What’s Going on in Dairy? We Ask Our Guest, Phil Plourd!

November 16, 2018
  • What are prices doing?
  • Time to extend coverage?
  • What factors could turn the market bullish?
  • What is your perspective on trade with Canada and Mexico?

Host: Michael Caughlan, President & CEO
Special Guest: Phil Plourd, President, Blimling and Associates, pplourd@blimling.com, www.dairy.com 

00:0000:00

Prepare to Be Amazed: Another WASDE Recap

November 9, 2018
  • Sugar
    • Adjustments to demand and beet production
    • Sugar stock to use under target of 13.5 percent
  • Corn
    • Reduction in corn yield results in little impact on corn price
    • Corn demand steady
  • Craig tells tales from the ABLC Global Conference!

 

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

00:0000:00

Farm Bill: A Deeper Dive into the Impact on Sugar

November 2, 2018
  • Sugar policy will stay same under a new Farm Bill?
  • Sugar policy creates price floor and cap
  • Don’t look for a new Farm Bill until Q1 2019

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

00:0000:00

Catching Up with #11 World Sugar

October 26, 2018
  • Impressive rally over the last month!
  • Factors driving the market
    • Brazil increases ethanol processing
    • Higher energy prices
    • U.S. sanctions
    • Noncommercial short covering
  • What does the future hold?
    • Fundamentals at play
    • Stocks and global surplus
    • Stagnate consumption growth
  • “The cure for low prices is low prices.”
    –Dr. Craig Ruffolo

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

00:0000:00

Fun Times with Crop Progress & Cocoa

October 19, 2018
  • Corn and sugar
    • Poor weather slows crop progress and harvest
  • Cocoa
    • Recap of Q3 grinds for major regions
    • Factors that could bull the market
    • What would Doug Flutie do? Go long!

 

Host: Michael Caughlan, President & CEO

Expert: Craig Ruffolo, Vice President – Commodity Specialist

00:0000:00

A Good Old-Fashioned WASDE Recap

October 12, 2018
  • Sugar
    • Beets scaled back from last month’s optimism
    • Bigger cane crop in Louisiana?
  • Corn
    • Exports looking strong
    • Potential impact of E15

 

Host: Michael Caughlan, President & CEO

Expert: Kevin Combs, Vice President – Sweeteners Specialist

Expert: Rebeca Sanchez, Commodity Market Analyst

00:0000:00

What’s Up with Raw Sugar?

October 5, 2018
  • Factors influencing refined sugar pricing
  • Is there regionality to sugar pricing and why?
  • Thank you for a great season, Oakland Athletics! Until next year!

 

Host: Michael Caughlan, President & CEO

Expert: Craig Ruffolo, Vice President – Commodity Specialist

00:0000:00

Market Technicals & Risk Management, with Ron Mark of PRICE Futures Group

September 28, 2018
  • Soybeans and soybean oil
    • What are the technicals saying?
  • How can you hedge your price risk for a trade tariff reversal?
  • Crude oil and natural gas futures
    • Where do we go?
    • Are we closing in on $100 per barrel in crude?

 

Host: Nicole Thomas, Vice President – Information Services

Special Guest: Ron Mark, President & Director of Risk Management, The PRICE Futures Group

00:0000:00

Viva Mexico Sugar!

September 21, 2018
  • Mexico sugar stocks are growing as a result of lower exports to the U.S.
  • Will Mexico export sugar to the world market?
  • North American sweetener trade under the Suspension Agreements

 

Host: Michael Caughlan, President & CEO

Expert: Kevin Combs, Vice President – Sweeteners Specialist

00:0000:00

Holy Soybeans! Time for a WASDE Recap

September 14, 2018
  • Domestic production for corn and soybeans revised higher for 2018/19
  • Super Typhoon Mangkhut: Will it affect coconut production?

 

Host: Michael Caughlan, President & CEO

Expert: Nicole Thomas, Vice President – Information Services

Expert: Craig Ruffolo, Vice President – Commodity Specialist

00:0000:00