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Explore every episode of the podcast McKeany-Flavell Hot Commodity Podcast

Dive into the complete episode list for McKeany-Flavell Hot Commodity Podcast. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
Cocoa & sugar headaches & closures: What’s the cure?25 Apr 202500:14:13
  • Cocoa
    • Why is cocoa remaining a commodity headache?
    • Q1 2025 cocoa bean grinds were better than expectations
    • U.S. cocoa bean stocks improve
  • Sugar
    • Brawley, CA sugar beet plant to close
      • What does it mean for the sugar market?
  • Thanks to all who participated in our 2025 Spring Market Seminar!

Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Senior Commodity Advisor

What are edible oil users wondering about this week?18 Apr 202500:29:16
  • The dreaded “T” word and its impact on a few edible oil categories
  • Why the bullishness in soybean oil futures?
  • Join us next Wednesday, April 23!
    • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
    • Live online event! Free for all clients!
    • Not a client? It’s only $395 per person to attend!
    • Visit mckeany-flavell.com to register today!

Host: Craig Ruffolo, Vice President – Commodity Specialist Expert: Nicole Thomas, Vice President – Information Services

A calm April WASDE amidst the tariff tumult10 Apr 202500:16:40
  • Soy complex
    • Slight change to soybean ending stocks
    • Production increases in soybean oil along with decreases to biofuels and food use were mostly offset by an increase to exports
  • Wheat
    • Significant increases to hard red winter and spring wheat
      • How has the market reacted?
  • Corn
    • Corn use up putting ending stocks-to-use down
  • Sugar
    • Beet production up to a record, while cane production is lowered
    • High-tier imports increased
  • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
    • Live online event! Free for all clients!
    • Wednesday, April 23, 2025
    • Visit mckeany-flavell.com to register today!

Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Commodity Risk Management Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

Eggs & avian flu update04 Apr 202500:10:27
  • Recent avian flu hits & spring migration
  • Egg supply & current demand 
  • A sneak peek at eggs being covered at our Spring Seminar
  • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
    • Live online event! Free for all clients!
    • Wednesday, April 23, 2025
    • Have you registered? Visit mckeany-flavell.com to get it done!

Host: Eric Thornton, Senior Commodity Advisor Expert: Marilyn Adutwum, Data Analyst

Unpacking the USDA Grain Stocks & Prospective Plantings reports31 Mar 202500:21:13
  • Corn and soybeans
    • Corn, soybean acreage relatively in line with pre-report estimates
    • Less corn, soybeans in on-farm storage than last year
  • Wheat
    • Second fewest planted wheat acres on record
    • Hard red spring wheat down how much?
    • Wheat stocks come in slightly bearish and above expectations
  • Sugar
    • Beet planting area forecast to increase
    • Minnesota and North Dakota both up
  • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
    • Live online event! Free for all clients!
    • Wednesday, April 23, 2025
    • Have you registered? Visit mckeany-flavell.com to get it done!

Host/Expert: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Senior Commodity Advisor

March Madness continues next week as USDA takes on Grain Stocks & Prospective Plantings!28 Mar 202500:12:52
  • Market expects more corn acreage vs. soybeans, but just how much?
  • Wheat acres could see a small increase vs. last year
  • Wheat futures also reach fresh contract lows today: Great buying opportunity!
  • Grain stocks may surprise more than the acreage report, so too could the Apr. 2 tariff deadline
  • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
    • Live online event! Free for all clients!
    • Wednesday, April 23, 2025
    • Visit mckeany-flavell.com to register today!

Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Senior Commodity Advisor

Predicting the unpredictable: Weather, wheat, & the economy21 Mar 202500:15:57
  • Wheat
    • U.S. winter wheat crop has endured challenges
    • Will April rains be welcomed?
  • Weather
    • La Niña expected to fade in the coming weeks
    • U.S. Midwest dealing with more drought and dryness headed into spring planting season
  • Economy
    • Fed holds rates steady but eases via treasury holdings
    • FOMC lowers 2025 growth forecast and raises inflation forecast
    • With two opposite battles to find, will Chairman Powell likely choose slowing growth as the most eminent problem?
  • Join us next Wednesday, March 26 for our Seasonal Market Outlook webinar!
  • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
    • Live online event! Free for all clients!
    • Wednesday, April 23, 2025
    • Visit mckeany-flavell.com to register today!

Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Senior Commodity Advisor Expert: Shawn Bingham, Director of Commodity Risk Management

Needing some Irish luck: Inflation, consumers, & the economy14 Mar 202500:19:25
  • Inflation, while elevated, is taking a back seat to tariff troubles
  • Consumer sentiment and spending is declining, raising questions about future demand
  • Wall Street and others are lowering their U.S. growth forecasts: Will this spread globally?
  • Time to talk 2026 sugar with your suppliers
  • May the Luck O’ the Irish be with you!
  • Our next webinar: Seasonal Market Outlook
    • Wednesday, March 26, 2025
    • Look for your invite next week, or sign up now on mckeany-flavell.com
  • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
    • Live online event! Free for all clients!
    • Wednesday, April 23, 2025
    • Visit mckeany-flavell.com to register today!

Host/Expert: Craig Ruffolo, Vice President – Commodity Specialist Expert: Shawn Bingham, Director of Commodity Risk Management

March WASDE: A little sizzle but not much fire11 Mar 202500:24:13
  • Corn and soy complex
    • U.S. corn, soybean balance sheets unchanged with much in the way of consumption uncertainty
    • Global S&D for corn and soybeans both show declining ending stocks vs. last month’s report
  • Wheat
    • USDA cuts exports due to slower sales and shipments
    • Global wheat ending stocks FINALLY deviate from the 257 MMT stranglehold!
  • Sugar
    • Sugar deliveries lowered
    • Beet production increased to a record amount
  • Our next webinar: Seasonal Market Outlook
  • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
    • Live online event! Free for all clients!
    • Wednesday, April 23, 2025
    • Visit mckeany-flavell.com to register today!

Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Senior Commodity Advisor Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

Tariffs: What we know today07 Mar 202500:27:16
  • Outlining risks and impacts in the short- and long-term for grains and softs
  • Import tariffs and agricultural products coming in…
    • Impact on some edible oil, corn-derivative, cocoa, and sugar markets
  • Retaliatory tariffs and agricultural products going out…
    • Impact on corn, wheat, soy complex, and meat exports
  • Wheat
    • Impacts net bearish long term, but regional basis could rise without Canadian wheat imports
  • Cocoa
    • Cocoa products from Canada subject to “pantry loading” ahead of tariffs—or users pushing out orders to avoid tariffs
  • Sugar
    • Mexican sugar imports at risk of tariffs—longer-term price implications
  • Bearish corn, soybeans, and soybean meal but very supportive for soybean oil
  • Smaller and niche edible oil markets most impacted by import tariffs
  • Our next webinar: Seasonal Market Outlook
    • Wednesday, March 26, 2025
    • Look for your invite next week, or sign up now on mckeany-flavell.com
  • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
    • Live online event! Free for all clients!
    • Wednesday, April 23, 2025
    • Visit mckeany-flavell.com to register today!

Host/Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Senior Commodity Advisor

USDA’s Ag Outlook Forum: A first look at the 2025/26 crops28 Feb 202500:15:37
  • Corn
    • Acreage near expectations
    • Ending stocks to grow
    • Will we see growth in consumption in 2025/26?
  • Soybeans
    • Small reduction in yield
    • Ending stocks to decline, but consumption remains a question
  • Wheat
    • U.S. wheat acreage target vs. 2024
    • Some questions around spring wheat acres and yield being too high
    • Ending stocks could offer a small surplus
  • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
    • Live online event! Free for all clients!
    • Wednesday, April 23, 2025
    • Visit mckeany-flavell.com to register today!

Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Senior Commodity Advisor

Live from the International Sweetener Colloquium 2025!26 Feb 202500:08:10
  • Focus:
    • What's happening in the sugar industry and with sugar negotiations
  • Big question:
    • How are negotiations at this year’s Colloquium comparing to the past few years?
  • Patient vs. pushing
    • Are we seeing the “first buy is the best buy” mentality this year?
  • Big topics:
    • Upcoming crop outlook
    • Tariffs, demand, and weight-loss drugs
      • Will the sugar still flow?
      • What about sugar-containing products?
      • Possible situation with domestic production and consumption?
  • It's going to be an interesting round of negotiations over the next few months!
  • Shout-out to Craig Ruffolo and Shawn Bingham for their fantastic presentations!
  • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
    • Live online event! Free for all clients!
    • Wednesday, April 23, 2025
    • Visit mckeany-flavell.com to register

Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

Wheat winterkill & investments in commodities21 Feb 202500:26:02
  • Wheat
    • Assessing winterkill risk on wheat
    • HRW: What does the 10-year harvested area average look like?
    • How does this winter compare to years past?
  • Commodity index funds
    • Inflation worries are driving new investor money into commodity index funds
    • Top diversified commodity funds are seeing strong growth in new assets
    • Update on allocations to agricultural commodities as part of a diversified fund portfolio 
    • How much have these funds contributed to new long positions in corn, wheat, and sugar futures from last year's lows?
  • 2025 International Sweetener Colloquium
    • Kicks of this Sunday, Feb. 23
    • Seven representatives of McKeany-Flavell will be in attendance
    • Watch Craig Ruffolo speak on the North American Sweetener Market Outlook panel on Feb. 24!
    • Watch Shawn Bingham speak on Risk Management in Volatile Markets on Feb. 25!
  • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption
    • Live online event! Free for all clients!
    • Wednesday, April 23, 2025
    • Visit mckeany-flavell.com to register

Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Senior Commodity Advisor Expert: Shawn Bingham, Director of Commodity Risk Management

Happy Valentine's Day! A cocoa & chocolate update14 Feb 202500:12:23
  • Cocoa arrival numbers and weather tell of a promising season ahead
  • Major cocoa and chocolate producers are concerned about how cocoa prices can affect their financial performance and projections for the year
  • Q4 2024 grind showed a decline in demand: Will Q1 2025 grind help with the trajectory?
  • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption

Host: Eric Thornton, Senior Commodity Advisor Expert: Marilyn Adutwum, Data Analyst

February WASDE: Wildly...uninteresting11 Feb 202500:19:27
  • Corn and soy complex
    • USDA leaves U.S. corn/soybean balance sheet unchanged
  • Wheat
    • Limited changes to note for wheat
    • U.S. wheat food demand increases, but was it justified?
    • Global endings stocks: How much lower vs. last year?
  • Sugar
    • Sugar deliveries now compared to last year
    • TRQ imports lowered
  • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption

Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Senior Commodity Advisor Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

Economic roundup: Jobs & wages, the Fed, tariffs, & commodities07 Feb 202500:16:12
  • Jobs number disappoints slightly but revisions to prior months were positive
  • Unemployment rate falls to lowest in eight months
  • Wage growth is accelerating but will it keep the Fed sidelined?
  • Final tariff policy and impact still a big unknown: Leaning towards inflationary?
  • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption

Host: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Shawn Bingham, Director of Commodity Risk Management

Mexico sugar & the possible impacts of tariffs31 Jan 202500:13:26
  • Will Mexico production fall below the 5.094 MMT forecast?
  • How tariffs on Mexico may impact sugar trade
  • McKeany-Flavell’s 2025 Spring Market Seminar: Industry Trends & Consumption

Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

Brrrr! It’s cold out there! Polar vortex hits the U.S.24 Jan 202500:12:40
  • What impacts did we see from the harsh winter weather this week?
  • Louisiana cane crop concerns
  • Winter wheat threatened
  • Rumors of peace negotiations between Russia and Ukraine
  • Next week! Don’t miss our Key Ingredients in 2025 webinar
    • Wednesday, January 29, 2025 at 11 am PT / 2 pm ET
    • Register now at mckeany-flavell.com or look for your invite starting next week

Host: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Eric Thornton, Senior Commodity Advisor

Jobs, inflation, & policy: No shortage of volatility!17 Jan 202500:28:27
  • December jobs boost economic expectations
  • December FOMC points to higher inflation and fewer rate cuts
  • Policy decisions to ban future oil drilling and add new sanctions to Russia, along with threats from Canada, spike crude prices
  • January WASDE bullish to grain market?
  • No shortage of volatility ahead of next Monday’s Inauguration Day!
  • Our next webinar: Key Ingredients in 2025
    • Wednesday, January 29, 2025 at 11 am PT / 2 pm ET
    • Register now at mckeany-flavell.com or if you’re a client, look for an invite in your inbox

Host: Nicole Thomas, Vice President – Information Services Expert: Shawn Bingham, Director of Commodity Risk Management

January WASDE: Exciting, surprising, & revealing10 Jan 202500:27:23
  • Corn and soy complex
    • USDA surprises with reduced U.S. production for corn, soybeans
    • Domestic soybean oil balance sheet is likely more ominous than ending stocks would indicate
  • Wheat
    • Winter wheat acres on the rise! Up how much from 2024?
    • Grain stocks and WASDE about as expected
  • Sugar
    • Beet production increased
    • A boost to stocks-to-use ratio
  • Our next webinar: Key Ingredients in 2025
    • Wednesday, January 29, 2025 at 11 am PT / 2 pm ET
    • Register now at mckeany-flavell.com or look for your invite starting next week
  • Our thoughts and prayers are with those affected by the LA fires

Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Senior Commodity Advisor Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

School’s in session! Futures market speculators03 Jan 202500:25:43
  • Commodity trading advisor (CTA) assets under management 
    • Down from 2022 peak but still significant
  • Large CTAs trade as many as 250 futures contracts globally
    • Which category manages the majority of assets?
  • Between January 2021 and February 2024, fund managers rode corn from record-long to record-short positions
    • How many contracts did they sell?
  • How were speculators positioned in last year's soybean oil market?
  • Lack of speculator liquidity likely helped fuel cocoa rally in 2024
  • Mark your calendars for our next webinar! Not to be missed!
    • Key Ingredients in 2025
    • January 29, 2025 11am PT / 2pm ET
    • Registration opens soon at mckeany-flavell.com

Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Commodity Risk Management

Looking down the road: Our predictions for 202527 Dec 202400:33:39
  • Corn
    • Corn acres will go up on better returns than soybeans
    • Feed demand may shrink due to continued issues of avian flu
    • Exports are being front-loaded but could stall in the second half
    • Could ending stocks equal 2024?
  • Sugar
    • At what prices will sugar futures be trading in 2025?
    • Strong supplies and slightly lower demand in 2025 to pressure 2026 contracting, but by how much?
  • Wheat
    • Ditto or status quo on 2025 vs. 2024?
    • What to expect from 2025/26 U.S. stocks surplus, as well as global stocks
    • Expectations for 2025/26 U.S. wheat exports
    • Two more countries will approve HB4 GMO wheat: Guesses as to who
  • Soy complex & edible oils
    • Prevailing prediction: Volatility!
    • Uncertain biofuel and economic pictures provide a broad range of price possibilities
    • Does avian flu spreading to mammals fill more of the conversation in 2025?
  • Economy & energy
    • Let’s talk basis cuts from the Fed
    • How will the CPI and GDP hold up?
    • Observations for WTI crude oil: What to expect
  • Happy New Year!

Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist Expert: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Eric Thornton, Senior Commodity Advisor Expert: Nicole Thomas, Vice President – Information Services Expert: Shawn Bingham, Director of Commodity Risk Management

A holiday poem, McKeany-Flavell style20 Dec 202400:07:43

Find a warm, cozy spot and listen to Nicole showcase her annual holiday poem, as only she can do. 

Happy Holidays!

Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

Vibe check on the wheat market13 Dec 202400:15:31
  • U.S. winter wheat crop conditions are strong heading into winter
    • Is La Niña still forecasted?
  • Speculators may liquidate hefty short positions
  • Russia/Ukraine war full of uncertainty and will enhance volatility
  • What to expect from commodities in 2025?
    • Keep an eye out for our 2025 predictions podcast coming to you soon!

Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Senior Commodity Advisor

Ho ho holy December WASDE!10 Dec 202400:15:51
  • Wheat
    • Wheat exports increase
    • Stocks fall
  • Soy complex
    • Soybean balance sheet unchanged for U.S.
    • Global stocks still huge
  • Corn
    • Production down globally
    • Stronger use for corn in the U.S.
    • How’s ethanol demand looking?
  • Sugar
    • USDA raises import level: How disappointed will Mexico be?
    • Believe it or not, the International Sweetener Colloquium is right around the corner! (February 23-26, 2025): See you there!
  • Keep an eye out for our 2025 predictions podcast! Coming to you soon.

Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Senior Commodity Specialist Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

Winning in edible oils is all about the fundamentals!06 Dec 202400:19:38
  • Market fundamentals
    • Global markets
      • European production issues for crops
    • Domestic markets
      • Latest crush report shows 10-year lows
  • How likely are we to see sustained price relief for vegetable oils?
  • The incoming U.S. administration spells lots of uncertainty
    • Biofuel policy, imports, tariffs, and even TikTok
  • Used cooking oil and its effect on soybean oil usage in biofuels
  • Interested in learning more about coconut oil products?

Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

Setting the table with turkey & corn...sweetener negotiations that is!27 Nov 202400:13:13
  • Contracting is nearing its completion
    • Results are a mixed bag
    • Corn prices were not a factor
  • Product demand assisted in price offers for 2025
  • Wet mill operations show little change
    • New production at Ft. Dodge and Shenandoah
  • U.S. Corn Wet Milling Industry Study, 2023 Edition!
    • What buyers, consumers, and investors need to know
    • Processes, products, pricing, and growth potential
    • Visit us at mckeany-flavell.com to purchase your copy today!
  • Happy Thanksgiving!

Host: Shawn Bingham, Director of Commodity Risk Management Expert: Craig Ruffolo, Vice President – Commodity Specialist

Update on the latest milk production report22 Nov 202400:13:44
  • Little change in total U.S. herd: Where are we sitting now?
  • Yield or productivity per cow at the farm level
  • How has total milk output been measured on a cumulative YTD basis through October?
  • Missed our webinar on Wednesday? Watch now on IQ!
    • Revisiting Systematic Timing Models: A Secret Weapon for Procurement Risk Management
    • Not an IQ subscriber but want to learn more? Reach out to McKeany-Flavell to find out how an IQ subscription can benefit you and your company today.

Host: Michael Caughlan, President & CEO Expert: Jeffrey Rasinski, Consultant

A forward look at winter weather, La Niña, & inflation15 Nov 202400:21:14
  • Weather
    • NOAA’s latest odds of a La Niña are declining: Will it actually arrive?
    • Winter weather expectations may not be as threatening to crops like wheat
  • The markets
    • CPI sees three consecutive months of increases
    • How much did the PPI move over the last three months?
    • Fed Powell surprises market with hawkish comments
  • Don’t forget to register for next Wednesday’s webinar!
    • Revisiting Systematic Timing Models: A Secret Weapon for Procurement Risk Management
    • November 20, 11am PT / 2pm ET
    • Register at mckeany-flavell.com today!

Host/Expert: Shawn Bingham, Director of Commodity Risk Management Expert: Eric Thornton, Senior Commodity Advisor

The November USDA WASDE bullish award goes to...08 Nov 202400:30:40
  • Sugar
    • USDA adjusts for early harvest sugar
    • Shifts in old crop numbers
  • Wheat
    • Few changes for wheat, global stocks remain steady at 257 MMT
    • Shout out to Kazakhstan with a 2 MMT increase to production!
  • Corn & Soy Complex
    • Both U.S. corn and soybean yields reduced (and much more for the latter).
    • Ending stocks of soybean oil growing more ominous for 2024/25

Register for our next webinar on November 20, 2024 at 2:00 PM ET! Revisiting Systematic Timing Models Visit mckeany-flavell.com to reserve your seat today!

Host/Expert: Nicole Thomas, Vice President – Information Services  Experts: Kevin Combs, Vice President – Global Sweeteners Specialist                Eric Thornton, Senior Commodity Advisor

Will this Halloween be spooky for chocolate lovers?31 Oct 202400:14:28
  • With hefty chocolate prices scaring consumers, will we see a bias for sugar-based confectionery treats?
  • Prices at the grocery store: Chocolate candies vs. sugar, candy, and gum
  • Retailers are promoting more aggressively to move products
    • Will price increases continue to insulate most companies on earnings/sales?
  • Mark your calendars for our next webinar!
    • Revisiting Systematic Timing Models with Dir. of Risk Management, Shawn Bingham
    • Wednesday, Nov. 20, 2024
    • Registration opens week of Nov. 4 at mckeany-flavell.com
    • Clients check your inboxes

Host: Michael Caughlan, President & CEO Expert: Jeffrey Rasinski, Consultant

Bulls vs. bears! Which direction could edible oils & wheat be trending?25 Oct 202400:24:38
  • Weather trending more bullish by the month for wheat
  • U.S. wheat exports up YOY, but pace is slowing
  • Global supply tightening leading to elevated edible oils prices
  • Geopolitical factors, election outcome, and consumer behavior are impactful unknowns for vegetable oil consumption
  • U.S. Corn Wet Milling Industry Study, 2023 Edition!
    • What buyers, consumers, and investors need to know
    • Processes, products, pricing, and growth potential
    • Visit us at mckeany-flavell.com to purchase your copy today!
  • Missed this week's Fall Market Outlook webinar? If you're an IQ subscriber, watch it now on the IQ Platform!
    • Not a subscriber? Reach out for a trial subscription today!

Host/Expert: Eric Thornton, Senior Commodity Specialist Expert: Nicole Thomas, Vice President – Information Services

Frightening October energy volatility18 Oct 202400:17:08
  • Energy volatility has been heightened by the ongoing events in the Middle East
  • Disruption to the flow of crude through the Strait of Hormuz remains the biggest risk
  • U.S. oil production reaches a new peak
  • Could global economic slowing see WTI spend more time below $70 than above?
  • Webinar next week!
    • Fall Market Outlook
    • Wednesday, October 23
    • Registration is now open! Check your email or visit mckeany-flavell.com

Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Risk Management

October WASDE can be full of scary surprises! Did today hold up?11 Oct 202400:20:24
  • Wheat
    • U.S. wheat stocks decline, but still up YOY
  • Soy complex
    • Soybean & soybean oil balance sheets unchanged
  • Corn
    • See soy complex
  • Sugar
    • Beet sugar production up
    • 2023/23 high-tier raised by how much?
  • Now available for purchase!
    • McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition
    • What buyers, consumers, and investors need to know
    • Visit us at mckeany-flavell.com to learn more
  • Don’t forget to register for our next webinar!
    • Fall Market Outlook on October 23, 2024
    • Registration is now open! Check your email or visit mckeany-flavell.com

Host/Expert: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Eric Thornton, Commodity Specialist

What a wild world! Current factors shaping commodity prices04 Oct 202400:27:28
  • The strike is off! (at least for now…)
  • Good jobs report with some points of consideration
  • Turmoil in the Middle East putting at least a temporary floor beneath futures prices
  • Don’t forget to register for our next webinar
    • Fall Market Outlook on October 23, 2024
    • Registration opens week of Oct. 7 at mckeany-flavell.com
    • Clients check your inboxes

Host/Expert: Shawn Bingham, Director of Risk Management Expert: Nicole Thomas, Vice President – Information Services

Interpreting today's USDA Grain Stocks & Small Grains reports30 Sep 202400:12:17
  • September stock revisions
    • Net bullish for corn
    • Neutral for soybeans
  • Wheat production fell by how much?
  • Harvested area for wheat increases, while yield falls
  • Next webinar! Fall Market Overview
    • Wednesday, Oct. 23, 2024
    • Registration opens week of Oct. 7 at mckeany-flavell.com
    • Clients check your inboxes

Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Specialist

Today's special: The USDA Cold Storage Report27 Sep 202400:15:37

Would you like cheese, butter, nuts, eggs, or frozen fruit?

  • What makes butter inventory so key this time of the year?
  • The key differences between butter: U.S. vs. Europe
  • Can New Zealand step up and potentially supply product to Europe?
  • Butter in cold storage is in decline, but what’s the whole story?
  • Are butter prices relaxing?
  • Let’s talk cheese inventories
  • Next webinar! Fall Market Overview
    • Wednesday, Oct. 23, 2024
    • Registration opens week of Oct. 7 at mckeany-flavell.com
    • Clients check your inboxes
  • Now available for purchase!
    • McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition
    • What buyers, consumers, and investors need to know
    • Visit us at mckeany-flavell.com to learn more

Host: Michael Caughlan, President & CEO Expert: Jeffrey Rasinski, Consultant

A bullish week for #11 sugar20 Sep 202400:12:32
  • #11 raw sugar futures rallying, up 5 cents in last month
  • Dryness in Brazil reducing 2025 production expectations
  • India not expected to export sugar despite industry calls to do so
  • Don’t forget to register for next week’s webinar!
    • Energy Markets Update on September 25, 2024
    • Registration is now open! Check your email or visit mckeany-flavell.com

Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

September WASDE: Sugar steals the headlines!12 Sep 202400:26:42
  • Wheat
    • Tame WASDE for wheat
    • No change on the U.S. balance sheet
    • EU production cut 4 MMT: Is it enough?
  • Corn and soy complex
    • Corn and soybeans are snoozers
    • Will bearish conditions continue for now?
  • Sugar
    • The old crop is finalizing, while the new crop is just getting started
      • 2023/24 sugar stocks up!
      • 2024/25 Mexican imports lowered?
  • U.S. Corn Wet Milling Industry Study, 2023 Edition!
    • What buyers, consumers, and investors need to know
    • Processes, products, pricing, and growth potential
    • Visit us at mckeany-flavell.com to purchase your copy today!
  • Don’t forget to register for our next webinar!
    • Energy Markets Update on September 25, 2024
    • Registration is now open! Check your email or visit mckeany-flavell.com

Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Specialist Expert: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Nicole Thomas, Vice President – Information Services

Will this winter wheat planting season give us chills?06 Sep 202400:15:37
  • Acreage expectations: the case could be made for more wheat acres for 2025/26
  • Current conditions are not ideal and La Nina’s influence could cause issue this winter
  • McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition
    • All industrial buyers and consumers of corn-derived products, as well as investors in that field, should understand the corn wet milling process, product portfolio, pricing, and industry growth potential. 
    • Now available for purchase at mckeany-flavell.com!

Host: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Eric Thornton, Commodity Specialist

Contango, it's not just a dance!30 Aug 202400:21:02
  • Two theories for the shape of the forward curve
  • What is a normal forward curve?
  • Risk-free arbitrage
  • Over and under supplied markets
    • Corn, soybeans, and wheat
  • The importance of a meat thermometer this holiday weekend
  • Now available for purchase!
    • McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition
    • What buyers, consumers, and investors need to know
    • Visit us at mckeany-flavell.com to learn more

Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Risk Management

Dairy production & herd: Back to where we started from?23 Aug 202400:11:49
  • Most recent changes made by USDA on milk production and herd size
  • How have revisions USDA has made to prior numbers affected the outlook?
  • Where we stand on YTD milk output
  • What do dairy buyers need to be on the lookout for?
  • Next webinar!
    • Economy and Energy
    • Wednesday, Sep. 25, 2024
    • Registration opens on Sep. 11 at mckeany-flavell.com
      • Clients, check your inboxes
  • Now available for purchase!
    • McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition
    • What buyers, consumers, and investors need to know
    • Visit us at mckeany-flavell.com to learn more

 

Host: Michael Caughlan, President & CEO Expert: Jeffrey Rasinski, Consultant

Fryin’ it up! An edible oils update16 Aug 202400:21:15
  • What’s the global oilseed outlook for 2024/25?
  • How are prices trending?
  • Coverage advice
  • Avian flu observations
    • Impact on feed consumption?
  • U.S. Corn Wet Milling Industry Study, 2023 Edition!
    • What buyers, consumers, and investors need to know
    • Processes, products, pricing, and growth potential
    • Visit us at mckeany-flavell.com to purchase your copy today!

Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

Holy soybeans & sugar, WASDE Man!12 Aug 202400:32:14
  • Wheat
    • Wheat acres take a big hit!
    • Ending stocks drop but still up vs. last year
  • Corn and soy complex
    • Soy snatches acreage from corn brethren!
    • But do both appear amply supplied for 2024/25?
  • Sugar
    • 2024/25 beet production increased to a new record
    • Old crop and new crop sugar deliveries for food use lowered
  • U.S. Corn Wet Milling Industry Study, 2023 Edition!
    • What buyers, consumers, and investors need to know
    • Processes, products, pricing, and growth potential
    • Visit us at mckeany-flavell.com to purchase your copy today!

Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Commodity Specialist Expert: Nicole Thomas, Vice President – Information Services Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

2024 ASA International Sweetener Symposium Recap09 Aug 202400:15:41
  • Farm Bill
    • Possible to get this passed before the November elections?
  • Beet sugar
    • Harvest for 2024/25 crop is upon us!
    • Signs of a sizable crop?
  • Cane sugar
    • Florida crop predictions: Could it surpass Louisiana?
  • U.S. Corn Wet Milling Industry Study, 2023 Edition!
    • What buyers, consumers, and investors need to know
    • Processes, products, pricing, and growth potential
    • Visit us at mckeany-flavell.com to purchase your copy today!

Host: Michael Caughlan, President & CEO Expert: Craig Ruffolo, Vice President – Commodity Specialist

 

July was National Ice Cream month! Did you get yours?02 Aug 202400:19:14
  • Dairy operators
    • Trends in the herd
    • What are the current conditions they’re facing?
  • July milk production report
    • Shedding any light?
  • Now available for purchase!
    • McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition
    • What buyers, consumers, and investors need to know
    • Visit us at mckeany-flavell.com to learn more

Host: Craig Ruffolo, Vice President – Commodity Specialist Expert: Jeffrey Rasinski, Consultant

Let the Commodity Olympic Games begin!26 Jul 202400:20:58
  • Kicking off the Olympics today with the McKeany-Flavell Global Commodity Dash!
  • The history of the Olympic rings and the regions that each ring represents:
    • Europe, Asia, Africa, Australia, and America
  • What's topical from a macro and micro commodity perspective for each region?
    • Production, supply, demand, economics, prices, and more
  • Don’t forget to register for our next webinar!
    • Wheat Market Update on July 31, 2024
    • Look for your email invite or register directly at mckeany-flavell.com

Host/Expert: Shawn Bingham, Director of Risk Management Expert: Eric Thornton, Commodity Specialist

Unpacking a real risk management strategy19 Jul 202400:20:18
  • Risk and opportunity identification
  • State of the market
  • Potential outside forces
  • Create and execute a plan
  • Measure performance
  • Mark your calendar for our next webinar!
    • Wheat Market Update
    • Wednesday, July 31
    • Registration opens July 17, watch your email or visit mckeany-flavell.com

Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Risk Management

July WASDE: Hitting it out of the park!12 Jul 202400:28:15
  • Sugar
    • 2023/24 ending stocks increased 
    • Beet sugar increased for both old and new crop
  • Wheat
    • USDA blew away expectations with big increases to wheat production
    • Wheat ending stocks now largest since 2019/20
    • Global stocks rise, but not likely to hold
  • Corn
    • Feed category providing its usual late-season surprise for corn
  • Soy complex
    • Global soybean balance sheet suggests bearishness for the foreseeable future
  • Don’t forget to register for our next webinar!
    • Wheat Market Update on July 31, 2024
    • Registration opens July 17, watch your email or visit mckeany-flavell.com

Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialis Expert: Eric Thornton, Commodity Specialist Expert: Nicole Thomas, Vice President – Information Services

Food inflation & a bag of groceries05 Jul 202400:15:54
  • How have consumers been handling food inflation? 
  • What might food manufacturers do to respond?
  • Is there a light at the end of the tunnel?
  • Mark your calendar for our next webinar!
    • Wheat Market Update
    • Wednesday, July 31
    • Registration opens July 17, watch your email or visit mckeany-flavell.com

Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services

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