What the Futures!
What the Futures!

What the Futures!

Ryan Denis

Overview
Episodes

Details

Do you ever have a moment on the farm, where you look around and wonder what the ... is going on? Dive into the market factors impacting Western Canadian agriculture every week with Ryan Denis. With over a decade of experience advising farmers on crop and business decisions, Ryan will tackle the tough selling and buying decisions that each farm faces. This is the podcast for farmers in Western Canada!

Recent Episodes


                    Selling Window Closes? And Fertilizer Talk! Guest: Josh Linville of StoneX
DEC 5, 2025
Selling Window Closes? And Fertilizer Talk! Guest: Josh Linville of StoneX
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
play-circle icon
58 MIN

                    2026 Crop Plans What Farmers Need to Hear Before Seeding
NOV 21, 2025
2026 Crop Plans What Farmers Need to Hear Before Seeding
Crop diversity, 2026 seeding plans, and real farm margins, that’s what we dive into on Episode 101 of What The Futures with returning guest Nathan Kon. Recorded in Raleigh, NC at the UPL Research Center, Ryan breaks down 2025 learnings, John Deere Operations Center insights, specialty crop performance, fuel-efficiency margin advantages, and how farmers are planning acres heading into 2026. Nathan shares how his farm approached wheat, canola, malt barley, yellow peas, mustard, lentils, and oats—and what he’s expanding in 2026. Plus: market rallies you shouldn’t sleep on, cash-flow planning, basis levels, hedging, and the importance of working with the right broker. Crop Marketing Made Cool Conference — Dec 9–11 (Moose Jaw)Get tickets → https://www.ryandenis.ca UPL online auction → https://www.ryandenis.ca BrettYoung email signup → https://www.bretteyoung.ca ⏰ Timestamps 00:00 Intro, UPL studio, Raleigh NC 01:08 Online auction, UPL Battalion, CCAW 02:00 Positive moments, family, travel 03:02 Crop diversity, tight margins 2026 04:10 Canola ranked #1, John Deere Ops Center 05:18 Hidden factors in crop ranking 06:14 2026 seeding plans, no silver bullet 08:00 Post-harvest rally, don’t sleep on markets 09:58 Winter logistics, basis, cash flow 12:40 BrettYoung email list, canola rebate, travel vouchers 13:20 Nathan Kon intro, Roughriders, UPL trip 15:20 2025 results on Nathan’s farm 17:00 Specialty crops: lentils, barley, oats, mustard 19:18 Mustard grading issues, yields, lessons 20:24 Crops to expand, wheat vs specialty margins 21:40 Yellow peas, carryover, price risk 23:00 Speaking at Crop Marketing Made Cool, RBC 24:10 2025 marketing wins: canola, wheat, feed barley 26:00 Wheat basis, export demand, carry 28:10 Futures, options, hedging with broker 31:00 Conference vibe, engaged farmers, Moose Jaw 36:40 Eating Your Veggies: cash flow, 2026 plans 41:00 Online auction last call, salsa, sponsors 43:00 Closing, ticket invite, subscribe
play-circle icon
44 MIN