What the Futures!

This episode features a special audio-only presentation from Brian Perillat of Bullseye Marketing, recorded live at the Cows in Control grower event in Madden, Alberta.

Brian takes a deep dive into the cattle markets, covering herd expansion, beef demand, feedlot economics, imports, and the key risks and opportunities producers should be watching as the cattle cycle evolves.

If you're a cow-calf producer or involved in the beef industry, this episode offers practical insights to help you make better marketing decisions in today's market.

What makes Crop Marketing Made Cool different from every other farm conference?

Ryan Denis takes you behind the scenes of the 2026 Crop Marketing Made Cool Conference in Brandon, Manitoba, explaining why the event intentionally breaks traditional conference rules, eliminates sales pitches, and focuses on helping farmers build their 2027 crop marketing plans.

In this episode, Ryan discusses:

Canadian cattle markets continue making history but is this the top?

Ryan Denis sits down with Brenna Grant of Canfax to break down everything producers need to know heading into fall, including:

Whether you’re a cow-calf producer, feedlot operator, grain farmer, or ag investor, this episode delivers one of the most comprehensive cattle market outlooks available.

Guest: Brenna Grant...

StatsCan dropped new acreage numbers, and the canola market had to digest a bigger-than-expected number fast.

In this Cuppa Coffee livestream, Ryan Denis is joined by Brian Comeault to break down what the StatsCan report means for canola, spring wheat, barley, peas, oats, lentils, and Prairie crop marketing decisions. They also touch on urea summer fill, wet crop conditions, canola crush demand, USDA acreage risk, and why buying out grain contracts can backfire when emotions are running high.

If you’re trying to make better grain marketing decisions through a volatile summer, this episode is wo...

In this episode of What The Futures, Ryan Denis sits down with Lorelei Gress from Fuel Nexus to discuss diesel markets, fuel planning, pre-purchasing fuel, locking in fuel budgets, and why some farmers are already planning their 2027 fuel strategy.

They break down real-world examples that show fuel savings, discuss whether diesel prices are likely to decline, and explain how producers can protect themselves against volatile energy markets.

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.<...

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...

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

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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:

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:

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 Clare...

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...

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, an...

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 pr...

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...

Canola prices, wheat hedging, late seeding risk, feed barley, oats, diesel, and weather market pressure are all on the table in this Tuesday Cuppa Coffee livestream from What the Future’s Podcast.

Ryan is joined by Quinton from JGL to talk through what farmers across the Prairies are watching right now, including canola hedge targets, wheat basis, seasonal market pressure, late planting concerns, export strength, and why weather may matter more than war headlines for grain and oilseed markets this week.

Sponsored by UPL.

⏰ Timestamps

00:00 UPL Wave + fertilizer shock
00:48 Canola hedg...

Delayed seeding in Western Canada, canola prices near recent highs, spring wheat drought risk, barley bids, and 2026 crop marketing strategy are all on the table in this episode of What the Futures Podcast.

Ryan Denis is joined by Brian Comeault of Ireland Comeault Lafoy / Canadian Ag Markets to break down what Prairie seeding delays could mean for canola, why canola puts may be worth a look, how U.S. wheat conditions could shape spring wheat, and what farmers should be watching before the next major market move.

Guest:
Brian Comeault, Canadian Ag Markets / Ireland...

Fertilizer prices, phosphate supply, and 2027 crop planning are already becoming major questions for farmers.

In this Tuesday Cuppa Coffee livestream from What the Future’s Podcast, Ryan Denis is joined by Josh Linville of StoneX to break down the fertilizer market, including phosphate, potash, urea, China, the Strait of Hormuz, and whether farmers should lock in fall fertilizer or keep waiting.

Josh explains why North America made it through spring 2026 better than some feared, why global fertilizer supplies are still tight, and what could cause phosphate prices to finally break lower. Ryan also covers canola, wh...