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

In this episode, host Ryan welcomes Chuck Penner, Trent Klarenbach, and Brian Comeault for episode 105 of the What The Futures Podcast. The discussion primarily focuses on 2026 crop marketing strategies, with special insights from multiple guests on the future outlook of commodities, trade impacts, and market dynamics. The contributors share their views on how farmers can navigate the crop market in the coming year. Tyler Yaremchuk also joins for a segment discussing NFL playoff previews and NHL midpoint reviews. Additionally, the episode covers useful tips for farmers on inventory management, setting cash flow, and more efficient crop marketing techniques through tools like Harvest Profit.

00:00 Welcome Back to the What The Futures Podcast!

00:38 Holiday Recap and Studio Updates

03:45 New Year, New Goals: 2026 Vision

08:52 Special Guests and Crop Marketing Insights

11:59 In-Depth Discussion with Chuck Penner

33:11 Challenges in Barley and Malt Pricing

33:39 Year-Over-Year Changes in Crop Acreage

34:29 Market Dynamics and Price Movements

36:48 Advice for Farmers in 2026

38:30 Upcoming Workshops and Events

40:53 Interview with Trent Klarenbach

42:32 Market Outlook for 2026

49:47 Energy and Fertilizer Market Trends

52:54 Global Market Influences and Predictions

01:02:37 Interview with Brian Comeault

01:12:21 Market Structure and Opportunities

01:13:45 Canadian Wheat and Canola Insights

01:15:06 Grain Selling Strategies

01:15:48 Global Market Influences

01:18:47 Future Market Predictions

01:25:46 NFL and NHL Updates

01:41:31 Crop Marketing and Planning for 2026

In Episode 104 of the What the Futures Podcast, host Ryan discusses the recent closure of a pricing window and the challenges of making big selling decisions during the winter. Recorded from the UPL Studios, Ryan recaps a successful conference in Moose Jaw, thanking his family, speakers, and attendees. The episode also includes a detailed interview with Tony from UPL about their Grower Rewards program, touching on its ease of access and significant financial benefits for farmers. Ryan provides insights on the current crop market and offers advice on managing cash flow needs in a tough pricing environment. The episode ends on a positive note, celebrating community engagement and looking forward to future events and strategies.

00:00 Introduction and Podcast Overview

00:56 Conference Recap and Acknowledgements

04:30 Upcoming Events and Announcements

05:49 Market Analysis and Strategies

18:03 Grower Rewards Discussion with Tony from UPL

21:43 Key Advantages of the Program

26:28 2026 Program Details and Enhancements

29:05 Partnerships and Collaborations

31:29 Supply Chain and Product Availability

33:51 Closing Remarks and Personal Insights

34:02 Final Thoughts and Upcoming Events

Get your tickets for Brandon, Manitoba Dec 1st & 2nd, 2026.

ryandenis.ca

In Episode 103 of the What the Futures Podcast, host Ryan welcomes Josh Linville, the fertilizer market expert from Stonex, to discuss the current state and future trends of the fertilizer industry. Recorded in the UPL Studio, Ryan kicks off the episode with updates about the upcoming Crop Marketing Made Cool conference in Moose Jaw and recent agricultural market insights. Josh elaborates on global factors affecting fertilizer prices, the impact of China's export behaviors, and the challenges of expanding fertilizer production. They also dive into the implications for North American farmers and strategies for making better buying decisions amid fluctuating market conditions. Additionally, Tyler Yaremchuk from the Nation Network drops by to discuss the latest on the Edmonton Oilers and NHL trade rumors. Don't miss this deep dive into the world of agriculture, sports, and strategic planning for the new year!

00:00 Introduction and Episode Overview

00:34 Upcoming Events and Conference Details

01:38 Guest Introduction: Josh Linville

02:40 Market Insights and Crop Marketing Window

05:38 Hockey Talk with Tyler

20:48 Crop Production Estimates and Market Analysis

29:32 Interview with Josh Linville

31:01 Challenges in the Fertilizer Industry

32:59 China's Impact on Urea and Phosphate Markets

34:14 Investment and Expansion in Fertilizer Production

37:59 Market Dynamics and Farmer Decisions

41:58 Future Outlook and Buying Strategies

48:02 Connecting with Industry Experts

51:10 Podcast Wrap-Up and Final Thoughts

In episode 102 of the 'What the Futures Podcast,' host Ryan discusses the often frustrating yet crucial aspect of grain contracting targets within Western Canadian farming. Highlights include an in-depth look at how targets can work, a reflective segment on a recent trip to Raleigh, North Carolina revealing the people-centric nature of farming, and various shout-outs for recent accomplishments and contributors to the farming community. Also, noteworthy crop marketing insights include the rising prices of yellow peas, red lentils, and feed barley, as well as the importance of effective target setting. Additionally, listeners get a glimpse of the challenges faced by farmers and the cutthroat competition in the wheat market. Join Ryan in this informative episode made to guide farmers in making better decisions and navigating the intricacies of the agricultural industry.

00:00 Introduction to Episode 102

04:40 Thank Yous and Acknowledgements

07:23 YouTube Apology and Listener Feedback

10:31 Positive Moments and Personal Anecdotes

13:18 Conference Planning and Excitement

18:12 Crop Marketing Insights

26:13 Target Strategies in Grain Marketing

32:02 Upcoming Episodes and Events

33:16 Conclusion and Final Thoughts