Episode Details

In episode 116 of What The Futures, Ryan welcomes Allison Thompson of The Money Farm for her debut to break down USDA acreage expectations, market volatility and technical levels in wheat, and what early fertilizer bookings and rotation decisions may mean for corn, soybeans, and expanding crops like canola and sunflowers, including a canola acreage jump to 2.685 million. Ryan also answers Cuppa Coffee questions on canola carry and thin liquidity, payback on on-farm fertilizer and fuel storage, the Lunchbox Crew community, and diesel hedging via heating oil or crude. James Mitchell of Crop Management Network then focuses on domestic Western Canada fertilizer, warning of spring allocation, plant turnarounds, tight urea/phosphate, potential multi-day delays, and considerations like UAN availability and summer fill risks amid global supply constraints and export restrictions.

00:00 Show Preview

04:54 Positive Moments Update

08:24 Cuppa Coffee Q And A

09:16 Canola Carry And Spreads

11:08 Fertilizer And Fuel Storage

17:05 Lunchbox Crew Explained

19:37 Hedging Diesel Costs

21:44 Allison Joins The Pod

21:56 Market Technicals And Pullbacks

25:29 USDA Acreage Report Breakdown

38:39 Eating Your Veggies Tips

42:50 Fertilizer Supply Reality

45:05 Allocation and Bottlenecks

46:44 Plant Outages and Turnarounds

53:56 Summer Fill Global Risks

01:01:58 Final Advice and Sign Off