In this episode of 'What The Futures' hosted by Ryan, various agricultural market trends are explored. The discussion opens with questions on the canola market, addressing concerns about sales strategies amidst improving basis levels and climbing futures. The yellow pea market is analyzed next, noting a significant price increase due to China removing tariffs. Wheat market fluctuations, affected by weather events in the US, are also examined. Guest analyst Trent shares insights on canola and wheat futures, emphasizing current resistance levels and potential market pullbacks. The episode concludes with market advice on pricing strategies and highlights on new crop forecasts. Join us for an in-depth look at these critical market trends and more.

00:00 Introduction and Viewer Questions

00:01 Canola Market Analysis

00:44 Yellow Pea Market Update

01:17 Futures Market Overview

01:57 Weather Impact on Crops

02:57 South American Crop Insights

03:45 Canadian Canola Exports to China

04:35 Guest Analyst Discussion

08:21 Wheat Market Trends

10:53 Final Thoughts and Wrap-Up

Soybean oil is ripping higher and canola is catching a bid — but the real driver is US biofuel policy. In Episode 107, Ryan Denis is joined by Susan Stroud (No Bull Ag) to break down the new 45Z changes, what’s set in stone, and what we’re still waiting on from the EPA’s 2026–27 RVO mandates. If you’re marketing canola in Canada (or soybeans in the US), this is the clearest explanation of what’s moving veg oils right now — and what could change fast.

Links mentioned:

• Join Ryan’s email list: https://www.whatthefuturespodcast.ca/
• Susan Stroud’s market insights: https://nobullag.com/ (see “Market Insights”)

UPL Grower Rewards: https://www.uplcorp.com/ca/grower-rewards