Episode Details

On a holiday week, Ryan shares a condensed market outlook for Western Canadian farmers heading into planting 2026, covering key themes and practical strategy. He discusses how “blow-off tops” in markets like canola and wheat often mark difficult levels to trade above, and why he’s cautious short-term on canola while still expecting multiple selling chances. He outlines three marketing “baskets” (patience for specialty crops like peas/lentils and malt barley; opportunistic for wheat and feed barley; forgiving for canola), notes heavy 2025 global supplies and specialty-crop carryover, and flags major wildcards including Middle East conflict impacts on fertilizer availability, higher energy/freight costs, US drought and frost risks, biofuel policy clarity, and recession talk tied to crude spikes. He also reviews tools like no-price-established contracts, bear put spreads, reownership, futures-first, and contract insurance.

00:32 Intro

01:08 Holiday Outlook Setup

02:37 Family Story and Updates

05:26 Market Themes Overview

06:55 Three Crop Baskets

10:47 Supply and Carryover Reality

13:34 Margins and Market Mood

14:53 Blow Off Top Deep Dive

19:15 Iran War and Fertilizer Risk

22:57 Freight Weather and Biofuels

26:11 Recession and Chart Patterns

28:44 Crop Rankings for 2026

31:12 Marketing Strategies Toolkit

35:49 What Worked and Wrap Up