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 worth watching before your next move.

Guest: Brian Comeault
Host: Ryan Denis, What the Futures Podcast

Sponsored by Land for Rent: https://www.landforrent.com/
Ryan Denis / Strategy Session: https://www.ryandenis.ca/

• (00:00:00) - Market Open & Fertilizer Update
• (00:02:00) - Prairie Crop Conditions
• (00:04:45) - StatsCan Acreage Report Begins
• (00:05:20) - Canola Acres Breakdown
• (00:10:30) - Spring Wheat Outlook
• (00:13:35) - Barley Market Analysis
• (00:16:20) - Peas Could Become the Sleeper Crop
• (00:18:00) - Oats & Lentils
• (00:21:00) - USDA Expectations
• (00:22:30) - Technical Outlook for Canola
• (00:23:30) - Viewer Q&A
• (00:25:10) - Canadian Ag Markets
• (00:25:45) - Contract Buyouts vs Better Risk Management
• (00:27:30) - Ag in Motion

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:

• Canadian and U.S. herd expansion
• Beef demand and consumer trends
• Feed costs • China and Brazil’s impact on exports
• Drought outlook
• Heifer retention
• Fall run expectations
• Risk factors that could derail cattle prices

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 – Canfax

Hosted by Ryan Denis

Website: https://www.whatthefuturespodcast.ca

• (00:00:00) - Introduction
• (00:02:45) - Weather outlook & drought improvements
• (00:04:00) - Feed costs, barley and corn
• (00:05:20) - Where we are in the cattle cycle
• (00:07:00) - Why cattle stay on feed longer
• (00:08:00) - Why Canada imports U.S. feeder cattle
• (00:10:00) - Slaughter numbers & carcass weights
• (00:11:30) - China reopening & Brazil export quotas
• (00:15:00) - Could Brazilian beef flood North America?
• (00:17:00) - Why beef demand remains incredibly strong
• (00:18:30) - Protein trend & Ozempic
• (00:20:00) - Canadian beef consumption
• (00:21:15) - U.S. herd update
• (00:23:00) - Texas screw worm & border closures
• (00:25:00) - Heifer retention outlook
• (00:26:00) - Are cattle prices peaking?
• (00:27:30) - Yearling & calf price outlook
• (00:30:00) - Biggest risks to cattle prices
• (00:32:20) - Buying expensive bred heifers
• (00:35:20) - Final thoughts

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:

• Why the conference is called “Unhinged”
• Why speakers are paid instead of paying to present
• Why only farmers are allowed at most tables
• Building your 2027 crop marketing strategy
• Networking that actually creates long-term value
• New keynote speakers
• Breakout sessions
• AI in agriculture
• Farm business strategy
• Crop marketing education

Guests / Speakers Mentioned

• Ryan Denis
• Vance Crowe
• Farmer Nathan
• Tyler Durst (RBC)
• Trent Clarenbach
• Brian Como
• Dwayne Sador
• Darren (337)
• Ryan Bonnett
• Allison Thompson
• Gavin Becker
• John DePape

Conference

Crop Marketing Made Cool December 1–2 Brandon, Manitoba

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.

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.

• Diesel price outlook
• WTI crude oil trends
• Fuel budgeting for harvest • Pre-buying fuel
• Cost of borrowing money for fuel purchases
• Fuel Nexus fuel plans • Diesel market volatility
• Farm financial planning
• Fuel savings examples
• Ag in Motion

Guest: Lorelei Gress Fuel Nexus

https://www.linkedin.com/in/lorelei-gress-yeboah-37776073/

• (00:00:00) - Farmers just experienced huge market volatility
• (00:01:15) - Why diesel prices aren’t following crude oil lower
• (00:04:05) - Is diesel still expensive historically?
• (00:06:05) - What farmers are asking about right now
• (00:07:30) - Canola volatility and emotional marketing decisions
• (00:08:15) - What happens if fuel prices fall after you lock in?
• (00:09:20) - The Fuel Nexus Market Advantage strategy
• (00:11:00) - Planning fuel purchases 12 months ahead
• (00:11:45) - Building a farm fuel budget
• (00:13:00) - Understanding the fuel planning chart
• (00:15:00) - Example fuel plan saving $26,000
• (00:17:20) - Why budgeting fuel matters more than ever
• (00:19:00) - Can larger fuel users get bigger discounts?
• (00:20:00) - Planning harvest 2026 and spring 2027 fuel
• (00:21:00) - How farmers could lock in 64¢ diesel
• (00:21:50) - Why you don’t need storage tanks anymore
• (00:24:45) - Cost of borrowing money to buy fuel
• (00:26:45) - Real customer savings examples
• (00:27:15) - One farmer saved 72¢ per litre
• (00:29:00) - Fuel buying versus grain marketing psychology
• (00:30:00) - Fuel discounts vs traditional dividends
• (00:32:00) - What could farmers do with an extra $26,000?
• (00:33:00) - Teaming up with neighbors to buy fuel
• (00:35:00) - Fuel Nexus updates and Ag in Motion

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.

Guest:

• Sarah Cochet, Trigger Grain Marketing
• Josh Uhrich, Bunge

Links mentioned: Ryan’s fertilizer episode with Josh Linville: https://youtu.be/XkkvZ4aDMP4?si=0DR7tStAmIR9AelV

‍ Follow on Instagram and X for more market insights.

https://www.instagram.com/whatthefuturespod/
https://www.x.com/wtfuturespod

Email Ryan: ryan@whatthefuturespodcast.ca

What the Futures Podcast Website: https://www.whatthefuturespodcast.ca

Thanks to our Sponsors

John Deere
https://www.operationscenter.deere.com/

UPL
https://www.uplcorp.com/

BrettYoung
https://www.brettyoung.ca/

• (00:00:00) - Sarah Cochet fills in for Ryan
• (00:00:31) - Market snapshot: canola, wheat, corn, soybeans and crude
• (00:01:15) - Crop ratings, winter wheat harvest and global weather risk
• (00:02:02) - Josh Uhrich joins the show
• (00:03:27) - Bunge’s Unity location and Northwest Terminal update
• (00:04:04) - Flooded and unseeded acres across the Prairies
• (00:05:58) - Rain, heat and what crops need next
• (00:06:44) - Should farmers buy out canola contracts?
• (00:08:38) - Urea prices dropped. Is it time to buy?
• (00:10:25) - Making fertilizer decisions farm by farm
• (00:10:53) - Is $800 canola still possible?
• (00:12:13) - What it would take to push canola higher
• (00:13:29) - Weather risk, Europe heat and Canadian production risk
• (00:14:48) - Specialty canola contracts and target pricing
• (00:15:34) - Why farmers should understand contract options
• (00:16:10) - Bunge locations and customized contract tools
• (00:16:58) - Cargill, P&H and Grains Connect location sales

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 emotion before the next market move.

What the Futures Podcast:
https://www.whatthefuturespodcast.ca/

Ryan Denis:
https://www.ryandenis.ca/

Strategy Room:
https://www.ryandenis.ca/strategy-room

Crop Marketing Made Cool Conference 2026:
https://www.ryandenis.ca/2026-conference

Ag in Motion:
https://aginmotion.ca/

UPL WAVE Biostimulant:
https://www.uplcorp.com/ca/product-details/wave-biostimulant

UPL ROXAR Fungicide:
https://www.upl-ltd.com/ca/product-details/roxar

BrettYoung:
https://brettyoung.ca/

BrettYoung Knowledge Hub:
https://brettyoung.ca/agricultural-seed-crop-inputs-canada-portal/knowledge-hub/

Cows in Control:
https://cowsincontrol.com/

FBN:
https://www.fbn.com/

Trigger Grain:
https://triggergrain.ca/

RBC / Tyler Durst:
https://wmc.rbcwealthmanagement.com/the-simpson/caputo-group/

Email Ryan:
ryan@whatthefuturespodcast.ca

• (00:00:00) - Canola at $730 vs $800: Why Farmers Feel Better
• (00:00:35) - UPL Studio, WAVE, ROXAR and Spraying Update
• (00:02:40) - Cattle Meeting Lesson: The Other AI
• (00:06:08) - BrettYoung Forage Blends and Knowledge Hub
• (00:07:18) - Father’s Day Reflection and Ryan’s Birthday Week
• (00:10:12) - Upcoming Episodes and July 6 Strategy Room
• (00:11:17) - New Crop Canola Breaks Support Near $730
• (00:12:18) - The $800 Canola Emotion Trap
• (00:14:20) - Margin Calls, Hedges and Pressure on the Farm
• (00:16:30) - The Double Whammy: Exiting Risk and Missing the High
• (00:19:40) - Old Crop Wheat, Oats, Barley and Peas: Clean the Bins
• (00:22:17) - New Crop Review: Cash Flow, Delivery and Targets
• (00:24:09) - Check Your Market Bias Before Making Sales
• (00:28:09) - Acreage Reports and Canola Downside Risk
• (00:29:27) - Strait of Hormuz, Diesel, Fertilizer and Volatility
• (00:30:37) - Park Emotion and Follow the Crop Marketing Plan
• (00:31:38) - Closing and Cuppa Coffee Note

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

Links mentioned:

What the Futures Podcast:
https://www.whatthefuturespodcast.ca/

Ryan Denis:
https://www.ryandenis.ca/

Ryan’s email list:
https://www.ryandenis.ca/subscribe

Strategy Room:
https://www.ryandenis.ca/strategy-room

Lunch Box Crew:
https://www.ryandenis.ca/lunch-box-crew

Crop Marketing Made Cool Conference:
https://www.ryandenis.ca/2026-conference

UPL Wave Biostimulant:
https://www.uplcorp.com/ca/product-details/wave-biostimulant

BAM Weather:
https://bamwx.com/

Bret Walts:
https://x.com/BretWaltsWx

Bret Walts LinkedIn:
https://www.linkedin.com/in/bretwaltswx

Futures text updates / questions for Ryan:
ryan@whatthefuturespodcast.ca

#Weather #Farming #Agriculture #Canola #Wheat #ElNino #PrairieWeather #CropMarketing #WhatTheFutures

• (00:00:00) - Prairie weather update for Western Canadian farmers
• (00:04:35) - Bret Walts joins with the June/July weather outlook
• (00:10:13) - Cooler weather, rain chances and spraying windows
• (00:12:40) - July heat risk and what it means for late crops
• (00:18:32) - August moisture, drought risk and harvest conditions
• (00:22:43) - Will the crop get smoked by July heat?
• (00:28:39) - Ryan wraps with fertilizer and crop marketing updates