McKeany-Flavell Hot Commodity Podcast Series
Fun times with edible oils: Soybean, palm, PKO, coconut, & canola

Fun times with edible oils: Soybean, palm, PKO, coconut, & canola

September 25, 2020

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

What’s new in wheat & hemp (CBD)?

What’s new in wheat & hemp (CBD)?

September 18, 2020
  • Wheat:
    • Supply and demand overview
    • Global increases in production drive up ending stocks
    • We're in a wheat glut
  • Hemp/CBD:
    • Hemp harvest underway
    • Impact of western fires
    • Regulatory status and new bill reaches Congress
  • Download our free CBD study!

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

 

Cue drum roll, please: Your September WASDE recap

Cue drum roll, please: Your September WASDE recap

September 11, 2020
  • Corn
    • Production reduced but ending stocks remain high
  • Soybeans
    • Ending stocks drop by 25%
    • Soybean oil down by over 200 million pounds
  • Sugar
    • USDA lowers Mexican imports 191,000 STRV to bring STU to 13.5%
    • U.S. production raised 27,000 STRV
  • Welcome back, Nicole!

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

Hurricane Laura’s impact on the energy market & a look into the future

Hurricane Laura’s impact on the energy market & a look into the future

September 4, 2020
  • Changes in the infrastructure?
  • No catastrophic damage to refineries, but days were lost
  • More storms to come this season
    • Will we overlap the alphabet?
  • Long-term perspective on the energy markets
    • Suggestions for the future

For our IQ members, check out Jeff’s IQ post, “Crude oil stocks down after Hurricane Laura”

 

Host: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Jeffrey Rasinski, Consultant

Ripped from the headlines: What’s impacting our world of food today

Ripped from the headlines: What’s impacting our world of food today

August 28, 2020
  • Shame on you, Laura!
    • Hurricane’s impact on Louisiana sugarcane industry
  • Vuna, plant-based seafood
    • You in?
  • CBD
    • Education will lead to CPG product introductions
  • COVID-19 has you snacking more than ever
    • Don’t deny it

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

COVID-19 challenges for manufacturers & distributors, plus honey season 2021

COVID-19 challenges for manufacturers & distributors, plus honey season 2021

August 21, 2020
  • Retail growth
  • Supply chain challenges
  • Increased dependency on tech and communication
  • Trucking: game of numbers
  • Manufacturing & plant challenges
  • Honey
    • COVID impact on table honey market
    • Increased retail demand
    • Ingredient honey
      • Risk to price to the upside
    • Crop dependent marketplace

Host: Michael Caughlan, President & CEO
Expert: Drew Burke, Vice President – Procurement & Risk Management, Sweetener Supply

 

 

Wheat market update & water-miscible CBD

Wheat market update & water-miscible CBD

August 14, 2020
  • Favorite summertime activities
  • Overview of wheat fundamentals
  • CBD water-miscible technology explained from KND Labs
  • Download our free CBD study!

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

Sasquatch spotted with the WASDE update!

Sasquatch spotted with the WASDE update!

August 12, 2020
  • Corn
    • Yield placed at record 181.8 bpa
    • Ethanol demand outlook
    • Derecho windstorm impact
  • Sugar
    • Beet production raised to 5.199 million STRV

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

A pre-WASDE chat on corn, soybeans, & sugar

A pre-WASDE chat on corn, soybeans, & sugar

August 7, 2020
  • Will December corn futures go sub $3.00 per bushel?
  • Healthy soybean balance sheet all depends on yield hitting over 51 bushels per acre
  • Can beet sugar production reach 5.2 million short tons?

Host: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Kevin Combs, Vice President – Sweeteners Specialist

CBD for the Food & Bev industry, are you ready?

CBD for the Food & Bev industry, are you ready?

July 31, 2020
  • Today we introduce our CBD partner, KND Labs!
  • Opportunities and challenges in CBD space for Food & Bev manufacturers
  • Background on sourcing efforts and vetting a CBD partner
  • Complete KND product portfolio overview
  • Capability and quality overview
  • Download our free CBD study!

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

Guest: Dave Swanwick, Director of Sales, KND Labs

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