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Friday cocktail and third week of march.

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    Friday cocktail and third week of march.

    Good morning it’s island time for a few weeks, I love the Cayman Islands it’s just so relaxing. Ah it’s just like home there is RBC CIBC TD Scotia all are here.

    Market Snapshot (March 20, 2026)

    Grain markets are inching up today, with corn, soybeans, and wheat showing modest gains despite some volatility. Oil prices remain elevated (WTI around $95–$96/bbl, Brent pushing higher amid Middle East tensions), which supports commodities but squeezes input costs.

    Politics & Leadership

    The “flip-flop king” (you know who) has been jetting around the world, making handshake deals and acting tougher than he is. Yesterday’s meetings seem to have backfired—folks realized they need to back Trump and keep oil flowing. Carney apparently had to backpedal, and now Canada is pledging to “help out” on energy.

    Pierre Poilievre went on Joe Rogan’s podcast and came across as Prime Minister material. He didn’t bash government spending much but showed real love for Canada, defended our oil as clean and ethical (even if that’s debatable), and connected with everyday people. That episode has racked up around 1.4 million views so far—way more reach than Carney’s praised-but-niche Davos speech to maybe 100 elites. One speaks to working-class Joes; the other to global insiders.

    Farming Reality Check

    I love hearing about the “new way to farm in Canada”—advisors run everything while you just sign checks. Or renegotiate leases in tough times… except the landlord keeps jacking up rent every renewal. Pure nonsense.

    Strong, well-managed 5,000-acre farms can still thrive through anything if run right. Scaling blindly to 100,000 acres while ignoring risks isn’t a strategy. “We’ll do it different” isn’t a plan either.

    Land is your biggest asset and should be a strength. If the bank lowballs your collateral (e.g., “It sold next door for $700k, but we value it at $200k”), find a new bank.

    Input Challenges Ahead

    Fertilizer is going to be a massive headache for any farm without it already locked in. Winter diesel might look like a deal, but you’ll burn way more of it—maybe wait and see.

    The Iran situation will end eventually, but the damage (disrupted shipping through the Strait of Hormuz, shuttered plants) will linger for years. Australia already has fuel shortages, yet Ukraine is somehow seeding in wartime? Meanwhile, Brazil, South America, and Europe are desperate for fertilizer too.

    We could see huge crop shortfalls in 2026 if key ingredients stay unavailable. To the organic crowd saying fertilizer-free is the future: we’re about to test that theory the hard way.

    Provincial & Broader Frustrations

    Saskatchewan running a deficit pisses me off, but remember Manitoba’s $2B+ loss and BC’s $15B hole with credit downgrades. Electing NDP keeps proving disastrous.

    We need to get back to building things. Trades should win, not degrees in basket weaving. Embrace projects that create real work and leverage what Canada has. Less government meddling in our lives. Stop foreign investment dominating—Canada-first jobs and priorities.

    The Liberals need to go.

    Ah, time for that Friday drink. If I missed anything or you want to add, fire away
    ?
    Cayman Lemonade

    A lighter, refreshing option you’ll find around the islands.

    Ingredients:
    • Vodka
    • Fresh lemon juice
    • Simple syrup
    • Soda water

    Top it off with a splash of bitters if you want a Caribbean twist
    ?
    Oh my family in canada went to the new farm show in Regina and really enjoyed it. Found a few things for 2026. Seeding is 42 days away. Almost time to head home in two weeks maybe going to head to Texas and Oklahoma and Nebraska.

    #2
    I hate bullshit comments from weather forecasters now wtf atmospheric river and polar vortex. It’s bullshit. Rain, dry and cold used to work.

    Red should be Phoenix at 106 not Saskatchewan at 57.



    Comment


      #3
      I thought the new weather channel YELLOW SNOW warning was priceless. Smile every time I hear it and as far as forecasts go standing on your deck with your coffee in the morning pretty much tells you how the day will go. Trimmed some horns yesterday in 8c weather dam near t-shirt weather. Son sold some hay local cow guys are counting bales and coming up short till grass time.

      Comment


        #4
        How is the snow cover? I hear it's less south of Fort than north. Did see Delage has running water filling a dugout. But they are always a week ahead of us.

        Section on the way to Regina for sale. I'm still not sure who by Edgeley to fort.

        Comment


          #5
          Went to the farm show in Regina and was very pleased with how it was presented.All booths were full and everyone seemed to be busy.Great faciities and plus 14 outside helped also.Alot of work goes into putting these shows on, hopefully they get enough support to continue.

          Comment


            #6
            Most of the snow here is gone again. Just little snow banks in trees left.

            Comment


              #7
              Snow about 1/2 gone here , more snow / rains continue north of hiway 16 from Alberta through Western Sask . Much needed for that area .
              Some major changes happening in this area and east of here with land . Monnette situation, some other farm retirements just recently, a few bankruptcies all add up to too much land trying to find a home at a bad time of year .
              There will be some land not farmed possibly. Too late in the season , too much land all at once and inputs nearly impossible to find given the geo political situation.
              A major reset about to happen

              Comment


                #8
                The old saying that someone will always be there to farm it is being tested big time right now .

                Comment


                  #9
                  Had over an inch of rain this week east of Edmonton. Melted most of the snow and now I have lake front property again. Sloughs and shallow lakes everywhere. Yard has not been this muddy for a long while. Third winter has arrived as it is snowing here now. Since there is no fertilizer too wet to seed is looking attractive. The flood years of 2016 - 2020 were not good here. Sold out of feed barley at 6 last week and that was my target. Buyer didn't think it would hit that this season because 'record crop everywhere'. Now I can find higher prices. Barley could be the sleeper crop this year Cheaper to grow than worthless wheat because you cut back on fertilizer to keep it from lodging and nobody cares about protein.

                  Comment


                    #10
                    The most snow we have had in many years. Must be well over two feet covering the fields that hasn’t even started to melt yet.
                    Ground was full of water from a big rain and snow last thanksgiving weekend last fall. I am expecting some fairly high spring runoff levels this year!

                    Comment

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