Klarenbach Research

09/02/2026

As of August 25th, grain prices remain stagnant at around 23-24 cents for top quality.

Buyers aren't actively seeking supply, a sharp contrast to usual demand, with ample product already in warehouses from earlier purchases.

09/02/2026

Heads Up

Corn, Soybeans, Wheat and Canola

Quick market update

$CORN

$WEAT

$SOYB

09/02/2026

B.C.'s Failed to Sell Monette's Ranches Twice.

Here's Why That Matters.

Every other Monette Farms land sale has beaten appraisal. B.C. couldn't find a buyer at all, on two separate attempts. What that split result means for anyone holding Prairie land.

09/01/2026

Corn joined the grain market rally today, rising over 1.5% on December futures.

Hot and dry August weather has dragged USDA crop ratings down to multi-year lows.

That means lower yield expectations just as harvest approaches.

Get the full breakdown in The Daily Board.

It's free.

You like free stuff.

Corn, wheat, and canola ride the rally on China buying and crop stress while gold and silver slide on Fed rate-hike bets.

09/01/2026

Grain Report Chart of the Day

The Most Important Chart in Agriculture

Corn + Soybean + Wheat

Appears to have broken out of Stage 1: Accumulation and is now in Stage 2: Markup.

The last time this happened was in September 2021.

Thank you for your attention to this matter.

09/01/2026

Here is a Canola idea from last week.

It still holds today.

It is behind the paywall, but that's how I get ya.

Western Canada grain update: Strategic canola sales free up cash while paper replacement preserves market exposure alongside holding durum

09/01/2026

Grain & Oilseed Social Sentiment Rating

Canola & wheat lead a strong Tuesday rally that defies seasonals.

Price is the signal.

Wheat/Corn 72,

Canola 67,

Soy 66,

Durum quiet 50.

Main drivers:

Sharp price confirmation (canola +25+, soy/wheat/corn firm),

Focus on the rally;

Residual Black Sea + tightness talk;

Durum continuity on harvest weather.

Moderate confidence.

09/01/2026

🌾🚜 The Most Important Chart in Agriculture 🚜🌾

Canola, Corn, Soybean, and Wheat are defying seasonal trends!

What's driving this unexpected rally?

It's all about the strength of crude oil and structural technical breakouts in the Western Canadian grain market. 📈

A prominent figure recently reached out for insights on the Canola and Wheat rally.

While conventional wisdom might be puzzled, the focus here is on price action.

The Canola story is straightforward - it's all about oil, with $100 per barrel on the horizon.

Wheat, however, is a bit more complex, with factors like the Black Sea and drought playing roles.

But there's a bigger picture - a structural change in the grain and oilseed market.

Understanding market cycles is crucial: Accumulation, Markup, Distribution, and Decline.

This knowledge is invaluable for navigating the market's ups and downs.

Dive deeper into this analysis with the Klarenbach Grain Report and stay ahead of the curve with expert insights and up-to-date grain prices. 🌾

Read more: https://www.grainreport.klarenbach.ca/p/the-most-important-chart-in-agriculture

Canola and wheat rallies challenge seasonal trends as crude oil strength and structural technical breakouts drive Western Canadian grain market price action.

09/01/2026

Market signals suggest corn and soybeans are no longer profitable.

While ethanol mandates could create temporary bubbles, the real threat lies in fertility costs.

This is the one budget area with flexibility, and failing to become more efficient guarantees you'll be the next to face failure.

09/01/2026

Washington is cheering on big tech to gobble up farmland for server farms, framing it as an economic necessity against China.

​Out here on the Prairies, the fight is already playing out acre by acre.
​Alberta is chasing billions in AI investments, while Saskatchewan RMs were told the choice to allow data centres rests on their shoulders alone.

​Once prime agricultural land gets rezoned, it doesn't come back to the rotation.
​

Trump says data centres are worth losing farmland for. Alberta's already $13B into that bet, and Saskatchewan RMs just got told the call is theirs. Plus an 80-ship jam on the Danube squeezing world wheat, and a Canada-US meat inspection standoff.