McKeany-Flavell Hot Commodity Podcast Series
Sugar beet & cane crop progress update

Sugar beet & cane crop progress update

July 19, 2019
  • Louisiana cane crop escaped any significant damage from Hurricane Barry
  • Idaho beet crop is strong but offset by poor Southern Minnesota crop
  • And, who smashed Kevin in the go-kart grand prix?!?

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

July WASDE update: Corn, soybeans, & sugar

July WASDE update: Corn, soybeans, & sugar

July 11, 2019
  • Corn
    • USDA maintains Acreage report number for corn acreage, existing yield
  • Soybeans
    • 2019/20 soybean balance sheet gets “tighter”—relatively speaking
    • 2018/19 soybean oil revision resulting from lowered crush projection
  • Sugar
    • USDA increases 2018/19 imports resulting in 14.3 percent STU
    • 2019/20 beet and cane production raised
    • Market reset at 13.5 percent per the Suspension Agreements

Host/Expert: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services

Potential market explosions over the next six months

Potential market explosions over the next six months

July 3, 2019
  • Sugar
    • The Black Snake: a lil sizzle, but not really getting off the ground
  • Soybeans
    • The Roman Candle: bursts of energy shooting out in intervals
  • Corn
    • Kaboom!
    • The Grand Finale: has the most explosive potential over the next six months

 Happy Fourth of July!

Host/Expert: Nicole Thomas, Vice President – Information Services
Expert: Kevin Combs, Vice President – Sweeteners Specialist

 

USDA reports provide pre-Fourth of July fireworks

USDA reports provide pre-Fourth of July fireworks

June 28, 2019
  • Corn acreage number well above expectations
  • Soybean acreage takes additional hit
  • Majority of corn stocks in hands of producers

Host: Kevin Combs, Vice President – Sweeteners Specialist
Expert: Nicole Thomas, Vice President – Information Services

Our 100th episode! A look back at the top three most downloaded podcasts

Our 100th episode! A look back at the top three most downloaded podcasts

June 21, 2019
Follow us down memory lane as we revisit the top three most downloaded Hot Commodity podcast episodes from our first 100 and discuss where those topics are today.

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

 

WASDE update: It’s a fiery one!

WASDE update: It’s a fiery one!

June 11, 2019
  • Corn
    • USDA provides June surprise
  • Soybeans
    • Nothing to see here
  • Sugar
    • Minor adjustments to production
    • How to deal with 12.4 percent stocks to use?
    • Commercial activity picking up

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

 

The hot take on corn acreage & sugar deliveries

The hot take on corn acreage & sugar deliveries

June 7, 2019
  • Corn
    • Acreage loss prevalent
  • Sugar
    • Deliveries on the rise
    • Cane refiners in the catbird seat

Host: Michael Caughlan, President & CEO
Expert: Nicole Thomas, Vice President – Information Services
Expert: Craig Ruffolo, Vice President – Commodity Specialist

Soybeans, corn, & sugar: Oh my!

Soybeans, corn, & sugar: Oh my!

May 31, 2019
  • Corn/Soybeans
    • Acreage and planting update
    • Scenarios on revisions to supply and demand balance sheet
    • Potential impact on prices
  • Sugar
    • Active day for #16 sugar market
    • New tariffs on Mexico

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

Latest update on sugar beet plantings

Latest update on sugar beet plantings

May 24, 2019
  • Sugar beet crop planting nearly completed
  • Will USDA increase imports?
  • Will Mike bring the Lagunitas?
  • Happy Memorial Day!

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

Corn update: Planting intentions & market activity

Corn update: Planting intentions & market activity

May 17, 2019
  • Planting intentions report summary
  • Unusual market response
  • Planting activity update
  • Corn S&D and lack of a trade deal
  • Corn futures market outlook

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