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, wheat, soybeans, oats, Prairie seeding delays, U.S. planting progress, and why farmers may need to “play financial defense” while markets are offering stronger pricing opportunities.

Links mentioned:
UPL WAVE Biostimulant: https://www.uplcorp.com/ca/product-details/wave-biostimulant
What the Future’s Podcast: https://www.youtube.com/@whatthefutures/videos

⏰ Timestamps
00:00 Intro + markets update
01:20 Prairie planting delays discussion
03:00 US crop conditions + wheat concerns
04:20 Josh Linville joins the show
05:10 Why fertilizer shortages haven’t happened yet
07:00 Are fertilizer fears overblown?
08:40 Australia fertilizer concerns explained
10:15 Super El Niño debate
11:05 Current state of fertilizer markets
13:10 Why phosphate prices remain high
15:10 China + Strait of Hormuz risks
16:20 Why farmers are sitting on their hands
17:10 White House fertilizer announcements
18:40 “I wanna be boring again” moment
19:20 Will planting delays rally grain markets?
20:00 Ryan’s grain marketing advice for farmers

#FertilizerMarket #GrainMarkets #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.

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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/

#FertilizerMarket #GrainMarkets #WhatTheFutures