Sugar beet & cane crop progress update

• 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

• 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

• 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

• 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

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!

• 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

• 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!

• 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

• 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

• 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