers El Niño, hail risk, harvest lows and practical cash-flow decisions. Ryan Denis website, email list, Lunchbox Crew and conference: https://www.ryandenis.ca/ Join the What the Futures Insiders private podcast: Email ryan@whatthefuturespodcast.ca Crop Marketing Made Cool Conference: December 1–2, Brandon, Manitoba Use code UNHINGED to save $100. Chapters (00:00:00) - $50 canola drop and harvest weather preview(00:00:52) - Ag in Motion recap and CCAW fundraiser(00:09:39) - Cuppa Coffee pause and private podcast(00:12:43) - Wheat basis, canola premiums and fall bids(00:18:24) - August and harvest weather with Bret Walts(00:24:30) - Strongest El Niño on record?(00:27:20) - Prairie weather and hail risk(00:28:44) - Canola drops $50 and wheat stalls(00:33:45) - Ryan’s harvest-low strategy(00:35:44) - Brett Young canola hybrids(00:42:39) - Conference update and discount code(00:43:29) - John Deere 8R and 9RX tractors(00:51:32) - Closing thoughts

  3. Jul 28

    Grain Markets Flushed. What Should Farmers Do Now?

    On this episode of Cuppa Coffee from What the Futures, Ryan Denis and Brian Comeault break down the grain-market pullback and the marketing decisions farmers face before harvest. They cover canola prices, wheat hedging, malt barley demand, oats, yellow peas, crop conditions, market carry and strategies for protecting a price floor while retaining upside. Brownlee’s Ag Tech: https://www.brownlees.ca LINKS & RESOURCES ► Subscribe to What the Futures on YouTube: https://www.youtube.com/@whatthefutures ► What the Futures Podcast: https://www.whatthefuturespodcast.ca/ ► Listen to What the Futures: https://what-the-futures.castos.com/ ► Ryan Denis: https://www.ryandenis.ca/ ► Ryan Denis on LinkedIn: https://ca.linkedin.com/in/ryan-denis-143322121 ► John Deere Canada: https://www.deere.ca/en/agriculture/ Chapters (00:00:00) - Market update & overnight selloff(00:02:00) - US crop conditions(00:04:00) - Protein premiums(00:05:00) - Australia, India & global weather(00:06:30) - Why grain markets sold off(00:07:45) - Is this the top for canola?(00:10:20) - Russia, Ukraine & wheat(00:12:00) - Best wheat hedging strategies(00:14:20) - Why China’s barley demand matters(00:16:20) - Should you price malt barley?(00:19:20) - Oat market outlook(00:21:40) - Yellow pea forecast(00:24:20) - Biofuel policy & canola demand(00:25:40) - Grain options vs brokerage accounts(00:28:00) - Should you store grain after harvest?(00:30:40) - Future of Cup of Coffee(00:32:00) - Marketing strategies before harvest(00:33:00) - Sponsor

    Grain Markets Flushed. What Should Farmers Do Now?
  4. Jul 17

    Spring Wheat at $12? Don’t Waste the Spike

    Ryan Denis examines whether spring wheat could reach $12 per bushel, how geopolitical events are affecting wheat futures, and why farmers should prepare to use the current pricing opportunity. Eric Dick and Lloyd Dick of Brett Young also join What the Futures Podcast to discuss succession planning, business growth, canola, tariffs, risk management, and leadership in Canadian agriculture. LINKS MENTIONED IN THIS EPISODE Join Ryan’s email list: https://www.ryandenis.ca/subscribe Crop Marketing Made Cool Conference: https://www.ryandenis.ca/2026-conference What the Futures Podcast: https://www.whatthefuturespodcast.ca/ Subscribe on YouTube: https://www.youtube.com/@whatthefutures Contact Ryan: [ryan@whatthefuturespodcast.ca](mailto:ryan@whatthefuturespodcast.ca) BrettYoung: https://www.brettyoung.ca/ Bill & Reg Lawn Company: https://www.billandreg.ca/ Ag in Motion: https://www.aginmotion.ca/ Canadian Centre for Agricultural Wellbeing: https://www.ccaw.ca/ National Farmer Crisis Line: https://www.ccaw.ca/national-farmer-crisis_line/ 1-866-FARMS-01 UPL Canada: https://www.upl-ltd.com/ca Western Ag PRS Cropcaster: https://www.westernag.ca/professionalagronomy/PRSCropcaster/tool Kali Dyck Foundation: https://brettyoung.ca/kali-dyck-foundation-donates-50k-for-autism-supports/ Chapters (00:00:00) - Could spring wheat reach $12?(00:00:40) - Ag in Motion and episode setup(00:11:28) - Wheat history and the current pricing opportunity(00:23:21) - Canola returns to $800(00:28:25) - Eric and Lloyd Dick join the podcast(00:33:30) - Succession planning lessons(00:38:35) - How BrettYoung built its business(00:54:57) - Tariffs, CUSMA and global risk(01:00:34) - Entrepreneurship and Canadian growth(01:06:45) - The Callie Dick Foundation(01:10:00) - Farmer advice and final marketing takeaways

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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