What the Futures!: Daily Summaries Delivered

High Diesel. Big Discounts. Stats Can. Farm Wealth w/Guest: Derryn Shrosbree w/FarmStrong

00:00 – Spring Wheat Discounts & Harvest 202603:17 – High Diesel Prices Are Hurting Farm Margins05:50 – What Farmers Need to Know About Wheat Discounts16:27 – Interest Rates, the U.S. Dollar & Ag Markets18:43 – StatsCan Crop Production Numbers Explained22:48 – Lentils & Oats: Where Are Prices Headed?27:07 – Spring Wheat Discounts Across Grain Buyers30:59 – Why Number 3 Wheat Discounts Matter33:54 – Should Farmers Get an Independent Grain Grade?37:03 – Derryn Shrosbree & FarmStrong43:03 – Managing Uncertainty in Farm Decision-Making46:44 – Farm Succession & Planning for the Next Generation50:49 – Harvesting the City & Connecting Canadian Farmers55:48 – Current Grain Prices & Basis Movement58:12 – Harvest 2026: Negotiation & Marketing Strategy

Grain Prices Could Move FAST — Harvest 2026 Market Update

Are grain merchants starting to feel the pressure as Harvest 2026 gets underway?In Episode 143 of the What The Futures Podcast, Ryan breaks down some major developments happening across the Western Canadian grain market, including a significant weather event across the Prairies, harvest delays, grain quality concerns, changing basis levels and what it could mean for farmers and grain buyers.We also sit down with Cody McNernie from O&T Farms to discuss the flax market, pulse markets, specialty crop purchasing, forward contracting and the relationship between farmers and processors. Cody explains how O&T Farms works directly with Prairie farmers to source flax and pulses for its value-added feed ingredient business.Later, Brian Comeault from Canadian Agriculture Markets joins the show to break down the latest StatsCan grain stocks and supply-and-demand numbers, including surprisingly tight canola ending stocks, heavier supplies of some pulse crops and what the data could mean for grain prices heading into the coming months.Brian also shares his outlook on a potential grain market correction, why farmers should expect corrections rather than fear them, and why the fundamentals could still look promising heading into late winter and spring 2027.🌾 In This Episode:00:00 Harvest 2026 Grain Market Update08:39 Cody McNerney Joins the Show | Flax & Pulse Markets12:15 How Processors Buy Directly From Farmers15:51 Why Forward Contracting Flax Is Becoming More Popular18:29 Flax Varieties & What Processors Are Looking For22:08 Flax & Pulse Price Outlook25:27 Crop Marketing Made Cool Conference & Farmer Opportunity37:40 Grain Merchants Are Back on the Ropes?41:04 Should Farmers Hold Their Best Quality Grain?42:26 Third-Party Grain Grading & Harvest Quality46:37 Brian Comeau Joins the Show | Harvest & StatsCan51:36 Durum, Wheat Premiums & Farmer Negotiating Power54:53 StatsCan Grain Stocks: What Stands Out?55:41 Tight Canola Stocks & the Canola Market Outlook58:25 Lentils, Peas & Oats: What's the Outlook?59:59 U.S. Drought, Winter Wheat & Bullish Market Factors1:02:22 Is a Grain Market Correction Coming?1:08:21 Yellow Peas, Wheat & Durum Prices Moving Higher1:10:11 Grain Discounts, Quality & Negotiating With Buyers1:12:36 Final Thoughts: Stay Sharp This HarvestIf you're a Canadian grain farmer, Prairie producer or agricultural professional, this episode covers some of the biggest issues facing grain producers right now — from canola prices and wheat markets to grain quality, basis, StatsCan stocks, harvest delays and crop marketing strategy.Topics Covered:- Canola prices and ending stocks- Wheat prices and spring wheat premiums- Durum prices and grain demand- Yellow peas and lentil markets- Flax prices and specialty crops- Grain merchant demand- Harvest 2026 weather challenges- Grain quality and third-party grading- StatsCan grain stocks- Grain basis and negotiating better prices- Forward contracting- Grain marketing strategy- Potential market corrections- 2027 grain market outlookAre farmers gaining leverage over grain merchants? And should you be holding your best-quality grain this harvest?Let us know what you're seeing in your area.Subscribe to What The Futures for weekly grain market analysis, commodity price outlooks, crop marketing strategies and conversations with farmers and agriculture industry experts across Western Canada.#GrainMarketing #Canola #Wheat #GrainMarkets #Farming #Agriculture #Harvest2026 #CanadianAgriculture #CanolaPrices #WheatPrices #Durum #Flax #Peas #CommodityMarkets #WhatTheFutures🎧 Listen to the show on the go.

Are Farmers Finally in Control of the Grain Market..... Merchants Boxed In?

Are grain merchants finally on the ropes in Western Canada?As Harvest 2026 moves along, we're seeing some interesting changes in the grain market — including stronger bids, farmers holding back grain, changing basis levels and merchants competing for bushels.In Episode 142 of the What The Futures Podcast, Ryan breaks down what's happening across the Western Canadian grain market, including wheat, yellow peas and canola, and why farmers may have more leverage than they realize.We also look at grain marketing strategy, basis levels, futures contracts, harvest prices and cash flow, including why farmers need to be careful about simply accepting the posted price from a grain company.Then, Greg Stamp joins the podcast for a deep dive into fall-seeded crops. We discuss winter wheat, hybrid rye, fall seeding windows, yield potential, crop margins, new varieties and why fall crops could become an increasingly important part of a farmer's 2027 cropping and marketing strategy.🌾 In This Episode:00:00 Are Grain Merchants on the Ropes?05:40 Grain Contracts & Marketing Risks07:33 The Problem With Futures-First Contracts15:30 John Deere's New AI Farm Technology16:50 Wheat Market Outlook: Is Another Rally Coming?21:04 Are Farmers Gaining the Upper Hand?22:17 Yellow Peas & Negotiating Better Prices24:39 Harvest Challenges, Quality & Grain Supply26:39 Greg Stamp Joins the Show29:20 Fall Crop Seeding: Is Now the Time?31:18 Winter Wheat: Big Margin Potential?33:11 Winter Wheat & Hybrid Rye Yield Potential37:39 Faba Beans: New Processing Opportunities40:19 Best Crops & Strategies for 202750:49 The Truth About Posted Basis Prices53:29 Cash Flow, Grain Marketing & Rewarding a Rally🌾 What We CoverIf you're a Canadian grain farmer, Prairie producer or agricultural professional, this episode is packed with practical ideas for navigating Harvest 2026, managing cash flow and making better grain marketing decisions.We cover:- Wheat prices and grain market outlook- Canola prices and basis- Yellow pea prices- Grain contracts and futures-first contracts- How to negotiate with grain merchants- Posted basis vs. actual achievable basis- Grain storage and harvest marketing- Winter wheat- Hybrid rye- Fall-seeded crops- Crop margins and profitability- Faba beans and new processing demand- 2027 crop planning- Cash flow management- Grain marketing strategies for a potential commodity rallyAre grain merchants really on the ropes? And what are you selling, holding or planting this fall?Let us know in the comments!Subscribe to What The Futures for weekly grain market analysis, commodity price outlooks, crop marketing strategies and conversations with farmers and agriculture industry experts across Western Canada.#GrainMarketing #GrainMarkets #Canola #Wheat #Farming #Agriculture #Harvest2026 #CanadianAgriculture #WheatPrices #CanolaPrices #WinterWheat #HybridRye #Farmers #CommodityMarkets #WhatTheFutures🎧 Listen to the show on the go.https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y?si=bd51356530834599https://podcasts.apple.com/ca/podcast/what-the-futures/id1715185428🧑🏼‍🌾 Follow on Instagram and X for more market insights.https://www.instagram.com/whatthefuturespod/https://x.com/wtfuturespodEmail Ryan: ryan@whatthefuturespodcast.caWhat the Futures Podcast Website: https://www. whatthefuturespodcast.caThanks to our Sponsors :John Deere:https://operationscenter.deere.com/UPL:https://www.uplcorp.com/BrettYoung:https://brettyoung.ca/

Buy, Sell, or Hold? The Best Crop Marketing Ideas for Harvest 2026!

Is $20 Canola Coming? + Should You Buy Fertilizer for 2027? - What The Futures Episode 140

Fertilizer markets remain volatile, but are current urea prices an opportunity for farmers to start locking in their 2027 needs? On Episode 140 of the What The Futures Podcast, Ryan Denis is joined by fertilizer market expert Josh Linville to break down what’s happening in global fertilizer markets and what it could mean for farmers heading into 2027. Ryan recently had a second chance to lock in urea at a price established back in June — roughly $75/tonne below comparable current offers. Was buying it the right move? Josh explains why urea prices have been moving so aggressively, how China’s return to the export market is affecting global supply, and why India, Brazil and geopolitical uncertainty around the Strait of Hormuz continue to create major volatility. They also discuss phosphate markets, global sulfur supply, the new CME urea futures contract and whether farmers should consider locking in fertilizer for 2027. Plus, Ryan dives into the grain markets as harvest gets underway. Canola and wheat basis levels are beginning to improve, futures are moving higher, and buyers are showing more interest. Could the crop marketing environment be shifting from defensive to bullish? In this episode: - Should farmers buy urea and fertilizer for 2027? - Josh Linville’s outlook for fertilizer prices - Why China’s fertilizer exports matter - India’s impact on global urea demand - Strait of Hormuz and global fertilizer supply risks - Phosphate and sulfur supply concerns - Using CME urea futures as a risk-management tool - Canola and wheat basis improvement - Why farmers should shop grain bids between elevators - Negotiating better canola basis levels - Third-party grain grading during harvest - Crop marketing strategies for the 2026 harvest Subscribe to What The Futures for weekly conversations about crop marketing, grain prices, fertilizer markets and better farm business decisions. #Fertilizer #Urea #CropMarketing #Canola #GrainMarkets #Farming #Agriculture #CanadianAgriculture #Wheat #WhatTheFutures Listen to the show on the go. https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y?si=bd51356530834599 https://podcasts.apple.com/ca/podcast/what-the-futures/id1715185428 ‍ Follow on Instagram and X for more market insights. https://www.instagram.com/whatthefuturespod/ https://x.com/wtfuturespod Email Ryan: ryan@whatthefuturespodcast.ca What the Futures Podcast Website: https://www. whatthefuturespodcast.ca Thanks to our Sponsors John Deere https://operationscenter.deere.com/ UPL https://www.uplcorp.com/ BrettYoung https://brettyoung.ca/

Top 10 Rundown Price Gains For Prairie Farmers

$27,000 in Fuel Savings, Precision Upgrades & the Future of Pulse Trade

This week, I share how one fuel decision saved our farm more than $27,000 and why it pays to look beyond the normal stuff when managing your cost of production. I’m also joined by Alex Schoch from John Deere to talk about precision upgrades that can bring newer technology to equipment already sitting in your shed. Then, Saskatchewan Pulse Growers Chair Stu Lawrence joins me for a wide-ranging conversation about pulse production, global competition, trade with India and China, and what all of it could mean for Canadian growers. Plus, we look at navigating a quiet August market, preparing for harvest pressure, and making sales based on your own cash flow and storage needs. The best part? ....fun stories from the lemonade stand. Hit PLAY and join me in the UPL studio!

"If you're going to sell something....buy something." - Dave Norris

Ryan Denis website, email list, Lunchbox Crew and conference: https://www.ryandenis.ca/ Join the What the Futures Insiders private podcast: Email ryan@whatthefuturespodcast.ca Crop Marketing Made Cool Conference: December 1–2, Brandon, Manitoba Use code UNHINGED to save $100.