What the Futures!

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

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 [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

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

June 2 Grain Update: Canola $780 & Wheat Basis

Grain markets are moving fast on June 2. Brian Comeault is filling in on Cuppa Coffee while Ryan is away, and John DePape joins the show to break down wheat basis, canola near $780, diesel price discovery, unseeded acres, and what Western Canadian farmers should be watching next. In this live grain market update, Brian covers canola futures, wheat pressure, soybeans, bean oil, crude oil, the Canadian dollar, Prairie rain delays, and diesel quotes that are getting farmers’ attention. Then John DePape explains why basis may matter more than many farmers think, why local bid competition can create major price differences, and why separating futures and basis decisions can be a powerful crop marketing strategy. Sponsored by Land for Rent / Land4Rent: https://land4rent.com/ Links mentioned: The Trading Floor: https://thetradingfloor.circle.so/c/start-here Land for Rent sponsor link mentioned in the episode: https://landforrent.com Possible active sponsor site to verify: https://land4rent.com Strategy Room registration: Link mentioned as being on What the Futures socials. Watch on YouTube  Follow What the Futures: Instagram: https://www.instagram.com/whatthefuturespod/ X: https://x.com/wtfuturespod Website: https://whatthefuturespodcast.ca Email Ryan: ryan@whatthefuturespodcast.ca #GrainMarkets #Canola #WheatBasis

Specialty Crops Update with Chuck Penner (Peas, Lentils, Durum) + Canola Near New Highs

Episode 124 of the What the Futures Podcast features Chuck Penner of LeftField Commodity Research answering grower questions on peas, lentils, durum, canola, wheat, and feed barley. Penner breaks down Prairie weather extremes, pea demand from China and India, durum pressure from weaker North African demand, lentil uncertainty tied to Canada, Australia, and India, and canola’s rally into new highs. The episode also covers old crop wheat specials, rising feed barley values, improving canola basis, and the importance of staying ready to execute marketing plans. 00:00 Episode kickoff 00:43 Sponsor message 01:29 Markets and canola highs 03:07 Song of the week 04:27 Seeding challenges and farm morale 08:22 Hedging and farm updates 10:38 Chuck Penner joins 16:59 Green and yellow peas 25:01 Durum outlook 31:17 Lentil market update 37:09 Canola momentum 42:19 Canola rally strategy 45:49 Wheat specials 46:42 Feed barley pricing 47:34 Basis watchlist 49:03 Farm update and sponsor 50:31 Eating your veggies 52:20 Conference and text updates 53:19 Final wrap