Fertilizer markets are tightening fast. In this episode of What the Future’s Podcast, Ryan Denis sits down with fertilizer expert Josh Linville to break down what farmers should expect heading into spring 2026. They cover nitrogen and phosphate supply risks, China export impacts, logistics bottlenecks, and whether a summer reset is still coming. If you haven’t secured fertilizer yet, this is a must-watch.
Topics Covered: - Fertilizer supply outlook - Nitrogen and phosphate market risks - China export restrictions - Spring logistics concerns - Summer fill program expectations - Risk management strategies for farmers Like, subscribe, and share with a farmer who needs to see this.
⏱️ Timestamps 00:00
Market open & commodity check 01:00
Big fertilizer questions farmers are asking
02:00 Josh Linville joins the show
04:00 What caused the recent fertilizer chaos
08:45 Why fertilizer isn’t well hedged yet
10:30 What to do if you haven’t bought fertilizer
12:30 Will tariffs impact fertilizer prices?
17:30 Is every nitrogen form tight?
21:00 Summer reset outlook
24:00 Grain marketing reminder
25:00 Show wrap-up
Follow Josh Linville on X https://x.com/JLinvilleFert
Listen to the show on the go. https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y?si=bd51356530834599 https://podcasts.apple.com/ca/podcast/what-the-futures/id1715185428
Follow on Instagram and X for more market insights. https://www.instagram.com/whatthefuturespod/
Email Ryan: ryan@whatthefuturespodcast.ca
What the Futures Podcast Website: https://www. whatthefuturespodcast.ca
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