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

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

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 [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

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