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For 48 weeks a year, @leftfieldcr and @JonDriedger cover 8 special crops, 2 oilseeds and 6 grains focused on Canada but with a global view. For a free 4-week trial of any of our four reports, go to leftfieldcr.com
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Chuck_Penner
16.5K posts
Chuck_Penner
@LeftFieldCR
LeftField is your research department for 16 Canadian crop markets - small grains, oilseeds & special crops - adding confidence to marketing decisions
Winnipeg, Canada เข้าร่วม Ekim 2011
1.2K กำลังติดตาม7K ผู้ติดตาม
Feb 2025 on the left, 2026 on right.
Can change quickly, but still...
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6-month drought change on the prairies
Central Alberta was already dry last fall. If it's even worse now...
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This is how the seasonal pattern would affect the average prairie-wide bid over the next 4, 8 and 12 weeks.
Let's see how it does.
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Why is wheat moving higher?
A lot of energy spent on this, that and the other thing.
It's almost textbook.
Focus on the "what", not the "why".
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Chuck_Penner รีทวีตแล้ว
*NEW PODCAST* Hear market analyst @LeftFieldCR explain how pulse acreage is expected to shift in 2026 and what factors could be influencing producers' cropping decisions: ow.ly/tlyy50YvX0p
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Not going to rely on ChatGPT any time soon.
Just asked about US canola crush capacity and was told it was 6 mln tonnes.
I replied that seems too high and was told, just kidding, it's about 2 mln tonnes.
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As usual, wheat leading the way higher.
Sarcasm aside, just wanted to point out the break higher began before the hubbub in Tehran.
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Similar development in canola meal. Likely due to Chinese tariffs. Will it persist?
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Cdn domestic use of canola oil up to 35% so far in 25/26, 10 pts more than a few years ago.
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Bit of a puzzle:
It's widely acknowledged the current situation in the Middle East is unpredictable.
You'd think this would reduce the number of predictions. And yet they've spiked, what, 100-fold?
Can we be honest and just call them what they really are, guesses?
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Chuck_Penner รีทวีตแล้ว
Farmers:
If fertilizer costs go up again…
what changes on your farm?
✋ Raise your hand if you could use a little crop marketing therapy right now.
This week on What the Futures:
✅ fertilizer strategy
✅ acreage outlook
✅ crop marketing timing
Maury Micklich and Chuck Penner join the show.
Listen here.
what-the-futures.castos.com/episodes/middl…
@ProgroAg , @LeftFieldCR
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Canola, barley and oats are the most questionable numbers IMO.
Mitch Miller@mgreymiller
The most important thing about the release of 2026 Canadian planting area estimates by Statistics Canada this morning is the survey date. Hardly worth a second look...
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Imagine that! Red spring wheat prices rising at this time of year (even with record production). It's almost like there's some sort of pattern.
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Chuck_Penner รีทวีตแล้ว
Chuck_Penner รีทวีตแล้ว
Chuck Penner examines how drawing down pulse stocks will take time in the latest Pulse Market Insight ow.ly/lUqa50YicTM #westcdnag @leftfieldcr
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@GoddessofGrain The people I know with Down syndrome are a better class of people than these folks.
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You can think I’m being too sensitive or whatever. But as a mother of a child with Down syndrome, seeing that word become acceptable and even popular to use again over the past few months has been the equivalent to a daily punch in the gut.
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Members of the administration casually dropping the R word on a Friday night. Absolutely disgusting.
Steven Cheung@StevenCheung47
Ro Khanna and Thomas Massie are some of the dumbest retards ever to be in Congress. They knowingly and willfully ruined the lives of innocent people who had nothing to do with Epstein.
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Should be pretty straightforward predicting the canola price next fall, right?
Right?
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@Greg_Insightag Lots of bearish things happening in 2025 and yet, the seasonals still held after the "China dip".
It's not the "why", it's the "what".
When prices drop every summer for every crop, there's no shortage of opinions why. It just does that.
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@LeftFieldCR plus we know the USMCA review on July 1, 2026 is coming shortly, which could shake cross-border flows. Thoughts? #canola 3/3
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A complete mystery why canola is rising.
People look for complicated reasons when it's not complicated.
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