Episode Details

Should prairie farmers buy fertilizer right now or wait for better prices?

In Episode 127 of What The Future’s Podcast, Ryan Denis sits down with Josh Linville from StoneX to discuss urea prices, fertilizer market uncertainty, the Strait of Hormuz reopening, China’s export plans, sulfur markets, and what farmers should be considering before locking in fertilizer for 2027.

Josh explains why fertilizer prices have fallen, what could happen next, and why layering fertilizer purchases may be the best strategy in today’s market.

Featuring: Ryan Denis & Josh Linville (StoneX)

Topics Covered:

• Urea prices under $800
• Summer fill fertilizer opportunities
• China’s fertilizer exports
• Fertilizer hedging strategies
• Sulfur market outlook • Strait of Hormuz impact
• Fertilizer buying strategy for 2027
• Canola and wheat marketing

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

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

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

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

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

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

Josh Linville on X/Twitter:
https://x.com/JLinvilleFert

StoneX Farmer Fertilizer Focus:
https://shop.stonex.com/products/farmer-fertilizer-focus

Harvest Profit:
https://www.harvestprofit.com/

Futures text updates:
ryan@whatthefuturespodcast.ca

#Fertilizer #Urea #Farming #Agriculture #Canola #Wheat #StoneX #FarmManagement

Chapters

• (00:00:00) - Should farmers buy fertilizer now?
• (00:05:00) - Current prices, summer fill, and the urea collapse
• (00:09:00) - Have supply problems actually been fixed?
• (00:13:00) - Should farmers buy July/August fertilizer?
• (00:19:00) - Farm economics, demand, and new CME contracts
• (00:24:00) - Urea, sulfur, and China's role in pricing
• (00:28:00) - Why prices vary and how volatility creates opportunity
• (00:31:00) - Key takeaways for 2027 and where to follow Josh Linville
• (00:34:00) - Canola and wheat marketing update
• (00:39:00) - Building the 2027 farm plan