Delayed Seeding: Canola Rally or Trap?

Delayed seeding in Western Canada, canola prices near recent highs, spring wheat drought risk, barley bids, and 2026 crop marketing strategy are all on the table in this episode of What the Futures Podcast. Ryan Denis is joined by Brian Comeault of Ireland Comeault Lafoy / Canadian Ag Markets to break down what Prairie seeding delays could mean for canola, why canola puts may be worth a look, how U.S. wheat conditions could shape spring wheat, and what farmers should be watching before the next major market move. Guest: Brian Comeault, Canadian Ag Markets / Ireland Comeault Lafoy Links mentioned: Ryan’s email list: https://www.ryandenis.ca What the Futures Podcast: https://www.whatthefuturespodcast.ca Canadian Ag Markets YouTube: https://www.youtube.com/@CanadianAgMarkets Ireland Comeault Lafoy: https://www.irelandcomeaultlafoy.com Canadian Ag Markets trial/subscription info: https://buy.stripe.com/bJe28r0A9cLg81r8ni6Vq05 Harvest Profit: https://www.harvestprofit.com John Deere Operations Center: https://www.deere.ca/en/technology-products/precision-ag-technology/operations-center/ UPL WAVE Biostimulant: https://www.uplcorp.com/ca/product-details/wave-biostimulant Email Ryan for futures updates: ryan@whatthefuturespodcast.ca Timestamps: 00:00 Seeding delays, canola, and wheat market setup 00:44 UPL WAVE and sponsor intro 01:30 Fertilizer market episode mention 02:20 Ryan’s seeding update and safety reminder 07:40 Brian Comeault joins 08:08 Prairie seeding delays and canola impact 10:14 Three drivers behind canola strength 14:33 2022 planting-delay comparison 17:06 Marketing differently in 2026 18:16 Canola risk tools and put options 25:12 U.S. wheat conditions and Kansas wheat tour 27:01 Spring wheat, drought risk, and 2017 comparison 31:16 Barley bids and export strength 32:22 Acreage shifts from delayed seeding 38:38 Ryan’s market update 40:40 Eating Your Veggies: targets, yield checks, puts 43:09 Planting playlist and final CTA #Canola #CropMarketing #WheatMarkets