Delayed Seeding: Canola Rally or Trap?

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 Comeault Lafoy Links mentioned: Ryan’s email list: https://www.ryandenis.caWhat the Futures Podcast: https://www.whatthefuturespodcast.caCanadian Ag Markets YouTube: https://www.youtube.com/@CanadianAgMarketsIreland Comeault Lafoy: https://www.irelandcomeaultlafoy.com Canadian Ag Markets trial/subscription info: https://buy.stripe.com/bJe28r0A9cLg81r8ni6Vq05Harvest Profit: https://www.harvestprofit.comJohn Deere Operations Center: https://www.deere.ca/en/technology-products/precision-ag-technology/operations-center/UPL WAVE Biostimulant: https://www.uplcorp.com/ca/product-details/wave-biostimulantEmail Ryan for futures updates: ryan@whatthefuturespodcast.ca Timestamps:00:00 Seeding delays, canola, and wheat market setup00:44 UPL WAVE and sponsor intro01:30 Fertilizer market episode mention02:20 Ryan’s seeding update and safety reminder07:40 Brian Comeault joins08:08 Prairie seeding delays and canola impact10:14 Three drivers behind canola strength14:33 2022 planting-delay comparison17:06 Marketing differently in 202618:16 Canola risk tools and put options25:12 U.S. wheat conditions and Kansas wheat tour27:01 Spring wheat, drought risk, and 2017 comparison31:16 Barley bids and export strength32:22 Acreage shifts from delayed seeding38:38 Ryan’s market update40:40 Eating Your Veggies: targets, yield checks, puts43:09 Planting playlist and final CTA #Canola #CropMarketing #WheatMarkets