# U.S. Acreage Talk + Prairie Fertilizer Reality Check (Allison Thompson & James Mitchell)

Page: https://stenobird.com/podcast/what-the-futures-6675524/u-s-acreage-talk-prairie-fertilizer-reality-check-allison-thompson-james-mitchell
Text version: https://stenobird.com/podcast/what-the-futures-6675524/u-s-acreage-talk-prairie-fertilizer-reality-check-allison-thompson-james-mitchell.md
Podcast: [What the Futures!](https://stenobird.com/podcast/what-the-futures-6675524)
Published: 2026-04-03T12:00:00+00:00
Episode link: https://what-the-futures.castos.com/episodes/us-acreage-talk-prairie-fertilizer-reality-check-allison-thompson-james-mitchell
Audio file: https://episodes.castos.com/651d8de9cb8027-48221946/2412720/c1e-54n0ps715jra4opxg-ww7vrx1rhd5g-cnoeo9.mp3
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JSON: https://stenobird.com/v1/public/podcasts/what-the-futures-6675524/episodes/u-s-acreage-talk-prairie-fertilizer-reality-check-allison-thompson-james-mitchell
Duration seconds: 4007

## Resource

In episode 116 of What The Futures, Ryan welcomes Allison Thompson of The Money Farm for her debut to break down USDA acreage expectations, market volatility and technical levels in wheat, and what early fertilizer bookings and rotation decisions may mean for corn, soybeans, and expanding crops like canola and sunflowers, including a canola acreage jump to 2.685 million. Ryan also answers Cuppa Coffee questions on canola carry and thin liquidity, payback on on-farm fertilizer and fuel storage, the Lunchbox Crew community, and diesel hedging via heating oil or crude. James Mitchell of Crop Management Network then focuses on domestic Western Canada fertilizer, warning of spring allocation, plant turnarounds, tight urea/phosphate, potential multi-day delays, and considerations like UAN availability and summer fill risks amid global supply constraints and export restrictions. 00:00 Show Preview 04:54 Positive Moments Update 08:24 Cuppa Coffee Q And A 09:16 Canola Carry And Spreads 11:08 Fertilizer And Fuel Storage 17:05 Lunchbox Crew Explained 19:37 Hedging Diesel Costs 21:44 Allison Joins The Pod 21:56 Market Technicals And Pullbacks 25:29 USDA Acreage Report Breakdown 38:39 Eating Your Veggies Tips 42:50 Fertilizer Supply Reality 45:05 Allocation and Bottlenecks 46:44 Plant Outages and Turnarounds 53:56 Summer Fill Global Risks 01:01:58 Final Advice and Sign Off

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## Transcript

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