Canola Hits $800: The Biofuel Story Nobody Saw Coming

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 [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/

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/ [https://www.whatthefuturespodcast.ca/] Ryan Denis: https://www.ryandenis.ca/ [https://www.ryandenis.ca/] Strategy Room: https://www.ryandenis.ca/strategy-room [https://www.ryandenis.ca/strategy-room] Crop Marketing Made Cool Conference 2026: https://www.ryandenis.ca/2026-conference [https://www.ryandenis.ca/2026-conference] Ag in Motion: https://aginmotion.ca/ [https://aginmotion.ca/] UPL WAVE Biostimulant: https://www.uplcorp.com/ca/product-details/wave-biostimulant [https://www.uplcorp.com/ca/product-details/wave-biostimulant] UPL ROXAR Fungicide: https://www.upl-ltd.com/ca/product-details/roxar [https://www.upl-ltd.com/ca/product-details/roxar] BrettYoung: https://brettyoung.ca/ [https://brettyoung.ca/] BrettYoung Knowledge Hub: https://brettyoung.ca/agricultural-seed-crop-inputs-canada-portal/knowledge-hub/ [https://brettyoung.ca/agricultural-seed-crop-inputs-canada-portal/knowledge-hub/] Cows in Control: https://cowsincontrol.com/ [https://cowsincontrol.com/] FBN: https://www.fbn.com/ [https://www.fbn.com/] Trigger Grain: https://triggergrain.ca/ [https://triggergrain.ca/] RBC / Tyler Durst: https://wmc.rbcwealthmanagement.com/the-simpson/caputo-group/ [https://wmc.rbcwealthmanagement.com/the-simpson/caputo-group/] Email Ryan: ryan@whatthefuturespodcast.ca [ryan@whatthefuturespodcast.ca]

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

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